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Xero

App Documentation
Last updated on November 29, 2016

Details

Generate invoices automatically from your ecommerce store to Xero, and eliminate the manual entry of order details, taxes and inventory.

Requirements

  • 3dcart, Bigcommerce, WooCommerce or Volusion shopping carts
  • Vextras account
  • Xero account

Setup

  1. Login to your Vextras account
  2. Confirm your store is connected
  3. Click the ‘Add New’ in the bottom left corner
  4. Select ‘Add New App’
  5. Choose ‘Xero’
  6. Authenticate to Xero
  7. Select the organization you want to use
  8. Important: Create at least one taxable and one non-taxable rule
  9. Optional: Change the default invoice status in the ‘Settings’ tab
  10. Optional: Change the default invoice due date in the ‘Settings’ tab
  11. Optional: Set inventory mappings ‘Inventory’ tab
  12. Save
Installation Demo

Overview Dashboard

The overview dashboard will show a summary of the app’s event activity. Each widget shows the total count of events that have occurred during the last seven days.

vextras xero app dashboard overview

  • Status – whether the app integration is on or off
  • Invoices created – number of invoices created in Xero since the integration was activated
  • Contacts updated – number of contacts added or updated through the integration
  • + Inventory items – number of inventory items added in Xero

Countries Supported

  • Australia (beta)
  • Canada (beta)
  • New Zealand (beta)
  • United Kingdom
  • United States

More Information

Limitations

Xero’s API has strict limits on how data is submitted to their platform. In some situations we may have challenges sending information to Xero.

  • If you operate multiple storefronts, you can’t connect each store to the same Xero “organization”
  • If your product names exceed 50 characters, invoices and inventory items cannot be created
  • If your store encounters heavy order volumes, Xero will rate limit your store’s API submissions
  • If this happens, real-time data feeds will not occur
  • Jobs will be retried until they are pushed through successfully
Known Issues
  • Discount isn’t applied to invoices automatically on feeds from 3dcart
  • Avalara tax rate feeds are not compatible at this time

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