How do I integrate with Xero Accounting?

If you use Xero Accounting it is possible to post an order from  Ecommerce directly to Xero to automatically create an invoice, in either a DRAFT or AUTHORISED status, including recording payment. Once and invoice is posted to Xero, if any changes are made directly in your Xero Account these will be posted back and will automatically update your orders payment status.

To get started you need to authorise a connection to your Xero Account and map your Xero Accounts and TAX Rates, do the following:-

  1. First tap or click  Apps & Integrations from the menu;
  2. Then find the Xero Accounting card and tap or click Connect Xero Accounting Now;
  3. Then tap or click Authorise & Connect now;
  4. You will be directed to your Xero Account. If prompted sign in then tap or click Allow access;
    • If you have multiple Organisations, select the one you wish to connect and then tap or click Allow access.
  5. You will now be directed back to the Xero Accounting Integration screen, and will need to set the following configurations (the lists are generated using information in your Xero Account):-
    • Account Mapping Configurations:-
      • Sales revenue account - select the account code to use when creating invoices lines for products (i.e. 200 Sales);
      • Shipping costs account - select the account code to use when creating invoice lines for shipping cost (i.e. 425 Postage, Freight & Courier);
      • Sales discount account - select the account code to use when creating invoice lines for discounts (i.e. 200 Sales);
      • Payment processing fee account - select the account code to use when creating journal entries for fees associated with PayPal or Stripe (i.e. 404 Bank Fees);
      • Payment received account - select the account code to use when receiving payments (i.e. 090 Business Bank Account).
    • Expense TAX Mapping Configuration:-
      • TAX None - select the correct TAX rate name for No TAX; 
      • TAX 5% - select the correct TAX rate name for 5%;
      • TAX 15% - select the correct TAX rate name for 15%;
      • TAX 17.5% - select the correct TAX rate name for 17.5%;
      • TAX 20% - select the correct TAX rate name for 20%. 
    • Income TAX Mapping Configuration:-
      • TAX None - select the correct TAX rate name for No TAX; 
      • TAX 5% - select the correct TAX rate name for 5%;
      • TAX 15% - select the correct TAX rate name for 15%;
      • TAX 17.5% - select the correct TAX rate name for 17.5%;
      • TAX 20% - select the correct TAX rate name for 20%.
    • Invoice Status:-
      • Create invoices as - select Draft to have invoices posted in a DRAFT status or Authorised to have invoice created in an AUTHORISED status. Draft invoices are not posted to journals and cannot have payments allocated to them, they will need to be converted to Authorised from within the order or your Xero Account.
  6. Now tap or click Save Changes.

Missing Accounts or TAX Rates

If you do not see the the Account or TAX Rate you want to use, you will need to create them in your Xero Account first. For information on how to do this you should refer to the Xero Accounting Help Documents, Add, edit or delete an account and Add, edit, or delete tax rates.

Note

Once the integration is complete new options will appear when viewing your ecommerce orders, allowing you to post the order to Xero. See