Xero Connect 1.0.2 — Magento Admin setup

00:00:00 — Set up Xero Connect
Welcome to the Agentic Ecom Xero Connect Admin guide. We'll walk through the main setup screens and the checks to make before using the module. This guide assumes the extension is already installed.

00:00:12 — Open settings and choose scope
Start in Magento Admin and open Stores, Configuration. Choose Xero Connect. Check the Scope selector before editing. Use the appropriate website or store view where the setting supports it. The screen values here are a demonstration; enter the settings and service details that belong to your own store.

00:00:32 — Prepare your own Xero application
Enter the Client I D and Client Secret from your own Xero OAuth application. Complete its authorised connection flow with the intended organisation. The module needs a genuine merchant connection; it cannot create an accounting link from demonstration credentials. Keep the private application values concealed.

00:00:52 — Choose invoice and amount settings
In Invoice Sync, choose whether new invoices should be created as drafts or another supported state. Review Line Amounts against your tax and accounting policy. Start with a cautious staging configuration so an incorrect mapping does not create live accounting records.

00:01:10 — Map account codes
Set Sales Account Code and Shipping Account Code to valid codes in the connected Xero organisation. Check how products, shipping and tax will appear on the resulting invoice. Magento data and Xero accounting choices need to agree before you enable automatic processing.

00:01:29 — Verify one controlled invoice
Leave Auto-Push New Orders off until you have checked a single deliberate test order. Inspect the resulting Xero invoice and the confirmed invoice I D recorded in Magento. If a timeout leaves the result uncertain, inspect Xero before retrying so you do not create a duplicate invoice.

00:01:48 — Save and verify your setup
When your required settings are complete, use the screen's Save control and wait for Magento's confirmation. Then reopen the record or configuration and check the saved values at the intended scope. If the storefront still shows earlier settings, refresh the relevant caches. Test your own configuration before using it with customers.

00:02:10 — Your setup checklist
That's the Admin setup walkthrough for Xero Connect. Check permissions and scope, review the module-specific settings, then save and verify a small staging example. Use the written guide at user guides dot Agentic Ecom dot net for installation details, complete field references and any separate storefront integration steps.