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Thank you for purchasing our extension. If you have any questions that are beyond the scope of this document, do not hesitate to leave us an email via our email address below.

Created: 1416/0708/2017 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/127

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Introduction 

Introduction of Woocommerce Xero Integration

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

The main features

1. Sync customers from Woocommerce to Xero in automatic or manual mode.

2. Sync products from Woocommerce to Xero in automatic or manual mode.

3. Sync orders from wordpress Woocommerce store to Xero in automatic or manual mode.

4. Sync invoices from wordpress store Woocommerce store to Xero in automatic or manual mode.

5. Report data sync from Woocommerce to Xero.

6. On/Off sync customer/product/invoice from Woocomerce store to Xero.

Configuration

1. You need private key and public key: Visit 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

NOTE:  When you creates a public key and private key, press "Enter" and do not enter a password or any information during key generation.

After 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 private application in app.xero.com


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

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-       Select which organisation your application can access

-       X509 Public Key Certificate       Public Key:

+     Choose: Upload X509 certificate file (.cer)

+     Upload the file publickey.cer has just initialized

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

-       Click button SaveCreate App.

You receive:

  1. Consumer Key
  2. Consumer Secret

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Copy and store 2 keys received.

 

3. Setting in wordpress website

Before installing the plugin in your wordpress site, you have to upload two file public key and private key to the server  "wp-content/plugins/woocommerce-xero-integration/controllers/certs".

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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 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.

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3.        Add orders manually

After an order is created in Woo site

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

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click button SYNC, after in xero:

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3.4. Add invoices

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

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click button SYNC, after in xero:

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3.5 Mode Auto sync Xero

    1. Add product

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In Xero:

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b.  Add Customer

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in Xero:

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c. Add Order

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in Xero:

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d. Add Invoices

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5. Report data sync from woocommerce to xero

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