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Shopify integration by Xero

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By Xero
This integration connects your Shopify store to your Xero account - for easier management of your ecommerce business finances.
Overview

Connect your Xero and Shopify accounts to reduce manual admin and make managing your ecommerce finances easier than ever.

This integration syncs your Shopify sales transactions to Xero automatically for easy payment reconciliation. With your sales data automatically updated in Xero, you get an accurate view of cash flow and business performance wherever you are.

Choose your automatic sync settings to suit your Shopify settings and align with your business needs.

Benefits of connecting Xero and Shopify

  • Automate finance admin - daily Shopify sales orders for each of your payment gateways are summarised and automatically sent to Xero for easy reconciliation

  • Faster, more accurate data - reduce manual data entry and get visibility over Shopify payments and PayPal transaction fees

  • Easily track cashflow in one place - Xero’s cash flow and insights tools help you get a complete picture of business performance for more informed decisions.

To use this integration, you will need a Shopify account and a Xero account.

It's free to connect your Xero and Shopify accounts.

Explore all features of Shopify integration by Xero
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Shopify integration by Xero + Xero

When you integrate Shopify with Xero, the time taken to manually move data between your business apps is significantly reduced. Automatically syncing a summary of your daily sales orders and payments to Xero, the integration also helps you reconcile your actual payouts to give you visibility over fees, and other costs or discounts.

What the Xero and Shopify integration does:

  • Syncs your Shopify sales transactions to Xero automatically
  • Allows you to control which of your payment gateways invoices are generated for to suit your needs
  • Creates a daily summary invoice per payment gateway, without having to enter data manually
  • Clearly breaks down invoices into sales/discounts/shipping/refunds/gift cards/fees for Shopify payments or PayPal payments
  • Gives you the option to have these invoices paid into a clearing account, while you’re awaiting payment from Shopify payments or PayPal
  • Allows you to add bank account details for reconciliation of Shopify payments and PayPal

What the Xero and Shopify integration doesn’t do:

The Xero and Shopify integration doesn’t cover: inventory, COGS, split sales, import customer details, or individual Shopify orders. Instead, a simplified view of daily sales is imported as a summarized invoice. For more specialised apps that solve these problems, we recommend checking out the Xero app store.

Reviews & ratings

3.0
2 Reviews
5 star
(50%)
4 star
(0%)
3 star
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2 star
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1 star
(50%)
JL
Jonathan Leung
Posted

Terrible

At first, it looked simple to use. Then the problems started. You can only import 90 days of previous transactions, not much use if you've been going for more than 3 months. Secondly, even though it says it imports daily transactions, it seems to import weekly, starting from mid-week. Then the actual sales figure was wrong, I don't understand how it got to the numbers, but they don't match the transactions on Shopify. Had to spend half an hour voiding invoices. What a nightmare.
JH
Jodeanne Ho
Posted

Simple and effective

Easy to setup through the wizard flow. Great to have a clearing account and daily invoices created for the sales made on my Shopify store. Makes reconciling a breeze. Visibility of sales in the clearing account before I receive payouts is great.
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.