前言介紹
- 這款 WordPress 外掛「Sync orders with Xero from WooCommerce – Xelation」是 2024-04-26 上架。
- 目前有 70 個安裝啟用數。
- 上一次更新是 2024-09-25，距離現在已有 220 天。
- 外掛最低要求 WordPress 5.0 以上版本才可以安裝。
- 外掛要求網站主機運作至少需要 PHP 版本 7.0 以上。
- 有 2 人給過評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
外掛標籤
xero | sync xero | connect xero | woocommerce xero | woocommerce xero sync |
內容簡介
總結：Xelation能無縫將您的WooCommerce訂單與Xero同步，支持自定義帳戶對應，並提供庫存控制功能。需與Xero和Xelation等第三方服務合作，並需滿足WooCommerce插件和Xero實例的要求。
1. 這個外掛可以與哪些第三方服務合作？
- Xero 和 Xelation。
2. 如何斷開外掛？
- 點擊“斷開與WooCoomerce的連接”按鈕。
- 停用外掛。
3. 如何完全卸載外掛？
- 點擊“斷開與WooCoomerce的連接”按鈕。
- 停用外掛。
- 在"WooCoomerce > 設置 > 進階 > Webhooks"手動刪除Xelation webhooks。
- 在"WooCoomerce > 設置 > 進階 > REST API"手動刪除Xelation API keys。
原文外掛簡介
Xelation seamlessly synchronizes your WooCommerce orders with Xero in real-time.
Automatically sync invoices with Xero with your preferred account mappings for sales, shipping, payments & transaction fees across multiple stores, currencies & tax jurisdictions.
Features
Core features:
sync WooCommerce invoices with Xero as either Draft, Submitted, Authorised or Paid
map shipping costs to corresponding revenue account
map payments to corresponding bank account
set payments to automatically reconcile with the bank statement
map Stripe/PayPal transaction fees to preferred cost accounts (rendered as a separate purchase bill)
map product tax rates to corresponding Xero tax rates in Xero by jurisdiction e.g. standard, zero-rated, exempt, inclusive, exclusive, etc.
configure order status that triggers sync with Xero e.g. pending, processing, completed or combination thereof
Further features:
automatically sync incoming order items with Xero products & services
sync WooCommerce inventory with Xero inventory
sync customers details to Xero contacts
generate WooCommerce order note alongside order with deep link back to invoice in Xero
in the case of ‘pay later’ invoices; apply payments to pre-existing invoice in Xero
sync past orders; just let us know how far back you would like to go
map preferred tracking category to line item
map preferred branding theme template to invoice
append custom prefix to invoice number
…and much more!
The Pitch!
Free 14 day trial!
Start synching invoices in less than a minute!
Simply connect to Xero and configure your mappings
…then watch your invoices sail into Xero!
Typical Business Scenario
A typical client scenario is where:
a WooCommerce order needs to be rendered as a sales invoice in Xero with its line items and shipping costs mapped to the corresponding revenue accounts and tax rate in Xero
the transaction fee needs to be rendered as a purchase bill in the costs account e.g. COGS
the captured payment needs to be mapped to the corresponding bank account in Xero
the payment needs to be reconciled with the bank statement feed
You can also:
determine when WooCommerce orders are pushed to Xero i.e. Processing, Completed or Pending status
determine the status of Xero invoices i.e. Draft, Submitted, Authorised or Paid
set your preferred invoice prefix e.g. Web004567
deep link between your WooCommerce Order Notes and the generated Xero invoice in either direction allowing you to quickly toggle between the two platforms
enable the stock control feature which will automatically synchronize your WooCommerce inventory with the quantity to hand set in Xero
Use of 3rd Parties
Please note this plugin requires the use of 3rd party services:
Xero
Xelation
By allowing access to Xero, you agree to the transfer of your data between Xero and Xelation in accordance with Xero’s terms of use and Xelation’s terms of use and privacy policy.
You can disconnect Xero from the live Xelation service at any time by clicking the Disconnect from Xero button.
You can fully disconnect the Xelation app from Xero at any time under the Connected apps section of your Xero settings.
Requirements
WooCommerce plugin
Xero instance
De-activate Plugin
To de-activate the plugin:
Click the Disconnect from WooCoomerce button
De-activate the plugin
Uninstall
To completely uninstall the plugin:
Click the Disconnect from WooCoomerce button
De-activate the plugin
Manually remove Xelation webhooks under: WooCoomerce > Settings > Advanced > Webhooks
Manually remove Xelation API keys under: WooCoomerce > Settings > Advanced > REST API
Support
Please email us at [email protected] if you have any questions or need help.
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Sync orders with Xero from WooCommerce – Xelation」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
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