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Created: 19/05/2017 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/26 

 


Introduction

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

Extension's page: Xero Integration

Features

System Requirements

Your store should be running on Magento 2 Community Edition version 2.0.x or 2.1.x. 

 


How to create a new consumer key

Video Tutorial

 


First, you need to create a Xero consumer key to connect from Magento 2 to Xero if you haven't got one. Go to https://www.xero.com/ and register an Xero accounts (click on "Try xero for free" or "Free Trial"). 

Fill in the required information click on "Get started". If everything goes right, Xero send you an account activation email. 


 

When your account is activated, you can login on the page https://login.xero.com/

 

 

If you log in the account for the first time, Xero will ask you to create an organization. Enter the details of your organization. Press on Start Trial, or Buy Now to continue. 

 

 

Now you can create a new consumer key of Xero account. There are two types of Application Mode you can choose: Private Application Mode or Public Application Mode  

For Private Application Mode

In order to create a new consumer key for private app mode, you need to have the public key first. There are two ways for you to get the public key: 

(plus) You can use the public key file attached to our extension.  

(plus) Or please follow the steps below to create a new one: 

Go to http://developer.xero.com/ > Docs then search with Create a public/private key pair


 

Create a public/private key pair page appears as below. Follow the user guide of Xero to get 2 file: public key(.cer) and private key(.pem)

 

 

When you have file public key.cer, please go to: https://app.xero.com/Application to create the Application.

Choose Private application mode, 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). You need copy and paste the content or upload file Public key.cer into X509 Public Key Certificate field. 

Check the information again then choose "I have read and agree to the Xero Developer Platform". After that click Save button. 

 

 

If everything goes right, you will see the following content. Click on "Show" button to get the Consumer Key for Private App Mode. By now we have done everything on the Xero site, now move to your magento 2 backend but don't close this site. 

 

For Public Application Mode

Navigate to https://app.xero.com/Application to create the Application for Public Mode. You just need to enter Application Name, Url of your company or product and OAuth clallback domain. Then Save button to finish. 


 

Last, click on Show button to take Consumer Key and Consumer Secret for Public App Mode.




Configuration

Set up Xero Account Informations 

Go to Store > Configuration or Xero Integration > Configuration

 

At My Applications tab

Taking Consumer Key that you have just created above and paste into Magento 2 backend configuration. Press Save Config after you've done (refresh the cache if needed). Then, click on Connect Private App Now button for private app mode or Connect Public App Now button for public app mode. 

You need to save config before connecting, this will help you avoid making errors.

 

Setting My Applications in Configuration of your Magento 2 store will base on their app mode types. 

Private App Mode:

If you choose Private mode, you will have to enter the content of Private Key(.pem) and Public Key(.cer) beside Consumer Key


 

Public App Mode:

If you choose Public mode, it will require both Consumer Secret and Consumer Key. The expiration for each connection time is 30 minutes. After that, you need to reconnect Magento 2 store to your Xero account.   


 

When Magento 2 store is connected with your Xero account successfully, connection status will be transferred from not connected to connected as below:   

 

 

At Configure the Accounts Types in Xero tab

The system will take four account types in the chart of account: Bank account, Sale account, Inventory account, Cost and Good Sold account from Xero account into Magento 2 store. Enter the name you would like to use for each account then click on Add all Data to Queue. The default Xero account name will be used if you do not change it. If there is no account on Xero site, the extension will automatically create a new one.   

 

 

Admins can check changes to accounts on Xero's website. 

 

 

Set up Synchronization 

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. 

 

 

  • 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.

 

At the end of Configuration, admins can quickly navigate to the online documentation as well as support portal for Xero Integration extension:   

 

Process Synchronization 

If the App mode is Cron Job, data will be added to the Queue List to be sync after a specific interval. On the Queue List tab, admin can preven any data from being synced by removing them from the Queue list. Admin can also use click on Sync Now to syncall data on the queue list immediately. 

Note that syncing time will vary, depending on the size of database. 


 

When the process is completed, go to Xero Integration > View Log to check what has been synced.

Admin can easily check the synchronization log for the day by clicking on View Request Daily or view individual sync log by clicking on View on Xero

 

 

Navigate to Xero Integration > Request Daily Report, admins can easily see their sychronization status.  

 

 


 

Main Functions

Video Demonstration


 


 

 

Or you can click on Sync Now button within each customer info dashboard to synchronize a specific customer data manually. 

 

 

 

 

 

Admins can synchronize a specific order by manually by clicking on Sync Now button on each order.  

 

 

 

 

 

For each product, this extension created Xero Integration tab that allows admins to synchronize a specific product to Xero. 

 

 

 

 

 

Synchronizing a specific data is the same with Invoice. 

 

 

 

 


Update

 


Support

 


 

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.

Magenest