Setup Xero
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.
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. 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.
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.
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.
- Select the Order Status for auto-synchronization mode. An invoice will be created in the Xero system only for that orders have selected order status.
- Next, click on 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.
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.