Description
Xero Connector for Magento 2: Xero offers accounting software for small and medium scales businesses. This module helps to sync all the Magento 2 store’s order and invoice along with the products, customers, and payment information to the Xero account. The admin can also automatically synchronize the orders to the Xero account on several events. The events are Order place, Invoice creates, and Order complete. The admin can bulk export the store order to their Xero account. Also, they can bulk export the invoices. The store owner can see all the mapped invoices and customers.
Highlighted Features
Easy to setup
The admin can easily configure the module from the back-end.
Sync data from Magento 2 to Xero
Export Magento Order/Invoice on Xero with products, customer, payment, and tax information.
Automatic Synchronization
Auto invoice creation on Xero when order placed or invoice create on Magento end.
Bulk Export
The admin can bulk export the store order and invoice to their Xero account.
Why Use This Module?
Generally, the eCommerce data are very huge, then in this case, managing data will be a bit lengthy. The admin can integrate the Xero accounting software into their Magento 2 store with the help of Xero Connector for Magento2. It helps them to save lots of time in managing all accounting data. This extension allows syncing data from their Magento 2 store to Xero.
Module Configuration
The admin can easily configure this module from the back-end. All they need is an existing Xero account.
- Easy to enable or disable the module.
- Enter the client Id and Client Secret.
- Authorize the Xero account by selecting an organization on Xero.
- Set the default status of the invoice on Xero.
- Select the type of income account and expense account.
Automatic Synchronization
The admin can enable the auto export option for the orders to get automatically sync with the Xero account.
- Automatic synchronization of the order on several events.
- Automatic synchronization events are Order place, Invoice creates, and Order complete.
- All the information related to the invoice gets synced such as customers, products, payment and tax information.
Synchronize Bulk Data From Magento 2 to Xero
The admin can bulk export the store order and invoice to their Xero account.
- Select the orders and then mass export the orders and the invoices.
- The admin has to manually export the orders/invoices in bulk.
- All the information related to order and the invoice gets synced.
- It provides an ease to the admin and saves their time.
Exported Invoices on Xero
The admin can see all the exported invoices by login to their respective Xero account.
- The invoice or order both get synced to Xero as an invoice.
- The invoice on Xero has all the details which are available in the default Magento invoice.
- The admin can check the list of the customers whose orders and invoices are synced to Xero.
Features
- The admin can manually synchronize all the invoices and orders to their Xero account.
- Automatic synchronization of the order on several events.
- Automatic synchronization events are Order place, Invoice creates, and Order complete.
- All the information related to the invoice gets synced such as customers, products, payment and tax information.
- Enter the Client Id and secret to connect with the Xero account.
- The admin can set the different default status of Invoices on Xero.
- The admin can set the default status as Draft, submitted, and authorized.
- Admin can view the list of customers whose orders or invoices are exported on Xero.
- The admin can view all the mapped invoices.
- Bulk export the orders to the Xero account.
- Bulk export the invoices to the Xero account.
- The admin can view the Xero invoice number and Xero customer number.
Support
For any query or issue please create a support ticket here http://webkul.uvdesk.com/.
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