Support document for Xero
Table of content
1. Data flow diagram
2. Getting started
Step 1 Location
Extensions ⮕ Modules ⮕ Xero login & registration
Step 2: Connect to Xero
Connect the Xero account. ⮕ Status : switch ON ⮕ Click the button [Connect with Xero] ⮕ Xero login & registration ⮕ Login Xero account ⮕ Click the button [ Set ]
Step 3: Select accounts
Select the accounts from your Xero charts of accounts for handling Invoice and Purchase Order.
You can also create a new custom account by clicking [Create].
Step 4: Create new account (Optional)
Create new account ⮕ Enter Code & Name ⮕ Click the button [Create]
Step 5: The setup is done.
After setup, your page should look like the picture below.
You can create new orders and upload them to Xero now.
3. Upload Invoices / Purchase Orders
Case 1: Upload multiple orders at once
Step 1: Location
Sales ⮕ Order ⮕ Click the button [Upload to Xero]
Step 2: Select the orders
Select Order Status ⮕ Click the button [Confirm and Upload]
*Date range fields are optional.
Step 3: Upload Success
When the order is uploaded to Xero successfully, a popup message ”Upload Success” will be shown as below.
The order upload is complete.
Case 2: Upload single order
Step 1: Upload single order
Go to the order page ⮕ Click the button [Upload to Xero]
Step2 Upload Success
When the order is uploaded to Xero successfully, a popup message ”Upload Success” will be shown as below.
The order upload is complete.
