Support document for Xero

1. Data flow diagram

2. Register Xero Account

If you don’t have Xero account, please click the following button to register first

3. Getting started

Step 1 Location
Extensions ⮕ Modules ⮕ Xero login & registration

Step 2: Connect to Xero
Connect the Xero account. ⮕ Status : switch ON ⮕ Click the button [Connect with Xero] ⮕ Xero login & registration ⮕ Login Xero account ⮕ Click the button [ Set ]

Step 3: Select accounts
Select the accounts from your Xero charts of accounts for handling Invoice and Purchase Order.
You can also create a new custom account by clicking [Create].

Step 4: Create new account (Optional)
Create new account ⮕ Enter Code & Name ⮕ Click the button [Create]

Step 5: The setup is done.
After setup, your page should look like the picture below.
You can create new orders and upload them to Xero now.

4. Upload Invoices / Purchase Orders

Case 1: Upload multiple orders at once

Step 1: Location
Sales ⮕ Order ⮕ Click the button [Upload to Xero]

Step 2: Select the orders
Select Order Status ⮕ Click the button [Confirm and Upload] *Date range fields are optional.

Step 3: Upload Success
When the order is uploaded to Xero successfully, a popup message ”Upload Success” will be shown as below.
The order upload is complete.

Case 2: Upload single order

Step 1: Upload single order
Go to the order page ⮕ Click the button [Upload to Xero]

Step 2: Upload Success
When the order is uploaded to Xero successfully, a popup message ”Upload Success” will be shown as below.

The order upload is complete.

Xero System Display
After upload the record to Xero, Xero system will have the following display.

5. FAQ

Click the button [ Disconnect ] from the Xero login & registration Page. ⮕ Done.

The invoices and purchase orders from Mshop App platform can be uploaded to Xero through this integration.

This integration syncs your supplier and customer contacts from the selected invoices and purchase order to Xero.

Go to  Order/ Purchase Order page ⮕ Select the orders you want to upload to Xero. ⮕ Click the button [ Upload to Xero ]

  • Each order can only be uploaded to Xero once.
  • Please make sure that the orders are ready before uploading to Xero.