Connect Xero
Push customers, invoices, payments and refunds from SKUFlow to your Xero organization automatically.
Connect Xero and SKUFlow sends your customers, invoices, payments and refunds to it as they happen. Only owners and admins can connect Xero.
What gets sent
The sync is one way: SKUFlow → Xero.
| In SKUFlow | In Xero |
|---|---|
| Customer | Contact, with name, email, phone and billing address. If a contact with exactly the same name already exists, SKUFlow links to it instead of making a duplicate. |
| Invoice (when created or sent) | Approved sales invoice with the same number (for example INV-12) and every line, discounts included, with SKUFlow's tax spread across the lines to the cent |
| Payment against an invoice | Payment into the bank account you choose (tips aren't included) |
| Refund | Credit note and a refund payment out of the same bank account |
Drafts, cancelled invoices and unsettled payments aren't sent. Once an invoice has a payment in Xero, Xero locks it, so SKUFlow doesn't change it again.
Connect
Open Integrations
Go to Settings → Integrations.
Connect Xero
On the Xero card, click Connect Xero and sign in to Xero.
Choose the organization
If your Xero login has more than one organization, SKUFlow asks Which Xero organisation? Pick the one to send to and click Use this organisation.
Set your mappings
Under Mappings, choose where records land, then click Save mappings:
- Sales account: the revenue account every invoice line is booked to. Required.
- Tax rate for taxed invoices: required once your invoices carry tax.
- Tax rates by SKUFlow rate (optional): if you charge different rates in different places, pick a Xero rate for each.
- Tax rate for untaxed invoices: also used for tax-exempt customers and refunds. The default is NONE (Tax exempt).
- Bank account for payments: payments go into it and refunds come out of it. Required for payments.
- Item (optional): a Xero item code on every line, for item reports.
- Tracking (optional): one tracking option on every line, such as a region or department.
The Xero Mappings form
Screenshot coming soon
Records are pushed as they change. Click Sync now to send anything waiting right away.
Xero limits how many changes an app can send per minute. On a busy day some records wait a little and go through on their own; you don't need to do anything.
With business units, each unit can tag its invoices with its own Xero tracking option. See Business units.