WooCommerce Xero Integration
Sync your WooCommerce orders with Xero in 3 easy steps
...including sales, shipping, taxes, transaction fees, payments plus more.
Connecting your WooCommerce store to Xero couldn't be easier!
Connect to your WooCommerce store
Configure your account mappings and
immediately start synching invoices
Import WooCommerce orders to Xero in less than a minute!
Once you link Xero with WooCommerce your incoming orders will automatically trigger the creation of the corresponding invoices in Xero in real-time.
Watch our step by step demo where we preview:
- the lightning fast on-boarding process
- the lightning fast configuration and
- the real-time synching of an order with Xero
Viewing time: 3 minutes | No audio
Plans & pricing
- For low transaction volumes
- With an average of 200 invoices per month
- Covering Woo orders & subscriptions
- Multiple account mappings including:
- transaction fees
e.g. PayPal, Stripe
- bank transactions
- Apply custom invoice prefix in Xero
- Order note generation alongside Woo order
- Deep linking (in both directions)
- Ongoing fanatical support
- All features of Standard plan
- For medium transaction volumes
- With an average of 500 invoices per month
- All features of Standard plan
- For high transaction volumes
- With an average of 2500 invoices per month
Xelation integrates WooCommerce with Xero and automatically syncs WooCommerce orders with Xero including transaction fees, payments, taxes and shipping.
Map specific line items to the corresponding nominal accounts in Xero.
For instance a common scenario is where:
- sales & shipping items are mapped as line items to the Sales/Revenue account
- with a corresponding entry made within your desired Bank accounts
- with transaction fees raised as a billing invoice within your desired Costs account e.g. Direct Costs/COGS
You can also:
- determine when orders are pushed to Xero i.e. Processing, Completed or Pending
- determine the status of Xero invoices i.e. Draft, Submitted, Authorised or Paid
- set your preferred invoice prefix e.g. MapleNursery-004567
- deep link between your WooCommerce Order Notes and the generated Xero invoice in either direction allowing you to quickly switch between the two which is really useful for account administrators.
Why use Xelation over other solutions?
No protracted setup unlike using WordPress plugins which can take over an hour to configure correctly...and that's even for the more tech savvy amongst us!
Unlike other solutions Xelation out-of-the-box gives you the flexibility you need.
R.I.P. to plugin updates!
Using this SaaS service means no ongoing plugin maintenance & compatibility headaches.
Bespoke solutions available
We also offer a more tailored solutions for enterprises seeking a tighter integration with Xero i.e. in the case of mappings by currency, product category, specific SKU or other, inventory management & rounding adjustments or WordPress Multisite implementations
Why trust us?
When a sale is made in WooCommerce a sales invoice is automatically created in Xero with the invoice and customer details?
That's correct. An invoice will be raised in Xero for each Woo order depending on its status: Processing, Completed or Pending. You can also determine whether the Xero invoice is created as a DRAFT or PAID invoice. In the latter case a transaction will also be added against the supplied bank account - as per the screenshot below.
The invoice will be raised using the line items and customer details supplied in the WooCommerce order and if the contact or SKU doesn't already exist in Xero it will be automatically created in Xero.
Yes transaction fees are raised as a billing invoice in Xero which is linked to the corresponding sales invoice. You can designate which billing or cost account you would prefer these fees to be mapped to. Often this would be the COGS (Cost of Goods Sold) account or for larger businesses a dedicated account e.g. PayPal Transaction Fees.
We support a variety of payment providers including PayPal, Stripe.
Yes shipping costs are entered as a line item within the generated Xero invoice.
Xelation is a real-time service so within seconds of an order being placed in your WooCommerce store the corresponding invoice is created in Xero.
I hear you asking; what about my older orders? If you need to process historical orders then just let us know how far you would like to go back and we'll take care of it!
Following the creation of a Xero invoice an Order Note is posted alongside the WooCommerce order detailing the invoice number, creation date and reciprocal link back to the invoice in Xero which in turn links back to the order in your WooCommerce store. The Order Note additionally acts as a watermark in WooCommerce to flag that the order has been processed in Xero.
Sure it is! Just let us know how far back you would like to go (within reason!) and we'll take care it.
Are we able to assign certain categories of sales types within Woo that will be identified on Xero i.e. Food, Beverages...?
Yes this is possible and requires an extra layer of setup from our-end.
It is not possible to duplicate invoices in Xero if they carry an identical invoice number.
Xelation essentially allows the WooCommerce API and Xero APIs to talk to one another. Data flow is bi-directional i.e. to and from both Xero and WooCommerce.
Data transmission between Woo and Xero is carried out over SSL (Secure Socket Layer) and subscribes to the strict integration protocols prescribed by Xero using the 3-legged Oath 2.0 flow. The service connects to the Woo Commerce REST API using Basic Authentication.
The Xelation bridge merely acts as a gateway between Woo and Xero in that data is passed between the two platforms so no actual transactional data is stored on our servers.
We may occasionally store customer & order data for troubleshooting purposes but this data is removed by regular purges.
To continue using our service beyond the trial period please upgrade to a paid plan; selecting the subscription plan that best matches your volume of Commerce transactions.
Xelation brings with it the usability of a SaaS service combined with the deep customizability of the plugin service i.e. the best of both worlds!
Other SaaS services lack the deep customization and mapping of Xelation as they attempt to connect every application under the sun whereas we're only interested in connecting WooCommerce to Xero. The WordPress plugin on the other hand are burdened with their long-winded setup yet with Xelation you simply authenticate and go.
Yes. If you have multiple WordPress sites or a WordPress Multisite that operate different currencies you can set up parallel connections that connect all your WooCommerce stores to the same Xero instance.
Most clients have different sales accounts set up in Xero to handle each currency; this can be reflected within the Xelation settings for each WooCommerce integration.