How to edit product account codes in bulk for the Xero integration


Latest update: - Ranga Palakonda

Objective

Edit product sales and purchase account codes in bulk for use with the Xero integration. 

Setup

  • Vend for Mac or PC
  • Xero Integration

Steps

  1. Open the product tab. Click the 'Export List' button to export out a list of your products. If you only want to update a portion of your products, for example, the items from one supplier, you can filter this first and click 'Update Filter'. 
    Screen_Shot_2019-03-07_at_3.21.07_PM.png

  2. Make a copy of the exported file and save it, so you have a backup in case you make a mistake. You should never edit your backup file directly.

  3. Open the downloaded file

  4. Update the account_code and account_code_purchase columns

  5. Save the CSV file.

  6. On the product page, click 'Import Products' to import the file back into Vend.

Additional Information

You should always delete all of the inventory columns (including their headers) when editing product CSV files. This is so any changes in your inventory levels due to sales you make while you are working on the CSV are not overwritten when you reimport the file.