Setup Xero

overview & purpose xero is a software company, which provides software solutions to manage payroll, inventory, sales, reports, and other needs of a small business these software solutions help to monitor expenses, create invoices and reports, track change orders and job status, and manage customers and invoices you can easily bind your customers and invoices with the xero account to manage the accounting system bind customers’ details such as personal details, billing address, contact details, balance statements, reports, etc for the invoices, bind details such as invoice transaction detail, billing address, shipping address, tax, shipping methods, and order product details xero is accounting software for small businesses, where owners can manage all their customers and invoices after successful integration, data will be sent from the onprintshop system to the xero accounting system and xero will manage all information into their website how to integrate 1 log in to xero account 1 log in to xero account create an account in xero and login into your xero developers account 2 create an app 2 create an app for creating an app in xero, click on the my apps tab from the developer's console in the my apps screen, click on the new app button the below screen of add a new app pop up will appear app name – enter an app name of your choice, but it can't contain the word 'xero' integration type – select the auth code type as a web app company or application url – enter the url of your application, this needs to be an https address redirect uri – add redirect uri’s in the following format {your website}/external service/xerov2/callback php to connect the application with your website for example https //opssslv70 onprintshop com/external service/xerov2/callback php https //opssslv70 onprintshop com/external service/xerov2/callback php this also needs to be https note the link provided above is just an example, use your website link also, use an ssl certified link otherwise xero integration can malfunction check the box for the terms and conditions and click on the create app button to create the app you will land on the app details page click generate a secret keep the page open copy and save the client id and client secret key, else you’ll not be able to check the secret key again 3 get the client id and client secret key 3 get the client id and client secret key for the integration of xero in the ops admin panel, you need to have the client id and client secret key of the app created in xero to get these details, click on the configuration menu from the left hand side panel of the app details page this will take you to the configuration page click on the generate a secret button to generate the client secret key the key will be generated copy and save the client id and client secret key at a secure location for the next step 4 integration into admin panel 4 integration into admin panel it is time to integrate the xero app in the admin panel for this, go to the admin >> store configuration >> external service setting >> accounting tab >> edit icon against the xero here, enter the client id and client secret key you copied in step 3 exclude tax enable this setting to exclude the tax from the invoice generation use ops invoice no if you want to sync the ops invoice no as xero invoice no then enable this setting if the ops invoice no will not be available then ops order no will be synced sync purchase order when enabled, a xero purchase order will be created based on the order id or supplier information sync xero order sequence number to sync the xero sequence number as xero order number, enable this toggle button when disabled, the ops order number will be synced as xero order number check existing customer enable this setting to check if your website customers already exists in xero sync company name when enabled, the company name will be synced instead of the customer name in the xero account select the order status for auto synchronization mode an invoice will be created in the xero system only for those orders that have selected order status next, click on the connect with xero button from the organization dropdown, select your organization name click on the continue with 2 organizations button upon successful configuration, you can sync your ops data into your xero account 5 sync xero manually 5 sync xero manually this helps to open search and synchronize interface with the mis system as shown below order range select the order range to synchronize date range select the period order status select the order status to search for that order only click on the search button the search results will appear with the order list select only those orders that you want to synchronize with xero click on the sync button to update customer data of a particular invoice, click on the update synchronized data checkbox and then, click on the sync button this will synchronize the selected orders with xero after the customer places an order, the customer will automatically be synced with xero if an order is already synchronized with xero then, it is marked as a green tick symbol