Tech Specifications
Overview
Quickly and easily link your Magento store with Xero, integrating invoices and customer data.
Other Extensions by Fooman
Overview
Back to topQuickly and easily link your Magento store with Xero (cloud-based accounting software for small and medium-sized businesses). Connect Xero by Fooman automatically exports your Magento data (orders, customer data, items and credit notes) to Xero. That means no more manually exporting data yourself - you’ll save hours of wasted time and avoid errors from manual processes. Customers all around the world use Connect Xero to automate their business processes. It's a simple plugin that you set up in the Magento backend, and then forget about as it works its magic.
Account & Pricing
An existing Xero account is required to use this extension (Xero plans start from $US 9 per month). We assume you are already an existing customer of Xero before purchasing our extension to integrate the two. If you are not a Xero customer yet, check them out here (we suggest seeking advice from your accountant about choosing the right accounting software for you).
Features
Automatically export Magento data to Xero
Connect: Xero automatically exports your Magento orders, customer data, items and credit notes to Xero. Simply log into Xero and all your Magento data is there. All that's left for you to do is to approve and reconcile the invoice or credit memo with bank, credit card or paypal payments in Xero. This extension is a lifesaver as your sales volumes increase!
Fine grained options put the control in your hands
You control the automatic export process - choose which order status will trigger the export, and choose to manually export or exclude orders. It's an easy way to stay on top of your business financials and automate such a time-consuming process.
Easy customer record management
Invoices are matched to existing customer records, and new customer records are automatically created.
Track your Magento sales in Xero
Use a tracking category for your online sales to easily run reports in Xero. Track how your online sales perform against other channels. Match different revenue streams to the appropriate Xero account (configurable on a per store level).
Display Xero payments in Magento
Once you have reconciled a payment in Xero, the payment will be displayed in Magento. This is a great way to streamline your accounting by keeping financial information up to date in both Magento and Xero.
Currency and tax rate options
Backend options give you control over things such as multiple currencies and tax rates. Choose to export orders in base currency or order currency. Use Xero tax rates in Magento to keep administration simple.
Easy to use and convenient
Connect: Xero is easy to configure, and you control the settings directly from your Magento backend. Unlike other integrations, there’s no fuss with logging in to another platform or wondering why you can’t see your settings directly in Magento. This convenience is what really makes Connect: Xero a breeze to use.
Release Notes
Back to top7.1.2:
- Compatible with CE: 2.1 2.2 2.3
- Stability: Stable Build
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Description:
[7.1.2] - 2019-05-09
### Added
- New setting to differentiate EU vs non-EU 0% tax rates
- Ability to set bank account details for Braintree and WorldPay Credit Card
### Changed
- Update paypal bank account choices to include no export option
7.1.1:
- Compatible with CE: 2.1 2.2 2.3
- Stability: Stable Build
-
Description:
[7.1.1] - 2019-03-28
### Changed
- Shipping Tax Rate is now retrieved from the actual applied rate if available, overrides existing Admin setting
### Fixed
- Send Xero Item Name instead of Sales Description
- Improve handling of re-exports when using the setting "Use Xero Numbers"
- Store scope settings were not always applied when using Export Mode - Magento invoices
7.1.0:
- Compatible with CE: 2.1 2.2 2.3
- Stability: Stable Build
-
Description:
[7.1.0] 2018-12-04
### Added
- Support for Magento 2.3
6.2.2:
- Compatible with CE: 2.1 2.2
- Compatible with EE: 2.1 2.2
- Stability: Beta Build
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Description:
[6.2.2] 2018-06-03
Fixed - Configuration check
[6.2.1] 2018-05-25
