Xero Integration Guide

 

Integrating Xero in your ADAM account 

Getting Started with
ADAM and Xero 

Getting Started with ADAM and Xero

Xero is an online accounting system that looks great and is easy to use. ADAM can integrate with Xero to help manage & create your purchase orders when purchasing via ADAM. 

What does the integration do?

When you connect Xero to your ADAM account, we'll make sure that Purchase Orders are automatically created in your Xero account. This means your finance team will not need to manually create POs and reduces the users waiting time!

Read our step by step guide on how to connect Xero to your ADAM account.


What is Synced?


Chart of Accounts
 Chart of Accounts which are either Expenses / Overheads is pulled from Xero with the initial sync. Any changes made in Xero are synced to ADAM. Read-only in ADAM

Tax Rates
Pulled from Xero with the initial sync. Any changes made in Xero are synced to ADAM. Read-only in ADAM

Currency
Pulled from Xero with the initial sync. Any changes made in Xero are synced to ADAM. Read-only in ADAM

Suppliers
Pulled from Xero with the initial sync. Any changes made in Xero are synced to ADAM. Read-only in ADAM

Purchase Orders
Orders placed and successfully approved in ADAM will be synced to Xero as part of the Purchase Order generation synchronization. Blanket POs created in ADAM will be synced to Xero



Important information

At the moment, the PO  integration between ADAM and Xero is only one way, this means that you can create Purchase Orders from ADAM to Xero. Any changes made to the Purchase Orders manually in Xero, (such as updating details, quantity or prices) will not be synced back to ADAM.

If you would like to delete a Blanket PO across both systems, you will need to delete the Blanket PO in both ADAM and Xero. Deleting the PO in Xero will not automatically delete the PO in ADAM.

As a customer under paid plans (Starter, Growth or Advanced package), it is free to integrate! There are no additional costs to use the ADAM and Xero add-on. You will, however, need a subscription to both ADAM and Xero. Our integration with Xero doesn't currently support Xero's inventory feature yet and is something in our future development.


How to connect Xero to your ADAM Account?

Please note that Xero Integration is allowed only for companies on the Starter package onwards

For Admin only: 


In ADAM, Go to Settings > Company Profile and click on the Xero tab

Activate Xero Integration and confirm activation


  • Do note that your company must have approved Credit Terms before you can integrate Xero 
  • Upon Xero Integration:
    Default Blanket PO and One-Off PO setting (both are enabled) is locked
    Approvals will be activated (if not already) with default settings enabled (any existing Approval flows will be maintained)
Connect with Xero - you will be directed to a Xero login page



Login to connect to Xero



At the Xero set up screen, click Setup Xero


 You will be taken to Xero to allow access and authorise Supplycart to your Xero account
 (this is a one-time activity)

You'll then be redirected back to ADAM to finalise your Xero settings


  • Select Supplycart/ Freshcart Grocer Sdn Bhd as we are listed in your system from the drop-down list and save your selection
  • Select the relevant default PO Account Code for your purchases on ADAM and save your selection
  • Currency and Tax Setting are auto-filled based on the integrated Xero account

What is the PO Account Code? Which account code do I select?

What if I need to select more than one PO Account Code?

How can I change the Tax Code?

When and how does data sync occur? Is it manual, automatic, on login, in real-time. Are there any settings related to synchronizing?

How do I place orders that need a One-Off PO?

How do Blanket Purchase Orders integrate with ADAM/Xero?

What happens when I order using a Blanket POs?

My Blanket PO has expired or has been completely used up, what happens in Xero?

How do I disconnect from Xero?

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