Xero (Multi Channel) Integration Features
Accounting integrations means that your client can push data between Mintsoft and Xero.
Can Import Sales Invoices from Xero to Orders in Mintsoft.
Can Import Purchase Orders from Xero to ASNs in Mintsoft.
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 our article on Xero 3PL integration.
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.
Prerequisite - Setting the Accounting Integration Type
There are a couple of different methods depending on your user.
3PL admin setting up on behalf of a client
To set the Accounting Integration Type on behalf of a 3PL Client, please do the following:
Click Clients then click Overview.
Find the client, next, click Actions then Edit.
Set the Accounting Integration Type to Xero.
Click Save.
Multi-channel user
To set the Accounting Integration Type as a Multi-Channel Database, please do the following:
Click Settings then 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.
Setup connection
To set up a Xero connection for accounting purposes on Mintsoft, please do the following:
Click Connect then Accounting Integrations.
Click Xero then 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.
Set the Order Status To Import, we accept the following statuses -
Paid.
Draft.
Authorised.
This is the invoice status on Xero.
(Optional) Set the Only Import Orders With Prefix.
Set the Number Of Days to Check back from - Set 0 for All.
Click the Integration Type drop down 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.
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.
Group By Channel on Export: Enable to group orders by the order channel (Shopify, eBay, Amazon, etc.).
(Optional) Enable Use BAS instead of VAT.
Click Add then click Connect to Xero.
To 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.
Login to Xero then click Allow Access.
Set Default Income Account
Once you've authorised the Xero accounting connection:
Click Edit against the connection.
Check the Default Sales Account and Default Purchase Account field is correct for your sales.
Sales post here if we don't find an item code already set up.
Click Update.
Exporting orders to Xero
To manually export orders to Xero, please do the following:
Click Orders then Overview.
Select the orders you want to export.
Click the Bulk Actions drop down then select Export to Accounting Integration.
Finally, click Go.
Reconnecting Xero
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, please do the following:
Click Connect then Accounting Integrations.
Select Xero.
Find the account to reconnect then click Connect to Xero.
Login to Xero then click Allow Access.
Disconnect from Xero
To disconnect your Xero account from Mintsoft, please do the following:
Click Connect then Accounting Integrations.
Select Xero.
Find the account to disconnect then click Disconnect from Xero.