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Xero Accounting

Magento - Xero Integration

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Do you spend hours every month entering your online sales into Xero? There is a better way: With CarryTheOne's Magento connector your orders and customer data are imported automatically into your Xero account, freeing up your time for more productive activities. Once set up, your orders appear almost instantly in Xero.

MagentoIntegrates with Xero

Import Sales from Magento into your Xero Accountancy Software.

In essence: The integration imports your Magento Sales as Accounts Receivable Invoices in Xero

Here are just a few of the benefits & features of our Xero integration with Magento:

  • Automatically import orders and customer information into Xero in real-time.
  • Easy Set Up - Nothing to install in your Magento store. The integration uses Magento's native API to connect.
  • Automatically apply payments to the invoices created. Click here to read more.
  • Inventory Support - Automatically match items ordered with items in your Xero inventory. Great for reporting! If the item doesn't yet exist, it will be created for you automatically. Click here to read more.
  • New! 12th June 2013 Enhanced inventory integration: set cost prices; update prices, cost prices and descriptions.
  • New! 12th June 2013 Stock accounting (COGS, SOH) automation.
  • Automatically create credit notes in Xero for orders that are returned
  • Multiple currency support
  • Set Xero Tracking Category
  • Full support for GST, VAT and Sales Tax - including US State taxes.
  • Full support for discount vouchers and coupons.
  • Extensive yet easy configuration (with contextual help) - for example: option to select the Xero account depending on the type of invoice line (revenue, shipping, discounts); option to prevent automatic invoices and/or payments for certain payment methods; for every payment method: option to choose the Xero bank account with which to register payments and optionally specify different accounts for different currencies, option to apply a clearing delay to payments; etc.
  • Invoices are intelligently matched to existing customer records or new customer records are created on the fly.
  • Reconcile payments from Xero's PayPal Importer and Bank Feeds with your invoices.
  • FREE Full support and automatic upgrades.

You can start a FREE 30 day trial by signing up to Carry The One and following the installation instructions within your account:

System requirements for Magento

1. Your web server needs to have PHP’s SOAP extension installed. If you are unsure about this, the easiest way to find out is just to proceed with the set up and see if it works.

If it turns out that the SOAP extension is not installed, you should ask your system administrator to rebuild PHP with this extension enabled.

2. You need to have Magento version 1.1 or higher.

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

How to connect

Connecting Magento with Xero is easy using CarryTheOne's integration service:

  1. Sign up for CarryTheOne's integration service
  2. Proceed to create your CarryTheOne Control Panel account
  3. From your Control Panel account, click 'add a new integration'
  4. Select Magento as the export app
  5. Select Xero as your import app
  6. You will then be taken to Xero to authorise the integration
  7. Once authorised, you will be taken to CarryTheOne's Configuration Panel where you will be given step-by-step instructions to connect Magento
  8. Configure your integration (contextual help is provided)

...but don't worry, you don't have to remember all of that, support is provided every step of the way.