Configuring Xero

Overview

This article covers the configuration options available after you have linked your Xero account to StoreFeeder.

Channel preferences

In the Channel Preferences tab, select the Order Statuses to Export for each channel. These determine which orders are sent to Xero.

Choose how StoreFeeder exports orders: Transaction Per Order (as each order reaches an export status) or Transaction Per Channel Per Day (once daily).

You also have the following options:

• Send Credit Notes — Controls whether returned orders are sent to Xero as credit notes.
• Export "Sent to Supplier" Purchase Orders — When off, only completed purchase orders are exported.

Select Save when done.

Xero invoice settings

In the Xero Invoice Settings tab, configure what each channel exports. Set Export Orders to On for each channel you want to send to Xero.

The Xero Account Code, Xero Account Shipping Code, and Tracking Option Values are downloaded from your Xero account at the point of integration.

Note: If you have not set up any Tracking Option Values in Xero, only N/A will be available to select.

Select Save when done.

Xero purchase order settings

In the Xero Purchase Order Settings tab, configure which suppliers have their purchase orders exported to Xero. For each supplier you can set:

• Export Purchase Orders — Controls whether this supplier's POs are exported.
• Export Start Date — The date of the earliest PO to export.
• Xero Account Code — The Xero account code to associate with this supplier's POs.

To update multiple suppliers at once, tick the relevant checkboxes and use the Enable or Disable buttons at the top of the page.

Xero tax rates mapping

In the Xero Tax Rates Mapping tab, map your StoreFeeder tax classes to the corresponding rates in Xero. The dropdowns are pre-populated with values from both systems. If you have added new rates in Xero recently, use the download button in the tab to import them.

Select the StoreFeeder tax class and the two Xero tax rates you want to map it to, then select Add Mapping. To remove a mapping, select Remove Mapping.

Xero tax rates country-specific mapping

In the Xero Tax Rates Country Specific Mapping tab, set up tax rate mappings for specific countries you sell to. These override the values in the Xero Tax Rates Mapping tab for the relevant country. Any country without a specific mapping falls back to the Xero Tax Rates Mapping values.

Select New Tax Rates Mapping by Country to add a mapping.

Choose the country and the tax rates to apply, then select Save.

The mapping then appears in the list where you can Edit or Delete it.

Repeat as needed until all required country mappings are in place.

Xero shipping tax mapping

In the Xero Shipping Tax Mapping tab, map your StoreFeeder shipping tax rates to the corresponding rates in Xero. Use the download button if your Xero rates have not been imported automatically.

Select the StoreFeeder shipping tax and the Xero tax rate from the dropdowns, then select Add Mapping. Remove any incorrect mappings with Remove Mapping.

Once all StoreFeeder values are mapped, the tab will confirm this.