FAQs - Xero
How do I import my Xero customers into Breww?
You can import your customers directly from Xero into Breww, so there's no need to export them to a spreadsheet first. Each customer imported this way is automatically mapped to its Xero contact, so Breww won't create a duplicate in Xero when it uploads their invoices.
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Connect Xero to Breww from Integrations → Accountancy (see Accountancy). You don't need to enable syncing before importing.
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Next to Xero, select Actions → Configuration.
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On the Dashboard tab, in the Data import & mapping section, click Map and download customers.
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To import all of your Xero customers in one go, click Import all unmapped at the top of the page. To import a single customer, click Import from Xero to Breww on its row.
To avoid duplicates, Import all unmapped skips any Xero contact that Breww thinks may already exist in Breww (shown with a Suggestion on its row). Map these to their Breww customer with Map or Accept all suggestions, or import them individually if they're genuinely new.
The list includes Xero contacts marked as customers, along with contacts that aren't yet marked as either a customer or a supplier. Archived contacts aren't listed. If you've just added a contact in Xero, click Refresh data to see it.
For what's brought across for each customer, and what to set up afterwards, see Importing customers and suppliers from your accountancy software.
I've created a contact in Xero; can I map them to Breww?
When you create a contact in Xero, this can be a customer, supplier, or both. Contacts in Xero will show on the Breww mapping tools, where you can map each one to an existing Breww customer or supplier, or import it into Breww as a new one. If a contact you've just created isn't showing yet, click Refresh data at the top of the mapping page.
Product mapping in Xero
Xero, as an accountancy software, has a unique concept of products, and these can be mapped to your products in Breww. If you want to use this, you will need to have each product set up in Xero first. Once your product is set up in Xero, you will need to copy the product SKU from Xero, go to the relevant product in Breww, select Edit, and under the header "Accountancy integration options" enter the Accountancy product SKU. Once this is done, the product in Breww and the product in Xero will now be mapped.
