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1. Introduction

Unlock seamless connectivity between your OpenCart e-commerce platform and Xero accounting software through our advanced Xero Integration. This powerful tool empowers you to effortlessly transfer crucial data such as orders, customer information, and product details directly to your Xero account.

Streamline and automate your business accounting processes by leveraging the robust capabilities of our OpenCart to Xero Integration. Enhance efficiency and accuracy in managing your financial transactions, allowing you to focus on what matters most – growing and thriving in the competitive business landscape.

Key Features:

  1. Effortless Syncing of Orders: Streamline the process by exporting your OpenCart orders directly to your Xero invoices with a single click.
  2. Fine Tune Export Order Statuses: Tailor your export preferences by selecting specific order statuses for inclusion/exclusion.
  3. Cron Job Support: Implement an automated export system using a cron job for increased efficiency.
  4. Sync Product Stocks: Sync over your Xero Inventory’s stock over to OpenCart. Product option values not included.
  5. Multi-Store Support: Take advantage of multi-store support, enabling you to export orders to distinct sales accounts in Xero based on their originating stores.
  6. Manage Your Account Code: Customize your accounting setup with the flexibility to assign different account codes based on your needs.
  7. Export OpenCart Products: Export your OpenCart products to your Xero inventory. Note that product quantity will not be synced.
  8. Seamless Integration: Adding our Xero Integration extension to your website is a breeze, even for those with limited technical expertise.

2. Installation

<aside> <img src="/icons/report_red.svg" alt="/icons/report_red.svg" width="40px" /> Prerequisites You must have the necessary permissions to upload / install extensions.

For Paid extensions, do obtain your license key from **https://kopios.com/license**

Xero Integrations requires you to have an account with Xero. If you do not have a Xero account, you can create one here

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OpenCart Cloud

OpenCart 2, 3 & 4

3. Configurations

Before proceeding, do ensure that you already have a Xero account (You can create one here).

3.1. Obtaining your Client ID and Secret

3.2. Authorizing your OpenCart

Setting Usage
Status Determines the status of the extension
Client ID Client ID obtained through your account
Client Secret Client secret obtained from your account
Cron Token The token used to prevent unwanted syncs
Cron Command The cron command that you can copy onto your server’s cron job.

Note: It is recommended to have the intervals set to < 20 minutes to prevent Xero token from expiring | | Debug | Toggle whether to log down responses from Xero | | Sales Account Code | The sales account code that will be used for invoices | | Shipping Account Code | The shipping account code that will be used for shipping | | Payment Account Code | The payment account code that will be used for the payment.

Note: Only active payment methods will be displayed. | | Rounding Account Code | The rounding account code that will be used for rounding | | Inventory Account Code | The inventory account code that will be used for your inventory | | COGS Account Code | The Cost of Goods account code that will be used for your inventory | | Make Customer Unique | Use this to make your customer’s unique | | Contact Format | Determine the contact format to sync | | Export Customers | Exports OpenCart’s customers over to Xero | | Sync Items with Xero Inventory | Determine whether to sync OpenCart’s inventory with Xero | | Export Items | Exports OpenCart’s products over to Xero | | Sync Items Stocks | Syncs Xero product stocks over to OpenCart | | Invoice Status | Determine whether you would like the invoice to be synced as DRAFT or AUTHORISED | | Order Status to Export | Determine orders to export during the sync | | Order Status to Remove | Determine orders to remove during the sync | | Export Invoices | Export OpenCar orders over to Xero | | Mark Orders | Mark orders that you do not want synced over |

Within Catalog > Products > Xero, you have the option to further tweak the sales/purchase account codes if necessary

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4. Usage

When accessing the module, you will be presented with the following settings

4.1. General

4.2. Accounts

4.3. Customers

4.4. Inventory

4.5. Orders

4.6. Sync Status

4.7. Log

5. Change Log

Version 1.0.0 (03/01/2024)

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