Automatically sync your WooCommerce orders with Xero along with payments, contacts & inventory.

glidedigital

<p>Xelation seamlessly synchronizes your WooCommerce orders with Xero in real-time.</p>
<p>Automatically sync invoices with Xero with your preferred account mappings for sales, shipping, payments & transaction fees across multiple stores, currencies & tax jurisdictions.</p>
<h3>Features</h3>
<p>Core features:</p>
<ul>
<li>sync WooCommerce invoices with Xero as either <em>Draft, Submitted, Authorised</em> or <em>Paid</em></li>
<li>map shipping costs to corresponding revenue account</li>
<li>map payments to corresponding bank account</li>
<li>set payments to automatically reconcile with the bank statement</li>
<li>map <em>Stripe/PayPal</em> transaction fees to preferred cost accounts (rendered as a separate <em>purchase bill</em>)</li>
<li>map product tax rates to corresponding Xero tax rates in Xero by jurisdiction e.g. <em>standard, zero-rated, exempt, inclusive, exclusive,</em> etc.</li>
<li>configure order status that triggers sync with Xero e.g. <em>pending, processing, completed</em> or combination thereof</li>
</ul>
<p>Further features:</p>
<ul>
<li>automatically sync incoming order items with Xero <em>products & services</em></li>
<li>sync WooCommerce inventory with Xero inventory</li>
<li>sync customers details to Xero <em>contacts</em></li>
<li>generate WooCommerce <em>order note</em> alongside order with deep link back to invoice in Xero</li>
<li>in the case of ‘pay later’ invoices; apply payments to pre-existing invoice in Xero</li>
<li>sync past orders; just let us know how far back you would like to go</li>
<li>map preferred <em>tracking category</em> to line item</li>
<li>map preferred <em>branding theme</em> template to invoice</li>
<li>append custom prefix to invoice number</li>
<li>…and much more!</li>
</ul>
<h3>The Pitch!</h3>
<ul>
<li>Free 14 day trial!</li>
<li>Start synching invoices in less than a minute!</li>
<li>Simply connect to Xero and configure your mappings</li>
</ul>
<p>…then watch your invoices sail into Xero!</p>
<h3>Typical Business Scenario</h3>
<p>A typical client scenario is where:</p>
<ul>
<li>a WooCommerce order needs to be rendered as a sales invoice in Xero with its line items and shipping costs mapped to the corresponding revenue accounts and tax rate in Xero</li>
<li>the transaction fee needs to be rendered as a purchase bill in the costs account e.g. COGS</li>
<li>the captured payment needs to be mapped to the corresponding bank account in Xero</li>
<li>the payment needs to be reconciled with the bank statement feed</li>
</ul>
<p>You can also:</p>
<ul>
<li>determine when WooCommerce orders are pushed to Xero i.e. <strong>Processing, Completed</strong> or <strong>Pending</strong> status</li>
<li>determine the status of Xero invoices i.e. <strong>Draft, Submitted, Authorised</strong> or <strong>Paid</strong></li>
<li>set your preferred <strong>invoice prefix</strong> e.g. <strong>Web</strong>004567</li>
<li><strong>deep link</strong> between your WooCommerce <strong>Order Notes</strong> and the generated Xero invoice in either direction allowing you to quickly toggle between the two platforms</li>
<li>enable the <strong>stock control</strong> feature which will automatically synchronize your WooCommerce inventory with the <em>quantity to hand</em> set in Xero</li>
</ul>
<h3>Use of 3rd Parties</h3>
<p>Please note this plugin requires the use of 3rd party services:</p>
<ul>
<li><a href="https://xero.com/" rel="nofollow ugc">Xero</a></li>
<li><a href="https://xelation.org/" rel="nofollow ugc">Xelation</a></li>
</ul>
<p>By allowing access to Xero, you agree to the transfer of your data between Xero and Xelation in accordance with Xero’s <a href="https://www.xero.com/uk/legal/terms/" rel="nofollow ugc">terms of use</a> and Xelation’s <a href="https://xelation.org/terms" rel="nofollow ugc">terms of use</a> and <a href="https://xelation.org/privacy-policy" rel="nofollow ugc">privacy policy</a>.</p>
<p>You can disconnect Xero from the live Xelation service at any time by clicking the <strong>Disconnect from Xero</strong> button.</p>
<p>You can fully disconnect the Xelation app from Xero at any time under the <strong>Connected apps</strong> section of your Xero settings.</p>
<h3>Requirements</h3>
<ul>
<li><a href="https://wordpress.org/plugins/woocommerce/" rel="ugc">WooCommerce plugin</a></li>
<li><a href="https://xero.com/" rel="nofollow ugc">Xero instance</a></li>
</ul>
<h3>De-activate Plugin</h3>
<p>To de-activate the plugin:</p>
<ol>
<li>Click the <strong>Disconnect from WooCoomerce</strong> button</li>
<li>De-activate the plugin</li>
</ol>
<h3>Uninstall</h3>
<p>To completely uninstall the plugin:</p>
<ol>
<li>Click the <strong>Disconnect from WooCoomerce</strong> button</li>
<li>De-activate the plugin</li>
<li>Manually remove Xelation webhooks under: WooCoomerce > Settings > Advanced > Webhooks</li>
<li>Manually remove Xelation API keys under: WooCoomerce > Settings > Advanced > REST API</li>
</ol>
<h3>Support</h3>
<p>Please email us at info@xelation.org if you have any questions or need help.</p>


Sync orders with Xero from WooCommerce – Xelation


See why Xelation is a 5-star favourite on the Xero Marketplace. Check out our glowing reviews to discover what sets up apart.


Alternatives to Sync orders with Xero from WooCommerce – Xelation

Top alternatives