Xero Integration: How to Enable the Integration

Introduction

This document is the first of three to guide you through setting up the StoreHub and Xero integration:

Step 1: Enable the StoreHub and Xero Integration
Step 2: Enable Mappings between StoreHub and Xero
Step 3: Map Products between StoreHub and Xero

Note: Xero integration is still under Beta. We can only connect up to 10 accounts when it's still in Beta. If you can't connect to your account, please check with our Customer Care team.

Before you begin setting up, you need to assign SKUs for all your products at the Products > Manage Products section from your StoreHub BackOffice.

Besides SKUs, you need to set up your taxes, in both StoreHub and Xero. Feel free to skip this section if you do not collect tax.

1. StoreHub Tax Setup: 

For each tax in StoreHub, you’ll need a matching tax rate in Xero. Click here to learn how.

2. Xero Tax Setup:

To learn how to set up your tax codes or create additional tax codes, click here.

Note: it’s really important to discuss with your accountant before setting up the integration. You need to decide together which information from StoreHub goes to which section in your Xero account. You will probably want your accountant to help you with the setup preparations.

Now that you’re done with the SKU and tax setup, you can start to enable the integration.

How to enable Xero via StoreHub BackOffice.

Step 1.

At your StoreHub BackOffice, Under Settings, select Add-Ons. You will see Xero under the Available Add-Ons. Select 'Enable'.

Step 2.
Then, click Connect to Xero.

Step 3.
You will then be redirected to the Xero page. Once there, simply log in to your Xero account and click on 'Allow Access'.

Step 4 (Optional).
If you have more than 1 organization in your Xero account, select the organisation you want to connect to, and click 'Allow access'.

Step 5.
After Xero has been connected, the browser will then re-direct your page back to the StoreHub BackOffice. This should be what you see:

If you see any error codes as below, please set up your SKUs and tax codes following the instructions given at the top of this page.

Now that we’ve set up the integration, we can move on to mapping accounts between StoreHub and Xero.

On to Step 2: Enable mappings between StoreHub and Xero!