Xero Integration Introduction

The integration between Unleashed and Xero creates a powerful connection that brings real-time financial visibility to your inventory management processes. By linking these two essential business systems, you can ensure that your accounting records stay current as you complete day-to-day operations, including managing receivables, invoices, processing credits, and handling stock journals.

This seamless integration eliminates the need for manual data entry between systems, reducing errors and saving valuable time. When you complete transactions in Unleashed, the relevant financial information is automatically synced to Xero, keeping your books accurate and up-to-date without requiring additional effort from your team.

Real-time synchronization ensures that your financial reporting accurately reflects current inventory movements in real-time. Whether you're fulfilling sales orders, receiving new stock, or making inventory adjustments, the corresponding accounting entries sync to Xero automatically. This live connection provides business owners and managers with accurate financial insights when they need them most.

The integration also maintains the integrity of your chart of accounts while leveraging Unleashed's detailed inventory tracking capabilities. Rather than duplicating product information across both systems, the integration intelligently includes all necessary product details within each transaction line, ensuring Xero receives complete information without requiring separate product maintenance.

Before implementing this integration, there are several critical points to understand to ensure a smooth setup and ongoing operation. These considerations help prevent common issues and ensure your systems work together effectively from day one.

The integration takes a streamlined approach to product information. Instead of exporting and maintaining separate product records in Xero, Unleashed includes all relevant product details directly within transaction lines. This eliminates potential synchronization issues while ensuring Xero receives complete transaction information.

Before you go ahead with the integration, make sure that your Stock On Hand account balance in Xero matches the Stock On Hand value shown in Stock On Hand Enquiry. This alignment is crucial for maintaining accurate financial records as transactions flow between the systems.

Each Unleashed account can only connect to one Xero organization. This is a permanent connection that cannot be changed without completely removing and reinstalling the integration. Plan carefully before establishing this connection to ensure you're linking to the correct Xero organization.

The integration follows a specific data flow direction. While Unleashed pushes transaction information to Xero, changes made directly in Xero do not sync back. This means any modifications to transactions should be made in Unleashed to maintain consistency across both systems.