We recommend managing your debtors and creditors' information on Xero. TradeGecko pushes Invoices, Credit Notes, and Purchase Orders so that you can set credit limits and track these on Xero.
When customer information (i.e. TradeGecko Contact/Relationships) is sent to Xero (this is either sent via a Sales Invoice, Credit Note, or Bill) TradeGecko does checks if a Xero contact with the Name and Company Code exists:
- If Yes, then attach the same contact to the document.
- If No, then create a new contact and use this on the document.
List of Sync Details pushed to Xero
|
No |
TradeGecko Contact (Relationships) |
→ |
Xero Contacts |
| 1. |
Company Name |
→ |
Name |
| 2. |
Company Email |
→ |
|
|
3. |
Tax Number |
→ |
Tax Number |
|
4. |
Create a New Customer |
→ |
Customer List |
|
5. |
Create a New Supplier |
→ |
Supplier List |
Keep in mind
- As a precautionary measure, you should always update your contact information on both platforms.
- If you have a contact on Xero listed as both a customer and a supplier you will need to create a supplier and customer on TradeGecko with the same Name and Company Code as TradeGecko contacts need to be listed as either customers or suppliers.