Xero and Customers

The Xero Exporter serves as a bridge between HirePOS and Xero, primarily focusing on the transfer of financial data to the backend accounting system. This integration ensures that invoices generated in HirePOS are accurately reflected in Xero, allowing for efficient financial management.

When an invoice is pushed from HirePOS to Xero, the system checks for the existence of the customer in Xero, which is matched in priority of Code, Company, First/Last Name. If the customer does not already exist, the Xero Exporter automatically creates a new customer record. This process ensures that the invoice can be linked to the appropriate customer without manual intervention.

During the creation of a new customer in Xero, only basic information is transferred to identify the customer. This information is essential for linking the invoice but does not include comprehensive customer details.

It is important to note that customer information is never "updated" from HirePOS to Xero. The integration is designed solely to add new customers as needed to facilitate invoice processing. This approach assumes that HirePOS functions as the primary operational software, managing day-to-day customer interactions, while Xero serves as the backend financial system.

For businesses seeking a comprehensive synchronization of customer details between HirePOS and Xero, it is recommended to utilize third-party automation tools such as Zapier. See the Zapier website: https://zapier.com/apps/hirepos/integrations/xero
You can use the HirePOS "New or Updated Customer" trigger paired with the Xero "Create/Update Contact" action to ensure customers updated in HirePOS are also updated in Xero. See the HirePOS API guide for details on fields updated.

By setting up a Zap automation, changes made to customer information in one system can be automatically reflected in the other, ensuring consistency across platforms.

In summary, the Xero Exporter provides a streamlined solution for managing financial data between HirePOS and Xero, with specific functionalities for customer creation and invoice management. For more advanced synchronization needs, third-party tools can be employed to enhance the integration.