Syncing & Originating Suppliers
Xero is frustrating in that you create a Contact and it doesn’t become a Supplier until you record a Bill against it. Zahara only picks up contacts that have been flagged as suppliers. So what to do?
We think the best solution is to originate your suppliers in Zahara. Zahara is designed for multi-user access so you can control who has the power to add new suppliers. You can also create a Microsoft Flow to alert you when a new supplier is created in Zahara.
The good news is that if you create a new supplier in Zahara, you don’t need to sync it to Xero. We will create it in Xero when we record the first Bill against it (Zahara invoice). If you do sync your suppliers first, then we will create it in Xero and tag it as a supplier by creating a Zero value Draft Bill.
If you are having a Grrrr moment and there is no logical reason why a supplier in Xero won’t appear in Zahara, just create it in Zahara (or could be Xero) manually. The main thing is the Supplier name and account code are identical. In this case, manually set the account code in Xero ie Ultimate Finance / UFL001 – key in under Account Number is Xero as shown below.
You will now be able to post back Invoices to the Supplier in Xero from Zahara.