How does the TradeGecko and Xero integration work?
We automatically push and manage the integration of your inventory, purchasing, stock control, online and offline sales (wholesale, retail) with your Xero accounting software so that you can spend time growing your business.
When an invoice is created for a Sales Order (i.e when the order is finalized) it gets pushed to Xero as an Accounts Receivable invoice in your Sales account.
When a Purchase order is created (i.e. when the order is set to active) it gets pushed to Xero as an Accounts Payable invoice in your Purchases Account.
Stock On Hand/ Cost of Goods Sold
We send a daily update to Xero of any changes in your Stock on Hand and Cost of Goods Sold combining all changes via Sales Order fulfillments, Purchase Order receipting and manual stock adjustments.
Updating Sales/Purchase Orders
Updating an Order on TradeGecko will push the changes to Xero, however if you make changes on Xero, TradeGecko will not be notified and may possibly overwrite the changes in the future. For the best results, make all changes on TradeGecko.
Payments on Sales Orders
Because we do not currently have proper payment support in TradeGecko we do not push payment status to Xero. Payment management is coming soon to TradeGecko but in the meantime you are advised to make payment changes in Xero
An audit trail of all documents exported to Xero will be available, allowing you to retry any existing or failed document export.
Deleting or voiding a Sales or Purchase Order on TradeGecko will also delete/void the appropriate invoices (both AP/AR and Assets accounts) on Xero.