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Easily export all your orders as invoices to Xero.
Features
- Automatically export Magento orders to Xero, includes all order and customer data
- Choose into which accounts to record the revenue, shipping costs and discounts
- Use a tracking category for your online sales channel
- Display payments recorded in Xero inside Magento
- Multiple Currency support
- In addition to the automatic export you can also manually export or exclude orders.
- Record tax details in Xero
- Your Magento store communicates directly with Xero - no 3rd party involved
Feature details and comparison with the service version.
Support for bundles with fixed pricing coming soon.
To transport data securely it is a requirement that your php version supports openssl (most websites already do but ask your hosting company if in doubt.)
Installation Video
Please also see Xero's instructions.
| Stability | Stable |
| Version | 1.0 |
Quick Guide
Install Extension
- Unpack the downloaded zip file in your Magento root folder.
- Delete the contents of the /var/cache folder to force Magento to update its configuration (alternatively refresh the configuration cache in your Magento backend).
Prepare an SSL certificate for use with Xero
- View the general instructions from Xero here for using openssl
- In a command line window (terminal) copy each line invidually and move on to the next after it has finished.
openssl genrsa -out privatekey.pem 1024
openssl req -newkey rsa:1024 -x509 -key privatekey.pem -out publickey.cer -days 365
openssl pkcs12 -export -out public_privatekey.pfx -inkey privatekey.pem -in publickey.cer - After these steps you should have three files named privatekey.pem, publickey.cer and public_privatekey.pfx
Setting up a new Application in Xero
- Go to api.xero.com and login with your Xero login
- Choose to add a new application
- Choose "Private"
- Enter any information into Application Name
- Select the publickey.cer as a X509 certificate
- Click Save
Configuring Magento
- Go to System > Configuration > Fooman Connect
- Copy the Oauth Credentials Key to your Magento back-end (Consumer Key)
- Copy the Oauth Credentials Secret to your Magento back-end (Consumer Secret)
- Copy the contents of the file privatekey.pem to your Magento back-end (Private Key), fill in the Password of Private Key field if you have assigned a password during the generation of the certificate.
- Click Save Config
Finish setting up
- With the provided credentials Magento will now connect to Xero and retrieve information about your organisation.
- You can now configure Fooman Connect with your settings from Xero (Accounts and Tracking Options)
- Choose Enable - Yes
- Save Config
Map Tax Rates
- Go to Sales > Tax > Manage Tax Rates & Zones
- Go into each individual Tax Rate and choose the appropriate Xero Tax Rate from the dropdown It is important to map tax rates with the same effective tax rate.
- Click Save
Export your Orders Manually
- Go to Fooman Connect - Xero
- Click Process All Unexported Orders or tick the checkboxes next to individual orders and choose Process Selected from the Action dropdown menu and Submit
- Go to Xero and review the exported orders under draft invoices
Set up Automatic Exports
- Go to System > Configuration > Fooman Connect
- Choose Enable Automatic Exports - Yes
- Save Config
