The Xero Multi-Channel integration allows you to push data between Mintsoft and Xero. You can import Sales Invoices from Xero as orders in Mintsoft, import Purchase Orders from Xero as ASNs in Mintsoft, and export orders from Mintsoft to Xero. Follow the steps in this article to set up and manage your Xero connection.
Note: There are additional charges for using this integration on top of the base Mintsoft package. Please contact your customer success manager or account manager for further information.
Xero Multi-Channel integration features
Accounting integrations mean that your client can push data between Mintsoft and Xero:
You can import Sales Invoices from Xero to orders in Mintsoft.
You can import Purchase Orders from Xero to ASNs in Mintsoft.
You can export orders from Mintsoft to Xero.
For 3PL integrations, a warehouse can push invoices to Xero for charges like picking, shipping, and storage. For more information, see Xero 3PL integration.
Set the Accounting Integration Type
Before you can connect to Xero, you need to set the Accounting Integration Type. There are two different methods depending on your user type.
3PL admin setting up on behalf of a client
To set the Accounting Integration Type on behalf of a 3PL client, follow these steps:
Click Clients, then click Overview.
Find the client, click Actions, then click Edit.
Set the Accounting Integration Type to Xero.
Click Save.
Multi-channel user
To set the Accounting Integration Type as a multi-channel database, follow these steps:
Click Settings, then click Client Settings.
On the General tab, scroll to the bottom and change the Accounting Integration Type to Xero.
Click Save.
Prerequisite - Adding and authorising the connection
To connect to Xero and authorise the connection with Mintsoft, you must be using the https://om.mintsoft.co.uk URL. This won't work when using a custom portal.
Add and authorise the Xero connection
Important: You must be using the https://om.mintsoft.co.uk URL. Adding and authorising the conneciton won't work when using a custom portal.
To set up a Xero connection for accounting purposes on Mintsoft, follow these steps:
Click Connect, then click Accounting Integrations.
Click Xero, then click Add Account.
(3PL only) Select the Client.
Select the Warehouse and Channel.
Enable Order Import if you wish to import orders from Xero into Mintsoft.
Set the Order Import Frequency (Minutes). We recommend setting this to 15 minutes. Valid range: 15 to 1440 minutes (15 minutes to 24 hours).
Set the Order Status To Import. These are the Sales Invoice statuses in Xero. Invoices with these statuses will be imported as orders into Mintsoft. We accept the following statuses:
Paid
Draft
Authorised
(Optional) Set the Only Import Orders With Prefix.
Set the Number Of Days to Check back from - Set 0 for All. Use negative numbers (such as -7 for the last 7 days) to look back a specific number of days, or set to 0 to import all orders regardless of date. Valid range: -64 to 0.
Click the Integration Type dropdown and select Accounting.
(Optional) Enable Group Sale By Bundle.
(Optional) Enable PurchaseOrder Import to ASNs and set the PurchaseOrder Status' To Import to ASNs.
(Optional) Enable ASNs Imported as Awaiting Delivery (Rather than NEW).
(Optional) Enable Create Product from PO if it doesn't exist.
(Optional) Enable Export Orders and set the following options:
Export Orders Frequency (Minutes): We recommend 60. Valid range: 15 to 1440 minutes (15 minutes to 24 hours).
Export Orders Since: Set the date to start exporting orders from.
Export Orders in Channel: Set the channel to export orders from, alternatively, keep as ALL.
Order Statuses To Export Orders In: Select which order statuses should be exported to Xero (multi-select). Only orders with these statuses will be exported.
Group By Channel on Export: Enable to group orders by the order channel (Shopify, eBay, Amazon, and so on).
(Optional) Enable Use BAS instead of VAT.
Click Add, then click Connect to Xero.
Log in to Xero, then click Allow Access.
Set default income account
Once you've authorised the Xero accounting connection, you need to check the default account settings.
To set the default income account, follow these steps:
Click Edit against the connection.
Check the Default Sales Account and Default Purchase Account fields are correct for your sales. Sales post here if we don't find an item code already set up.
Click Update.
Export orders to Xero
You can manually export orders to Xero at any time.
To manually export orders to Xero, follow these steps:
Click Orders, then click Overview.
Select the orders you want to export.
Click the Bulk Actions dropdown, then select Export to Accounting Integration.
Click Go.
View export errors
You can view export errors directly in Mintsoft to troubleshoot any failed orders.
To view export errors, follow these steps:
Click Connect, then click Import Errors in Mintsoft.
Apply a filter for Connect Type = Xero to narrow the results and focus specifically on Xero-related errors.
This allows you to see all failed orders along with their detailed error messages.
Reconnect Xero
If your Xero connection needs to be reauthorised, you can reconnect it.
Note: To connect to Xero and authorise the connection with Mintsoft, you must be using the https://om.mintsoft.co.uk URL. This won't work when using a custom portal.
To reconnect your Xero account from Mintsoft, follow these steps:
Click Connect, then click Accounting Integrations.
Select Xero.
Find the account to reconnect, then click Connect to Xero.
Log in to Xero, then click Allow Access.
Disconnect from Xero
If you need to remove the connection between Mintsoft and Xero, you can disconnect your account.
To disconnect your Xero account from Mintsoft, follow these steps:
Click Connect, then click Accounting Integrations.
Select Xero.
Find the account to disconnect, then click Disconnect from Xero.