Xero EDI Integration
Your Xero, fully connected to the world
Connect trading-partner EDI to Xero for purchase orders, invoices, and related accounting workflows — using API or CSV-based integration without repeated manual rekeying.
API
JSON-based Xero integration
CSV
file-based integration option
PO + Invoice
core accounting workflows
Live Transaction Flow
Retail DC — Purchase Order
850 · X12 · Walmart, Target, Amazon
INBOUND
Cleo EDI Platform
Validates, transforms, routes
PROCESSING
Xero Purchase Order
Created through a mapped API or CSV workflow
CREATED
Advanced shipping workflow
856 when fulfillment data is available
OUTBOUND
Invoice Auto-Generated
810 from approved Xero invoice
OUTBOUND
850 Purchase Order
810 Invoice
Xero Accounting API
JSON Integration
CSV Integration
855 Acknowledgment — Configurable
856 ASN — Requires Fulfillment Data
850 Purchase Order
810 Invoice
Xero Accounting API
JSON Integration
CSV Integration
855 Acknowledgment — Configurable
856 ASN — Requires Fulfillment Data
The Real Cost of Manual EDI
When EDI breaks, everything downstream breaks
Growing operations expose the cracks. Every manual touchpoint is a delay, an error risk, and a chargeback waiting to happen.
Without Cleo
- Orders copied by hand from email inboxes into Xero
- Partner-specific requirements tracked in spreadsheets that no one updates
- EDI errors discovered after shipment — triggering costly chargebacks
- New trading partner onboarding takes weeks of back-and-forth
- 3PL warehouse orders managed through phone calls and manual reconciliation
- No visibility into transaction status until a customer calls
With Cleo + Xero
- Trading-partner orders are translated into mapped Xero purchase-order or invoice workflows
- Partner configurations standardized with prebuilt mappings and templates
- Errors caught and flagged in real time — before they reach the customer
- New partners onboarded in days with guided configuration workflows
- Advanced 3PL and shipping documents can be added when an OMS, WMS, or Xero Inventory Plus supplies the required data
- Full transaction visibility from PO receipt through invoice delivery
Order Models & Fulfillment Flows
Built for how your business actually ships
Every order flow is different. Start with core purchase-order and invoice automation, then extend into acknowledgments or shipping workflows when the required operational data is available.
Configurable
Bulk Wholesale
Traditional wholesale PO / ASN / invoice flow for large-volume B2B shipments to retail distribution centers.
850855856810860846
Configurable
Store-Level SDQ
Ship direct to store with SDQ quantity break by store / ship-to location. Common for mass retail chains.
850855856810
Configurable
Drop Ship
Retailer sends the order; you ship direct to end consumer and invoice the retailer. Zero warehouse touchpoints.
850856
Configurable
Grocery / Specialty Food
Grocery-specific flows using 875 / 880 documents — perishables, DSD, and catch-weight invoice handling.
875880
3PL Warehouse
Outsourced fulfillment with full warehouse document automation — shipping orders, stock transfers, and receipts.
940945943944
Intercompany
Orders and invoices between related legal entities — with transfer pricing rules and intercompany netting.
850855856810860
Mixed Fulfillment
Single orders split across bulk, drop-ship, and store-level fulfillment paths without manual intervention.
850855856810
VMI / Auto-Replenishment
Supplier-managed inventory driven by replenishment signals — keep shelves stocked without manual ordering.
850855846
Credit / Debit Adjustments
Chargeback, deduction, and remittance handling — 812 and 820 flows that keep accounts reconciled.
812820
Deep Document Capabilities
Every document. Every direction. Every trading partner.
Map EDI into Xero through its Accounting API or supported CSV workflows. Purchase orders and invoices are the clearest core use cases; acknowledgments, ASNs, and inventory documents depend on your connected operational systems and Xero setup.
