Overview

This article walks through the configuration of the connection between Extensiv Integration Manager and Xero. 

Supported Functions

This connection allows for the following information to be synced:

1. Orders from Xero to Extensiv Integration Manager
2. Inventory numbers from Extensiv Integration Manager to Xero
   Each of these syncing options and configuration guidelines is further detailed below.
    

Syncing Options

Orders

This connection passes Xero Invoices as Orders. It can also be configured to filter specific status types when passing orders. 

For orders to properly sync, each product on the order/invoice must contain a SKU.

Even if line items in Xero are fulfilled, they still need a matching SKU in your order destination.

Orders can be imported from one organization or multiple, this will be determined when authorizing the connection.

Inventory

Inventory syncing is optional. If enabled, the connection pulls available inventory numbers from Extensiv Integration Manager and updates the available quantities in Xero. Similar to the order syncing, products must have SKUs configured to sync inventory numbers and these SKUs must exist in both Extensiv and Xero.

Required Parameters

There are no required parameters to work.

Step-by-step guide

1. When you add the Xero cart to Extensiv Integration Manager, you can click the Grant Us API Access button, which will take you to your Xero account site to allow or grant access to Xero.

2. Select which order status you want to filter.

3. Click the “Test” button to validate the integration, if successful, you will see all your organizations listed.

System Settings

There are no special settings for this integration.