Stripe to Xero Setup

What it does:

This integration automatically sends Stripe payments to your Xero account for accounting.

What you need:

• An account with ilglu
  • If you do not have an account please create an account through https://www.ilglu.com/register
• An account with Stripe
• An account with Xero

Steps to create and activate the integration

1. Find the integration
2. Connect to Xero
3. Fill in the fields in ilglu
4. Create stripe webhook and update setting

1. Find the integration

1. Login to ilglu (https://www.ilglu.com/login)
2. After logging in you will be redirected to the dashboard (https://www.ilglu.com/dashboard)

3. Find the Stripe to Xero integration and press on 'Go to Glu'

   

4. To create a new integration press on 'Add New' at the top right

   

5. Now you are within the new integration settings page

2. Connect to Xero

• Follow https://ilglu.zendesk.com/hc/en-gb/articles/11211163339154-How-to-connect-to-Xero

3. Fill in the fields in ilglu

1. Fill in the integration form as follows:
   • Integration Name: any name used to refer to your integration
   • Invoice To: Name of the contact to which the invoice is to.
     • Can be an ID or a name
     • If using Xero ID it must exist as a contact within Xero
     • If entering a name and it does not exist within Xero, the contact will be created
   • Xero Account ID: Xero Account ID that will be linked with Stripe
   • Default Account Code: Xero account to link with the invoice line item
     • used only if no account if linked with the item category
   • Xero Tax: Xero tax with the stripe invoices
   • Invoice Mode: 
     • Draft: create draft invoice for each Stripe transactions
     • Approve: Create invoice and set invoice status as Authorised
     • Approve & send Email: Create invoice and set invoice status as Authorised and sends invoice via email to the customer email in stripe
   • Message to send with the email including the invoice: This is the message you would like to be sent with the invoice to your clients
   • Stripe key: a key provided by stripe for the webhooks
     • Where to find the value:
       • Note: you should have developer access in stripe
       • Go to stripe dashboard and at the top right you will see "Developers". 
       • You will be directed to the developers overview
       • Select "API keys" and copy the secret key present
   • Webhook signing secret: stripe webhooks signing secret
     • will be filled in later
   • Send Email Notifications to (comma separated) (optional): enter email addresses separated by comma (,) to receive email notification if an issue occurs.
   • Accounting Categories
     • You can map invoices with specific xero accounts and xero items based on the description within the invoice
     • Additionally, the amount of the invoice can be split either by amount or by percentage to a specific xero item

2. Press the 'Save' button to save the integration

   

3. To active the integration press the 'Enable' button, select the subscription you prefer and press 'Add to my plan' to start the subscription and the integration

   

4. Create stripe webhook and update setting

1. Copy the integration ID from the URL 
   1. e.g. https://www.ilglu.com/stripe-xero/a39sk-7a6b-44af-9c24-41c313a45447
   2. Integration ID would be a39sk-7a6b-44af-9c24-41c313a45447
2. Note: you should have developer access in stripe
3. Go to stripe dashboard and at the top right you will see "Developers". 
4. You will be directed to the developers overview
5. Select the "Webhooks" and press on "Add endpoint"

   1. 

   2. In the URL add the endpoint https://api.ilglu.com/v1/wh/stripeToXero/ and the integration ID
   3. Add events to include "charge.succeeded"
   4. Press "Add endpoint" to save the endpoint
6. Under the "Signing secret" reveal and copy it
7. Go to your integration settings and paste in the "Webhooks" signing secret field
8. Save the integration