If you have connected Xero to your new Onsight account that does not contain any product or customer information, then follow these next steps to complete the setup of your account.
Create your product categories
You will see a new product category folder in the Browse Product Catalogue screen called ‘Imported from Xero’. This contains all your products that were copied from Xero. You can now create your own product categories and move your products to these categories.
Any new products that you create in the future will appear in the ‘Imported from Xero’ folder. 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.
Here are links to guides on how to do all of the above actions:
Supplement your product information
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
Onsight has many additional product fields that can be used in the Onsight app. Any changes you make to these fields in Onsight will not be lost when we copy data from Xero. This is the additional information that you can add in Onsight:
- Upload product images
- Create new product categories
- Allocate products to new or different product categories
- Add an SKU
- Add quantity increments/multiples
- Create master products
- Add minimum and maximum order quantities
- Add product custom fields
- Configure product availability
- Configure price lists for customers
- Configure discounts for customers
- Link products
Here are links to guides on how to update these additional fields one product at a time and how to bulk update these additional fields for all your products.
Allocate your customers to sales reps
Before your sales reps can create orders for your customers, you need to allocate each customer to a specific sales rep. You can use our customer bulk upload tool to easily allocate your users to your customers. Please see this guide on how to bulk update your customers.
Sync the data to your mobile device
When you log into your account on your mobile device after the integration has completed, the initial sync might take a few minutes depending on the number of products, images, and customers that you have. Once all the new Xero data has synced to the device, every subsequent login will only take a few seconds.
Create a test order or test quote
You can now create orders and quotes in Onsight which will sync to Xero within a few minutes. Please go ahead and test this and let us know if you encounter any problems.
We offer many further customisation options for your integration between Onsight and Xero. Please see this list of available Xero customisations for more details.