Importing your suppliers from Xero into Weel streamlines your Accounts Payable process, saving you time and reducing manual data entry. Follow these steps to easily bring your Xero supplier data into Weel.
Step 1: Connect your Xero account to Weel
- If you haven't already integrated your Xero account to Weel, navigate to the Settings section in your Weel web app
- Select “Integrations” and choose Xero from the available options
- Click “Connect” and follow the prompts to authorise Weel to access your Xero data
Step 2: Start the supplier import
- Once connected, go to the “Suppliers” tab
- On the dashboard, click “Import from Xero”
Step 3: Review and confirm supplier data
- Weel will display a list of suppliers from your Xero account. Note, only Australian Xero contacts with full bank account details and addresses will be available for import
- Review the list and select the suppliers you wish to import
- Click “Import Suppliers” to complete the process
Step 4: Check imported suppliers in Weel
- After import, your selected suppliers will appear in the Suppliers list on the dashboard. The Source will be Xero, and features the last sync date recorded
- Note, suppliers imported from Xero are read-only in Weel. To make changes, open the supplier, click "View in Xero", and edit the details in Xero. Then return to Weel and click "Re-sync" in the supplier record to pull through the latest updates
Tips and troubleshooting:
- If you can’t see the suppliers you expect, check that your Xero account has the correct permissions and that your data is up to date. Only suppliers with Australia set as the country, and complete details (account name, BSB, account number and full address) will be available for import
- If you need to re-import or update supplier data, repeat the steps above
Need help? If you encounter any issues importing suppliers or connecting to Xero, please reach out to our support team at help@letsweel.com for assistance.