Retail- How To Map Contacts To Your Xero Account

This article will demonstrate how to link, or map, suppliers in your Jellyfish account, to suppliers found in your Xero account. If you do not have any customers in your Xero account, you can add them at any point by:

Xero>Contacts>Suppliers>Add Contact

Next-

Log into Jellyfish Retail, click on the three lines in the top left corner of the page, and this will bring up different tabs along the left side of the screen. Click on Integrations:

If you are currently integrated with Xero, you should see the window below. (If you are not integrated yet follow this link )  After appearing, you will want to click on "Xero Integration", on the next page select "Contact Mapping": 

The next screen will provide a list of suppliers in Jellyfish.

Under the column " Search Xero Name" type in the contact name as listed in Xero, a drop-down menu will appear showing the contact you are trying to map. Then hit "SYNC" at the bottom of the page.

Now that you have successfully mapped your contact(s) all future data will be synced together with Jellyfish and Xero.  When you place a purchase order in Jellyfish, the customer name will be correct in both Xero and Jellyfish.

 Related Articles:

How to Integrate with XERO

JF Retail: Xero Integrations - Add / Map Items to Xero