If you’re putting your orders through the system already, make sure all are posted before enabling Xero.
From your Account Settings, enable Accounting Integration and select Xero.
Refresh the page
A new menu item under your name in the main navigation will appear called Xero Connect (should be the last option)
Click Connect to authenticate with Xero
Once authenticated, you’ll be pushed back to DTD and another menu item will now be visible under Operations called “Product Sync”
Click on Product Sync to synchronize your LCBO/TBS/Direct products with Xero Items. - This is important. Once you have enabled Xero integration, the products available in Order Forms are ONLY the products that you have synced. If no products have been synced, your order forms will be empty. This is because Order Forms will now use Xero Items (SKUs) and not LCBO/TBS/Direct SKUs. The system needs to compile Xero Items so it knows pricing to create an invoice.
Select your LCBO/TBS/Direct products on the left, assign the packaging size you sell them in and the desired tax rate, and start typing in the right column the name of the Xero product to associate it with. DTD autocompletes Xero Items from your Xero account. You can additionally add a Bundle Item (typically used for Can Deposits here with Zero-Rated Tax). Please note: the Bundle Item quantity is multiplied by the configured Number of Containers in an associated Direct Product or the number of containers defined by the retailer if no Direct Product is associated. Click “Sync” when done. Click “Sync” when done.
Now when orders are placed, DTD will reference Xero item numbers in the Order.
Sales staff now can create Orders WITHOUT being connected to Xero - they do not need to log in to Xero.
Back office staff will need an active Xero connection before they post an order directly to Xero. DigThisData will auto-reconnect the original connection so there is no need to login again.
Opening up an order in the View Orders page will now have a blue “Post to Xero” button next to “Post Manually”
Clicking on “Post to Xero” will generate an invoice in Xero and mark the order as posted.
You can also generate a Packing Slip by selecting the checkbox next to the Order and then clicking on the Packing Slips button on the left. You can choose multiple orders to generate one large PDF.
Xero Integration is not available for the desktop or enterprise versions.
Once expired, you will need to re-connect to Xero. Once connected, any DigThisData user on the account with appropriate permissions can use the Xero connection using their own credentials.