How to Sync CRM Purchase Orders to Xero Bills/Purchase Orders
Previously, CRM Purchase Orders (POs) were synchronized exclusively to Xero Bills.
We have now introduced the flexibility to choose whether CRM Purchase Orders should synchronize to:
Xero Bills or
Xero Purchase Orders
Configuration
Navigate to:
Settings → Webservice Settings
Under the option:
CRM Purchase Order Sync To Xero's
Select either:
Bills (Default)
Purchase Orders
Important Notes
Existing users will not be affected by this enhancement.
By default, synchronization remains configured to Bills.
To switch from Bills to Purchase Orders:
Revoke the existing Xero connection.
Select Purchase Orders as the synchronization target.
Reconnect to Xero.
Field Mapping Requirement
After changing the synchronization target to Purchase Orders, you must review and complete the Purchase Order field mappings.
Navigate to:
Settings → Field Mapping → Purchase Orders
Alternatively, use:
Settings → Webservice Settings → Complete the Required Default Mappings
to automatically configure the required mappings.
How to create Purchase Order
In the Purchase Orders module, click Create Purchase Order button .
In the Create Purchase Order page, enter the relevant details.
Under the Product Details section, click Add Line Items.
Mandatory fields for sync
Fields that are needed to be filled before syncing in Xero
- Vendor Name:
- Purchase Items:
- Add to Xero: this field must be enabled
How to sync
From Zoho, sync can be performed two ways
Manual Sync from Zoho CRM: On your Purchase Order record simply click the 'Sync to Xero' button in the top right corner to start the syncing process for that particular record. If you cannot see the 'Sync to Xero' option-click the drop-down arrow in the highlighted section for more actions.
Manual Sync from the Plugin Portal: Login to your Plugin Portal. From the right sidebar, go to “Sync > Manual Sync”. Select “Purchase Orders” Module and your desired Sync Mode. From the “Sync Options” section (upper right corner), enable the “After last Synchronization ran” option and click the “Sync Now” button.
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