Xero Setup walkthrough

You're able to setup your complete integration within minutes using our simple setup process. Below is a step by step walk through:

 


 

Connect

  1. Begin by logging into your BigCommerce store, then navigating to Apps
  2. Find the Xero app, open it and select Install


  3. Now, select Confirm

  4. Either log into your existing Xero account and choose the organization you wish to connect, or create a new trial


  5. Xero is now connected, nice work.

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Configure

You will now be presented with two workflows, which are both optional. In this walk through both will be selected to demonstrate the full capabilities of the setup process

  1. Once you've selected the first option to create orders in your Xero you'll be asked to:
     - Choose the invoices statuses you'd like us to sync
     - Specify if invoices are created in Xero as Sales Receipts or Sales invoices
     - Choose if invoices are created with the original customer, their organization, or a single online sales customer

    Either scroll down and move to step 4, or select Default Product and Advanced options which are explained in the next step

  2. Here, you have the option to set:
     - Your preferred order number prefix (e.g. '123' vs 'ABC123')
     - Default products for various values used in your invoices, you can read more on how this works here
  3. Next, map your tax codes from BigCommerce to Xero. You can read more on how this works here

  4. Once you select the option to Create new Items in Xero you'll be able to choose:
     - The default income account your items are created in Xero with
     - If your items should be created as inventoried, or not
     - If inventoried is selected, you can set a specific income account for inventoried items
     
    If you've specified that your items should be created as inventoried, you'll need to choose some Advanced Defaults for new Items, which are outlined in the next step
  5. For inventoried items, you'll need to specify default accounts for the following:
     - The default expense account assigned to all items we add
     - A COGS account to be assigned to all items we add
     - An Inventory Asset account to be assigned to all inventoried items

    You can find more information on the integration of items here
  6. Here, you can choose an income account in Xero for ALL payments from BigCommerce to go to

    Alternatively, if you would like to have payments going into separate income accounts based on the payment method used in BigCommerce, you can do this by selecting Map Individual Payment Methods, these are explained in the next step
  7. You're now able to map your payment methods from BigCommerce, to different accounts in Xero using the drop down menus provided

    You can find more information around the integration of payments here
  8. If you would like refunds generated in your Xero when an order is refunded, or cancelled in BigCommerce, you can select this option. You can also specify if you'd like both refunds and cancellations integrated, or just one of the two.

    Be sure to select Save so save your changes for the prior 9 steps

  9. Finally, if you would like stock level updates syncing back to BigCommerce you can simply select the remaining option option and hit Save
  10. You should now see an outline of what you've configured. If you'd like to change anything, you can select Edit on the relevant setting as highlighted below

  11. Once you're happy with your changes, please go ahead and select Sync Settings to move forwards

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Sync

Here, you're able to configure your time zone, and integration start date, which is the date the integration will start retrieving data. Default values are loaded here, but you can select Edit to configure this to suit your needs.

Once configured, you'll need to agree to the OneSaas user agreement and terms & conditions, then select Turn Integration On

 

Your automatic integration is now on with your next automatic sync pending. If you would like you can trigger a sync right now by selecting Sync Now

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72 Comments

  • Avatar
    Diane Julie

    that does not work. My store hasn't synced with Quickbooks online in over 8 days. @best exercise bike comparisons and guides Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help. Extremely frustrating

    Edited by Diane Julie
  • Avatar
    Mohammad Oliullah

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    chrisjordan

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  • Avatar
    tofenec

    that does not work. My store hasn't synced with Quickbooks online in over 8 days. Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help. Extremely frustrating.

