Configuring Xero

Info: Configuring Xero How to configure your Xero integration

Now that you have finished linking Xero and StoreFeeder there are just a few extra bits you need to do within StoreFeeder.

Channel Preferences

The first thing you'll need to do is to select the 'Order Statuses to Export' for this channel. These will determine which orders are sent to Xero. To add the order statuses to the list, simply find them in the list and click on them to add them.

The second thing you'll need to do is select if you would like StoreFeeder to export your orders to Xero as an order is changed to a selected export status (Transaction Per Order) or once a day (Transaction Per Channel Per Day).

You also have the options to

• Send Credit Notes - This determines whether returned orders will be sent to Xero credit notes
• Export "Sent to Supplier" Purchase Orders - If this is off, only completed Purchase Orders will be exported

Click the 'Save' button once you have selected the settings you require.

Xero Invoice Settings

In the 'Xero Invoice Settings' tab, you can specify exactly what information is exported from each of your channels to your Xero account. You will see all active integrated channels in the 'Channel' column. To enable a channel for export to Xero, set the option in the 'Export Orders' column for that channel to 'On'

The 'Xero Account Code', 'Xero Account Shipping Code' and 'Tracking Option Values' are all downloaded from your Xero account at the point of integration. The values that you can select for these options all relate to the information you have setup.

Warning: All I Can See is N/A If you don't have any Tracking Option Values setup in Xero then only 'N/A' will be available as a value to select.

Once you have set what information will be exported, click the 'Save' button so your settings don't get lost.

Xero Purchase Order Settings

On this tab you can set up your preferences for exporting Purchase Orders to Xero.

Each of your suppliers will appear in this list and you can choose to enable certain suppliers to be exported, set the date you wish to export to and the Xero Account code to tie them to.

Export Purchase Orders - This controls which suppliers you wish to export

Export Start Date - This is the date of the first PO you would like to export from

Xero Account Code - The account code you wish to tie the PO to

You also have the option to enable and disable in bulk by using the checkboxes provided and the buttons at the top of the page

To enable in bulk, simply tick any supplier you wish to enable and click the enable button

You will then be presented with the following screen to set the options in bulk

To disable in bulk simply repeat the above and select disable

Xero Tax Rates Mapping

This tab allows you to set your preferences for mapping the tax rates you have set up in StoreFeeder to those you have configured in Xero.

The dropdown selection boxes should be pre-populated with all if the correct values from StoreFeeder and Xero. However, if you have just set up any new ones in Xero you can import them by using the button circled in the image.

Once you have everything in its as simple as choosing the StoreFeeder tax class and the 2 Xero tax rates you wish to map it to and hitting the Add Mapping button

Don't worry if you make any mistakes. After you have added the mapping you can easily remove and repeat the process. Just hit the Remove Mapping button.

Xero Tax Rates Country Specific Mapping

This tab allows you to set up any specific tax rate mappings for countries you sell to. Much like the previous tab you just need to select the values from the dropdowns for any country you wish to set up. These override the settings from the Xero Tax Rates Mapping tab. If you have anything for a country that you haven't added a mapping for it will use the values from Xero Tax Rates Mapping.

To add a mapping just select the New Tax Rates Mapping by Country button circled below.

You will then be presented with the addition popup. In here choose the country and mappings you wish to apply and hit Save.

You will then see it's gone into the list of configured mappings. From there you can Edit or Delete using the links provided.

Repeat as many times as necessary until you have everything you need.

Xero Shipping Tax Mapping

This tab, much like the others allows you to map any shipping tax rates to your rates in Xero. Again on this screen, you have the option to Download your rates if they haven't been automatically downloaded.

As before to set one up, just select the values in the StoreFeeder Shipping Tax and Xero Tax Rate dropdowns and hit the Add Mapping button.

Again you will see that you have the option to remove any mappings you may have created in error or are no longer valid. And once you have mappings fro all values in StoreFeeder it will tell you as circled above.