ADAM is able to integrate with Xero’s Purchase Order and Bills modules. To begin your setup, you will need to first connect ADAM with Xero, then configure the modules that ADAM is to integrate into.
This will take you to the Xero Login page to connect your Xero Organisation.
Click on ‘Allow Access’ to connect your ADAM Account to Xero. Upon completion, this will redirect you to your Company Profile > Addresses page.
Choose the correct display name and click ‘Choose XERO Organisation’
Upon successful connection, ADAM will show that the entity is linked to Xero under Company Profile > Addresses
To integrate with more billing entity, please repeat the steps under ‘Establishing the ADAM <> Xero Connection’
Toggle each integration type “on” to connect ADAM’s PO module with Xero’s PO and Bill modules.
Once the entities have been connected and the integration has been configured, you can sync ADAM’s data from Xero
At this tab, you can click on the “Sync Now” to update ADAMs data with Xero’s most recent data.
To ensure all areas of integration are properly set up, follow the steps below to configure your ADAM PO settings.
If the ADAM PO to Xero PO module integration is activated, an approved ADAM PO will create an approved PO in Xero. The following image shows the fields that are able to be sent to Xero during the PO integration.
You can enable these fields via the ‘Purchase Order > Settings >Advanced Settings’ page.
If the ADAM PO to Xero Bill module integration is activated, the ADAM ‘Enable CLOSE Items’ OR ‘Enable Goods Received Closing’ must be activated and configured so that Closed PO Items in ADAM can create Bills in Xero.
You can activate this module via the ‘Purchase Order > Settings’ page.
Information that will be sent to the Xero when the PO item is ‘Closed’ is as per the image below
You can enable these fields via the ‘Purchase Order > Settings >Advanced Settings’ page.
ADAM’s PO Module will integrate into the two modules in Xero:
1. When an ADAM PO is Approved, an “Approved” PO is created in Xero
2. When an ADAM PO Item is marked as ‘GR’ and “Closed”, an “Awaiting Approval” OR “Awaiting Payment” bill is created in Xero
When an ADAM PO is approved, the PO’s record will automatically be created in Xero, and the corresponding fields will be filled automatically
Click on the Xero icon on an Approved PO to navigate to the PO record in Xero.
When an ADAM PO item is closed, the Invoice Number & PO Item Details will be used to create an ‘Awaiting Approval’ OR ‘Awaiting Payment’ bill in Xero, and the corresponding fields will be filled automatically.
Click on the Xero icon at the Closed Item to navigate to the Bill details in Xero
In the Xero Bill, you can click on the “Go to Supplycart ADAM” button to take you back to the ADAM PO Page
The Company PO & PO Details pages will have icons that will indicate whether the corresponding PO record or Bill has been created in Xero, and any next steps necessary.