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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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Tip
titleHow to distinguish between Immediately mode and Cron Job mode.
  • Immediately mode: the data will be synced to Xero as soon as they're created or updated in Magento
  • Cron Job: the data will be put into a queue and will be synced together after some intervals
  • Some application mode like private mode only allows 1000 requests a day. Choosing Cron Job will guarantee all data will be synced. We recommend you use Cron Job mode to make sure that you don't run out of requests per day.

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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:   

 

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Payment Mapping

You can map the order payment method with the Xero bank account in Xero Integration > Payment Mapping

  1. Update Bank Accounts
  2. Choose the Xero bank account field to map
  3. Save Mapping

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Tax Mapping

Go to Xero Integration > Taxes Mapping

  1. UpdateTax rates
  2. Choose the tax field in Xero Tax
  3. Save Mapping

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Add Data to Queue/ Sync instantly to Xero

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