=== Sync orders with Xero from WooCommerce - Xelation === Contributors: glidedigital Donate link: https://xelation.org/#pricing-plans Tags: xero, woocommerce xero, connect xero, woocommerce xero sync, sync xero Requires at least: 4.0 Tested up to: 6.9.0 Stable tag: 0.1.3 Requires PHP: 7.4 License: GPLv2 or later License URI: https://www.gnu.org/licenses/gpl-2.0.html Effortlessly sync your WooCommerce orders with Xero - including payments, customers & inventory. == Description == Xelation provides real-time, automated synchronization of orders between WooCommerce and Xero, streamlining your accounting workflow. Sync invoices with your chosen account mappings for sales, shipping, payments, transaction fees and much more. Supports multi-store setups, multiple currencies, and tax jurisdictions for complete flexibility == Features == Core features: * sync WooCommerce orders to Xero as invoices * set the status for incoming invoices e.g. *Draft, Submitted, Authorised* or *Paid* * map shipping costs to the preferred revenue account * map payments to their respective bank accounts * set payments to automatically reconcile with the bank statement * map *Stripe/PayPal* transaction fees to preferred expense accounts (recorded as separate *purchase bills*) * map line item tax rates to their corresponding tax rate in Xero across multiple tax jurisdictions * define the order status that triggers the sync with Xero e.g. *pending, processing, completed* or combination thereof Further features: * automatically insert and update Xero *contacts* with the incoming customer details * automatically insert and update Xero *products & services* with the incoming order line item details * sync the WooCommerce stock with the Xero inventory * generate WooCommerce *order note* alongside each order with a deep link back to the invoice in Xero * in the case of 'pay later' invoices; apply payments to pre-existing invoice in Xero * sync past orders; just let us know how far back you would like to go! * map preferred *branding theme* template to invoice * map preferred *tracking category* to line item * append custom prefix to invoice number * ...and much more! == The Pitch! == * Try it free for 14 days * Start synching invoices in under a minute - just connect your store to Xero and set up your mappings * Watch those invoices glide effortlessly into Xero == A Typical Workflow == Here’s how Xelation simplifies your day-to-day accounting tasks: * WooCommerce orders are automatically converted into Xero sales invoices, with all line items and shipping charges mapped to the correct revenue accounts and tax rates * Payment gateway transaction fees (e.g. Stripe, PayPal fees) are recorded as purchase bills under your designated expense account, such as COGS * Invoice payments are assigned to the corresponding bank account in Xero * Transactions are seamlessly reconciled with your Xero bank feed * Customer details are automatically updated in Xero, ensuring your contact list is always current * Product and service details are automatically updated in Xero, ensuring your inventory is always accurate * Order notes in WooCommerce include a deep link to the corresponding Xero invoice, allowing you to quickly toggle between platforms * Stock levels in WooCommerce are automatically synchronized with the quantity on hand in Xero, ensuring accurate inventory management * You can set the status of incoming invoices in Xero, such as Draft, Submitted, Authorised, or Paid * You can map shipping costs to your preferred revenue account, ensuring accurate financial reporting == You’re in Control == * Choose which WooCommerce *order status* triggers the sync (e.g. **Processing, Completed, Pending** or combination thereof) * Set the default Xero invoice status (e.g. **Draft, Submitted, Authorised, Paid**) * Add a *custom prefix* to your invoice numbers — like **Web**004567 * Jump between WooCommerce and Xero with *deep links* embedded in order notes * Enable *inventory sync*, keeping your WooCommerce stock aligned with Xero’s quantity on hand == Installation == 1. Install the Xelation plugin either via the WordPress plugin directory, or by uploading the files to your web server (in the /wp-content/plugins/ directory). 2. Activate the Xelation plugin through the 'Plugins' menu in WordPress. 3. Navigate to the 'Settings > Xelation' page to connect to Xero and start configuring your mappings, triggers and stock control. If you have an issue or question while setting up or using the plugin then please submit a support ticket to [support@xelation.org](mailto:support@xelation.org) and we'll get back to you as soon as we can. == Use of 3rd Parties == Please note this plugin requires the use of 3rd party services: * [Xero](https://xero.com/) * [Xelation](https://xelation.org/) By allowing access to Xero, you agree to the transfer of your data between Xero and Xelation in accordance with Xero's [terms of use](https://www.xero.com/uk/legal/terms/) and Xelation's [terms of use](https://xelation.org/terms) and [privacy policy](https://xelation.org/privacy-policy). You can disconnect Xero from the live Xelation service at any time by clicking the **Disconnect from Xero** button. You can fully disconnect the Xelation app from Xero at any time under the **Connected apps** section of your Xero settings. == Requirements == * [WooCommerce plugin](https://wordpress.org/plugins/woocommerce/) * [Xero instance](https://xero.com/) == De-activate plugin == To de-activate the plugin: 1. Click the **Disconnect from WooCoomerce** button 2. De-activate the plugin == Uninstall == To completely uninstall the plugin: 1. Click the **Disconnect from WooCoomerce** button 2. De-activate the plugin 3. Manually remove Xelation webhooks under: WooCoomerce > Settings > Advanced > Webhooks 3. Manually remove Xelation API keys under: WooCoomerce > Settings > Advanced > REST API == Frequently Asked Questions == Consult our comprehensive FAQs on our [website](https://xelation.org/#faqs). == Support == Please email us at info@xelation.org if you have any questions or need help. == Changelog == = 0.1 = * Initial release. = 0.1.1 = * Dependencies check. = 0.1.2 = * Improve auto-refresh of gateway page so connection statii are more tightly synced. * Add support for multiple stores. == Screenshots == TBC == Upgrade Notice == TBC