Since syncing with Xero can be "Both Ways", so if you have the products in Xero or have created them first in Xero and you'd like them to go to Dear, first, you'll need to make sure that those items are Not being tracked in Xero.

  • Go to your Xero account to check the items.  In Xero, select Accounts > Inventory, and choose the relevant product, click on Edit Item and make sure that the "I track this item" section is Not Ticked.
  • If the items are being tracked in Xero, you will need to untrack.  This Xero article may assist on how this process is done .  You may also get in touch with Xero Support for more information.

In Dear, you'll also have to navigate to Integration module > Xero integration and under the integration settings, you will need to enable "Load items from Xero checkbox.

Once this section is enabled and you click on Sync Now in Dear, this will sync the products created After this setting was enabled.  For those historical products or those created Before this was enabled, you will have to use the Load Historical transactions button and select a Starting date of Import which is the date the products were created in Xero.

Once the Sync was processed the products will be in Dear and will have the "Set Up Required" Status.  You may check your Inventory module > Products > View All section and make sure that you have Not ticked on the "Only Show the Active Products" section so that those items will be reflected.

Once you see all products, you can export your Inventory List, to Bulk update or change their Set up Required Status to Active, and other set up or information that need to be changed, then save and Import back to Dear so they'll be updated in Dear, and ready to be used in transactions.