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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