Connecting Inventory Planner to Xero
To connect your Inventory Planner account to Xero, go to Account > Settings > Purchase Orders and scroll down to the Platforms section.
Click "Connect Xero", then log in to your Xero account and approve the Inventory Planner app.
Once connected you'll see the option to push stock orders to Xero. Learn more about sending stock orders to Xero here.
Data flow diagram
Frequently Asked Questions
How can I disconnect my Inventory Planner account from Xero?
To disconnect Inventory Planner from Xero, go to Accounts > Settings > Purchase Orders and click the "Disconnect from Xero" button.
When is a purchase order created in Xero?
A purchase order is pushed to Xero right after you save it to Inventory Planner as long as the "Save to Xero" option is enabled.
Is there a way to save a purchase order in Inventory Planner without pushing it to Xero?
Yes. If you save a purchase order while having the"Save to Xero" option disabled, it won't be pushed to Xero. We recommend using this functionality for draft purchase orders.
What happens if some products in a purchase order don't exist in Xero?
We cannot save a purchase order to Xero until all products exist in both systems. If a product is missing in Xero, you'll see a dialog allowing you to create it automatically.
Does Inventory Planner pull the stock and sales history?
We don't currently pull stock and sales from Xero. The integration is built only for pushing purchase orders from Inventory Planner to Xero.
How can I include shipping and handling on a purchase order to Xero?
Xero doesn't have a set "Shipping and handling" field for purchase orders. Since each line item on a purchase order can be classified to an expense category, we recommend creating an unpublished product called "Shipping and Handling", which you can add to purchase orders. In Xero, you can assign the expense to the appropriate account.