{"id":398984,"date":"2024-04-27T08:00:00","date_gmt":"2024-04-27T08:00:00","guid":{"rendered":"https:\/\/www.weixiaoduo.com\/plugins\/xelation\/"},"modified":"2024-09-25T22:06:00","modified_gmt":"2024-09-25T22:06:00","slug":"xelation","status":"publish","type":"post","link":"https:\/\/www.weixiaoduo.com\/plugins\/xelation\/","title":{"rendered":"Sync orders with Xero from WooCommerce \u2013 Xelation"},"content":{"rendered":"<p>Xelation seamlessly synchronizes your WooCommerce orders with Xero in real-time.<\/p>\n<p>Automatically sync invoices with Xero with your preferred account mappings for sales, shipping, payments & transaction fees across multiple stores, currencies & tax jurisdictions.<\/p>\n<h3>Features<\/h3>\n<p>Core features:<\/p>\n<ul>\n<li>sync WooCommerce invoices with Xero as either <em>Draft, Submitted, Authorised<\/em> or <em>Paid<\/em><\/li>\n<li>map shipping costs to corresponding revenue account<\/li>\n<li>map payments to corresponding bank account<\/li>\n<li>set payments to automatically reconcile with the bank statement<\/li>\n<li>map <em>Stripe\/PayPal<\/em> transaction fees to preferred cost accounts (rendered as a separate <em>purchase bill<\/em>)<\/li>\n<li>map product tax rates to corresponding Xero tax rates in Xero by jurisdiction e.g. <em>standard, zero-rated, exempt, inclusive, exclusive,<\/em> etc.<\/li>\n<li>configure order status that triggers sync with Xero e.g. <em>pending, processing, completed<\/em> or combination thereof<\/li>\n<\/ul>\n<p>Further features:<\/p>\n<ul>\n<li>automatically sync incoming order items with Xero <em>products & services<\/em><\/li>\n<li>sync WooCommerce inventory with Xero inventory<\/li>\n<li>sync customers details to Xero <em>contacts<\/em><\/li>\n<li>generate WooCommerce <em>order note<\/em> alongside order with deep link back to invoice in Xero<\/li>\n<li>in the case of \u2018pay later\u2019 invoices; apply payments to pre-existing invoice in Xero<\/li>\n<li>sync past orders; just let us know how far back you would like to go<\/li>\n<li>map preferred <em>tracking category<\/em> to line item<\/li>\n<li>map preferred <em>branding theme<\/em> template to invoice<\/li>\n<li>append custom prefix to invoice number<\/li>\n<li>\u2026and much more!<\/li>\n<\/ul>\n<h3>The Pitch!<\/h3>\n<ul>\n<li>Free 14 day trial!<\/li>\n<li>Start synching invoices in less than a minute!<\/li>\n<li>Simply connect to Xero and configure your mappings<\/li>\n<\/ul>\n<p>\u2026then watch your invoices sail into Xero!<\/p>\n<h3>Typical Business Scenario<\/h3>\n<p>A typical client scenario is where:<\/p>\n<ul>\n<li>a WooCommerce order needs to be rendered as a sales invoice in Xero with its line items and shipping costs mapped to the corresponding revenue accounts and tax rate in Xero<\/li>\n<li>the transaction fee needs to be rendered as a purchase bill in the costs account e.g. COGS<\/li>\n<li>the captured payment needs to be mapped to the corresponding bank account in Xero<\/li>\n<li>the payment needs to be reconciled with the bank statement feed<\/li>\n<\/ul>\n<p>You can also:<\/p>\n<ul>\n<li>determine when WooCommerce orders are pushed to Xero i.e. <strong>Processing, Completed<\/strong> or <strong>Pending<\/strong> status<\/li>\n<li>determine the status of Xero invoices i.e. <strong>Draft, Submitted, Authorised<\/strong> or <strong>Paid<\/strong><\/li>\n<li>set your preferred <strong>invoice prefix<\/strong> e.g. <strong>Web<\/strong>004567<\/li>\n<li><strong>deep link<\/strong> between your WooCommerce <strong>Order Notes<\/strong> and the generated Xero invoice in