    Edited by tofenec
  • Avatar
    bharti eye

    That is ineffective. My store hasn't synced with Quickbooks online in more than eight days. Neither OneSAAS, Quickbooks, nor BigCommerce are willing to assist.
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  • Avatar
    tofenec

    that does not work. My store hasn't synced with Quickbooks online in over 8 days. MPO Cable Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help. Extremely frustrating

    Edited by tofenec
  • Avatar
    tofenec

    That is ineffective. My store hasn't synced with Quickbooks online in more than eight days. Neither OneSAAS, Quickbooks, nor BigCommerce are willing to assist. Please go visit here

    Edited by tofenec
  • Avatar
    tofenec

    that does not work. My store hasn't synced with Quickbooks online in over 8 days. game guides Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help. Extremely frustrating

    Edited by tofenec
  • Avatar
    tofenec

    that does not work. My store hasn't synced with Quickbooks online in over 8 days michael harry o'' harris net worth. Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help. Extremely frustrating.

    Edited by tofenec
  • Avatar
    tofenec

    Thank you for providing this knowledge; I appreciate your efforts. Finally, I understand and know more about it. It assists me in better understanding how to utilise it. Thank You for Your Effort. Excellent points. Strong arguments. Keep up the fantastic job. If you wish to stay fit, please go to Visit Here how to calibrate peloton bike

    Edited by tofenec
  • Avatar
    tofenec

    that does not work. My store hasn't synced with Quickbooks online in over 8 days. minecraft banner designs Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help. Extremely frustrating

    Edited by tofenec
  • Avatar
    tofenec

    that does not work. My store hasn't synced with Quickbooks online in over 8 days. Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help with the Owner. Extremely frustrating.

    Edited by tofenec
  • Avatar
    tofenec

    that does not work. My store hasn't synced with Quickbooks online in over 8 days. Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help with the 32k per year. Extremely frustrating.

    Edited by tofenec
  • Avatar
    tofenec

    that does not work. My store hasn't synced with Quickbooks online in over 8 days. Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help with Isabella Wilson. Extremely frustrating.

    Edited by tofenec
  • Avatar
    tofenec

    that does not work. My store hasn't synced with Quickbooks online in over 8 days. Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help with the Tier list. Extremely frustrating.

    Edited by tofenec
  • Avatar
    Uwussjsnbs Bwbsjeejjd

    Our integration setup process is quick and easy. Here's a summary:

    Connect: Log into your BigCommerce store, install the Xero app, and connect your Xero account.

    Configure: Choose workflows and customize settings for invoices, products, tax codes, income accounts, payment methods, refunds, and stock level updates.

    Sync: Set your time zone, agree to the terms, and turn on the integration. You can trigger a AppsGenii sync immediately or wait for the next automatic sync.

    It's a seamless process that can be completed in minutes.

  • Avatar
    jsjasjjsjsj sbehehah

    Thank you for the detailed walk-through of setting up the integration. The best step-by-step process seems straightforward, and I appreciate the option to customize settings based on my preferences. I'll give it a try and turn on the automatic integration for a smooth syncing experience. Great job on the clear instructions!

  • Avatar
    Alexanderpaul

    Thanks for providing the step-by-step guide for setting up the integration. It seems like a straightforward process. I appreciate the clear instructions and the option to customize various settings. I will follow these steps to set up the integration and sync my data. It's great to know that I have the garage door option to trigger a sync manually if needed.

  • Avatar
    Trevarthenson Yurick

    Thank you for the detailed walkthrough. It seems like setting up the complete integration is quite straightforward and can be done within minutes. I appreciate the step-by-step process of connecting, repair configuring, and syncing. It's great to have the option to customize various settings such as invoice statuses, tax codes, payment methods, and stock level updates. Overall, it appears to be a user-friendly and efficient setup process.

  • Avatar
    Weinbergerson Burnan

    Thank you for providing the step-by-step walkthrough for setting up the integration. It seems like a straightforward process that can be completed within minutes. The Connect, Configure, and Sync steps help establish the connection door between your BigCommerce store and Xero, allowing for seamless data synchronization. Following these instructions should help you get your complete integration up and running smoothly.

