Xero Requirements
Table of Contents
Integration Requirements
If you have decided you would like to integrate CartonCloud with Xero, we require you to send through an integration request via CartonCloud Help with the below information. Pricing will be provided upon sending through your request.
Requirements from the CartonCloud Tenant (the 3PL, owner of the CartonCloud account)
- The customer the integration is for must be set up in CartonCloud
- The customer must have products set up and the product codes must align with the customer’s item codes in Xero.
- Please confirm:
- If a POD should be sent to the end receiver or not (if an email is supplied in Xero)
Requirements from the Xero account holder
- Complete and submit a CartonCloud Integrations Request Form.
- A user set up in Xero for integrations@cartoncloud.com.au that must have standard access with no restrictions. Please note, we do not go into this account. The user account is only used for authentication by the API to fetch new orders.
- If only specific orders should be sent to the carrier, such as orders going to a particular state. Please let us know these conditions with as much detail provided as possible.
- If orders will be going to addresses outside of Australia please let us know.
- An email address where we can send notifications to, in the event that an order does not make it to CartonCloud.
Please note the above requirements are for a standard integration. Additional services can apply for requirements which involve product bundles and variants, and custom filtering of orders and non-pickable products, so please advise if any of these apply to your store.