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Xero Integration

This is an Integration with a Third Party Service. Other charges and fees may be required to use this extension on your Store
TOTAL:
$399.00

Overview

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Xero is online accounting software that’s designed specifically for small businesses from bank reconciliation and financial reporting to inventory tracking and payroll.

Xero Integration by Magenest helps you save lots of time in managing all accounting data. This extension allows syncing data from your Magento 2 store to Xero. The order will automatically be imported into Xero as well as customer, product, invoice, and credit memo data. It has a system to check whether the process has succeeded. Not only is a great way for connecting automatically, but Xero Integration also supports manual process which permits you to make a particular synchronization data in a simple way.

 

Account & Pricing

An additional account is required. Pricing for Xero starts from $25/month. You need to register a Xero account to use this extension. To get more details about the pricing plan for, please refer to Xero’s website here.

 

Summary Of Features

  • Auto track your invoice and revenue
  • Sync payment methods for each invoice incurred
  • Sync tax methods for products purchased
  • Sync product data from Magento 2 to Xero
  • Sync order data from Magento2 to Xero
  • Sync customer data from Magento 2 to Xero
  • Sync invoice data from Magento 2 to Xero
  • (NEW!) 
    • Support Multiple Websites installation to Multiple Companies in Xero
    • Mass Action from Magento Grid view to manually

 

Track Income & Invoice

  • Automatically update incomes to your profit and loss statement when your invoice is paid
  • Update changes to products in Xero when admin updates product data in Magento 2

 

Map Payment Methods For Invoices

  • Automatically track invoice and revenue in your Magento 2 store
  • Support 7 payment methods: Paypal, Braintree, Bank Transfer, Cash on Delivery, Paypal Billing Agreement, Authorize.net Direct Post, Purchase Order

 

Map Tax Rates For Orders 

  • Ensure tax calculation on Magento 2 and Xero are matched
  • Sync tax codes from Magento 2 to Xero Invoices
  • Tax codes are in compliance with Xero standards
  • Taxation is an essential element that complicates the accounting and invoicing process.
  • Different countries, regions, and products have different tax policies.
  • By mapping tax codes from Magento 2 to Xero, we can ensure tax calculation will be accurate for orders.

 

Synchronize Products 

  • Create new products in Xero when store managers create a new product in Magento 2
  • Update changes to products in Xero when admin updates product data in Magento 2

 

Synchronize Customers

  • Sync customers from Magento 2 to Xero
  • Create customer in Xero when customers sign up for a new account in Magento 2. Ensure accurate customer information.
  • Sync changes Magento 2 customer profiles to customer info in Xero

 

Synchronize Orders 

  • Create new Unpaid Invoices in Xero when customers buy products and services in Magento 2
  • Update changes in Magento 2 Orders to Xero

 

Synchronize Invoices 

  • Sync from Magento 2 Orders to Unpaid Invoices in Xero
  • Sync invoices from Magento 2 to Xero
  • Create paid Invoices in Xero when customers successfully paid for products
  • Update changes in Magento 2 Invoice to Xero Invoice
  • Sync payment methods and tax codes from Magento 2 to Xero Invoice

 

Choose Syncing Method 

  • Enable or disable syncing for products, customers, orders, invoices, and credit memos
  • Choose automatic syncing for real-time transferring data from Magento 2 to Xero
  • Sync between intervals (cronjob) to reduce workload for your server while still maintain updated data
  • Sync individual modules to keep control of your data
  • Mass Action on Grid View that enables multiple records selection

 

Manage Accounts In Xero 

  • Update changes to asset account in Xero
  • Update changes to income account in Xero
  • Update changes to expenses account in Xero

 

Easy Set-Up & Syncing Configuration 

  • Set up Xero connector in three easy steps: sign up a Xero account, get the API keys and put it in your Magento 2 store
  • Mapping data from Magento 2 without knowing any code
  • Support synchronization from Magento Multiple Websites to separate Companies in Xero

 

High-Quality Products & Services

  • When buying extensions from Magenest, you might enjoy:
  • Open-source and customizable software
  • Lifetime Update
  • Free 6 month update

 

Demo

BACK-END DEMO | FRONT-END DEMO 

VIDEO | SUPPORT | DOCUMENTATION

Technical Specifications

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Seller profile

Magenest

Seller contact

E-mail

Integrator

Xero

Current Version

3.4.2

Magento platform compatibility

Open Source (CE): 2.0, 2.1, 2.2, 2.3, 2.4

Commerce on prem (EE): 2.1, 2.2, 2.3, 2.4

Commerce on Cloud (ECE): 2.2, 2.3, 2.4

Type

Stable Build

Updated

16 October, 2020

Categories

Extensions, Accounting & Finance, ERP & Accounting

Documentation

User Guides

License Type

Open Software License 3.0 (OSL-3.0)

