Ordlo Xero Sync Pro: Getting Started

Part of Ordlo Xero Sync Pro Documentation

This guide walks you through the full setup: creating your Xero developer app, installing the plugin, connecting to Xero, and running your first order sync.

Before You Begin

Make sure WooCommerce is installed and active on your WordPress site. You’ll also need a Xero account with access to the organisation you want to sync with, and your Ordlo licence key from your purchase at ordlo.io.

Unlike some integrations, this plugin does not use shared credentials — each store connects using its own Xero developer app. You’ll set this up before connecting.

Step 1: Create Your Xero Developer App

This is a one-time setup that takes a few minutes. If you’d prefer help with this, email info@ordlo.io and the Ordlo team can guide you through it.

1. Go to developer.xero.com/app/manage and sign in with your Xero account.
2. Click New App and choose the web app / OAuth 2.0 type.
3. Give the app a name (e.g. “My Store Xero Sync”) and fill in the required fields.
4. Leave the redirect URI blank for now — you’ll copy the correct one from the plugin in the next step.
5. Save the app. Xero will generate a Client ID and Client Secret — keep this page open.

Step 2: Install the Plugin

1. Download the plugin zip file from your account at ordlo.io.
2. In your WordPress admin, go to Plugins → Add New → Upload Plugin.
3. Upload the zip file and click Install Now, then Activate.
4. You’ll see Ordlo → Xero Sync and Ordlo → Xero Settings in your WordPress admin menu.

Step 3: Enter Your Xero App Credentials

1. Go to Ordlo → Xero Settings in your WordPress admin.
2. Find the Xero Developer App section. You’ll see a Redirect URI displayed — copy this.
3. Go back to your Xero developer app and paste that Redirect URI into the app’s redirect URL field. Save the Xero app.
4. Back in Ordlo → Xero Settings, paste your Client ID and Client Secret from Xero.
5. Save the settings.

Step 4: Connect to Xero

With your credentials saved, click Connect to Xero in Ordlo → Xero Settings. You’ll be taken to Xero to log in and select the organisation to connect. After approving access you’ll be redirected back to your store and the connection will show as active.

Step 5: Activate Your Licence

Go to Ordlo → Xero Sync → Licence, paste in your licence key, and click Activate Licence. Once active, all the sync features unlock. See Licensing and Updates for more detail.

Step 6: Run Your First Sync

Before relying on automatic sync, test with a single order:

1. Open an existing WooCommerce order that has billing details, products, and a payment method.
2. Find the Xero Sync panel on the order screen and click Sync to Xero.
3. Log in to Xero and confirm a new contact and invoice have been created matching the order.
4. If the order was paid, confirm a payment has also been created in Xero.

Once you’re satisfied the sync is working, configure your account mappings and automation settings before enabling automatic sync across your whole store.