Xero Integration

Integrating Xero.

In order to set up Xero you need to set up the company correctly so that the correct rules are being applied to the order.

For example  make sure that tax is being applied correctly.  In specific cases you might want tax to be based on the Billing method as opposed to the shipping method, which is usually the case.

In Company Advance section.

In Xero the Billing Address will be used to create the profile if it does not exist. It will create the profile based on Company Name and if the Company Name is blank then the Contact Name and lastly the first and last name.

Therefore in order to make sure that the profile is correct in the Company Advance section make sure The Billing Address is set correctly.  If for example you want the user to select a billing address/profile then select the option Use Company Billing Address when present.

Once this is selected you can go to Manage Company Address book in input the addresses you want the user to select from.

Make sure to select Billing Method for the dropdown. This will only appear once the setting above is enabled.

XERO INTEGRATION

First go to Company Options then to Custom Fields to specify what the tax rates should be. Make sure to use the correct one based on Xero.

https://developer.xero.com/documentation/api/accounting/taxrates#tax-rate-constraints

Lastly, connect to Xero by going to Manage Producer then to Options then to Xero.

Select the correct API and Login.

Once you are logged in you will be able to set the Xero application to run after an order is set to Billing. Once Xero has updated the order it will automatically set the order to Completed.