Page Comparison

Overview

...

Xero.com module for HostBill enables data export from HostBill billing platform to Xero.com accounting software. The module allows to seamlessly export existing customers, transactions and issued invoices information and set automation rules to export new customers, new recurring invoices and new transactions into Xero.com accounting software.

Activating the module

...

1. If the plugin is included in your HostBill edition you can download it from your client portal.
2. If the plugin is not included in your HostBill edition you can purchase it from our marketplace and then download it from the client area.
3. Once you download the plugin extract it in the main HostBill directory.
4. Go to Settings → Modules, find and activate Xero.com plugin.
5. Once the plugin is activated you will be directed to Settings→ Modules→ Plugins to configure the plugin.

...

1. Consumer Key
2. Consumer Secret
3. Sales Account Code
4. Bank account ID
5. Private key file
6. Certificate file
7. Tick if you want to Export Invoice number

...

2. Export Bulk Payment
3. Match exported invoice
4. Export only paid invoices
5. Custom invoice prefix
6. API
7. OAuth2 Client ID
8. OAuth2 Client Secret
9. Item tax
10. Invoice note
11. Export product code

Image Added

Obtaining credentials from Xero

...

First of all you must have an active Xero account.

Log in to your Xero developer account. For App configuration you can use certificate located in module directory, if you generate your own files update appropriate fields in the module's configuration with path to your files.

To use the Xero service you must have a create Code Flow app:

1. Go to the top menu of the page  My apps
2. Click on the New App button
3. Enter the App name and Organisation
4. Upload your certificate (.cer or .crt) file
5. Next select the checkbox "Agree Terms" and click on the Create app button
6. Copy the Consumer Key and enter it in the appropriate field in the module's configuration
7. Copy the Consumer Secret and enter it in the appropriate field in the module's configuration

Image Removed

Image Removed

...

1. select Integration type
2. Set Company or application URL to the value provided in the module description
3. Set Redirect URI to the value provided in the module description
4. Accept the Terms & Conditions and Create app
5. Go to the Configuration tab
6. Press Generate a secret
7. Set the generated Client id and Client secret in the module configuration as OAuth2 Client ID and OAuth2 Client Secret
8. In the module configuration, set the API to OAuth 2.0 and save the changes
9. In the module description, press the OAuth 2.0 button and after the page redirection, log in to your Xero.com account

Image Added

Image Added

Image Added

Clearing out locally stored data

...