Before you can start your integration you will need to map your XERO Accounts and Contacts with AgriDigital, ensuring information flows between softwares correctly.
Navigation: Settings > Transactions > Integrations > XERO Settings > Accounts
- Account mapping of your XERO general ledger
- Firstly ensure all your Accounts are setup in your XERO platform
- Choose XERO accounts for the following sections:
- Purchase
- 'Rounding' is a mandatory field. Designate a XERO account for rounding discrepancies between AgriDigital Invoices and External Invoices e.g. Expense Purchase account
- 'Default' is a mandatory field. Designate a XERO account for purchase invoice commodities that have not been mapped in your Settings e.g. Purchase Suspense account
- Add Commodity specific XERO accounts for any commodities you will be Invoicing through AgriDigital e.g. Wheat Expense account
- Sales
- 'Default' is a mandatory field. Designate a XERO account for sale invoice commodities that have not been mapped in your Settings e.g. Sale Suspense account
- Add Commodity specific XERO accounts for any commodities you will be Invoicing through AgriDigital e.g. Wheat Asset account
- Deductions
- 'Default' is a mandatory field. Designate a XERO account for deductions that have not been mapped in your Settings e.g. Deductions Suspense account
- Add deduction specific XERO accounts for any deductions you make through AgriDigital e.g. Levies account, EPR account
- Purchase
- Click 'Save' to complete your Account setup
Setting up your Account mapping for Xero Integration
Navigation: Settings > Transactions > Integrations > XERO Settings > Contacts
- Contact mapping
- Firstly ensure all your Contacts are setup in your XERO platform
- Choose XERO contacts that match your AgriDigital Connections, to ensure your Invoices are generated and sent to the correct counterparty
- 'Full Profile Pty Ltd' is a mandatory contact. Map to your Full Profile contact in XERO. This contact is required for any End Point Royalties (EPRs) AgriDigital auto-collects for you
- Add new contacts as required:
- Enter the AgriDigital contact name in the 'AgriDigital' column (list is a list of all Connections in AgriDigital)
- Enter the XERO contact name in the 'XERO' column (this is a list of all Contacts in Xero)
- Click 'Save' to complete your Contacts setup
Setting up your Contact mapping for Xero Integration