The connection to Xero allows the flow of information from Xero to Skynamo and from Skynamo to Xero. The Xero information is regarded as the master data set and overwrites the information in Skynamo.
Below is a diagram showing the flow of information between Xero and Skynamo.
From Xero to Skynamo
Contacts > Customers
Contacts listed under Customers in Xero will be imported in Skynamo only if they have an Account number specified in Xero. To add account numbers in Xero please refer to the Xero documentation here: Adding customer account numbers in Xero
To find the corresponding customer in Skynamo, users can search on the customer code or name. The account number is used as the unique identifier so the import will not add additional customers if the customer code already exists in Skynamo. The customer information will, however, be updated if the corresponding account was changed in Xero.
Items > Products
Items in Xero are imported as products in Skynamo if they have an item code specified. To add item codes in Xero please refer to the Xero documentation here: Edit items in Inventory in Xero
To find the corresponding product in Skynamo, users can search on the item code or name. The item code corresponds to the product code in Skynamo and is used as the unique identifier. The import will not add additional products if the product code already exists in Skynamo. The product information will, however, be updated on a schedule if it is changed in Xero.
Invoices > Invoices
Historical invoices in Xero relating to the customers and products are imported as Invoices and are available in Skynamo on each customer's timeline. This is limited to the customers that have account codes specified and only items with Item codes are imported.
From Skynamo to Xero
Orders > Draft Invoices
When an order is placed on Skynamo a draft invoice is automatically added in Xero. Draft invoices can be edited and/or approved in Xero. Follow the instructions here: Approve a draft invoice
The invoice will be created with the default style, settings and tax rates in Xero.
Credit Requests > Draft Credit Notes
When a credit request is placed on Skynamo, a draft credit note is automatically added in Xero. Draft credit notes can be edited and/or approved in Xero. Follow the instructions here: Edit a credit request
The credit note will be created with the default style, settings and tax rates in Xero.