Setup

Xero integration

Automatically sync dropship and replenishment invoices to Xero

Last updated July 2nd, 2020

Installing Xero

You'll first need to Connect Jetti to your Xero account. If testing, we recommend only connecting to a test Xero store, to ensure test invoices aren't pushing into your live accounting system. It is possible to create multiple Xero organisations under a single account, so you may want to use that feature to setup a Test Organisation to try the accounting features. To enable the Xero integration in Jetti, you'll need to click on Integrations > Xero.

Then, click to add a new Xero account. You'll need to enter a name, such as the name of the Xero account. Then, click the red "connect" button in the top right.

You'll then be prompted to select the Xero account you want to connect. It will confirm the permissions required to create invoices and import your supplier contacts. We only require the permissions for the tasks Jetti needs to complete. If you have any questions on why we need a certain permission, please get in touch with our support team.

In some testing or trial accounts - you may see the option to only allow access for 30 minutes. This means you may need to refresh your connection every 30 minutes. However, this won't be needed for live customers.

Once connected, you should see a green "connected" button. You'll then be able to select and confirm the Xero account you want to connect to. This can be selected under the "Tenant" field.

Connecting vendors

Jetti has the ability to sync both replenishment and dropship vendor invoices to Xero. For an invoice to sync, the contact record will first need to be connected between Jetti and Xero. For the marketplace vendors, you can set the Xero record under the Prices tab.

Click the dropdown and select the supplier record you want to connect the dropship provider to in Xero. Once selected, click save. You'll see a warning under any vendor contact in Jetti which doesn't have a vendor contact mapped.

For replenishment vendors, you can follow a similar process under contact edit page. Once connected, you'll then be able to sync invoices for both dropship and replenishment purchase orders.

Syncing invoices

Invoices can be synced manually or automatically. You can enable automated syncing of invoices for replenishments and dropship separately under Setup > Accounting:

For syncing manually, you'll need to click into a purchase invoice. You can do this under Contacts > Payments. Then, click on the "search invoices" button.

Clicking into an invoice, you'll then be able to click the "sync accounting" button. The invoice will be added to your Xero account under the mapped contact record. You'll be able to see a confirmation and link to the invoice in Xero once it has been synced.

You'll be able to view your incoming invoices in your Xero account under the Accounting tab > Bills to pay. Each invoice also links back to Jetti, if you click on the "Go to Jetti" button.

Our Xero integration adds products and shipping as line items to the order. Stock isn't tracked nor mapped to products within Xero. The reference used for the order will match the invoice number within Jetti. As you can part invoice orders, you can have multiple invoices synced for the one order. For example, if you wanted to sync multiple invoices for a larger replenishment purchase order.

Adjustments

It is also possible to sync adjustments to Xero if needed. If this is a feature you need, please get in touch with our support team to enable.

Payments

By default, Jetti only has a one way sync for payments. If you'd like the payment status in Jetti to be updated once invoices are marked as paid in Jetti, please contact our support team.

Back to Setup