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 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:

Fooman Connect - Diagram showing direct Connection Magento Xero

to Magento > Fooman > Xero:

Fooman Connect - Diagram showing data submission via Fooman App

When?

The Xero indicated cut-off date for existing connections was 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. Please see this article for more information behind this change and for the required actions you will need to take to continue your Magento-Xero connection.

Monthly Subscription Version

  1. If you have a monthly subscription to Fooman Connect: Xero:
    1. Check whether you are already seeing this message at the top of your Magento admin screen:

    2.  And check whether you see the link to migration instructions under Stores > Configuration > Fooman > Api Credentials:

      If you see these ‘Migration Required’ messages, your code is already up-to-date and you can proceed to the next step.

      If you do not see the messages please update the code first by running

bin/magento deploy:mode:set developer (if you are in production mode)

composer update fooman/* xeroapi/*

bin/magento setup:upgrade

your usual sequence of commands to enable production mode if you started in production mode (for example bin/magento deploy:mode:set production)

  1. 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.

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.

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