This article explains how your Onsight account interacts with your Xero account after your integration has been activated.
What data gets copied from Xero to Onsight?
Product data, pricing data and stock data flows from Xero to Onsight.
Customer contact data flows from Xero to Onsight.
Tax code data flows from Xero to Onsight.
What data gets sent from Onsight to Xero?
New customers created in Onsight get sent to Xero.
Orders created in Onsight get sent to Xero.
Quotes created in Onsight get sent to Xero.
Products cannot be added in Onsight. They need to be added in Xero. When you create a new product in Xero, it is automatically copied to Onsight and it is placed into a product category called ‘Imported from Xero’. You should mark this product category as inactive so that it does not display in the Onsight app. Then move all the products that you find there to the correct product category that you want them to belong to.
We copy several product data fields from Xero. Any changes you make to these fields in Onsight will be lost when we copy data from Xero. Therefore, you should not change any of these fields in Onsight:
- Product name
- Product description
- Cost price
- Applied taxes
- Stock on hand
- Product code
Additional product information
Onsight has many additional product fields that you can display in the Onsight app. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from Xero.
- Product images
- Product categories
- Quantity increments/multiples
- Master products
- Minimum and maximum order quantities
- Product custom fields
- Product availability for customers
- Product price lists for customers
- Product discounts for customers
- Linked products (associated / alternative)
Product stock counts
The ‘Quantity on Hand’ field from Xero gets imported into Onsight for display purposes in the app.
If you archive a product in Xero nothing will happen in Onsight. It will stay active. This is because the Xero API does not allow the product status information to be pulled out of Xero and therefore there it is not possible to know that the product is archived. See these instructions for how to handle this situation.
We copy several customer data fields from Xero. Any changes you make to these fields in Onsight will be lost when we copy data from Xero. Therefore, you should not change any of these fields in Onsight:
- Company name
- Billing email address
- Billing address
- Shipping address
If you create a new customer in Onsight or if your create an order for a new customer, the new customer will automatically be created in Xero. After this, the customer data will be managed in the same way that all other customer data is managed. Xero will become the master database for the customer data fields listed above. Any changes that you make in Xero will be copied to Onsight.
Additional customer information
Onsight has many additional customer fields that you can display in the Onsight app or that are used for pricing rules. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from Xero.
- Customer group
- Customer custom fields
If you archive a customer in Xero it will get marked as inactive in Onsight. If you change the customer back to active it will get marked as active again in Onsight.
We offer many further customisation options for your integration between Onsight and Xero. Please see this list of available Xero customisations for more details.