WEBVTT

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Welcome to the AgenticEcom Xero Connect Admin guide. We'll walk through the main setup

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screens and the checks to make before using the module. This guide assumes the extension is already

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installed.

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Start in Magento Admin and open Stores, Configuration. Choose Xero Connect. Check the

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Scope selector before editing. Use the appropriate website or store view where the setting supports

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it. The screen values here are a demonstration; enter the settings and service details that

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belong to your own store.

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Enter the Client ID and Client Secret from your own Xero OAuth application.

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Complete its authorised connection flow with the intended organisation. The module needs a

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genuine merchant connection; it cannot create an accounting link from demonstration credentials.

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Keep the private application values concealed.

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In Invoice Sync, choose whether new invoices should be created as drafts or another

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supported state. Review Line Amounts against your tax and accounting policy. Start with

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a cautious staging configuration so an incorrect mapping does not create live accounting

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records.

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Set Sales Account Code and Shipping Account Code to valid codes in the connected Xero

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organisation. Check how products, shipping and tax will appear on the resulting

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invoice. Magento data and Xero accounting choices need to agree before you

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enable automatic processing.

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Leave Auto-Push New Orders off until you have checked a single deliberate test order.

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Inspect the resulting Xero invoice and the confirmed invoice ID recorded in Magento.

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If a timeout leaves the result uncertain, inspect Xero before retrying so you do not

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create a duplicate invoice.

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When your required settings are complete, use the screen's Save control and wait for Magento's

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confirmation. Then reopen the record or configuration and check the saved values at the

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intended scope. If the storefront still shows earlier settings, refresh the relevant

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caches. Test your own configuration before using it with customers.

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That's the Admin setup walkthrough for Xero Connect. Check permissions and scope, review the

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module-specific settings, then save and verify a small staging example. Use

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the written guide at user guides dot AgenticEcom dot net for installation details,

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complete field references and any separate storefront integration steps.