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