Skip to content
English
Website
  • There are no suggestions because the search field is empty.

Xero Integration Setup

This article guides you through setting up a connection between Bowimi and Xero to sync your orders from Xero into Bowimi. 

 

Pre requisites:

  • You must have Admin/Manager access to create or manage Tag groups.

  • If you do not see the admin tab or cannot perform the actions, please contact your leadership team or Bowimi Support.

Steps:

  1. Navigate to the company you’d like to like to import your orders into.

     

  2. Head to the “Distribution” tab and click “Add connection” at the bottom of your screen.



  3. Select “Add New Connection” then click “Confirm”.



  4. Choose “Xero” from the list of option and give a name to the connection. Once done, click "Continue".



  5. Click “Allow access” on the new window that pops up to authenticate into your Xero account.




  6. You’ll now be able to see your new Xero connection in Bowimi. Click “Dashboard” in the top left of your screen to go back into your Bowimi account



  7. Navigate back to your company’s “Distribution” tab and click “Add Connection” at the bottom.



  8. Select the new connection you’ve just added and click “Confirm”.



  9. Select the date from which you’d like to import your invoices, along with the organisation.  click "Confirm".



  10. Switch the toggle to the right to enable the connection. Next click on the "three dots" in front of it.



  11. Click “Match Products” from the pop-up list.


     

  12. Next, click “Import Products” at the bottom to import your products from Xero.



  13. Click “Auto match” to automatically match Bowimi and Xero products if they have the same SKU in both platforms. Then click “Save Products” when you’re finished.




    NOTE: If a product in your Xero account contains multiple units of a product in your Bowimi account, use our “Case Size” column to reflect that. For example, the product in Xero could be called “Absolut Vodka 70cl x 6” and in Bowimi could be called “Absolut Vodka 70cl”. In this case you’d match these two products with each other and put the number 6 into the “Case Size” field.

  14. Once done, head back to the “Actions” modal in the previous step and choose “Match Entities”.



  15. Click “Click to match” to match each customer from Xero to a customer in Bowimi.




  16. Once you have matched the entities, head back to the “Actions” modal in the previous step and choose “Order Backlog”, this is where all of your pre-processed orders live.

     

  17. Match the products and customers and once done click "Process Backlog" at the bottom to allow orders to be imported.

 

 

 

 

Troubleshooting:

  • In case of permissions error please reach out to your Admin or leadership team for accessibility.

  • Still having issues?

    -  Contact the Bowimi Support Team for help.