Policy

Privacy Policy

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Magento that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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3.4.2:

  • Compatible with Open Source (CE) : 2.2 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.2 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.2 2.3 2.4
  • Stability: Stable Build
  • Description:

    - Optimize syncing progress
    - Remove duplicate records in syncing progress
    - Remove non alphabetic character from sync data.
    - Fix minor bugs

3.4.1:

  • Compatible with Open Source (CE) : 2.2 2.3
  • Compatible with Commerce on prem (EE) : 2.2 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.2 2.3
  • Stability: Stable Build
  • Description:

    - Update Xero APIs connection details
    - Remove shipping fee in virtual order
    - Update callback URL by store code

3.4.0:

  • Compatible with Open Source (CE) : 2.2 2.3
  • Compatible with Commerce on prem (EE) : 2.2 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.2 2.3
  • Stability: Stable Build
  • Description:

    Xero now support new OAuth 2.0 protocol

3.3.0:

  • Compatible with Open Source (CE) : 2.1 2.2 2.3
  • Compatible with Commerce on prem (EE) : 2.1 2.2 2.3
  • Stability: Stable Build
  • Description:

    - Xero now compatible with Magento 2.3
    - Add tax exclusive/inclusive options in configuration
    - Change order/invoice handling logic with tax exclusive/inclusive
    - Add cron schedule log
    - Fix tax in credit memo. add link to trouble shoot
    - Missing event in guest checkout
    - Key file upload
    - Xero inventory is empty
    - Invalid date range in Xero daily report

3.2.1:

  • Compatible with Open Source (CE) : 2.1 2.2
  • Compatible with Commerce on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    - Hotfixes

3.2.0:

  • Compatible with Open Source (CE) : 2.1 2.2
  • Compatible with Commerce on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    1. Add Multiple Websites, Multiple Organizations Connector
    2. Add Xml Logging.
    3. Add Synchronization MassAction.
    4. Improve performance.
    5. Fix some bugs.

3.1.0:

  • Compatible with Open Source (CE) : 2.1 2.2
  • Compatible with Commerce on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    ## [3.1.0] - 2018-05-12
    ### Update
    1. Improve performance.
    2. Add Payment Mapping.
    3. Add Taxes Mapping.
    4. Add "Add To Queue" button in order, invoice, product, contact, creditmemo.
    5. Fix some bugs.

3.0.0:

  • Compatible with Open Source (CE) : 2.1 2.2
  • Compatible with Commerce on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    ## [3.0.0] - 2017-10-23
    ### Add
    Compatible with 2.1 and 2.2 (Open Source and Commerce)

2.1.2:

  • Compatible with Open Source (CE) : 2.1
  • Compatible with Commerce on prem (EE) : 2.1
  • Stability: Stable Build
  • Description:

    ## [2.1.2] - 2017-07-21
    ### Update
    1. Now support Public Apps.
    2. Private App Config is now easier with text area to enter public/private key pair.
    3. Account Mapping is now a selector instead of input text.
    4. Improve performance.
    5. Improve Interface.
    6. Fix some bugs.

2.1.1:

  • Compatible with Open Source (CE) : 2.1
  • Stability: Stable Build
  • Description:

    ## [2.1.1] - 2017-05-08
    ### Fixed
    Fix some bugs.

2.1.0:

  • Compatible with Open Source (CE) : 2.0 2.1
  • Stability: Stable Build
  • Description:

    ## [2.0.0] - 2016-11-16
    ### Added
    1. Allow synchronizing and updating Credit Memos from Magento 2 store into Xero.
    2. Allow see sync information and sync a single Customer.
    3. Allow see sync information and sync a single Product.
    4. Allow see sync information and sync a single Order.
    5. Allow see sync information and sync a single Invoice.
    6. Allow checking report of daily requests.
    7. Allow setting Accounts in Xero.
    8. Allow add all Customers, Products, Orders, Invoices, Credit Memos to Queue.

1.0.0:

  • Compatible with Open Source (CE) : 2.0 2.1
  • Stability: Stable Build
  • Description:

    ## [1.0.0] - 2016-06-23
    ### Added
    1. Allow synchronizing and updating Customers from Magento 2 store into Xero.
    2. Allow synchronizing and updating Products from Magento 2 store into Xero.
    3. Allow synchronizing and updating Orders from Magento 2 store into Xero.
    4. Allow synchronizing and updating Invoices from Magento 2 store into Xero.

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

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Q & A

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Reviews

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