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Created: 14/07/2017 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/127

 

Introduction 

Introduction

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of Woocommerce Xero Integration

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Woocommerce Xero Integration is a great tool which allows you to synchronize accounting data automatically from Wordpress store to Xero Website.

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The main features

1. Sync

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customers from

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Woocommerce to Xero in

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automatic or manual mode.

2. Sync

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products from

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Woocommerce to Xero in

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automatic or manual mode.

3. Sync

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orders from wordpress store to Xero in

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automatic or manual mode.

4. Sync

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invoices from wordpress store to Xero in

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automatic or manual mode.

Configuration

1. You need

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private key and public key: Visit

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this link and follow the instructions - Create a public/private key pair

 

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-       Step 1: openssl genrsa -out privatekey.pem 1024

-       Step 2: openssl req -new -x509 -key privatekey.pem -out publickey.cer -days 1825

-       Step 3: openssl pkcs12 -export -out public_privatekey.pfx -inkey privatekey.pem -in publickey.cer

FinishedAfter completing, you receive 3 files:

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Use ftp to upload files to the folder following the directory:

woocommerce-xero-integration -> controllers -> certs

2. Create app private application in app.xero.com

 

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-       Choose: Private - just for use with my own organisation

-       Fill

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in name of application in the field: Application Name

-       Select which organisation your application can access

-       X509 Public Key Certificate:

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+     Choose: Upload X509 certificate file (.cer)

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+     Upload the file publickey.cer has just initialized

+     Click

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the checkbox: I have read and agree to the Xero Developer Platform.

-       Click button Save.

You receive:

  1. Consumer Key

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  1. Consumer Secret

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Copy and store 2 keys received. 

3. Setting in wordpress website

Following this directory:

Woocommerce -> Settings -> Xero Integration and Fill in the box with the data you just obtained.

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-       Consumer Key and Consumer secret in app xero.

-       Mode Sync Xero: you can select

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Example

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Click button SYNC, after in Xero:

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Click button SYNC, after in Xero:

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Automatic or Manual

3.1. Sync products manually

+ In manual mode,

Admin creates a product in Woocommerce with price and description. 

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Then, it is in queue in Table Sync Xero. 

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Admin clicks button SYNC to transfer product data to Xero.

Recheck the data in Xero.

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3.2.        Sync customers manually

Customer registers a new account in front-end. 

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The customer account is stored in Table Sync Xero

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Admin clicks button SYNC to transfer this information to Xero:

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3.2.        Add orders manually

After an order is created in Woo site

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in

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backend, Xero -> Order table wait for sync tab:

 

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click

 

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button SYNC, after in

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xero:

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d. Add invoices

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in backend, Xero -> Invoices table wait for sync tab

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Click button SYNC, after in Xero:

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:

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