FAQs

Tidy and Xero integrate using configurable mappings available through the Xero Setup page. This integration allows for efficient financial data management between the systems and supports key functions including Stock on Hand, Cost of Goods Sold (COGS), Stock Adjustments, Tax Rates, Tracking Categories and Branding Themes.  

From Xero to TidyStock

Tidy can retrieve essential configuration and customer information from Xero, including:

• Account Codes – Used for mapping on the Xero Setup screen in Tidy.

• Customer Records – During the initial setup, Tidy can import existing Xero customers to create matching TidyStock customer profiles.

• Tax Rates, Tracking Categories & Branding Themes – These elements are imported to support document formatting and accurate invoice creation.

• Invoices – Tidy can pull through Xero-generated invoices linked to Tidy sales, allowing salespeople to email invoices directly from Tidy, even without Xero access.

From TidyStock to Xero

Tidy can also send financial and stock-related data back to Xero:

• Sales – Sent as Receivable Invoices

• Purchase Orders – Sent as Payable Invoices

• Stock Adjustments – Posted as journal entries (e.g. Stock on Hand > COGS), using mapped nominal codes (must be of type “Current Asset”)

• New Customers – Optionally create a new Xero contact when a new customer is added in Tidy

• Auto-Approval – Transactions can be auto-approved in Xero based on your configuration preferences

This integration allows users to manage budgets, quotes, stock, and resources directly within Tidy, while Xero handles the financial accounting and reporting. Tidy captures and processes operational data, which is then synced to Xero for accurate ledger entries, tax handling, and financial reconciliation, ensuring both systems remain aligned and up to date.

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