Welcome to the One Stop Order Processing help desk



 
How to Export your orders into Xero
Posted by Zoe Strassen, Last modified by Pat Strassen on 20 June 2018 02:59 PM

How to Export your orders into Xero

How to Import Ebay, Amazon, X-Cart, eBid, SellerDeck, Actinic, Magento, CubeCart, osCommerce, BigCommerce, Interspire,CRE Loaded, ekmPowershop, Pinnacle Cart, Shopify, RomanCart, Paypal, Mail Order and Telephone Sales into Xero 

This feature is available in Professional, Premium and Enterprise versions of One Stop Order Processing

This solution uses One Stop Order Processing and Xero 

You can import your Ebay, Amazon, X-Cart, eBid, SellerDeck, Actinic, Magento, CubeCart, osCommerce, BigCommerce, Interspire,CRE Loaded, ekmPowershop, Pinnacle Cart, Shopify, RomanCart, Paypal, Mail Order and Telephone Sales into Xero as a series of Invoices, into a selected account. All invoices are imported as a single customer (Sales) for a single product (Goods). The total invoice cost and VAT is split into the relevant accounts.

The following instructions explain how to set this up.

1 You will need to add the Xero view, you can do this by clicking the menu option View-> Add-> Accounts-> Xero

2 Tick the orders to export and click on the Export Orders button (Export Orders) and select Xero. 

This will create an CSV file in the C:\OSOP folder. If required, you can change the name by selecting the Xero View and selecting the View->Change Export Options menu option or click on the button to the right of the View selection field ().

3 Login to Xero at https://login.xero.com/

4 Follow the menu option Accounts -> Sales menu option, shown below.



5 click on Import button, shown below: 



6 Ignore Step 1 and Step 2, click Browse and select the file export from One Stop Order Processing (by default, C:\OSOP\Xero.csv). Tick Yes, update contact details with imported address details and Tax - inclusive, shown below: 

7 Click on Import.

NOTE : Orders will be imported into the Xero Sales Account. If you want to import this into a different Xero account you should create a new account (In Xero, in the Settings->Report->Chart of Accounts page). The Tax is split at 20%. You can change this to a different rate (or use different Tax rates using a macro) by changing the value of the *TaxType field in the Xero One Stop Order Processing view.

8 The orders should then be imported.

(0 vote(s))
Helpful
Not helpful

Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments: