Fooman Connect: Xero (Monthly Service) - Magento 1

View Magento 2 version here.

Tired of wasting time and making mistakes manually updating your records in Xero? Fooman Connect: Xero a Magento-Xero integration that saves you serious time:

• Automatically export Magento orders, customer data, items and credit notes to Xero
• Improve the accuracy of your data in Xero and eliminate mistakes from human error
• Automate your processes and take the hassle out of managing your accounts

Automatically connect Magento + Xero

Export Magento orders, credit notes, customer data and sold products (items) to Xero. Simply log into Xero and all your Magento data is there.

You can even automatically mark exported invoices as paid in your Xero account.

All that's left for you to do is to reconcile the invoice or credit memo with bank, credit card or Paypal payments in Xero.

Fine grained options put the control in your hands

You control the automatic export process, including:

* Which order status will trigger the export
* Manually excluding any records you don’t want exported to Xero

There’s a variety of options in the Magento backend to suit your business needs.

Never worry about customer record matching again

Focus on growing your business, knowing your Xero customer records are up-to-date:

* Invoices are automatically matched to existing customer records in Xero
* New customer records are automatically created

Seamless integration with your Magento backend

Once reconciled in Xero, payments made in Xero can be displayed in your Magento backend, so you can view them at a glance.

You have full visibility and control of everything being exported from a new Xero dashboard in the Magento backend.

Advanced tax settings to suit your business

Even if your Magento tax settings are complex, Fooman Connect handles them with ease. No more frustration with manually re-assigning tax rates in Xero.

Your Magento tax settings are accurately reflected in Xero, whether you're using Xero worldwide, UK, Australia or New Zealand (supports GST, VAT and Xero custom tax rates).

Track your Magento sales in Xero

Use a tracking category for your online sales to easily run reports in Xero. Track how your online sales perform against other channels.

Match revenue to different Xero sales accounts on a per store or even individual product level.

Feature List

• Magento multi-stores can be mapped to the same Xero organisation, or to different Xero organisations

• All data transfers are protected by secure, high grade 128/256-bit encryption

• Surcharges, extra fees, rewards points discounts and other custom total items are automatically converted to line items in Xero

• Supports simple, configurable, bundled, grouped and virtual Magento products
• Magento sold products are automatically mapped to Xero items. If a sold product is not already in Xero, a new Item will be created. This allows you to run the ’Sales by Item’ report in Xero

• Choose to export orders in base currency, or order currency

• Quality code by Kristof - 2x Magento Master and Certified Developer Plus
• Official Xero add-on and the only official Magento Technology Partner integration
• Code is easily extensible by developers - contact us to chat about your requirements

OK, you’ve read this far and still want to know, why Fooman? Why not another integration?

Since 2009, we’ve been perfecting Fooman Connect. We get what your needs are because we use Magento and Xero ourselves to run Fooman. Our customers tell us they’ve tried other integrations but settle on ours because it integrates with the nitty-gritty of how Magento works - taxes, custom totals, rounding and all the tricky stuff. It's powerful yet easy to use. Back this up with great support and you’ll see why hundreds of Magento users trust Fooman Connect.

About the Monthly Service Version

Our most popular version of Fooman Connect, offering:

• Easy pay as you go pricing
• Unlimited access to new updates and features - always have access to the latest version at no additional cost
• Supports up to 5,000 transactions per month
• Limited ability to make changes to the code
• No minimum sign up period - hassle free cancellation at any time
• 30 day money back guarantee

* Xero's limit of 60 requests per minute applies
** After 12 months, additional software updates may be purchased at a discounted rate. Updates are optional, but may be required if updating to the latest version of Magento

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.

Trusted By Companies Big and Small

“I knew when we started I needed a solution that would give me full and accurate visibility of Magento sales data in Xero and be 100% accurate. From the very first pull of our sales data from Magento to Xero, it was all automated. It was really easy to do our partner payments each month, reconcile all our accounts and see our sales by region.

The time taken for us to export and import into Xero was a matter of minutes, even when we have significant sales per month from different countries. The extension is very simple and intuitive”

Read More

Amy Read, CEO & Founder, Gifts Less Ordinary

 

“I researched the alternatives to connect Magento and Xero. I first tried another tool but it wasn’t a great experience and I didn’t get the results I was expecting. So I was really happy when I found the Fooman extension and it worked exactly as I wanted it to. There’s a seamless integration between Magento and Xero - it’s like they are one!”

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Victor ter Hark, Founder, Afura

 

“... a well coded integration that can be customised to exact client needs. Kristof and his team provide excellent support and the time difference (they're based out of NZ) has never been an issue for us. We'll be using more of his extensions in the future and are happy to recommend them to other digital agencies.“

- Peter Stannard, WSI (UK-based Digital Marketing Agency)

“This wasn't the first extension that I came across to integrate Magento with Xero - I wish it had been as it would have saved me a lot of wasted time. Whereas the other product only worked sporadically and it took days to get a response to my issues, the Fooman Connect: Xero product worked 'out of the box'. The software is robust, has excellent features and, most importantly, when I had one minor issue Kristof was very quick to get back to me with a solution. Combine this with excellent documentation for the product and you have a top notch solution if you're looking to integrate Magento and Xero. Highly, highly recommended!”

