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Shopify integration by Xero

By Xero
1.45 out of 5 stars
Connect your Shopify store to your Xero account for easy management of your ecommerce business finances.

Overview

*Updated with improved sales tax functionality (November 2022)

This integration automatically syncs a daily summary of your Shopify sales transactions with Xero at the end of each day, giving you an accurate view of cash flow and business performance.

Benefits of connecting Xero and Shopify

  • Automate finance admin - daily summaries of Shopify sales orders for each payment gateway are sent to Xero for easy reconciliation
  • More accurate data - reduce manual data entry and get visibility over Shopify payments and PayPal transaction fees
  • Track cash flow in one place - get a complete picture of business performance with Xero’s cash flow and insights tools
Explore all features of Shopify integration by Xero

Shopify integration by Xero + Xero

Integrating Shopify with Xero significantly reduces time taken to manually move data between your business apps, and helps you reconcile payouts to give you visibility over fees and other costs or discounts.

Features

  • 30 day free trial, no billing details required
  • Automatically syncs daily Shopify sales transactions to Xero
  • Creates a daily summary invoice for preferred payment gateways
  • Shows sales, discounts, shipping costs, refunds, gift card payments, and fees across all invoices
  • Automatically groups Shopify transactions based on tax rate to help you manage your sales tax compliance (November 2022 update)
  • Tracks pending sales from Shopify payments and PayPal by adding a clearing account
  • Transfers processed sales from Shopify payments and PayPal into a nominated bank account for easier reconciliation
  • Imports the previous 90 days of Shopify sales transactions (only available with Xero Standard or Premium plans)

Pricing & packaging

There is a monthly charge to connect your Xero and Shopify accounts in New Zealand ($20 per month exc. GST) in addition to Shopify and Xero monthly subscription charges.

Not supported in Shopify integration by Xero

There are some things this integration doesn’t do. Check with your accountant or bookkeeper if you're unsure whether this integration will meet your needs.

  • Invoices for each Shopify sales transaction
  • Inventory and Cost of Goods Sold management
  • Connection of multiple Shopify stores to a Xero account
  • Shopify stores and Xero accounts with different currencies
  • Automatic tax filing in multiple tax jurisdictions
  • Invoices showing customer (payment) details

Reviews & ratings

1.4 out of 5 stars
22 Reviews
5 star(5%)
4 star(5%)
3 star(0%)
2 star(14%)
1 star(77%)
SJ
Sean Joaquin-Dent
Posted
4 out of 5 stars

Works great for me…?

I’ve read lots of negative reviews regarding this app but it works great for me. Everything is automated and I don’t really have to get involved. Perhaps because NZ only has one sales tax amount? It would be great if inventory was also synced - I’d love to know if this is a feature that might be coming soon?
One person found this review helpful.

Response from Shopify integration by Xero

Hi Sean, Thanks for your review. We recently made a number of improvements to the integration to make it more valuable for customers like yourself so we are glad to hear it's working great! I can confirm we are also working on an "all in one" solution that provides customers with payout reconciliation and inventory management capabilities so keep your eyes peeled for that. In the meantime, if we can help in any way please don't hesitate to reach out at https://central.xero.com/s/contact-support - we'd be more than happy to help. Cheers, Xero App Store team
AM
Amanda Munn
Posted
2 out of 5 stars

Reconciling is a nightmare

This app is close to being good but as it doesn't correctly itemise line items, it's almost impossible to reconcile. For instance, shopify transaction fees never feed through correctly so we have to manually edit every entry. As you must have a clearing account for the app, we also have double entries that need to be cleared out from the clearing house. It really needs to be updated by someone with an understanding of how the data is reconciled at the users end. My recommendations would be to allow the app to be used without the clearing account, allow shopify transaction fees and delivery fees to come through as seperate line items.

Response from Shopify integration by Xero

Hey Amanda, Sorry to hear of your challenges. This definitely doesn't sound right as the integration is designed to bring through transaction fees correctly and automatically reconcile the clearing account. We are keen to get the integration working as intended for you. If you haven't already, can you please contact us at https://central.xero.com/s/contact-support using the topic 'Connected apps & services'. We look forward to being able to help. All the best, The Xero App Store team
LW
Leo Walton
Posted
1 out of 5 stars

No support for sales tax transactions

I do not understand why this doesn't support transactions that charge sales tax. There's not even a paid tier that provides support for this. Surely it's a simple thing to integrate. Can't even comment on its other functionality as it won't even let me connect the accounts.
One person found this review helpful.

Response from Shopify integration by Xero

Hey Leo, We are pleased to say we have made improvements to the integration to now support businesses like yours that charge sales tax. Should you wish to try the integration again, you can trial it free for 30 days: https://apps.xero.com/app/shopify. You can find our support content over at Xero Central if you need a hand getting setup: https://central.xero.com/s/article/Connect-to-Shopify. All the best, Xero App Store Team

Additional info

App details

By Xero
Added in 2021

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact support
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.