Wbsync Documentation
Setting Up Data Syncs

WooCommerce and Xero

Add and edit a sync connection to Xero

  1. Fromt the menu, select Settings > Sync Manager

    Fromt the menu, select Settings > Sync Manager

  2. Click New Connection

    Click New Connection

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

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

  4. Click create new

    Click create new

  5. This will bring you to the configuration screen

    This will bring you to the configuration screen

Settings for Orders

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

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

  2. The following options dictate how the orders flow from WooCommerce to Xero

Setting Description Notes / Requirements
Sync orders from WooCommerce with status Select the order statuses that will be brought into Xero. At least one status is required.
Invoice type (when sending payments) Controls the invoice status created in Xero. If sending payments to Xero, the invoice type must be Authorised. Otherwise it can be Draft or Submitted.
Bank account for payments Select the bank account to send payments to. Required only if payments are being sent to Xero.
Customer type for orders Choose whether to use a generic customer for online orders or create a new customer per order. Matching is done on Full Name (First + Last) and Email address.
• New customers are created from the WooCommerce customer details.
• For a generic customer, select them in the “Existing customer code” field.
Order type sent to Xero The document type created in Xero for each order. Currently only Invoice is supported.
Use WooCommerce order number as Xero invoice number Send the order using the WooCommerce order number instead of letting Xero generate its own. Leave unticked to use Xero’s own invoice numbering.
Invoice number prefix Prefix prepended to the WooCommerce order number when using it as the Xero invoice number. Only relevant when “Use WooCommerce order number as Xero invoice number” is enabled.
Line types (sales lines) How sales lines are sent to Xero. • Inventory Items — when using inventory in Xero.
• Sales Account — when posting directly to a sales account.
Sales account (for line types) The sales account used when line type is set to Sales Account. Only shown / required when line type = Sales Account.
Match stock on Field used to match items sold in WooCommerce to items in Xero. The Xero item Name must match the selected field.
Default item Fallback item used when a WooCommerce product has no matching item in Xero. Optional but recommended to avoid failed lines.
Freight / shipping line type How the shipping/freight line is created in Xero. Choose Sales Account or Inventory Item, then select the corresponding account or item.
Tax handling Whether WooCommerce line amounts include tax, and which Xero tax codes to apply. Select the Xero tax code to use when a line has tax, and the code to use when a line does not have tax.