Item

Overview

Direction: Bidirectional
Purpose: Complete item management with bidirectional synchronization

Item data synchronizes bidirectionally between Xero and Zudello, supporting both inbound product catalog sync from Xero and outbound item creation to Xero with intelligent purchase and sales configuration.

Fetch Items (Xero → Zudello)

Direction: Xero → Zudello
Sync Type: Incremental sync
Purpose: Product catalog synchronization with tax and pricing information

Field Mappings

Zudello Field	Xero Field	Data Type	Notes
sku	Code	String	Item code
description	Description	String	Item description
purchase_price	PurchaseDetails.UnitPrice	Decimal	Purchase price
sell_price	SalesDetails.UnitPrice	Decimal	Selling price
short_description	Description	String	Same as description
status	N/A	String	Always "ACTIVE"

Processing Logic

• Tax Rate Linking: The integration automatically links items to their corresponding tax rates for accurate tax calculations on purchases.
• Status Management: All items imported from Xero are set to ACTIVE status.
• Incremental Sync: To save time, only new or updated items are synced.

Create Items (Zudello → Xero)

Direction: Zudello → Xero
Sync Type: Real-time
Purpose: Item creation with intelligent purchase and sales configuration based on available pricing information

Field Mappings

Xero Field	Zudello Field	Data Type	Notes
Code	sku	String	Item SKU
Name	description	String	Item name
IsSold	sell_price evaluation	Boolean	True if sell_price exists and non-zero
IsPurchased	purchase_price evaluation	Boolean	True if purchase_price exists and non-zero
Description	description	String	Item description
PurchaseDescription	short_description	String	Purchase description

Processing Logic

• Intelligent Configuration: The integration intelligently determines whether an item is for purchase, for sale, or both, based on whether a purchase_price or sell_price exists.
• Purchase Details: If an item has a purchase price, the integration creates it in Xero with purchase details, including the unit price, default purchase account, and tax type.
• Sales Details: If an item has a sales price, it's created with sales details, including the unit price.
• Flexible Setup: This allows for different types of items, such as raw materials (purchase-only), finished goods (sales-only), or products for resale (both).

Related Documentation

• Tax Rate - Tax rate configuration for items
• Account - Account references for item transactions
• Invoice - Item usage in invoice line items
• AP Invoice - Item references in purchase invoices
• AR Invoice - Item usage in sales invoices
• Supplier - Supplier setup for item purchasing
• Customer - Customer setup for item sales
• Overview - Integration architecture overview