Xero - 3PL Integration

Integration Summary 

• Exports 3PL Invoices to Xero with ledger mapping

Settings Changes

Please go to Settings > Customer Account Settings and change accounting integration type to Xero:

https://om.mintsoft.co.uk/Settings/CustomerAccountSettings

Setup Connection

Navigate to Connect > Accounting > Xero

Add a new account and leave all fields blank except delay - please enter a value here of 15.

Please also choose the type of the Xero connection to Fulfilment Accounting

Once created - 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.

Contact Setup

Before connecting to Xero - please make sure your contact names on Xero match the Mintsoft client name exactly, if they do not match exactly then the integration will not be able to post invoices to Xero.

Mintsoft:

Xero:

Ledger Account Mapping 

To map the Mintsoft charging areas to specific sales ledger accounts on Xero, navigiate to Connect > Accounting > Xero > Account Mappings

Then map the charging areas to the relevant Xero ledger accounts:

Now when you create the invoice in Xero any accounts you have mapped will show on the draft invoice created:

Creating Xero Invoice

Once Xero is connected the process to create an invoice is very simple, just confirm the invoice in Mintsoft as normal then click create invoice in the top right:

You can also view historical invoices in Xero directly from the confirmed invoice section.