Xero Connector (API) is an optional paid add-on.
For further information, please contact [email protected]
Access to the Xero Connector is controlled at the user level.
All currencies used in Zedonk must be added to Xero
Go to Xero > Settings > Currencies
Ensure you have the Chart of Account Codes and Tax Rates set up in Xero
Go to Xero > Settings > Looking for advanced settings? > Chart of accounts
Before you export your invoices and credit notes, you need to enter the correct nominal ledger numbers on the Chart of Accounts.
You must use the revenue nominals for these entries.
Add Tracking Options if desired
Go to Xero > Settings > Looking for advanced settings? > Tracking categories
You must add both the <tracking category name> and the <category options>, matching your data in Zedonk.
Go to Zedonk > Connectors > Xero Connector
Click [Configuration Settings]
Populate Xero Configuration Settings, then click [Save]
Account Code fields must be populated with valid Revenue Codes from your Xero - Chart of Accounts.
Tracking Options / Tracking Categories
Tracking Option 1 and Tracking Option 2 allow you to assign pre-created Tracking Options in Xero to your invoice/credit notes. These will be allocated to the invoice/credit note when imported in Xero.
Tracking options available from Zedonk:
- #CUSTOMER_CATEGORY#
- #CUSTOMER_TERRITORY#
- #ORDER_SEASON_NAME#
- #ORDER_TAG#
- #ACCOUNT_MANAGER#
- #CURRENCY#
For example, if you want the Customer Category in Tracking Option 1 to be sent to Xero at sync, create a Tracking Option in Xero called "CATEGORY" and enter the tag "#CUSTOMER_CATEGORY#" or in Tracking Option 1 in Xero Configuration Settings in Zedonk. When you sync, the names are checked and imported.
Note that the #ACCOUNT_MANAGER# is linked to the <Account Manager> field assigned in the Customer record. #CURRENCY# is linked to the <Order Currency> on the Invoice or Credit Note, known as <Currency Name> in System Settings > Bank Details.
Tracking Options are case sensitive and entries in Zedonk and Xero must match.
Invoice & Credit Note Export Options
- Invoice PDF Upload - Automatically upload the Zedonk PDF of the Invoice onto the Invoice entry in Xero (None/Export (Classic)/Export/Domestic (Classic)/Domestic).
- Credit Note PDF Upload - Automatically upload the Zedonk PDF of the Credit Note onto the Credit Note entry in Xero (None/Standard(Classic)/Standard/ With Size (Classic)/With Sizes).
- Force Sales Tax - Leave this set to [Automatic] unless you are using a specific sales tax entry you have created in Xero for your taxed invoices. Sales Tax can only be selected in the Configuration Settings after connecting to your Xero account within Xero Connector. You must choose a specific sales tax if you use the Global version of Xero. Otherwise, the default 0% tax may be applied.
- Force Zero-Rated EC Tax - Leave this set to [Automatic] unless you are using a specific sales tax entry you have created in Xero for your EC Zero-Rated invoices. Zero-rated EC Tax can only be selected in the Configuration Settings after connecting to your Xero account within Xero Connector.
- Force Zero-Rated Tax - Leave this set to [Automatic] unless you are using a specific sales tax entry you have created in Xero for your Zero-Rated invoices. Zero-Rated Tax can only be selected in the Configuration Settings after connecting to your Xero account within Xero Connector.
- FX Rate - Choose whether to use the FX rate you have set in Zedonk settings or to use Xero Rate (from xe.com).
Here is a sample invoice created by the connector with an attachment
