As of March 2020, all new Xero connections must be done with a new method of authentication. Please follow the steps on this article: How to connect Cavewire to a Xero Account with OAuth 2.0
This how to guide will show you how to connect your Cavewire store up to your XERO Accounting system.
The advantage of this connection is that you can push draft invoices from your Cavewire sales directly to your XERO account and reduce the amount of double handling involved in invoicing your clients.
You will need access to your Cavewire Admin as well as access to your XERO account to make this connection.
At the top is a video explaining the steps for connection and underneath are the steps with accompanying screenshots.
Navigate to the Accounting->Accounting Setup page.
Select the HYPERLINK on the page that says 'Login to XERO'. This can be hard to see, it appears just to the top right of the Black Box on the page.
A new window will open with the XERO Developer Login Portal. Enter in your XERO account details to login.
You may receive a notice asking you to Set up two-step authentication if you haven't already. You can select Not now to skip this at this time.
Your XERO developer page will show all of the Apps you have linked to your XERO account. You may have several or none. Once you get to this page you can navigate back to the Cavewire Account Settings window.
Refresh the Cavewire Account Settings page. Once you have done this a new iFrame window will appear showing the same screen you have just logged into.
From this screen, you will now need to select New App from the top right hand corner of the iframe section showing your XERO developer account.
From this new app:
a. Select Private app and fill out the settings.
b. Your app name will be the same information as the Site URL to Register in the Cavewire box on the left
c. You can then also select the organisation this app can access from the dropdown
d. Select Paste from Clipboard under the Public Key settings
e. Copy and paste the entire text under Begin Certificate from the Cavewire Account Settings Screen into the text area.
f. Select the two checkboxes and then click Create App
Copy the Consumer Key and Consumer Secret from the new app you have just created into the fields on the left in the Cavewire Account Settings screen and select Submit Keys.
You will now see a message confirming your XERO Connection to your Cavewire instance and are now ready to being pushing invoices through to XERO.
These invoices will come through as drafts which you can view/edit before you accept or action them.
If you offer shipping, you will need to Setup account settings for shipping sales code to ensure a shipping charge is included on your invoices.
Once your Xero account is connected, you'll need to ensure you have added your Xero account codes for each individual product. To do this, please see the adding Xero account codes to your Cavewire guide.
For Quickbooks Online users:
Find out more information about connecting your QuickBooks Online account with Cavewire.