Xero

Once you've installed the Xero app, navigate to Apps > Manage > Xero from your ShopWired account to connect it to Xero by selecting the Connect to Xero option.

You will be transferred to the Xero website to log in to your Xero account (if not already logged in):

Once logged in, you should select the Allow access option to authenticate ShopWired's app to connect to your Xero account.

Once you've allowed access, you'll be returned to your ShopWired account to configure the app's settings.

In the app configuration page, configure each of the available settings (each setting is explained below):

Select the account that corresponds with the account on Xero that the product portion of sales invoices should be allocated to. (The accounts available will be limited to Revenue Accounts from Xero.)

Select the account that corresponds with the account on Xero that the delivery portion of sales invoices should be allocated to. (The accounts available will be limited to Revenue Accounts from Xero.)

Select the account that corresponds with the account on Xero that any rounding adjustments (for VAT calculations) on sales invoices should be allocated to. (The accounts available will be limited to Revenue Accounts from Xero.)

Select the account that corresponds with the account on Xero that partial payments should be allocated to. Partial payments appear on an order when a customer places an order and, at least in part, makes payment using a gift voucher. (The accounts available will be limited to Revenue Accounts from Xero.)

Where VAT applies to a line item in an order, select the VAT rate from the list that corresponds with the VAT rate on Xero. This is the default VAT rate; products with a custom VAT rate will export with that VAT rate.

Where a line item in an order does have a liability for VAT, select the VAT rate from the list that corresponds with the VAT rate on Xero.

Select this setting to populate the invoice number on Xero with the order reference from ShopWired. If this setting is not selected, Xero will generate the invoice number.

Select this setting to populate the reference field on Xero with the order reference from ShopWired. This is recommend if not selecting the setting above.

ShopWired can export the cost of products and shipping charges to Xero either before or after discounts have been applied to the order. Discounts are defined as reductions in product, or shipping, prices obtained either through use of a voucher code or the redemption of reward points.

Where selecting to export before discounts are applied, discounts will appear as a separate line item on the invoice.

Select this setting to send invoices to Xero as draft.

Select this setting if you'd like to assign all invoices on Xero to a contact that you specify, where ShopWired detects that the contact does not already exist on Xero.

When selected, a list of contacts obtained from your Xero account will appear for you to select from.

When payment is made for an order on your website, ShopWired can automatically create the payment in the appropriate Xero bank account that corresponds with the payment gateway used to place the order.

Orders placed using the offline payment method will be exported without payment information and will always export as awaiting payment.

When no selections are made for the payment account settings, all invoices will be exported without payment information and exported as awaiting payment.

To export payments to Xero:

1. Select the export payments setting
2. Select whether to mark exported payments as reconciled
3. Select a Default payment account from the list of Xero bank accounts - payments will be exported to this account if you have not configured an account specifically for the payment gateway
4. From the Payment method name setting, select each of the payment gateways in use on your ShopWired website and the corresponding bank account on Xero that the payment should be exported to

You can add as many payment methods as you need.

ShopWired Payments does not have an automatic bank feed into Xero, but the functionality available through the Xero app mimics that of a bank feed.

To export ShopWired Payments fees, select the setting Export Shopwired Payment fees? and select the ShopWired Payments bank account from the Xero account setting and the Xero account code to use for processing fees from the Account code setting.

When exporting processing fees, ShopWired will add a separate line entry into the ShopWired Payments bank account on Xero for each processing fee, directly after the payment line entry. The exported processing fee will be automatically marked as reconciled.

If the products you are selling have reduced VAT rates (e.g. 5% for wood burning logs), you can enter the VAT rate that will be charged to the customer in the VAT Rate (%) setting and select the corresponding Xero VAT Rate from the available list, as shown in the example below:

To enable the app to begin exporting orders from ShopWired, select the enable the exporter setting

and select save changes

Use the Export on demand section to manually export a set of or all of your orders. Orders can either be exported by date range or order reference range:

1. Enter an order reference (into the From reference option) or start date (into the From date option) to select the first order to export
2. Enter an order reference (into the To reference option) or end date (into the To date option) to select the last order to export
3. Select the skip already exported option to select not to export orders the app has already exported
4. Select the skip errored option to select not to export orders that have previously failed to export due to an error

From time to time, the app may encounter an error when trying to export an order to Xero.

The app provides a list of orders that have failed to export in the Export errors section.

For each order that fails to export, the error returned by the Xero system will be displayed. You can then attempt to fix the error on the order (e.g. by editing the order, or editing the Xero app settings), and retrying the export.

You can use the Error notification email settings section to select to receive an email when an order fails to export due to an export error.

When adding a refund to an order on ShopWired, the Xero app will:

• Create a credit note for the refund amount
• Credit the credit note with a reference that corresponds to the order reference on ShopWired
• Create a 'spend money' transaction on Xero on the Xero bank account that corresponds to the account configured for the payment gateway