Overview
Xelation takes the headache out of reconciling Woo orders as invoices in Xero.
Our service offers a level of customisability that you'll be hard pressed to find elsewhere.
A common scenario is where:
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sales (and shipping) items need to be reconciled with the Sales/Revenue account
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with (or without) a corresponding entry within the Payment/Bank account
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with transaction fees reconciled to the Direct Costs/COGS, PayPal or Stripe account
You can also:
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determine when Woo orders are pushed to Xero i.e. as Processing (Paid), Completed (Paid & Fulfilled) or Pending (B2B and Cash on Delivery customer)
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determine how Xero invoices are rendered i.e. as Draft, Submitted, Authorised or Paid
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set your preferred invoice prefix
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deep link between your Woo Order Notes and the generated Xero invoice in either direction allowing you to quickly switch between the two.
Why use Xelation over other solutions?
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No elaborate setup as per other services which can take a few hours to configure correctly...and that's even for the more tech savvy amongst us!
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No ongoing plugin compatibility headaches.
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No limitations on mappings unlike other solutions. Out-of-the-box Xelation gives you the flexibility you need.
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We also offer a more tailored enterprise solution for those seeking a tighter integration with Xero i.e. in the case of WordPress multi-sites, subscriptions, mappings by currency, product category, specific SKU or other, inventory management & rounding adjustments.
Xelation + Xero
Xelation is a middleware SaaS application serving as an API bridge between the WooCommerce and Xero APIs rendering new Woo orders as invoices within Xero.
Once connected you can map incoming line items (e.g. sales, PayPal fees etc) to their their corresponding accounts in Xero.
For instance a common scenario is where:
-
sales (and shipping) items need to be reconciled with the Sales/Revenue account
-
with (or without) a corresponding entry within the Payment/Bank account
-
with transaction fees reconciled to the Direct Costs/COGS, PayPal or Stripe account
You can also:
-
determine when Woo orders are pushed to Xero i.e. as Processing (Paid) or Completed (Paid & Fulfilled)
-
determine how Xero invoices are rendered i.e. as Draft, Submitted, Authorised or Paid
-
set your preferred invoice prefix
-
deep links between your Woo Order Notes and the generated Xero invoice in either direction allowing you to quickly switch between the two.
Getting started
Xelation will take you through the 3 quick & easy steps to get you setup:
Step 1. Connect to Xero (which grants necessary access to transactions & accounts)
Step 2. Connect to your WooCommerce domain (which grants necessary read/write access to orders)
Step 3. Configure your settings e.g. account mappings, synch settings, invoice prefix.
Setup time: Less than a minute.
Now the Xero & WooCommerce APIs are connected the middleware application will take over in the background; synchronizing orders as they are generated in Woo; at which point they will be automatically transferred & rendered in Xero as either DRAFT, AUTHORISED or PAID invoices.
