Sync a purchase order by 'status' from Erply to Xero

Sync a purchase order by 'status' from Erply to Xero

This article provides step-by-step instructions for syncing purchase orders (POs) by their status from Erply to Xero using the eXconnect integration. By choosing specific PO statuses, you can control which documents are transferred, ensuring your financial records in Xero reflect the correct workflow stage.

Instructions

1. Log In to eXconnect

  • Access your eXconnect dashboard using your credentials.

2. Navigate to Xero Settings

  • In the main menu, select Setup under the Xero section.

  • You’ll see various setup options, including document mapping, tracking categories, payment mapping, currency mapping, and tax settings.



    3. Access Document Mapping

    • Click on Document Mapping.

    • This section manages how documents are transferred and mapped between Erply and Xero.


4. Configure Purchase Order Sync by Status

  • Locate the setting for Purchase Invoice Status for Xero Sync (scroll down to the bottom of the page)

  • Click on the dropdown menu beside Status to view available options.

5. Select Purchase Order Status

  • Choose the purchase order status you wish to sync from the following list:

    • in preparation

    • confirmed

    • received

    • partially received

    • unspecified

    • warehouse received






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