Once you’ve got Xero integrated with Ordermentum, you’ll notice things just got a whole lot easier! Say goodbye to manual data entry and hello to accurate, up-to-date records.
Xero keeps your product info in Ordermentum fresh and accurate, and with our custom pricing feature, you won’t need to juggle duplicate items in Xero. This means your sales data is neat and ready for reporting.
What’s in this Guide?
Estimated Reading Time (9 - 10 minutes)
Enable the Integration (2 mins)
Syncing Products to Ordermentum (2 mins)
Setting up Tracking Codes (2 mins)
Auto Reconciliation (1 min)
Troubleshooting Issues? (1 min)
Things you'll need before you get started.
A Xero account with admin permissions.
All your Ordermentum products should already be in Xero with matching SKUs.
Account codes for Sales, Invoices, Freight, and Clearing.
Enable the Integration
In the settings menu navigate to the "Integrations"
2. Hover your cursor over the Xero logo and select "connect"
3. Sign in with an administrator account for the relevant Xero company file
4. Allow access for Ordermentum
5. In the page that follows configure your the invoices that sync with relevant settings
Term Definitions:
Sales Account Code: The default sales code for products in Ordermentum without a specific sales code.
Invoice Account Code: The default account for all invoices synced from Ordermentum to Xero.
Invoice Default Status: How your invoices will appear in Xero after syncing.
Freight Account Code: The expense code used for syncing freight items.
Surcharge Account Code: The code for syncing surcharge items.
Clearing Account Code: The default code for clearing items.
Automatic Sync Invoices: This keeps all invoices automatically synced from the moment you connect.
Invoice Mark as Paid: If an invoice isn’t marked as paid in Ordermentum, it will be updated to "Paid" once it’s reconciled in Xero.
Syncing Products into Ordermentum
Heads up: Clicking "Sync Products" will update and create products in Ordermentum based on what’s in Xero, including price, name, and description. If your Xero inventory prices aren’t spot on, we suggest skipping this button.
How Product Sync Works
Hit the "Product Sync" button to pull your items from Xero.
New products will land in the "Unsorted" category in Ordermentum.
Any future updates to products in Xero will show up in Ordermentum the next time you sync. New products will still go into "Unsorted."
What Product Info Syncs from Xero
Here’s what gets pulled over from Xero to Ordermentum:
Item Code
Item Name
Unit Price
Sales Code
GST status (GST or GST-Free)
Item Description
Note: You can’t sync individual products from Xero. When you sync, all products come over to Ordermentum. You can always deactivate any products you don’t need after they’re synced.
Setting Up Tracking Codes
If you use tracking codes in Xero, here’s how to set them up in Ordermentum so they sync whenever you create an invoice.
Get your tracking category name and options from Xero. You’ll find these under "Advanced Settings."
Tip: The category name must be one word—no spaces allowed for mapping!
Setting up Xero Tracking Properties in Ordermentum
Set up a dropdown property in Ordermentum (check out "Setting Up Properties" for help).
Name the property to reflect what you’re tracking.
The property tag should be formatted like this:
xero_<Tracking category name>(e.g.,xero_Region).Attach the property to Orders, Invoices, and Products.
Make sure the dropdown options match the category options in Xero.
Attach the relevant property option to the products
To ensure the correct tracking options get passed to Xero:
For Individual Products:
Open the product, scroll to the bottom, and choose the property using the dropdown.
For Multiple Products:
Select the products on the Product page, choose the relevant tracking category, and click "Update properties" to apply it.
Select the tracking category you want to apply to the product and click submit to apply it.
Your tracking categories will now sync across to your invoices in Xero:
Setting up Auto Reconciliation
Ordermentum can make reconciling your payments a breeze by creating batch deposits in Xero.
This feature ensures all invoices sync to Xero as "Awaiting Payment" and automatically updates if orders are edited or canceled.
For more details, check out our guide on Xero Auto Reconciliation.
Running into Issues?
Integrations can sometimes be tricky, but we’ve put together a handy set of resources to help you out and we've regularly adding articles to this each week, so keep checking back.
Frequently Asked Questions (FAQs):
Whether you’re setting up Xero for the first time or looking to optimise your existing setup, our FAQ articles cover a range of scenarios and use cases.
Troubleshooting Common Errors:
Sometimes things don’t go as planned. If a part of the integration isn’t working as expected, these troubleshooting tips can help: