Syncing Shopify & Xero | Expandly’s Shopify Xero integration
Post by Expandly on 7th March 2019
Let’s not beat around the bush: syncing Shopify with Xero is a bloody pain. Errors, transaction limits, mapping problems…and they’re just a sprinkling of the difficulties faced by eCommerce businesses and their accountants when trying to create a Shopify Xero integration. But, did you know that there’s a simple, seamless and automatic way to send orders from Shopify to Xero? Intrigued? Read on.
Sending Shopify orders to Xero
Shopify and Xero are great eCommerce tools for the aspiring business. One handles your webstore and orders; the other handles your accounts and finances – accordingly, you need to them linked so that you can send sales figures from Shopify to Xero (and then into your back pocket). To do this, you have four options:
1. Manual entry
Simple, yet oh-so time consuming, error-prone, against MTD regulations and not what you envisioned doing when next door are getting their milk delivered by a robot.
Simple in theory, until you encounter syncing errors, mapping inconsistencies and missing data – pushing you back to #1 manual entry.
3. Shopify Xero app
Simple and mostly effective, but being pay-per-order it quickly becomes expensive, and the single sales channel functionality means that you need a different bit of kit if you’re selling on other sales channels.
4. Expandly’s Shopify Xero integration
Simple. No yets, in theorys or mostlys. Expandly’s Shopify Xero integration offers the solution you’ve been searching for:
Digitally link Shopify with Xero – with no spreadsheet or manual input required (perfect for MTD compliance)
Automatically push Shopify sales orders to Xero – on a daily, weekly or monthly basis
Group Shopify orders – to avoid Xero’s soft transaction limit
Pre-approve Shopify orders – pushing them straight into Xero’s paid section
Work across multiple sales channels – pushing orders from Amazon, eBay, Etsy and more into Xero.
How to sync your Shopify orders with Xero
And, if you’re thinking the catch with Expandly’s simple, seamless and automatic Xero Shopify integration is high fees, lengthy setups and a complex platform, think again.
1. Sign up for an Expandly account
2. Integrate your Shopify account
Follow the on-screen instructions for linking your Shopify account (and any other sales channels you use).
3. Integrate your Xero account
Connect your Xero account at the click of a button and then:
– Select which bank account and sales account you want your Shopify orders to go into
– Confirm if orders are to be grouped into one invoice in Xero or sent individually
– Map your Shopify taxes with your Xero taxes
– Automate the pushing of your Shopify orders to Xero on a daily, weekly or monthly basis.
4. Syncing Shopify with Xero
And you’re off – with Shopify orders pinging to Xero automatically (or manually if you prefer).