[WordPress] 外掛分享： Sync orders with Xero from WooCommerce – Xelation

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。

外掛標籤

開發者團隊

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 tax rate to corresponding Xero tax rate across all tax jurisdictions
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.