Xelation can help your business
Manage accounts, cash flow and finance
- Receive invoices or bills
- Pay bills
Tasks for Accountants and Bookkeepers
- Invoicing and debt collection
- Billing and Payments
- Inventory management
Overview
Xelation automatically synchronizes your WooCommerce orders as invoices in Xero in real-time.
Start synchronizing your WooCommerce orders in less than a minute saving hours of bookkeeping!
Includes sales, shipping, taxes, transaction fees, payments, bank reconciliation, stock control plus more.
A common scenario is where:
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WooCommerce orders need to be reconciled as sales invoices with line items mapped to the corresponding Sales or Revenue account
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with (or without) a corresponding payment entry within the Bank account
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with transaction fees reconciled as a purchase bill in the Direct Costs or COGS account
It can also:
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manage your inventory using the NEW stock control feature.
-
determine when WooCommerce orders are pushed to Xero i.e. as Processing (Paid), Completed (Paid & Fulfilled) or Pending (B2B and Cash on Delivery customers)
-
determine how Xero invoices are rendered i.e. as Draft, Submitted, Authorised or Paid
-
apply your preferred invoice prefix
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insert an Order Note in WooCommerce against the order from which you can deep link between the generated Xero invoice and back to the order in WooCommerce.
Why use Xelation over other solutions?
-
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!
-
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 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.
A common scenario is where:
-
WooCommerce orders 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
It can also:
-
manage your inventory using the NEW stock control feature.
-
determine when WooCommerce orders are pushed to Xero i.e. as Processing (Paid), Completed (Paid & Fulfilled) or Pending (B2B and Cash on Delivery customers)
-
determine how Xero invoices are rendered i.e. as Draft, Submitted, Authorised or Paid
-
apply your preferred invoice prefix
-
insert an Order Note in WooCommerce against the order from which you can deep link between the generated Xero invoice and back to the order in WooCommerce.
Why use Xelation over other solutions?
-
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!
-
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 multi-sites, subscriptions, mappings by currency, product category, specific SKU or other, inventory management & rounding adjustments.
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.
