Knowledge Base

Introduction

Gojee has a two-way syncronisation with Xero. This means all of your suppliers from Xero will automatically be synced into Gojee, and conversely any supplier that you add through Gojee will be pushed into Xero.

• For new suppliers created in Xero, they will be sync’d into Gojee with the overnight sync process. If you want to pull them instantly into Gojee on demand, you can use the “Sync Now” option in Gojee as detailed below.
• For new suppliers created in Gojee, they will be instantly sent to Xero as a Contact.

Add a New Supplier

To add new suppliers, you can add them either into Xero, or into Gojee:

• For bulk contacts, its best to do this with the Xero import functionality
• For one off additions, its easiest to do these directly in Gojee:

Adding Suppliers in Gojee:

You can either navigate to suppliers by clicking Resources > Suppliers from the top menu or click onto “Suppliers” from Home Screen as shown below:

Click “Add New Supplier”

You will be navigated to the Supplier Creation Page. Update the Supplier information such as name, contact person, email address and the physical address.

View/Edit Suppliers

To view existing suppliers:

You can either navigate to suppliers by clicking Resources > Suppliers from the top menu or click onto “Suppliers” from Home Screen as shown below:

Click “View/Edit Suppliers”

You will be navigated to the supplier list. Select a supplier by clicking on that row to amend supplier details:

Sync Now With Xero

If you’ve created a contact in Xero, and want to pull it into Gojee on demand, navigate to the the My Account page from the top right menu, and then click on the Sync Xero Now button:

• From the dropdown, choose the contacts option:

• You’ll be notified that “A request to sync Contacts data from Xero has been registered, you will receive an e-mail once completed.” This process should be completed momentarily. Navigate to the supplier list page to see the contacted has been imported. If its not there instantly, wait a few minutes and refresh the page.
• If your Contact does not show as a Supplier in Gojee, it may be imported as a Contact only. Refer to the following section for troubleshooting.

Xero Suppliers and Contacts

In Xero there is a differentiation between a Contact and a Supplier and this information is necessary to understand the syncronisation with Gojee.

In Xero, a Contact is grouped as a Supplier when they have a transaction such as a supplier bill linked to the contact in Xero. Gojee will recognise this and automatically assign these Suppliers in Xero as Suppliers in Gojee.

If there is a Contact in Xero you would like to be a supplier (without firstly creating a supplier bill or similar), there is not currently a way to do this in Xero. In Gojee, there is a way to do this.

As Gojee sync’s with Xero, the Contact will be pulled into Gojee and show only in the “Customers” list. You can however navigate to the customer list page in Gojee, click on the contact to edit it, and then click on the toggle at the bottom to “mark as a supplier”:

This process will enable you to use the contact as a supplier in Gojee, and once you create your first supplier bill for the contact in Gojee, the contact will automatically be marked as a supplier in Xero also.