Xero Integration Mapping Guide

This guide outlines the data flow between Tradogram and Xero. Understanding the direction of information ensures your procurement activities are accurately reflected in your accounting system. These data pushes represent what’s possible with the Xero integration. Any sync can be enabled or disabled in your integration configuration panel.

Information Pushed from Tradogram to Xero

When transactions reach a finalized status in Tradogram, they are pushed to Xero to record liabilities and expenditures.

Invoices

Finalized invoices in Tradogram are synced to Xero as Accounts Payable (Bills).

Tradogram Invoice → Xero Bill
Tradogram Field		Xero Field
Invoice Number	→	Reference
Invoice Date	→	Date
Due Date	→	Due Date
Vendor/Supplier	→	From
Item - Item Name	→	Description
Item - Item Qty	→	Qty
Item - Unit Price	→	Unit Price
Item - GL Account	→	Account
Item - Tax	→	Tax Rate
Item - Project	→	Category (Project)
Item - Department	→	Category (Department)
Item - Subtotal	→	Amount
Discount	→	As Line Item
Fee	→	As Line Item
Tax	→	Tax
Total	→	Total
Invoice Files	→	Files

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Expenses

Approved expense reports from Tradogram are pushed to Xero to manage employee reimbursements or direct company spend.

Tradogram Field		Xero Field
Expense Number	→	Reference
Invoice Date	→	Date
Current Date	→	Due Date
Vendor as Expense	→	From
Item - Item Name	→	Description
Item - Item Qty	→	Qty
Item - Unit Price	→	Unit Price
Item - GL Account	→	Account
Item - Project	→	Category (Project)
Item - Department	→	Category (Department)
Item - Subtotal	→	Amount
Tax	→	Tax
Total	→	Total

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Information Pushed from Xero to Tradogram

To ensure your procurement team uses the same data as your finance team, Tradogram pulls foundational accounting data from Xero.

GL Accounts (Chart of Accounts)

Your Chart of Accounts is imported from Xero into Tradogram to ensure all purchases are coded correctly from the start.

Xero Field		Tradogram Field
Account Name	→	GL Account Name
Account Code	→	GL Account Number

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Suppliers (Contacts)

Xero Contacts categorized as "Suppliers" can be imported into Tradogram to populate your supplier database.

Xero Field		Tradogram Field
Contact name	→	*Company Name
AccountNumber	→	Account Number
Website	→	Website
Phone (Default, Direct, Mobile)	→	Phone #
Fax Number	→	Fax #
Tax ID number	→	Tax ID
Billing Addresses: lines 1-4	→	*Postal Address - Street
Billing Addresses: City	→	Postal Address: City
Billing Addresses: State	→	Postal Address: State
Billing Addresses: Zip code	→	Postal Address: Postal Code
Billing Addresses: Country	→	*Postal Address: Country
Delivery Addresses: lines 1-4	→	Physical Address: Street
Delivery Addresses: City	→	Physical Address: City
Delivery Addresses: State	→	Physical Address: State
Delivery Addresses: Zip code	→	Physical Address: Postal Code
Delivery Addresses: Country	→	Physical Address: Country
First name + Last name	→	*Supplier Contact: Name
Email	→	*Supplier Contact: Email
Phone (Default, Direct, Mobile)	→	Supplier Contact: Phone
Status	→	Status (Always set to active as it pulls on active records)

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