How to integrate Neto and Xero
13 May, 2021
Tracey Newman

Tracey Newman

3 minutes

Neto is an Australian based all in one eCommerce platform.  It is the first of its kind to combine the shopping cart functionality with inventory management.  This cloud based retail management platform lets retailers sell products through various channels, including online and offline using an optional POS module. 

This software works well for small to mid-sized retailers, wholesalers, and marketplace sellers. It supports multi-channel purchasing, shipping labeling, payments, inventory management, and order management and fulfillment. 

Neto also supports integration with other commonly used business programs, including Xero. Integrating Xero with Neto will help you optimize your accounting and bookkeeping.

1. What is the Xero and Neto integration?

neto and xero

Integrating Xero and Neto saves you time by automating time-consuming data entry tasks and reducing data entry errors. You also can access the programs from anywhere, including PC, MAC, and mobile. 

The integration makes it easy to monitor and ensure your accounting and bookkeeping are up to date.

Pro Tip: Looking for more Xero integrations? Check out our guide.

2. How to integrate Neto and Xero

Here are three different ways you can integrate Neto with Xero.

1. Crossbeam

Crossbeam is a third-party SaaS app that we built that simplifies the process of integrating Neto and Xero.  

After helping with dozens of Neto customers with their accounting, we noticed a lot of gaps and inefficiencies in this workflow, including: 

  • Delayed reporting 
  • Inaccurate GST and sales tax reporting 
  • Manual workarounds for batch payments by sales method

This was not only creating additional work for our team, but it also meant that Neto customers were forced to make big business decisions – like around hiring, inventory purchases, and funding – with incomplete financial data. 

Interested in learning more about Neto, learn more here.

2. Neto’s Default Integration 

Now, Neto also has their own Xero integration that removes the need for duplicate data entry through syncing each individual order from Neto to Xero. It enables you to sync your orders, inventory, invoices, payments, customers, and suppliers. You also can use it together with Neto Inventory or Unleashed integration.

Other data you can integrate includes:

  • Payments
  • Customers
  • Products
  • Purchase orders
  • Credit notes
  • Tax rates
  • New general ledger accounts
neto direct integration

You can set up the Xero addon directly from the Neto control panel by clicking the Add-ons menu and in the Accounting menu choosing the install Xero option.

After installing the addon, the process will direct you to the Add New Integration page to set up the general settings to suit your needs. 

While their direct integration works well for small stores, it quickly becomes problematic if you process more than 30 invoices a day. If you process more than 30 invoices a day, you may wish to select the batching invoices option to avoid exceeding Xero’s transaction limits. When you’ve made your selections, you’ll choose the Continue button.

In addition, if you select the batched option, only one sales invoice will be generated in Xero, which is paid off in separate amounts batched by payment gateway. This can cause complexity when trying to reconcile those payments with actual bank deposits in Xero.  In addition, it can be very difficult to work out which individual debtors owe funds to your business (as Xero only records this as one debtor).  

3. Zapier

neto zapier integration

You can use Zapier to integrate Xero with your Neto account, which can be useful if you already use Zapier to automate other business functions. Zapier allows you to select and customize the triggers you want to use for your business, and it doesn’t require coding experience. 

You also can select pre-made templates to integrate Xero with Neto. For example, one popular preset workflow is creating Xero invoices from your new Neto orders

To connect Neto and Xero using Zapier, you’ll need to sign in and authenticate Neto and Xero. 

You’ll pick the app you want to be selected as the trigger to start your automation process. 

Then, you’ll select the resulting action you want the other app to do based on the trigger. 

Next, you’ll select the data you would like to send from one app to the other. 

Please note that the zapier integration creates detailed invoices in Xero, which may not be a viable option for a high volume order eCommerce business.

Looking for additional information on how to integrate Neto or other eCommerce platforms and marketplaces within Xero? We can help. Schedule a free call with a Bean Ninjas team member today

Posted By

Tracey Newman

Tracey Newman

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