Sending purchase orders from Productive to Xero keeps your procurement and accounting records aligned, removing the need to manually recreate orders in both tools. Once a purchase order is saved in Productive, you can copy it to Xero in a few clicks and sync any updates if the order changes later.
📌 Note: Before copying purchase orders, make sure the Xero integration is set up and invoice export is enabled. For more information, see the article Xero Integration: Setup.
The option to copy purchase orders to Xero is available on the Professional and Ultimate plans.
Copy Purchase Orders to Xero
After saving a purchase order, it can be copied to Xero via the Copy to Xero button, which becomes available on the purchase order screen. Clicking this button sends and copies the purchase order data to Xero.
📌 Note: Since expenses and purchase orders are linked in Productive, you can only export one or the other for the same record.
Clicking the Copy to Xero button starts the process of sending your purchase order to Xero. Before proceeding, ensure the following:
Select an existing Supplier: If no supplier is selected, a new one will automatically be created in Xero.
Specify the purchase order status: If not set in the integration settings, the default status you selected during setup will be applied.
Once a purchase order has been copied, any later changes made in Productive can be synced by selecting Update existing.
