Specifi | Knowledge Base | Xero Integration | How to

Link your Suppliers with your Xero Account - from within a Project for a Purchase Order

  • Within the ‘Projects & Proposals’ tab click into your projects

  • Select the project you want to create a purchase order for

  • Scroll to the bottom and select the ‘Purchase orders’ tab

  • This will open the purchase order related to the specific project you are in

  • Beside your suppliers, you will see a box that says ‘Link supplier to Xero’ click this.

  • A pop up will appear where you can choose between: 

  - Create a new supplier

- Import Supplier from Xero

- Link to existing Xero supplier


    • Related Articles

    • Link your Suppliers with your Xero account - from within the Suppliers tab

      Within the ‘Suppliers’ tab on the left hand menu, click ‘My suppliers’ This will open a page showing all of the suppliers that you are linked to On the supplier you want to link, click ‘settings’ A window will appear, on this click the button ‘link ...

    • Creating a Purchase Order without a Proposal or Project

      Click on the ‘Purchase Orders’ tab on the left hand corner At the top right of this screen, click the button ‘new purchase order’ A new window will then open, at the top, you will be asked to add a reference. This can be something that you want all ...

    • Sending a Purchase Order from within a Project

      There are many ways to send purchase orders to your suppliers through Specifi. To send a purchase order from a project once it has been agreed with your client: Click into the project that has been marked as agreed to open the system design page ...

    • How to link your Xero account

      Click on the settings tab in the left hand menu, within this click on ‘System Settings’ The system settings window will appear, in here click on the ‘Integrations’ tab You will then see a ‘link to xero’ button, click on this  Enter your Xero username ...

    • Xero settings

      Within the integrations tab, once your Xero account is linked you can edit the settings and set default nominal codes for your purchase orders, invoices and expenses. This means every time you add a product, all of the nominal codes are already set. ...