Xero Integration Guide

 

Integrating Xero in your ADAM account 

Getting Started with
ADAM and Xero 

Getting Started with ADAM and Xero

Xero is an online accounting system that looks great and is easy to use. ADAM can integrate with Xero to help manage & create your purchase order workflows, approvals when purchasing via ADAM. 

What does the integration do?

When you connect Xero to your ADAM account, we'll make sure that Purchase Orders are automatically created in your Xero account. This means your team will not need to manually create request, fill up forms and POs and reduces the waiting and turn around time!

Read our step by step guide on how to connect Xero to your ADAM account.


What is Synced?


Chart of Accounts
 Chart of Accounts which are either Expenses / Overheads is pulled from Xero with the initial sync. Any changes made in Xero are synced to ADAM. Read-only in ADAM

Tax Rates
Pulled from Xero with the initial sync. Any changes made in Xero are synced to ADAM. Read-only in ADAM

Currency
Pulled from Xero with the initial sync. Any changes made in Xero are synced to ADAM. Read-only in ADAM

Vendor
Pulled from Xero with the initial sync. Any changes made in Xero are synced to ADAM. Read-only in ADAM

Purchase Orders
Orders placed and successfully approved in ADAM will be synced to Xero as part of the Purchase Order generation synchronisation. Blanket POs created in ADAM will be synced to Xero



Important information

At the moment, the PO  integration between ADAM and Xero is only one way, this means that you can create Purchase Orders from ADAM to Xero. Any changes made to the Purchase Orders manually in Xero, (such as updating details, quantity or prices) will not be synced back to ADAM.

If you would like to delete a PO across both systems, you will need to delete the PO in both ADAM and Xero. Deleting the PO in Xero will not automatically delete the PO in ADAM.

As a customer is under paid plans, it is free to integrate! There are no additional costs to use the ADAM and Xero add-on. You will, however, need a subscription to both ADAM and Xero. Our integration with Xero doesn't currently support Xero's inventory feature yet and is something in our future development.


How to connect Xero to your ADAM Account?

Please note that Xero Integration is allowed only for companies that have admin access provided

For Admin only: 


In ADAM, Go to Settings > Company Profile > Addresses and click on the Xero tab

This will take you to the Xero Login page to connect your first Organisation.

Login to connect to Xero



At the Xero set up screen, click Setup Xero


 You will be taken to Xero to allow access and authorise Supplycart to your Xero account
 (this is a one-time activity)

Activating your First Xero  organisation to connect and confirm activation


  • Click on "Choose Xero Organisation" to connect ADAM's billing entity to Xero
  • Select the relevant Xero organisation
  • Adam will display the connected Xero Organisation
Choose your NEXT Xero organisation to connect and confirm activation


  • Click on "Choose Xero Organisation" AGAIN, to connect with Xero for your next Xero organisation
  • Repeat the above steps to connect all your entities
You'll then be redirected back to ADAM 

  • When you have successfully connected to a selected Billing Entity on ADAM, you would not be able to edit your connected Billing Entity's name 
ADAM Purchase Orders will be created in Xero
  • Once a PO is approved in ADAM, an "Approved" PO will be created into Xero

When and how does data sync occur? Is it manual, automatic, on login, in real-time. Are there any settings related to synchronizing?

What happens if I amend the PO inside Xero?

What is the PO Account Code? Which account code do I select?

What happens if I have multiple entities ?

How do I disconnect from Xero?