Connecting Xero is a great way to streamline your order management. After you connect your Xero account, the next step is to import your product list.
How to import products
In Upstock, go to Products › Import Xero Products
Select the products you want to be available to customers
Select Review and confirm
Tip: If you have a large product list, you don’t need to import it all in one go. You can return to import more products at any time.
Product names
Clear, detailed product names help your customers find what they want and avoid ordering the wrong items by mistake.
You can update product names during the import process. We’ll flag any products that have a duplicate or missing names – Upstock requires each product to have a unique name.
Tip: remember to include the quantity and units in the name, eg Cola 15 x 250ml
Sales accounts
In Xero, sales accounts are used to classify transactions, so you can track and report on sales. In order for Upstock to raise invoices, all the products available through Upstock need to have a sales account.
We’ll flag any products that don’t have a sales account and skip importing them. If you still want to import these, edit the products in Xero and add a sales account, then run the import again.