To integrate Xero with Reseller Marketplace, complete the following steps:
Important: Ensure that the OAuth 2.0 Redirect microservice is installed and the OAuth 2.0 Redirect URL is configured.
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In your UX1 for Resellers, click Integrations.
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Click Get Native Integrations. You will be redirected to the CloudBlue Store for Resellers.
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Click Xero Integration.
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In the pop-up window that displays, click Install now. Then, in the following pop-up message, click Continue.
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On the authorization page, connect your Xero account. After completing authorization, you will be redirected back to the CloudBlue Store for Resellers.
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Follow the OAuth 2.0 Redirect procedure to validate redirect URLs.
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In the Settings window that displays, specify:
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Whether to load prices from Xero or Reseller Marketplace by default.
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Whether to load the descriptions of products from Xero or Reseller Marketplace.
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Whether or not to trim product description details. When Yes is selected, only the product name is used in the line description.
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Whether or not to allow mapping multiple products to a single product.
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Whether to generate the invoice number from Xero or Reseller Marketplace.
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Whether to automatically create and process synchronization tasks. You can select from two check frequency options: once per day or once every five minutes. It is also required to enable auto-sync at the customer level.
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Whether to sync refunds on downgrades or sync only resource quantity changes.
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Which events you want to track and be notified of: when errors and actions required from you only, or all tasks. These notifications are displayed in pop-up messages and the Action Log.
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Whether to synchronize new or existing invoices.
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New Invoice: Each order will create a new invoice in Xero.
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Existing Invoice: The order will be synchronized to the latest invoice, for that customer.
Note: You can access these settings later by clicking the gear icon on the dashboard and selecting Settings.
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The Xero integration is now complete.