either direction allowing you to quickly toggle between the two platforms<\/li>\n<li>enable the <strong>stock control<\/strong> feature which will automatically synchronize your WooCommerce inventory with the <em>quantity to hand<\/em> set in Xero<\/li>\n<\/ul>\n<h3>Use of 3rd Parties<\/h3>\n<p>Please note this plugin requires the use of 3rd party services:<\/p>\n<ul>\n<li><a href=\"https:\/\/xero.com\/\" rel=\"nofollow ugc\">Xero<\/a><\/li>\n<li><a href=\"https:\/\/xelation.org\/\" rel=\"nofollow ugc\">Xelation<\/a><\/li>\n<\/ul>\n<p>By allowing access to Xero, you agree to the transfer of your data between Xero and Xelation in accordance with Xero\u2019s <a href=\"https:\/\/www.xero.com\/uk\/legal\/terms\/\" rel=\"nofollow ugc\">terms of use<\/a> and Xelation\u2019s <a href=\"https:\/\/xelation.org\/terms\" rel=\"nofollow ugc\">terms of use<\/a> and <a href=\"https:\/\/xelation.org\/privacy-policy\" rel=\"nofollow ugc\">privacy policy<\/a>.<\/p>\n<p>You can disconnect Xero from the live Xelation service at any time by clicking the <strong>Disconnect from Xero<\/strong> button.<\/p>\n<p>You can fully disconnect the Xelation app from Xero at any time under the <strong>Connected apps<\/strong> section of your Xero settings.<\/p>\n<h3>Requirements<\/h3>\n<ul>\n<li><a href=\"https:\/\/wordpress.org\/plugins\/woocommerce\/\" rel=\"ugc\">WooCommerce plugin<\/a><\/li>\n<li><a href=\"https:\/\/xero.com\/\" rel=\"nofollow ugc\">Xero instance<\/a><\/li>\n<\/ul>\n<h3>De-activate Plugin<\/h3>\n<p>To de-activate the plugin:<\/p>\n<ol>\n<li>Click the <strong>Disconnect from WooCoomerce<\/strong> button<\/li>\n<li>De-activate the plugin<\/li>\n<\/ol>\n<h3>Uninstall<\/h3>\n<p>To completely uninstall the plugin:<\/p>\n<ol>\n<li>Click the <strong>Disconnect from WooCoomerce<\/strong> button<\/li>\n<li>De-activate the plugin<\/li>\n<li>Manually remove Xelation webhooks under: WooCoomerce > Settings > Advanced > Webhooks<\/li>\n<li>Manually remove Xelation API keys under: WooCoomerce > Settings > Advanced > REST API<\/li>\n<\/ol>\n<h3>Support<\/h3>\n<p>Please email us at info@xelation.org if you have any questions or need help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Automatically sync your WooCommerce orders with Xero along with payments, contacts &#038; inventory.<\/p>\n","protected":false},"author":65,"featured_media":399891,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"slim_seo":{"title":"Sync orders with Xero from WooCommerce \u2013 Xelation - \u8587\u6653\u6735\u63d2\u4ef6\u76ee\u5f55","description":"Automatically sync your WooCommerce orders with Xero along with payments, contacts & inventory."},"footnotes":""},"categories":[1],"tags":[54863,54823,32478,32479,13768],"class_list":["post-398984","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-connect-xero","tag-sync-xero","tag-woocommerce-xero","tag-woocommerce-xero-sync","tag-xero"],"_links":{"self":[{"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/posts\/398984","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/comments?post=398984"}],"version-history":[{"count":0,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/posts\/398984\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/media\/399891"}],"wp:attachment":[{"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/media?parent=398984"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/categories?post=398984"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.weixiaoduo.com\/plugins\/wp-json\/wp\/v2\/tags?post=398984"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}