How to Integrate Magento 2 with Xero?

When there are thousands of different computational softwares available in the market then only one questions arises that how to choose the best accounting software for your business?

Well, we suggest Xero accouting software.

Let us understand Xero in detail…

What is Xero?

Xero is accounting software created in 2006 for small business accounting purpose. You can access this solution from any device that is connected to the internet. Xero integrates with more than 500 applications and has plenty of powerful features. You can view cash flows, transactions and accounts details from any place. Xero automatically encrypts bank transactions.

Xero’s Online Invoice features will let you can track your expenses and bills and it will improve your relationships with suppliers.

Professionals highly recommend Xero as its user-friendly and easy-to-use solution. It has been ranked first among hundreds of different accounting softwares.

How to integrate Xero with Magento2?

To integrate Xero you need to do following steps:

• Step 1: Sign up the Zapier account
• Step 2: Sign up the Xero account
• Step 3: Integrate Magento 2.x
• Step 4: Via Zapier Integrate Xero for your Magento 2 store.

Step 1: Sign up the Zapier account

• Signup Zapier

Step 2: Sign up the Xero account

• Signup Xero

After logging into Zapier, choose Make a Zap to start integrating

Step 3: Integrate Magento 2.x

In this step, choose Magento 2.x so that Zapier can get all data from your store.

Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

Now you need to connect an Account in select Magento 2.x account field. Here in this step, you have to enter full domain, admin username and admin password of your Magento 2 store as shown in the image below:

After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

Bingo! You have just tested Magento 2.x successfully. Please enter continue to go the next step.

Step 4: Integrate Xero

• In Choose an Action App field, choose Xero and click on Continue.

Then, you have to choose one of the options in drop-down list of Select Xero Action field according to your need. After choosing, click on continue

Next, you need to select Xero account. Please click on Connect an Account.

Now, your screen will display as an image below:

Click on Allow access box so that Zapier can access your Xero account. Here is the result after you have connected the Xero account. Please choose Xero and click on Continue.

• Next, you have to set up Xero Contact. Now, please enter all required fields on page, then choose continue box.

Wow, you have tested Xero sucessfully. Finally, choose Finish and set the name your zap to complete.

• From now on, your Zap is working and it will auto-check for your Magento 2.x new customer.

• Great, you have just integrated Xero with your Magento 2 store.

Integrate this software for your Magento 2 store to experience great features today! If you’re still unable to integrate, then you may contact us to get the job done.