{"id":7751,"date":"2022-12-21T23:31:50","date_gmt":"2022-12-21T18:01:50","guid":{"rendered":"https:\/\/support.unicommerce.com\/?post_type=ht_kb&p=7751"},"modified":"2023-01-02T13:43:18","modified_gmt":"2023-01-02T08:13:18","slug":"integration-with-xero","status":"publish","type":"ht_kb","link":"https:\/\/support.unicommerce.com\/index.php\/knowledge-base\/integration-with-xero\/","title":{"rendered":"Integration with XERO"},"content":{"rendered":"

Xero<\/strong> is available with uniware under the POS<\/strong> channels category.<\/p>\n

Xero<\/strong> is an accounting software which helps small business owners to manage their finances, easily conduct bookkeeping tasks and get quick access to cash flow statements. UC sellers manage their orders, catalog and inventory on uniware but use Xero to manage their finances. Thai integration enables them to update their financial metrics right after dispatching an order via uniware.<\/p>\n

Note:<\/strong> This is only available for the Uniware Enterprise version.<\/p>\n

Follow these simple steps to integrate in Uniware:<\/strong><\/p>\n

1-<\/strong> In the Uniware menu, select Settings > Channels<\/p>\n

\"\"<\/p>\n

2- <\/strong>Then press the button <\/p>\n

Search and Select “Xero<\/strong>“.<\/p>\n

\"\"<\/p>\n

3-<\/strong> Fill and save the channel details.<\/p>\n

\"\"<\/p>\n

In the General Information section, you need to fill the following information:<\/p>\n\n\n\n\n\n\n\n
Entity<\/strong><\/td>\nExample\/Value<\/strong><\/td>\nDescription<\/strong><\/td>\n<\/tr>\n
Channel Name<\/td>\nXero-ABC<\/td>\nChannel name as per seller choice.<\/td>\n<\/tr>\n
Invoice Due Date Offset<\/td>\n15\/30<\/td>\nThese are the number of days which calculates the Due Date of the invoice which customers need to pay. We provide it for 15 days and 30 days. This value is customizable at tenant level.<\/td>\n<\/tr>\n
Sales\/Revenue Account Code<\/td>\n200<\/td>\nA Xero user (usually a finance manager in Seller\u2019s company) can define their Chart of Accounts in Xero on this link. For accounting purposes, each transaction is recorded in an account. For instance, all sales transactions go into a Sales Account with a Code: 200 (or whatever that is defined by the Xero User. For this sales transaction accounting, you need to enter this account code in \u201cSales\/Revenue Account Code ”. Eg: 200<\/td>\n<\/tr>\n
COGS Account Code<\/td>\n310<\/td>\nThis account is the cost of goods sold which is updated on every sales transaction for each inventory. Eg: 310<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Once all codes are entered, click on the “Save & Next<\/em>” button.<\/p>\n

4- <\/strong>Fill in the API credentials to configure the connectors.<\/p>\n

Here you need to enter username and password to login and establish the connection between UC and Xero. Please note that if two-factor authentication is enabled, the registered mobile number will have to install this Xero\u2019s mobile application and verify the user on clicking the notification received from Xero. Click on the Button on your phone: \u201cYes, It\u2019s me\u201d<\/p>\n

\"\"<\/p>\n

The seller has to get credentials (User Name, Password) from XERO team and use the same in the connectors page at the time of connection in Unicommerce.<\/p>\n

5- <\/strong>As soon as the POS channel is configured successfully, you can see the channel in the list and channel summary.<\/p>\n

Here you can set the rest parameters:<\/p>\n\n\n\n\n\n
Entity<\/strong><\/td>\nExample\/Value<\/strong><\/td>\nDescription<\/strong><\/td>\n<\/tr>\n
Inventory Account Code<\/td>\n630<\/td>\nPlease ensure that all linked SKUs are marked as Tracked Inventory in Xero. Such SKU
\nspecific inventory tracking is done in the Inventory asset account in Xero.Eg: 630.
\nSellers need to ensure that all linked inventory is managed through one Inventory
\nAsset Account only.<\/td>\n<\/tr>\n
Inventory Adjustment Account Code<\/td>\n310<\/td>\nThis account code is a must when we are updating inventory to Xero. This will be achieved by
\ni. Increase Inventory:<\/strong> By creating a zero-total purchase (ACCPAY) invoice using the Invoices endpoint. We create two line items:<\/p>\n
    \n
  1. One to recognise the increase in the inventory asset (and increase the quantity on hand)<\/li>\n
  2. Second to recognise the inventory adjustment. The inventory adjustment line will have a negative unit price so the two lines sum to zero.<\/li>\n<\/ol>\n

    ii. Decrease Inventory:<\/strong> This will be achieved by doing the reverse of an increase.
    \nThe only difference is using a credit note of type to ACCPAYCREDIT (rather than an invoice). Instead of Create Invoice API, we have used Create
    \nCreditNotes API. Eg: 310 [sellers to check in which account they are accounting these adjustments]<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

     <\/p>\n

    Below are the important points that need to be kept in mind while adding the POS channel:<\/strong><\/p>\n