Fixed - Deal more gracefully with an error during decryption of config settings
[6.2.0] 2018-05-20
Added - Test upcoming Xero TLS1.0 deprecation
[6.1.0] 2018-04-11
Changed - Fooman Surcharges are now separate line items with configurable tax rate settings
Added
- New option to export tax as separate line item
- Ability to select different bank accounts for Amazon/Ebay imports via M2ePro
Fixed
- Only display a de-duplicated list of tax rates for all stores
- M2ePro Amazon imports do not provide billing country information, fallback to shipping country
[6.0.0] 2018-02-08
Added - Support displaying payments if in invoice export mode
Changed
- Automatically wait if API request threshold reached
- Constructor changes in
Fooman\Connect\Controller\Adminhtml\Xero\Item\ResetStatusFromInvoice
Fooman\Connect\Controller\Adminhtml\Xero\Item\ResetStatusFromOrder
Fooman\Connect\Block\Adminhtml\Sales\Invoice\Item
Fooman\Connect\Model\Item
Fixed - Improved distribution of requests
[5.3.3] 2018-02-01
Fixed - Payment DateTime display
[5.3.2] 2018-02-01
Changed - Increased Request Timeout
Fixed - Ensure we get back an ID from Xero
[5.3.1] 2017-12-21
Fixed - Remove code account identifier
[5.3.0] 2017-12-21
Added - Ability to specify payment to an account by code
[5.2.2] 2017-11-30
Fixed - Change back to unobscured input fields
[5.2.1] 2017-11-29
Changed - Adding payment enabled accounts to Bank Account options
[5.2.0] 2017-11-15
Added - Ability to set bank account for more payment methods
Fixed - Don't decrypt twice
[5.1.2] 2017-11-11
Added - Workaround for issue with encrypted configuration fields in Magento 2.2.1
[5.1.1] 2017-11-03
Fixed - Billing/company name display in invoice grid mode
[5.1.0] 2017-11-02
Added - Ability to create payments in Xero automatically
[5.0.2] 2017-10-25
Fixed
- Direct link in invoice mode
- Grid view when using table prefixes
- Formatting of error messages
- Handling of Adjustment Fee on CreditMemo
5.0.1:
- Compatible with CE: 2.1 2.2
- Compatible with EE: 2.1 2.2
- Stability: Stable Build
-
Description:
[5.0.1] 2017-09-21
Fixed
Add redirect due to Magento regression displaying wrong menu item
[5.0.0] 2017-09-21
Fixed
Handling of tax compensation amounts for tax inclusive catalogs
Date Picker converted saved values to wrong format
Added
Support for PHP 7.1
Support for Magento 2.2.0
[4.0.3] 2017-08-18
No changes - Subscription Release only
[4.0.2] 2017-08-11
Fixed
Adapted to grid filter changes in Magento 2.1.8
[4.0.1] 2017-08-10
No changes
[4.0.0] 2017-08-10
Fixed
Filtering by Purchase Point in grids
Initial setup requires full admin
Changed
Implemented MEQP2 suggestions - privatised most properties
Item Export size changed to follow new Xero recommendation
User Agent now includes version number
Added
Reset for Item Export Status
[3.0.2] 2017-05-18
Changed
Complete Switch to Interface implementation for License
[3.0.1] 2017-05-10
Fixed
Update existing Product Attribute when migrated from M1
[3.0.0] 2017-05-10
Added
Ability to connect to Xero account per store view
Ability to set a Xero Sales Account on a per product level
[2.0.2] 2017-04-17
Fixed
Filter for Unexported Xero Status
[2.0.1] 2017-03-27
Added
Bundle Item Support for Invoice Mode
[2.0.0] 2017-03-27
Added
Bundle Item Support
[1.1.0] 2017-03-09
Added
Send Shipping Address if available
[1.0.8] 2016-10-11
Fixed
invoice mode display
[1.0.7] 2016-10-02
Fixed
Use repositories for sales object retrieval
Use explicit format with DateTime
[1.0.6] 2016-09-12
Added
Event to handle special tax rate requirements
[1.0.5] 2016-08-29
Changed
Various Code Style improvements
[1.0.4] 2016-08-29
Changed
Version for Release
[1.0.3] 2016-08-29
Fixed
Exporting multiple inventory items at once
[1.0.2] 2016-08-29
Fixed
Grid filtering on ID
[1.0.1] 2016-06-10
Fixed
Streamline Context dependencies
[1.0.0] - 2016-06-07
Changed
Initial release for Magento 2
1.0.4:
- Compatible with CE: 2.0 2.1
- Compatible with EE: 2.0 2.1
- Stability: Stable Build
-
Description:
[1.0.4] 2016-08-29
Changed
- Version for Release
[1.0.3] 2016-08-29
Fixed
- Exporting multiple inventory items at once
[1.0.2] 2016-08-29
Fixed
- Grid filtering on ID
[1.0.1] 2016-06-10
Fixed
- Streamline Context dependencies
[1.0.0] - 2016-06-07
Changed
- Initial release for Magento 2