Supplier
Overview
Direction: Zudello → Xero
Sync Type: Real-time
Purpose: Supplier contact creation with comprehensive supplier-specific configurations and relationship management
Suppliers flow from Zudello to Xero as contacts with comprehensive supplier-specific configurations and relationship management for accounts payable processing.
Field Mappings
| Xero Field | Zudello Field | Data Type | Notes |
|---|---|---|---|
| Name | legal_name | String | Supplier legal name |
| ContactNumber | code | String | Supplier code |
| AccountNumber | code | String | Same as contact number |
| ContactStatus | status | String | ACTIVE/ARCHIVED based on status |
| CompanyNumber | tax_number | String | Tax number |
| EmailAddress | emails[0].email | String | Primary email address |
| BankAccountDetails | bank_bsb + bank_account_number | String | Combined bank details |
| TaxNumber | tax_number | String | Tax identification |
| AccountsPayableTaxType | tax_rate | Relation | Default AP tax type |
| DefaultCurrency | currency | Relation | Default currency |
| PurchasesDefaultAccountCode | accounts[0] | Relation | Default purchase account |
Processing Logic
Phone Numbers
The integration creates a default phone number entry for the supplier in Xero.
Bank Details
The BSB and account number are combined into a single BankAccountDetails field, making the supplier ready for EFT payments.
Tracking Categories
Purchase tracking categories are created to allow for detailed expense analysis. The Location in Zudello is used for the first tracking category, and the Subsidiary is used for the second.
Status Mapping
A supplier's status in Zudello is mapped to the ContactStatus in Xero. COMPLETE and ACTIVE statuses in Zudello become ACTIVE in Xero, while all other statuses become ARCHIVED.
Default Settings
The integration sets up default accounts, tax types, and currencies for purchase transactions, which helps streamline the invoicing process.
Related Documentation
- Contact - Contact synchronization (Xero → Zudello)
- Account - Chart of accounts for default account setup
- Tax Rate - Tax rate configuration for supplier defaults
- Currency - Currency configuration for supplier setup
- Tracking Category - Location and subsidiary tracking setup
- AP Invoice - Purchase invoice creation using supplier
- AP Credit Note - Purchase credit processing
- Overview - Integration architecture overview