Part of Ordlo Xero Sync Pro Documentation
When an order syncs to Xero, the plugin creates or updates a contact, an invoice, and (if the order is paid) a payment in your Xero account. Here’s how it all works.
What Gets Created in Xero
| WooCommerce | Xero |
|---|---|
| Customer billing details | Contact (created or matched to an existing one) |
| Order line items | Invoice line items |
| Shipping charge | Invoice shipping line |
| Fees | Invoice fee line |
| Tax | Applied using your tax code mappings |
| Payment (paid orders) | Xero payment recorded against the invoice |
Each amount is posted to the Xero account you’ve mapped in settings. If the customer already has a matching contact in Xero, the plugin uses that contact rather than creating a duplicate.
Automatic Sync
When an order reaches a status you’ve set as a sync trigger, the sync is queued to run in the background. You don’t need to do anything — the order is updated with the Xero invoice details once the sync completes.
Manual Sync
You can sync any order manually at any time from three places:
- The order edit screen — find the Xero Sync panel and click Sync to Xero
- The Ordlo → Xero Sync dashboard — find the order in the sync log and click Retry or Re-sync
- The WooCommerce order list — select orders and use the Sync to Xero bulk action
Checking Sync Status
The Ordlo → Xero Sync dashboard gives you a summary of synced, pending, retrying, and failed orders, plus a searchable log of every sync attempt with the order number, Xero invoice number, status, and any error messages.
On the individual order screen, the Xero Sync panel shows the current sync status, the Xero invoice number, and the history of sync attempts for that specific order.
Retrying Failed Orders
If a sync fails, check the error message in the dashboard log. Most failures are caused by a missing account mapping or a dropped Xero connection. Fix the underlying problem, then click Retry on the individual order — or use Re-sync all failed from the dashboard to retry everything at once.
