Zedonk's Xero CSV Connector can export a file to your device with all invoices and credit notes raised in Zedonk. This file can be manually imported to your Xero.
There is no additional charge for this connector, it's included as part of your subscription.
We also offer Xero API Connector which allows you to export your customer, invoice and credit details directly to Xero. For more information, see Xero Connector (API) - Overview and Activation.
It is possible to download a .csv report of your invoices and credit notes suitable for import to Xero.
CUSTOMER NAME - this needs to be exactly the same in each system.
N.B. If you add a new customer to Zedonk then you need to add it manually to Xero. The CSV upload will not create a new client. Customer names between Zedonk and Xero will need to match in order for the import to process successfully.
For further column heading/matching information, please check in with Xero.
A - Customer Name - *see note below*
B - Customer 'Accounts address' email
C to J - Customer Accounts Default Address
K - Invoice or Credit Note number
L - Order Reference
M - Invoice or Credit Note date
N - Due Date based on payment due days on the invoice
O and P - (Blank - no required for the inport into Xero)
Q - 'Season' + 'SO number/x'
R - Always 1
S - INVOICES: Total on invoice (before VAT and before discount)
S - CREDIT NOTES: negative Total (after discount and before VAT). Xero does not allow to import a CN with discount therefore we include the discount in this value.
T - Discount percentage without % sign (except for Credit Notes).
U - (Blank - for you to fill in with your accounts code(s)/nominal code(s))
V - '20% (VAT on Income)' or 'Zero Rated Income'
W to AA - (Blank - no required for the inport into Xero)
AB - Three letters currency code
AC - 'BrandingTheme'
N.B. If you have just subscribed to Zedonk and you already have Xero then your customer names in Zedonk need to be the same
N.B. If you add a new customer to Zedonk then you need to add it manually to Xero. The upload will not create a new client.