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Importing Sales Orders to Xero

Last updated 25/09/2018

This article explains how to import a Sales Order into Xero.

Overview


Cin7 Sales Orders can be imported into Xero as Invoices, provided the following two conditions are fulfilled:

  • The sales order has one or more line items, and
  • An invoice date has been entered in the Sales Order.

We recommend importing contacts before importing Orders. This means that any new contacts in Cin7 can be matched to existing contacts in Xero correctly.

Importing Sales Orders


There are two ways to import Sales Orders into Xero.

Importing All Orders at the same time

This method will import all orders at the same time. This is the quickest way to import all orders.

  1. From the left navigation, select Accounting, then Xero.
  2. Select Sales tab
  3. Select Invoices
  4. Tick the All checkbox
  5. Click Upload All

A confirmation will notify you if all orders have been imported successfully.

Imported Sales Orders will be available as Invoices in Xero.

Importing Individual Transactions

You may wish to only import one Sales Order, or inspect the orders before importing. To do this:

  1. From the left navigation, select Accounting, then Xero.
  2. Select Sales tab
  3. Select Invoices
  4. Select invoices that you wish to import
  5. Click Upload Selected

Imported Sales Orders will be available as Invoices in Xero.

FAQs

Is it possible to automate order imports?

We have no current plans to automate importing orders; manually pressing the button adds a level of scrutiny that we think encourages good accounting practice.

 

How do I import an invoice that is currently set to 'Do Not Import'?

In the Sales Orders module, locate the Sales Order. Hover over the cog next to the order's reference number and click Admin. Using the dropdown, change the QBO/Xero Invoice Status to Not Imported Yet Or Reset For Re-import and you will now be able to import the order as normal.