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Created: 15/04/2016 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/26 

Table of Contents

 

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Introduction

Xero Integration extension for Magento 2 is a great tool which allows automatically synchronize accounting data from Magento 2 store to Xero Website.

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When your account is activated, go to https://login.xero.com/ and login with your account. 

 

 

If your account is new, Xero will ask you to create a new organization. Enter the name of your organization and choose other information. Press on Start Trial, or Buy Now to continue.

 

 

At My Applications tab

 

Copy and paste Consumer Key & Consumer Secret from above into Magento 2 backend configuration like in the picture. 

 

 

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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. 

We recommend that you should use Immediately mode instead of cron job mode. Some application mode like private only allows 1000 requests a day. So choosing Cron Job will guarantee all data will be synced. Unless you're a partner to Xero and have a special Application, we suggest you choose Cron Job mode.

Press Save Config after you've done (refresh the cache if needed).

Click on Connect Now button.

 

 

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 If everything is right, a window will show up and inform you like this.

At Configure the Accounts Types in Xero

 


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Synchronization Settings 

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, the length of time depends on the size of database) 

 

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Note:

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. 

 

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  • Cron Job: the data will be queued and will be synced together every 30 minutes. 

Immediately mode seems better than Cron Job mode, but some application mode like private mode only allows 1000 requests a day. So choosing Cron Job will guarantee all data will be synced. Unless you're a partner to Xero and have a special Application, we suggest you should choose Cron Job mode.



When the process is done, you can check what is synced in the Reports/Xero Integration/View logs.

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