Purchase Order
Inbound from Buyer → Xero purchase order or invoice
- Standard X12 850 inbound processing from any trading partner
- Create or update the appropriate Xero purchase order or invoice through a mapped integration workflow
- Header and line-level field mapping including ship-to, items, quantities, and pricing
- Generate a 855 PO Acknowledgment when the source workflow provides an accepted order status
- Duplicate PO detection and rejection with error alerting
- Per-partner segment and field overrides for retailer-specific requirements
850
SourceTrading Partner (X12)
TargetXero purchase order or invoice
DirectionInbound
Auto-trigger855 Acknowledgment
ValidationPre-create + duplicate check
Advanced shipping workflow
Outbound to Buyer ← Xero connected fulfillment system
- Generate an 856 when shipment, pack, and tracking data is available from a connected fulfillment system
- Multi-level hierarchies — order, shipment, pack, item, and tare structures
- Carton and UCC-128 label support for retail compliance
- Carrier and PRO number writeback to Xero
- Partner-specific ASN format rules and segment requirements
856
SourceXero connected fulfillment system
TargetTrading Partner (X12)
DirectionOutbound
HierarchyOrder / Ship / Pack / Item
ComplianceRetail-grade carton labeling
Invoice
Outbound to Buyer ← Xero approved Xero invoice
- Generate an 810 from an approved Xero invoice
- Header and line-level charge, allowance, and tax mapping
- Cross-references back to original 850 PO number
- Freight and special charge line handling
- Partner-specific invoice formats and segment rules
810
SourceXero approved Xero invoice
TargetTrading Partner (X12)
DirectionOutbound
PO ReferenceCross-linked to original 850
ChargesFreight, allowances, taxes
PO Acknowledgment
Outbound to Buyer ← Xero purchase order or invoice
- Auto-generated 855 on SO creation or status change
- Accept, Accept-with-Change, and Reject acknowledgment types
- Line-level acknowledgment with quantity and schedule detail
- Reason code mapping for rejected or modified lines
- Scheduled or event-driven outbound transmission options
855
SourceXero purchase order or invoice
TargetTrading Partner (X12)
DirectionOutbound
TypesAC / AW / RJ acknowledgments
TriggerEvent-driven or scheduled
3PL Warehouse Documents
Bidirectional — Xero ↔ 3PL Warehouse
- Coordinate 940 Shipping Orders through a connected OMS or WMS when Xero is part of the accounting flow
- Use inbound 945 data to update connected fulfillment and accounting workflows
- Support 943 stock transfer messages through the connected inventory or warehouse system
- Support 944 receipt messages through the connected inventory or warehouse system
- Carrier and tracking number writeback to Xero
- Quantity discrepancy detection and flagging
3PL
940Shipping Order → 3PL
945Shipping Advice ← 3PL
943Stock Transfer → 3PL
944Transfer Receipt ← 3PL
SystemConnected OMS / WMS / inventory system
Inventory Inquiry / Advice
Outbound to Trading Partners ← Xero Inventory
- Generate 846 inventory advice only when the connected inventory system provides the required availability data
- Scheduled transmissions on defined cadence (daily, weekly, on-demand)
- Multi-location inventory aggregation and filtering
- Enables VMI and auto-replenishment programs with buyers
- On-hand, available, and committed quantity breakdowns
846
SourceXero Item
TargetTrading Partner (X12)
DirectionOutbound
ScheduleDaily / Weekly / On-demand
EnablesVMI programs with buyers
Your Complete Trading Ecosystem
Connect Xero to every partner in your network
Retailers, marketplaces, 3PLs, carriers — Cleo connects them all to Xero through a single integration platform.
Retail & Mass Market
Meet the compliance requirements of any retailer without building custom integrations for each one.
WalmartTargetAmazonCostcoHome Depot
eCommerce & Marketplaces
Unified order management across channels — Shopify, Amazon Seller Central, and more all feed Xero automatically.
ShopifyAmazon Seller CentraleBay
Logistics & 3PL
Connect warehouse and carrier documents through an OMS, WMS, or Xero Inventory Plus while keeping relevant financial data aligned with Xero.
C.H. RobinsonXPORyderUPS Supply Chain
Getting Started
From contract to live in weeks
Cleo's structured onboarding approach gets you live fast — without the drawn-out implementation cycles traditional EDI requires.
1
Connect Xero
Choose a Xero Accounting API or CSV-based connection, then map the required purchase-order and invoice fields.
2
Configure Your Partners
Accelerate onboarding with prebuilt trading partner profiles and mapping templates for your key retailers and 3PLs.
3
Test & Validate
Structured testing against real partner requirements — catching errors in the test environment, not in production.
4
Go Live & Scale
Monitor every transaction in real time. Add new partners and order models as your business grows — without replatforming.
Customer Outcomes
Teams that trust their EDI
We eliminated manual order entry and scaled operations without adding headcount. Our team finally spends time on the business, not on fixing EDI.
Wholesale Manufacturer
Cleo gave us visibility into every EDI transaction — something we never had before. We now catch issues in minutes instead of finding out from the customer.
Consumer Goods Company
We onboard new trading partners in a fraction of the time. What used to take three weeks now takes three days.
Specialty Retailer
With Cleo, we delivered faster across every system — Xero, Shopify, and EDI. The whole order-to-cash cycle accelerated.
eCommerce Brand
Ready to make Xero your connected supply chain hub?
Talk to a Cleo integration specialist and see exactly how your order flows would work.
We value the 10-year relationship Cleo’s built with us
At the end of the day, we want to be easy to do business with … Cleo helps us accomplish that goal by allowing us to better communicate with both customers and partners. You can’t put a price on that.
Michael Hegarty
Vice President of Technology