  • Avatar
    Huffakerson Profit

    Thank you for providing the step-by-step guide for setting up the integration with Xero. The instructions are clear and easy to follow, making the setup process convenient. I appreciate the options and customization available, such as choosing invoice statuses, creating default products, mapping tax codes, and active configuring payment methods. The ability to sync stock level updates is also a useful feature. I will proceed with the setup and look forward to the seamless integration with Xero.

  • Avatar
    Brissetteson Suttle

    The setup process for our integration is quick and easy. Here's a step-by-step guide:

    Connect: Log into your BigCommerce store, go to Apps, find the Xero app, and install it.
    Configure: Choose the desired workflows, such as creating orders in Xero and setting invoice preferences.
    Sync: Map tax codes, set default income accounts and payment methods, and enable refunds and stock level updates.
    Review: Check your configurations and make any necessary edits.
    Sync Settings: Save your changes and proceed to level synchronize your settings.
    With these simple steps, you'll have your integration up and running in no time.

  • Avatar
    Michael

    Our integration setup is quick and easy. Here's a brief overview:
    Connect: Install the Xero app from your BigCommerce store's Apps section and confirm the connection.
    Configure: Set preferences for invoice creation, order numbering, tax codes, payment methods, and more.
    Sync: Configure time zone and integration start date, agree to terms, and turn on the integration. Trigger an immediate sync or wait for the next automatic sync.
    Once these steps are done, your integration will be up and running Custom smoothly. Enjoy the seamless synchronization between BigCommerce and Xero!

  • Avatar
    marcelino fredri

    The setup process for integrating our platform with BigCommerce and Xero seems user-friendly and efficient. The step-by-step guide provides clear instructions, making it easy to connect and configure the integration. The ability to choose invoice statuses, customize invoice creation, and map payment methods and Acquistare Anavar accounts adds flexibility. The option to trigger manual syncing or set automatic syncing is convenient. Overall, it appears to be a well-designed integration process.

  • Avatar
    ggsahj ayfjsusfi

    Thank you for providing the step-by-step walkthrough for setting up the integration. It seems like a straightforward process that can be completed within minutes. The first step involves connecting your BigCommerce store to the Xero app, followed by snipapk com configuring various settings such as order creation, tax codes, item creation, payment methods, refunds, and stock level updates. Once everything is configured, you can turn on the integration and either wait for the next automatic sync or trigger a sync manually. It's great to have such a simple setup process for seamless integration.

  • Avatar
    William Anderson

    that does not work. My store hasn't synced with Quickbooks online in over 8 days. game guides Neither OneSAAS nor Quickbooks nor BigCommerce is willing to help. results today Extremely frustrating

  • Avatar
    Dexter Keith

    Set preferences for invoice creation, order numbering, tax codes, payment methods, and more.
    Configure time zone and integration start date, agree to terms, and turn on the integration. Trigger an immediate sync or wait for the next automatic sync. Regards  DMV Foam

    Edited by Dexter Keith
  • Avatar
    messersmith malick

    Thank you for providing the detailed walkthrough for setting up the integration with Xero. It seems like a user-friendly process that can be completed quickly. The clear instructions for connecting, configuring, and syncing will be helpful for users looking Electronics to integrate their BigCommerce store with Xero. It's great to see the options available for customizing settings and mapping accounts. Overall, it looks like a seamless integration experience.

    Edited by messersmith malick
  • Avatar
    saterfield stines

    Great guide! Setting up the integration seems straightforward and user-friendly. The step-by-step process for Maintenance Connect, Configure, and Sync makes it easy to follow and complete within minutes. Looking forward to trying it out! 👍

  • Avatar
    tofenec

    Thank you for the detailed walkthrough. It seems like setting up the complete integration is quite straightforward and can be done within minutes. I appreciate the step-by-step process of connecting, repair configuring, and syncing Apartments for rent in Metn. It's great to have the option to customize various settings such as invoice statuses, tax codes, payment methods, and stock level updates. Overall, it appears to be a user-friendly and efficient setup process.

    Edited by tofenec
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