Setup Xero

overview & purpose xero is a software company that provides solutions for managing payroll, inventory, sales, reports, and other small business needs these software solutions help to monitor expenses, create invoices and reports, track change orders and job status, and manage customers and invoices to manage the accounting system, you can easily bind your customers and invoices with the xero account bind customers’ 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 on its website how to integrate 1 log in to the xero account 1 log in to the xero account create an account in xero and log in to your xero developers account 2 create an app 2 create an app to create 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 following 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 for 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; otherwise, you won’t be able to recheck the secret key 3 get the client id and client secret key 3 get the client id and client secret key to integrate xero into the ops admin panel, you must 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 securely 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 client key client id you get from the xero live site for xero configuration client secret client secret you get from the xero live site for xero configuration select tax calculation select the product tax to sync in xero tax include the ops order tax will be calculated and pushed to xero tax exclude ops order tax will not be calculated and pushed in the xero invoice tax include as zero this will pass the tax "0" for the onprintshop order use the ops invoice no if you want to sync the ops invoice number as an xero invoice number, enable this setting if the ops invoice number is not available, the ops order number will be synced sync purchase order when enabled, a xero purchase order will be created based on the order id or supplier information purchase order reference order id order id will be a reference for purchasing orders supplier information 'product information' from the product's setting with the vendor name will be used as the purchase order reference sync xero order sequence number enable this toggle button to sync the xero sequence number as xero order number when disabled, the ops order number will be synced as the xero order number check existing customer enable this setting to check if your website customers already exist in xero sync company name when enabled, the company name will be synced instead of the customer name in the xero account manually b2b when enabled, all b2b orders synced to xero will be linked to the respective customer account in xero manually b2c single xero customer for all b2c all b2c orders will sync to xero under a single, common customer profile individual xero customer for each b2c each b2c order will sync to xero under a unique customer profile, based on individual order details update po number if updated, the xero invoice number will be updated in the ops po number order prefix add a custom prefix to each order number synced to xero, helping to distinguish and organize orders from onprintshop restrict description if this option is enabled, the order feature details (description) will no longer sync with xero invoice status choose the status in which invoices will be created in xero when synced from onprintshop draft the i nvoice is saved in xero but not finalized or sent submitted the invoice is submitted for approval, but not yet authorised authorised the invoice is approved and ready for accounting or payment processing order status the i nvoice will be created in the xero system only for orders with the selected order status this setting is only for auto synchronization mode sync orders greater than specify an order number when the cron job runs, the system automatically syncs orders with numbers greater than this value only orders exceeding this number will be shown in the manual sync screen next, click on the connect with xero button from the organization dropdown, select your organization name click on the continue with 2 organizations button you can sync your ops data into your xero account upon successful configuration 5 sync xero manually 5 sync xero manually this helps to open the search and synchronize the 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 in the order list select only those orders that you want to synchronize with xero click on the sync button to update customer data for a particular invoice, click the update synchronized data checkbox and then the sync button this will synchronize the selected orders with xero after placing an order, the customer will automatically be synced with xero if an order is already synchronized with xero, it is marked with a green tick symbol