How to integrate Xero with Magento 2 via Zapier

Now there are thousands of different computational softwares. So how to choose the best accounting software for your business? We suggest Xero accounting software. Integrate this solution for your store to experience great features today!

In this article, I will show you how to integrate Xero with Magento 2.

What is Xero?

Xero is a small business accounting software established in 2006. This solution can be accessed from any device that is connected to the internet. Xero integrates with over 500 applications and tons of powerful features. This enables businesses to view cash flows, transactions, and account details from any location. Bank transactions are entered and encrypted automatically. Xero’s online invoice feature helps track expenses, keep bills and improve relationships with suppliers.

Furthermore, Xero is a user-friendly and easy-to-use solution. That is why Xero is highly rated by professionals and ranked first among hundreds of different accounting softwares.

How to integrate Xero with Magento 2

Method 1: Use APIs to Integrate Magento Xero

An API, or Application Programming Interface, serves as a software mediator between two applications, enabling the retrieval, addition, deletion, and synchronization of data. This system eliminates the need for developers to manually code interactions, ensuring swift and reliable two-way communications.

Developers can employ the Magento API to seamlessly integrate invoices and payment transactions with Xero. One approach involves obtaining the Magento API, extracting and generating data, and aligning it with the Xero API to replicate individual transaction details. This streamlines the duplication of Magento (Adobe Commerce) invoices and their alignment with the Xero Dashboard.

While the API integration approach is intricate and time-consuming, we are here to explore simpler alternatives. A straightforward method for Magento Xero Integration is elaborated in the following section.

Method 2: Use In-App Marketplace Integrations to Integrate Magento Xero

Seamlessly managing Magento (Adobe Commerce) and Xero is simplified through Magento Marketplace Integrations. The marketplace offers a diverse selection of third-party Xero Integrations, including those from Adobe Bronze Solution Partners.

One of them is Zapier, an online tool designed to facilitate the seamless connection of various web applications, enabling the transfer of data and automating processes. It achieves this by automatically integrating and synchronizing actions across a wide range of apps and software used within your company. This automation allows for the automatic execution of recurring processes, streamlining workflows and enhancing efficiency.

4 Steps to Integrate Xero via Zapier

• Step 1: Sign up the Zapier account
• Step 2: Sign up the Xero account
• Step 3: Integrate Magento 2.x
• Step 4: Integrate Xero for your Magento 2 store via Zapier

Step 1: Sign up the Zapier account

• Signup Zapier here

Step 2: Sign up the Xero account

• Signup Xero here

After logging into Zapier, choose Make a Zap to start Magento 2 Xero integration.

Step 3: Integrate Magento 2.x

• In this step, choose Magento 2.x so that Zapier can get all data from your store.

• Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

• After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

• After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

• Great! You have just tested Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate Xero

• In Choose an Action App field, choose Xero and click on Continue.

• Then, you have to choose one of the options in drop-down list of Select Xero Action field according to your need. After choosing, click on continue

• Next, you need to select Xero account. Please click on Connect an Account.

• Now, your screen will display as an image below:

• Click on Allow access box so that Zapier can access your Xero account. Here is the result after you have connected the Xero account. Please choose Xero and click on Continue.

• Next, you have to set up Xero Contact. Now, please enter all required fields on page, then choose continue box.

• Wow, you have tested Xero successfully. Finally, choose Finish and set the name of your zap to complete.

• From now on, your Zap is working and it will auto-check for your Magento 2.x new customer.

• After all, you have just done Magento 2 Xero integration to your store.

• Try it with your Magento 2 store now and good luck!