Xero Integration

1.0.0 (6.5.0.0 – 6.7.13.0)
28 January 2025

• First release in Store

• Install and enable Xero extension
• login to https://go.xero.com/
  • From top-left corner create organization, or use existing one
• Open Xero extension configuration and copy the redirect url
• go to https://developer.xero.com/app/manage
  • Create auth app with web app integration type
  • Add redirect url and your web app url for create auth app
  • when app is created go to the configuration tab
  • click on generate secret key to generate secret key
• Add client id and client secret in xero plugin config
• Click on save to save configuration
• Click on verify button and verify config
• After successful verification select the sales and payment accounts (e.g: Sales Tax and Owner A Drawings)
• Enable the toggle for integration and save the config
• For the initial sync
  • Go to Settings > Extensions > Xero and click on Sync to xero button(Please read information before clicking on it)

Notes:

• Customer Number must be <= 50 characters and unique (If it’s not unique then it’s advisable to add it less than 25 characters)
• Invoice sync is completely based on payment status change
• Don’t change the payment status back (for example, going from paid to refunded is okay, but changing from refunded or paid to open can affect the Xero invoice system and can’t be undone).
• In Xero development account API call limit is 5000 per day. So remaining data will be processed after the day.