Xero After the integration
FollowUnleashed to Xero Workflow tutorial
Viewing the connection log
The Connection Log provides a list of every single action that has occurred during the integration process. For example, you can use the log screen to determine any issues that might occur during the integration process. This could include a validation error, or any other possible faults. You can use the Connection Log page to determine what the actual fault is, and then plan to fix accordingly. The logs only keep the last 7 days of activity.
Viewing in log levels
You can select the log level that you need to view for analysis. You have the choice of;
- ERROR: Displays error type logs.
- INFO: Displays general log information, such as products details being transferred.
- ALL: Displays all log levels.
Field validation mappings
The following is a list of most of the field validations that are mapped during the Xero integration. All available information has been gathered to ensure you have the easiest integration possible.
Customers & Suppliers
Unleashed | Xero |
---|---|
Customer Name or Supplier Name | Contact Name |
First Name | Primary Person/Name |
Last Name | Primary Person/Name |
Email Address | |
Contact Postal Address | Postal Address |
Contact Physical address | Physical Address |
Phone Number | Telephone Number |
Fax Number | Fax Number |
Mobile Number | Mobile Number |
DDI Number | Direct Dial Number |
GST/VAT Number | GST Number |
Currency | Default Currency |
Postal Address
Unleashed | Xero |
---|---|
Street Address or PO Box | Street Address/PO Box |
Town/City | Town/City |
State/Region | State/Region |
Country | Country |
Postal Code | Postal / Zip Code |
Physical Address
Unleashed | Xero |
---|---|
Street Address | Street Address |
Town/City | Town/City |
State/Region | State/Region |
Country | Country |
Postal Code | Postal/Zip Code |
Credit
Unleashed | Xero |
---|---|
Customer Name | Contact |
Credit Completed Date | Date |
Credit Number | Credit Note# |
Invoice Number | Reference |
Customer Currency | Currency |
Sub Total | Sub total |
Tax Total | total GST |
Product Description | Description |
Qty | Qty |
Price | Unit Price |
Amount | Subtotal |
Tax Rate | Tax Rate |
*Reference | Reference |
* For Free Credit function only.
Supplier Returns
Unleashed | Xero |
---|---|
Supplier Name | From |
Return Date | Date |
Supplier Return Number | Reference |
Currency Code | Currency |
Sub Total | Subtotal |
Tax Total | Total GST |
Total | Total |
Product Description | Description |
Qty | Qty |
Order Price | Unit Price |
Sales Invoices
Unleashed | Xero |
---|---|
Customer Name | To |
Invoice Date | Date |
Due Date | Due Date |
Customer Reference | Reference |
Product Description | Description |
Product Group | Group |
Sub Total | Subtotal |
Tax Total | Total GST |
Total | Total |
Quantity | Qty |
Disc. Price | Unit Price |
Line Total | Amount |
Tax Rate | Tax Rate |
Invoice Number | Invoice # |
Stock Adjustments (including Stock Take), Stock Revaluation and Sales Shipments
When these transactions are created, a journal is sent to Xero and no field mappings are used. Instead, just the Reference Number and Total Adjust values are used.
Unleashed | Xero |
---|---|
Total Adjusted Quantity | Total |
Purchases
Unleashed | Xero |
---|---|
Supplier Name | From |
Supplier Invoice Date |
Date |
Currency Code | Currency |
Sub Total | Subtotal |
Tax Total | Total GST |
Total | Total |
Product Description | Description |
Qty | Qty |
Price | Unit Price |
Line Total | Amount |
Summary of transactions between Unleashed & Xero
The following is a list of transactions that can be made Unleashed once the integration is completed. It highlights what happens in Xero, when a transaction is made in Unleashed. The transactions are based on what is conveyed within the Unleashed menus.
Purchases
Unleashed | Xero |
---|---|
Purchase Order Completed | Draft Payable (Purchase) |
Supplier | Adding supplier inside Unleashed adds the supplier as a contact in Xero. The contact will be marked as a supplier when you purchase from that supplier to create and complete purchase orders. |
Supplier Return | Once the user completes the Supplier Return, the credit note for the supplier is created in Xero. This is under Bills. |
Inventory
Unleashed | Xero |
---|---|
Stock Adjustments | Draft Stock Journal, A journal is created in Xero. These journals are created in the form of a Bill with the total balance of 0, i.e Debit shrinkage expense 100 and Credit Stock On Hand 100. |
Stock Revaluation | A journal is created in Xero. These journals are created in the form of a Bill with the total balance of 0. |
Stock take Adjustment | A journal is created in Xero. These journals are created in the form of a Bill with the total balance of 0. |
Sales
Unleashed | Xero |
---|---|
Completed sale order |
Draft Receivable (Sales) Draft Stock Journal |
Customers | Adding customer inside Unleashed adds the customer as a contact in Xero. The contact will be marked as a customer when you sell to that from customer to create and complete sales invoice. |
Credit | A credit note for the customer is created in Xero. If the Return box is checked, then a credit journal will also be sent. |
Sales Shipment | Sales journal inside of Xero. |
Sales Invoice | Draft Sales Invoice |
How Xero and Unleashed will work together
If you have a demo Xero account, you can connect Unleashed to it, and view how the two systems are operating. Once you have done this, you may want to create purchase orders, sales orders, etc to see the interaction and information sent from Unleashed to Xero.
Steps | Unleashed | Xero |
---|---|---|
1 | Purchases are created in Unleashed —for a stock quantity and stock value. Then, they are receipted in Unleashed. | Once receipted, a draft bill is sent to Xero—this is both for the reconciliation of payment, and the Xero stock on hand account, which updates with the stock value. |
2 | Invoices are raised in Unleashed for your sales. | Once the Invoice is completed, an invoice is sent to Xero and updates the relevant Sales accounts; this is used for the payment reconciliation. |
3 | Shipment Journals are created | Once the Shipment is Dispatched, a stock journal is sent, which moves the stock value sold from your Stock On Hand account to your Costs of Goods Sold account using the Dispatch Date. |
4 | Suppliers and Customers are created and updated in Unleashed. However, you can import some customer and supplier data into Unleashed from Xero. | You can import customers / suppliers. Also there is an option that you can re-import the existing customers. |
5 | The integration allows:
|