Initial Setup / Configuration

Congrats on taking the first step to automatically sync your WooCommerce store with Xero using MyWorks Sync! This doc will take you through the easy steps of setting up MyWorks Sync for the first time and help you get started.
Just so you know, we recommend you check out our Tips before you install - before you get started below.
Don't forget to check out our Setup Video/ YouTube Playlist on setup + tips!

1. Activate Sync

First, please ensure you've installed and activated WooCommerce Sync for Xero by MyWorks Software. If you haven't installed it yet, it's easy to find in Plugins > Add New in your store - by searching for "Xero" or "MyWorks" (You can download the .zip file from within your account with us.)


2. Connect to Xero

Once activated, visit MyWorks Sync > Connection and enter your license key. This can be found within your account with us, as well as your welcome email.


3. Set Default Settings

Now that you're connected to Xero, it's time to review your settings! Some settings will be automatically set for you, and you can read more in our documentation about configuring your default settings here.


4. Map existing data

Now that your settings are confirmed, the last step is to map any existing customers, products, and payment methods! For your customers and products, you only need to map any that exist in both WooCommerce and Xero. If you want more information on mapping data, you can read our Mapping Documentation Page.

Was this article helpful?
0 out of 0 found this helpful