Migration to Fooman's Xero Verified Application

Why?

Due to regulatory changes around the world and increasing requirements around data privacy, Xero is moving towards having all their connecting applications verified, including apps that connect Magento and Xero. 

Unfortunately Xero is no longer allowing Fooman to offer our Xero: Connect integration in the same way as we have done in the past 10+ years. 

The existing Fooman Connect: Xero code allowed your Magento store to communicate directly with Xero. 

From the end of September 2022, this will change as Xero requires all data being sent to Xero to come from a single, verified Fooman application.

What changes?

Instead of your data being sent directly from Magento to Xero, Fooman is now required by Xero to maintain a service that communicates with Xero on your behalf. 

The data submission flow changes from Magento > Xero:

to Magento > Fooman > Xero:

When?

All existing connections need to be migrated by 30 September, 2022. The migration is a one-time process. 

What Stays the Same?

Once you have migrated to the new verified Fooman Connect: Xero application, all existing out-of-the-box functionality and previous configuration settings from your Xero integration will work the same as before. We have worked hard to make this migration as seamless as possible and we are more than happy to help with any questions you may have.

Actions Required

The migration is a one-time process. Contact our support team if you have any questions on any of the below steps - we are happy to help you migrate.

License Purchase Version

If you are using the License Purchase option for Fooman Connect: Xero, you will be required to move over to the monthly subscription version due to Xero’s changed requirements for app integrations. 

Monthly Subscription Version

1. Update the extension code to the latest version - available for download from your account
   
   We suggest first disabling the Automatic export option in Magento under Stores > Configuration > Fooman Connect > Xero - Automatic while performing the code update 

   Follow the same installation steps as the original installation available here making sure to overwrite the existing Fooman Connect: Xero files. 

   Contact us if you need assistance updating your code.

2. Create a new API key via connect.fooman.com and enter the new details in your Magento back-end. The connection needs to be set up by the Xero user that has access to the Xero organisation to be connected. You will also need to enter your Fooman Serial Number which you can access here.
3. Re-enable the automatic export

See here for a complete walkthrough of the setup.

Breaking Changes

This section is only relevant if you have previously customised the code of our extension.

Fooman Created Add-Ons and Events

• All Fooman created add-ons for Fooman Connect will continue to work without changes 
• All existing Fooman Connect events retain their functionality and will continue to work without changes.

Code Customisations

If you have previously made your own code customisations to Fooman Connect: Xero:

• Some code customisations are unaffected and will continue to work without changes
• Some code customisations will no longer work with the new Xero verified application. 

We have summarised all code changes that could potentially affect customisations here.

Data Privacy

Private data will now be flowing through the Fooman verified app from your Magento store to Xero. We do not store, nor read private data needed to beyond providing functionality to send to Xero. Please see the full Fooman privacy policy here.