Magento Extensions by Fooman Magento Bronze Partner
Magento Extensions by Fooman
Extension Updates
Recent Posts
Categories
Tags
2 Item(s)
per page
Set Descending Direction

Xero <> Magento - Fooman Connect Manual

12/05/2011 7:49:39 PM

Quick Guide

  1. Step 1 Install Extension

    1. Unpack the downloaded zip file in your Magento root folder.
    2. Delete the contents of the /var/cache folder to force Magento to update its configuration (alternatively refresh the configuration cache in your Magento backend).

  2. Step 2 Prepare an SSL certificate for use with Xero

    1. Go to Fooman Connect > Xero - Orders
    2. Click the link to create a Private Key
    3. Click the new link to download the Public Key and save it on your computer

  3. Step 3 Setting up a new Application in Xero

    1. Open a new browser window and go to api.xero.com and login with your Xero login
    2. Choose to add a new application
    3. Choose "Private"
    4. Enter any information into Application Name
    5. Click Browse and select the file you have saved to your computer in Step 2 as a X509 certificate
    6. Click Save

  4. Step 4 Configuring Magento

    1. Go to System > Configuration > Fooman Connect
    2. Copy the Oauth Credentials Key to your Magento back-end (Consumer Key)
    3. Copy the Oauth Credentials Secret to your Magento back-end (Consumer Secret)
    4. Click Save Config

  5. Step 5 Finish setting up

    1. With the provided credentials Magento will now connect to Xero and retrieve information about your organisation.
    2. You can now configure Fooman Connect with your settings from Xero (Accounts and Tracking Options)
    3. Choose Enable - Yes
    4. Save Config

  6. Step 6 Map Tax Rates

    1. Go to Sales > Tax > Manage Tax Rates & Zones
    2. 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.
    3. Click Save

  7. Step 7 Export your Orders Manually

    1. Go to Fooman Connect - Xero
    2. Click Process All Unexported Orders or tick the checkboxes next to individual orders and choose Process Selected from the Action dropdown menu and Submit
    3. Go to Xero and review the exported orders under draft invoices

  8. Step 8 Set up Automatic Exports

    1. Go to System > Configuration > Fooman Connect
    2. Choose Enable Automatic Exports - Yes
    3. Save Config

Open a new browser window and go

Read More

Tags:

Posted in Fooman Connect: Xero By Kristof Ringleff

Xero <> Magento - Fooman Connect Manual

1/04/2010 11:03:45 AM

Quick Guide

  1. Step 1 Install Extension

    1. Unpack the downloaded zip file in your Magento root folder.
    2. Delete the contents of the /var/cache folder to force Magento to update its configuration (alternatively refresh the configuration cache in your Magento backend).

  2. Step 2 Prepare an SSL certificate for use with Xero

    1. View the general instructions from Xero here for using openssl
    2. 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
    3. After these steps you should have three files named privatekey.pem, publickey.cer and public_privatekey.pfx

  3. Step 3 Setting up a new Application in Xero

    1. Go to api.xero.com and login with your Xero login
    2. Choose to add a new application
    3. Choose "Private"
    4. Enter any information into Application Name
    5. Select the publickey.cer as a X509 certificate
    6. Click Save

  4. Step 4 Configuring Magento

    1. Go to System > Configuration > Fooman Connect
    2. Copy the Oauth Credentials Key to your Magento back-end (Consumer Key)
    3. Copy the Oauth Credentials Secret to your Magento back-end (Consumer Secret)
    4. 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.
    5. Click Save Config

  5. Step 5 Finish setting up

    1. With the provided credentials Magento will now connect to Xero and retrieve information about your organisation.
    2. You can now configure Fooman Connect with your settings from Xero (Accounts and Tracking Options)
    3. Choose Enable - Yes
    4. Save Config

  6. Step 6 Map Tax Rates

    1. Go to Sales > Tax > Manage Tax Rates & Zones
    2. 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.
    3. Click Save

  7. Step 7 Export your Orders Manually

    1. Go to Fooman Connect - Xero
    2. Click Process All Unexported Orders or tick the checkboxes next to individual orders and choose Process Selected from the Action dropdown menu and Submit
    3. Go to Xero and review the exported orders under draft invoices

  8. Step 8 Set up Automatic Exports

    1. Go to System > Configuration > Fooman Connect
    2. Choose Enable Automatic Exports - Yes
    3. Save Config
Read More

Tags:

Posted in Fooman Connect: Xero By Kristof Ringleff
2 Item(s)
per page
Set Descending Direction

About Fooman

Kristof Ringleff

Fooman is a Magento Bronze Industry Partner specialising in quality Magento extensions. We offer a range of free and commercial extensions focused on easy administration, customisations and integrations. Kristof is the guy behind Fooman, and offers friendly, trusted advice on all things Magento.

Contact

support@fooman.co.nz
foomanNZ
Kristof Ringleff

Payments are securely processed by

© 2009-2012 Fooman Ltd. All Rights Reserved.