Prerequisites
Admin access in ProcureDesk
Xero account
Step-by-Step Instructions
Step 1: Enable Two-Way Sync
Log in as Admin
Access ProcureDesk with admin credentials.
Navigate to Xero Settings
Go to Configurations -> Company Settings -> Xero.
Enable Sync Option
Check the option "Create Suppliers in Xero" to enable the two-way sync process with Xero.
Step 2: Address Mapping Between ProcureDesk and Xero
Purchase Address Mapping
Address type "Purchase" in ProcureDesk is mapped to "Street Address" in Xero Contacts.Remit Address Mapping
Address type "Remit" in ProcureDesk is mapped to "Postal Address" in Xero Contacts.
FAQs and Troubleshooting
What if the suppliers do not sync properly?
Ensure that the sync settings are correctly enabled and verify that the address types in ProcureDesk are correctly mapped to Xero. If issues persist, contact ProcureDesk or Xero support for assistance.