• Fromt the menu, select Settings > Sync Manager

• Click New Connection

• Select your connection from the list. If you have mutliple types available to you, you are able to filter

• Click create new

• This will bring you to the configuration screen

Settings for Orders

• If you want to sync orders from WooCommerce to Rekcon, tick the box below. Click the link to expand the options

• The following options dictate how the orders flow from WooCommerce to Xero
  • Sync order from WooCommerce with status - Select the order statuses that will be brought into Xero. At least one is required.
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  • If sending payments to Xero, the invoice type must be Authorised, otherwise it can be Draft or Submitted
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  • If sending payments, select the bank account to send to
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  • Send orders with customer type - you can have the system use a generic customer for online orders or create a new customer
    • The system will match on Fullname (First Name and Last Name) and Email address
    • New customers are created using the details from WooCommerce
    • If you want to use a generic customer, select them in the "Existing customer code" field
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  • Send to Reckon as type order - this is the order type that will be sent to Xero. Currently only Invoice is allowed
  • Use WooCommerce invoice as Xero invoice - this will send the order to Xero using the WooCom order number. Leave this unticked to use the Xero invoice numbers
    • If using WooCommerce order number, use a prefix - this will prepend to the order number if using WooCom's order number
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  • Xero line types determines how the sales lines will be sent through. If using inventory in Xero select Inventory Items, otherwise you can send directly to a sales account
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  • If using a sales account for sales lines, select the Sales accoutn from the dropdown
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  • Match stock on - this is how Wbsync will match items sold in WooCommerce to Xero. The Xero item Name needs to match this field. 
  • Select a default item incase there is a missing item that is WooCommerce but not Xero
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  • Select the freight line type and the relevant Sales Account code or Inventory item
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  • Select if the line types in WooCommerce include tax or not. From the dropdowns select the Xero tax codes to use when a WooCommerce lines does or doesnt have tax
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