Fooman Connect: Xero (Monthly Service)

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YOU LOVE XERO'S AUTOMATIC BANK FEEDS
Fooman Connect will do the same for your Magento store data. Simply log into Xero and all your Magento data is there and ready to be reconciled.

SAVE TIME
Say goodbye to hours wasted exporting data manually, and reduce errors from manual processes. Enjoy the time savings as your sales volumes increase.

EASY TO USE
Do it all from your Magento backend with this simple to configure add on. No separate logins.

STAY ON TOP OF YOUR BUSINESS
Streamline your accounting and keep financial information up to date.

Features

• Automatically export Magento orders, customer data, items and credit notes to Xero
• All that's left for you to do is approve and reconcile each invoice or credit memo - reconcile with bank, credit card and paypal payments
• Export simple, configurable, bundled, grouped and virtual Magento products
• All data transfers are protected by secure, high grade 128/256-bit encryption
• Invoices are matched to existing customer records, or new customer records are automatically created for new customers
• Easily match different revenue streams on a per store and/or individual product level to appropriate Xero accounts
• Use a tracking category for your online sales channel, to run reports easily within Xero
• Display payments recorded in Xero inside Magento
• Choose to export orders in base currency or order currency
• Use Xero tax details in Magento – supports, GST, VAT and Xero custom tax rates
• Choose which order status will trigger automatic export
• Ability to manually export or exclude orders
• Allow Xero numbering to override Magento numbering
• Works directly from your Magento backend – no separate logins
• Comprehensive user documentation
• Suitable for small to medium Magento stores (transfers are subject to Xero's limit of 60 requests per minute)
• Covered by our 30 day money back guarantee
• Available as a traditional software package with a higher up-front cost (one off purchase option) or as software-as-a-service with a low monthly payment (monthly service option) - which version is right for me?

System Requirements

To securely transfer your financial data, your php version must be able to support openssl. Most websites meet this requirement, but please ask your hosting company if in doubt.

What People are Saying

“An amazing product with even more amazing after sales service. With near to 2 years’ experience with using this product and supplier, I can strongly recommend to others... the product just works; the supplier knows what it means to respect the customer and supply world class service whilst remaining approachable and friendly.”

- collinsricki, via Magento Connect

“Thanks for an awesome extension by the way, it is such a life saver of time for me! You rock!”

- Lyle, via email

“This extension works amazing with Magento and Xero. A fantastic way of automating your business process. Great support from Fooman to get this working for my website. Thanks!”

- Mohamedali, via Magento Connect

Additional Information

Installation

Refer to The Ultimate Guide to Installing Magento Extensions and follow the installation steps.
Please note: Successful installation of this extension requires a moderate knowledge of website maintenance. Alternatively, a paid installation package is available at a reasonable cost, with a fast turn-around time.

Set Up

Refer to the Set Up Guide and User Manual (download below) for more detailed instructions on how to configure access to Xero.

Extension Updates

The monthly subscription option offers unlimited free updates to the Fooman Connect: Xero extension. When a new version is released, the file will be available to download from your account on the Fooman website, under “My Downloadable Products”.

Downloads

The Ultimate Guide to Installing Magento Extensions
Set Up Guide and User Manual - Fooman Connect: Xero

Frequently Asked Questions

What is Xero?
Xero is easy to use online accounting software that’s designed specifically for small businesses.

• It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
• Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
• Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
• Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

What are the system requirements for running Fooman Connect: Xero?
To securely transfer your financial data, your php version must be able to support openssl. Most websites meet this requirement, but please ask your hosting company if in doubt.

Do you offer a free trial?
We don't offer a free trial at this stage, but we do offer a 30 day money back guarantee on Fooman Connect: Xero. This allows you to test it out on your own store and trial all the settings. If it you're not happy for any reason, we will send a refund back onto the credit card you used. If you need a little more time to evaluate the extension, we are happy to extend the money back period with prior agreement.

Are there any known conflicts between Fooman Connect: Xero and other Magento extensions?
No, there are no known conflicts between Fooman Connect: Xero and other Magento extensions.

Is there a discount if I upgrade from my monthly subscription to the one-off payment version of Fooman Connect?
Yes - if after using Fooman Connect for several months you decide to upgrade to the one-off purchase option, we will credit the monthly charges you have paid towards the cost of the full purchase price, to a maximum of 6 months credit. This allows you to try out Fooman Connect in your own time before investing in the one-off purchase cost.

Can I use Fooman Connect to export existing Magento orders, customer data, items and credit notes to Xero?
Yes - you can manually export existing Magento orders, customer data, items and credit notes to Xero, in addition to setting up the automatic process to export new Magento orders, customer data, items and credit notes.

Is Fooman Connect: Xero suitable for multi store set ups?
Fooman Connect: Xero links your Magento store to one Xero account and maps all multi store websites to this account.

All other Fooman Connect: Xero settings are multi store capable.

Is there any way to reconcile orders automatically?
Manual reconciliation is the only way to guarantee 100% accuracy, so automatic reconciliation is not supported. There is no 'safe' way of automating reconciliation without producing errors - for example with credit card payments, Magento does not recognise if you get a daily payout, what the split is between different card types, and how long the payment delay is.

Can I fully customise the code of this extension?
The code of the one-off purchase version of Fooman Connect is fully customisable. It is also possible to make limited customisations to the monthly subscription version of Fooman Connect – please contact us at support@fooman.co.nz to discuss your requirements.

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