WooCommerce Xero Integration

Synchronize your WooCommerce invoices with Xero here in 3 easy steps

Connecting your WooCommerce store to Xero is easy.

Start synchronizing invoices in less than a minute!

Step 2

Connect to your WooCommerce store

Step 2. Connect to your WooCommerce store

Step 3

Configure your account mappings and
immediately start synching invoices

Step 3. Configure your account mappings and immediately start synching invoices.

Once a connection has been successfully made incoming WooCommerce orders will automatically trigger the creation of corresponding invoices in Xero on a real time basis.

Start here!

Firstly connect to your Xero account below

Open a Xero account today, and get started!

Disconnect from Xero

Demo video

Watch our step by step demo that previews:

  • the lightning fast on-boarding process
  • the lightning fast configuration and
  • the realtime synching of an order with Xero

Viewing time: 3 minutes | No audio

Pricing plans

Trial

$0

Free 14 day trial!

Connect to Xero

Standard

$16

Billed monthly

  • For low transaction volumes
  • With an average of 200 invoices per month
  • Woo orders & subscriptions
  • Multiple account mappings for:
    • sales
    • shipping
    • transaction fees
      e.g. PayPal, Stripe, Apple, Square, Google etc
    • payments
  • Deep linking (in both directions)
  • Ongoing support

Professional

$25

Billed monthly

  • For medium transaction volumes
  • With an average of 500 invoices per month
  • Woo orders & subscriptions
  • Multiple account mappings for:
    • sales
    • shipping
    • transaction fees
      e.g. PayPal, Stripe
    • payments
  • Deep linking (in both directions)
  • Ongoing support

Premium

$55

Billed monthly

  • For high transaction volumes
  • With an average of 2500 invoices per month
  • Woo orders & subscriptions
  • Multiple account mappings for:
    • sales
    • shipping
    • transaction fees
      e.g. PayPal, Stripe
    • payments
  • Deep linking (in both directions)
  • Ongoing support

About Xelation

Fully customizable settings

Xelation serves as a bridge between the WooCommerce and Xero APIs rendering new WooCommerce orders as invoices in Xero.

It can be configured to map specific line items to their corresponding nominal accounts in Xero.

For instance a common scenario is where:

  • sales (and shipping) items need to be mapped to the Sales/Revenue account
  • with (or without) a corresponding entry within the Payment/Bank account
  • with transaction fees mapped to either your Direct Costs/COGS, PayPal,Stripe,Apple,Square,Google account etc

You can also:

  • determine when Woo orders are pushed to Xero i.e. as Processing (Paid) or Completed (Paid & Fulfilled)
  • 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 auitors and administrators for example.

You choose!

Why use Xelation over other solutions?

  • No protracted setup as per the WordPress plugins which can take a few hours to configure correctly...and that's even for the more tech savvy amongst us!
  • No ongoing plugin compatibility headaches.
  • No limitations on mappings unlike other solutions. Out-of-the-box Xelation gives you the flexibility you need.
  • We also offer a more tailored enterprise solution for those seeking a tighter integration with Xero i.e. in the case of WordPress Multisite, mappings by currency, product category, specific SKU or other, inventory management & rounding adjustments.

FAQs

That's correct. An invoice will be raised in Xero for each Woo order depending on its status e.g. Processing, Complete. 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 theses fees to be mapped to; often this would be the COGS (Cost of Goods Sold) account or for larger businesses a dedcated 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 olders 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!

Creation of a Xero invoice then pushes an Order Note alongside the WooCommerce order stating the invoice number, ceation date and includes a reciprocal link back to the invoice in Xero (which in turn links back to the corresponding order in your WooCommerce store. The Order Note additionally acts as a watermark in WooCommerce to flag that the order has been processed at the Xero-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 useability of a SASS service combined with the deep customizability of the plugin service i.e. the best of both worlds!

Other SASS 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 different 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 abe relfected witin the Xelation settings for each WooCommerce integration.