- Magento Connect review

“I am truly AWE struck by your efforts. Fooman, Xero and Magento. I just processed my first export transaction from Magento to Xero, and you should have heard the gasp at the unexpected surprise when I realized the amount of productive time that I had just gained back by your efforts...I cannot THANK YOU ENOUGH! WOW this is a great day for our company”

- Xero Business Help Center review

“Very useful module with seemless transfer of orders into Xero. We chose this module after evaluating a few Magento / Xero options and have not been disappointed. Great support from Kristof on any questions I've had on the module as well”

- Xero Business Help Center review

“Having tried to use a larger, more expensive SaaS solution to sync Magento to Xero and failing I decided to try Fooman Connect, which is miles better than the competitors. I would have no hesitation in recommending this plugin to any developer as Kristof provides excellent customer support and if you can't get something working, he will. Must buy for a Magento -> Xero integration”

- Magento Connect review

“I have set this up for our store to streamline the accounting process. We had a few difficulties getting it set up but the support by Kristof was outstanding. He identified a conflict with another module and made the necessary changes and got our set up working nicely. This has a lot more useful features than other Magento-xero modules that are out there that I have tried. Great stuff”

- Xero Business Help Center review

Watch the set up video:

Our Support Centre expands on the steps shown in the video, providing more detailed instructions and FAQ on how to set up Fooman Connect.

Installing this Magento extension requires a moderate knowledge of website maintenance. If the installation instructions look too scary, select professional extension installation at checkout (or from here if you've already ordered your extension), and we'll install the extension for you.

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

Below, you can find answers to questions you might have about the extension functionality, and common questions asked by customers before they purchase the extension.

Do you have a general question (eg. about licensing or your account), or a specific troubleshooting issue? Check out our Help Centre.

Frequently Asked Questions

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. Your hosting solution for Magento should also be adequate. Typically, cheaper shared/low specification hosting solutions have very low limits which don't allow enough time to connect to Xero and process data.

Do you offer a free trial?
We don't offer a free trial at this stage, but rest assured that Fooman Connect: Xero is backed by a 30 day money back guarantee. This allows you to test it out on your own store, trial all the settings and evaluate how it's working for you.

If it you're not happy for any reason at all, just let us know and we will send a full refund back onto your credit card. Let us know if you need a little more time to evaluate the extension - we're happy to extend the money back period with prior agreement.

How much time will I save?
Lots and lots! Exactly how much time depends on your order volume. In our trial on a Magento store with 10 orders per day, we spent 2 hours manually exporting one week's worth of data into Xero. This amounts to a whopping 100+ hours saved each year. Wouldn't you rather spend that time growing your business?

Is Fooman Connect: Xero right for my store?
Xero is designed to support volumes of up to 1,000 sales invoices and 1,000 purchases/bills per month (click for more information).

Like Xero, Fooman Connect is optimised for small to medium sized online stores. Transfers from your Magento store to Xero are additionally subject to Xero's limit of 60 requests per minute. As this limit comes form Xero directly, it's not specific to Fooman Connect and also applies to other Magento-Xero integrators.

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

Is there a discount if I swap from my monthly subscription to the License Purchase version of Fooman Connect?
Yes - if after using Fooman Connect for several months you decide to swap to the License 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 license purchase.

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 that were in your store prior to using Fooman Connect.

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.

Is there any way to reconcile orders automatically?
Manual reconciliation is the only way to guarantee 100% accuracy, so we don't support automatic reconciliation. 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. We don't recommend using an integration that attempts to automatically reconcile payments because the potential for error is very high.

Can I export Purchase Order Numbers from Magento to Xero?
If you are using the Magento default payment method for the purchase orders the purchase order number entered by the customer will appear as the reference on the invoice in Xero.

Can you automatically create payments for invoices in Xero?
Yes, you can automatically mark invoices as paid by creating a payment in Xero against the invoice.

This feature is great to use when the whole Magento invoice amount (e.g. sale worth $49) hits your bank account (e.g. $49 deposited). All that’s left for you to do is to reconcile the bank statement line in Xero.

We don’t recommend using this feature if the Magento invoice amount is different to the sum that actually hits your bank account. Examples:
* From a $49 sale, only $48.50 is deposited into your bank account after payment processing fees are deducted, or
* The amount paid combined multiple Magento orders - e.g. $196 is deposited which covers 4x $49 Magento orders received that day

In these cases, we recommend reconciling the invoices directly to the bank statement line for the deposit, and Xero will automatically create the payment for you.

Can I customise the extension code?
The code of the license 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 to discuss your requirements.

What additional features from external extensions are integrated?

Rentals We have recently added support for integrating with SalesIgniter's Magento rental booking software.

Surcharges Fooman Connect: Xero is compatible with Fooman Surcharge. The surcharge will be carried over to Xero as a separate line item

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