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Your store should be running on Magento 2 Community Edition version 2.0.0+.
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Configuration
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Setup Xero
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For this integration you will need to have an account in Xero Website.
First, go to https://www.xero.com/ to create Xero accounts.
open backend of Quickbooks Online Integration extension, click on Stores > Connection. The page will appear as follow:
and register an Xero accounts (click on "Try xero for free" or "Free Trial"). If you already have an account, you can skip this step.
Fill in the form the information of your Organization and press "Get started". If everything is right, Xero will inform you to check your email and activate your account.
When your account is activated, go to https://login.xero.com/ and login with your account.
You will see the Xero accounting interface after you've done the last step but now we need to continue our setup, go to this site: https://app.xero.com/Application to create the Application.
Choose the application mode (usually is Private), application name (the name for the application is not very important), choose your organization (this is where the Magento 2 data will be synced into).
The next step is very important, you need to copy the content of the public key to X509 Public Key Certificate field. (If you don't have this, go to the Installation Guide, it's the content of the file Xero/etc/certs/magenest.cer, you can open it in any text editor).
After that, check the information again then check on "I have read and agree to the Xero Developer Platform" & click Save.
If everything goes right, you will see the following content. By now we have done everything on the Xero site, now move to your magento 2 backend but don't close this site.
Click on "Show" to show the Consumer Key & Consumer Secret, copy and paste them to Magento 2 backend configuration like in the picture.
Choose the Sync Mode (Cron Job or Immediately), you may want to consider the cron job mode
- Immediately mode: the data will be synced as soon as they're created or updated.
- Cron Job: the data will be queued and will be synced together every 30 minutes.
The immediately mode seems better than cron job mode, but some application mode (like private) only allowed 1000 requests a day. So choosing Cron Job will guarantee all data will be synced. Unless you're a partner to Xero and have an special Application, we suggest you choose Cron Job mode.
Press Save Config after you've done (refresh the cache if needed).
Click on Test Connection.
If everything is right, a window will show up and inform you like this.
Else it will display the error.
We placed the "Sync All Data Now" button in the configuration so if you wish to Sync All Data right away, you can press this button. (Notice that this will take some time, a few minutes depends on how large your data is)
When the process is done, you can check what is synced in the Reports/Xero Integration/View logs.
Click on Connect to QuickBooks button. New page is open. It is necessary for you to connect our extension with QuickBooks Online to authenticate users before you can exchange data with it.
Sign up to create a new one:
Or log in if you already have an account
After connecting successfully, the backend page will be displayed as follow:
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