- Can Import Sales Invoices from Xero to Orders in Mintsoft
- Can Import Purchase Orders from Xero to an ASNs in Mintsoft
- Can Export Orders in Mintsoft to create Sales Invoices in Xero
If you are a 3PL admin user setting this up on behalf of a client - please navigate to Clients > Overview > (find client) > Actions > Edit
If you are a Multi Channel account user please navigate to Settings > Client Settings
Then on the General tab scroll to the bottom and change to Xero:
Navigate to Connect > Accounting > Xero
Please also choose the type of the Xero connection to Accounting and then select the relevant options for using the connection.
Order Sync = Means Invoices will import from Xero as orders into Mintsoft.
Valid Order Statuses to use are: paid, draft or authorised (this is the invoice status on Xero). If you leave status blank - we will use paid as the default status to import orders with.
We would recommend setting a value in the days to go back - e.g. if you want to import invoices for the last 7 days then you would enter -7.
Once the account is then created - scroll over to the right and hit the Connect to Xero Button.
Please Note: In order to Connect to Xero, you must be using the https://om.mintsoft.co.uk URL. This will not work when using a custom portal.
And then hit allow access:
Set Default Income Account
Once the connection has successfully authorised - edit the connection in Mintsoft and check the default income account is correct for your sales (sales will get posted here if we do not find an item code already setup)
Then hit save.
Exporting Orders to Xero
From the orders overview screen tick the orders you want to export and then from the bulk actions drop down select "Export to Accounting Integration"