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Admins are able to choose which type of data to sync from Magento 2 to Xero: Customers, Products(Items in Xero), Orders, Invoices, Credit Memos. In addition, admins can choose the way to synchronize data Immediately use Cron Job. Admins can also Add All data To Queue or add invididual data group queue for synchronizing.
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At the end of Configuration, admins can quickly navigate to the online documentation as well as support portal for Xero Integration extension:
Payment Mapping
You can map the order payment method with the Xero bank account in Xero Integration > Payment Mapping
- Update Bank Accounts
- Choose the Xero bank account field to map
- Save Mapping
Tax Mapping
Go to Xero Integration > Taxes Mapping
- UpdateTax rates
- Choose the tax field in Xero Tax
- Save Mapping
Add Data to Queue/ Sync instantly to Xero
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