Xero data files

When setting up Xero, the following master files need to be imported into Huge ERP 

 

 Customer list 

 Supplier list 

 Inventory list 

 

 The customer and supplier codes are usually the same as the company names in Huge ERP. 

 The codes in Huge ERP which is the company names are the codes in Xero. 

 Make sure that the Debtors and Creditors codes are not duplicated in Huge ERP as Xero does not have separated databases for customers and suppliers.  They are the contact list but marked as a customer and supplier.  Having the the same code in debtors and creditors will cause problems in the sync. 

 

 Procedure 

 

 Export customer, supplier and inventory lists from Xero 

 Fix data files for Huge ERP import 

 Import the data into Huge ERP 

 Link API to Xero 

 Verify codes for Customers 

 Verify codes for Suppliers 

 Verify codes for Inventory 

 

 

 

 Verify 

 Customers verify 

  Debtors Module> Configuration> Debtors Setup 

 Click Search all Debtors 

 Run this utility to check customers in Xero and Huge ERP. 

 When the utility finds the same customer, it will write an internal code from Xero into the tables of Huge ERP. 

 Whether the customer is updated, Huge ERP knows which customer to update in Xero. 

 

 This is a once off setting that needs to be done, once this has been done and you Add a new debtor, it will automatically sync to Xero  

 

 Verify Creditors  

  Creditors Module> Configuration> Creditors Setup 

 Clock search all Creditors 

 Run this utility to check suppliers in Xero and Huge ERP. 

 When the utility finds the same supplier, it will write an internal code from Xero into the tables of Huge ERP. 

 Whether the supplier is updated, Huge ERP knows which Supplier to update in Xero. 

 

 This is a once off setting that needs to be done, once this has been done and you Add a new Creditor, it will automatically sync to Xero  

 

 Inventory verify 

  Inventory Module> Configuration> Inventory Setup 

 Click Search all Items 

 Run this utility to check customers in Xero and Huge ERP. 

 When the utility finds the same inventory, it will write an internal code from Xero into the tables of Huge ERP. 

 Whether the inventory is updated, Huge ERP knows which item to update in Xero. 

 

 This is a once off setting that needs to be done, once this has been done and you Add a new Inventory item, it will automatically sync to Xero  

 

 Xero Sales and Cost of Sales for an Inventory Item 

 To set up a specific Sales and COS account for an inventory item, double click on the inventory item 

 Go the Comment/Replace Tab, here you can stipulate a specific account that this item must go to when adding this item to an invoice.