Carry The One - Automated Accounting
Login  
Home Pricing Signup Installation About Us FAQ Blog Contact
 
Xero Accounting

Shopify - Xero Integration

Do you spend hours every month entering your online sales into Xero? There is a better way: With CarryTheOne's Shopify connector your orders and customer data are imported automatically into your Xero account, freeing up your time for more productive activities. Once set up, your orders appear almost instantly in Xero.

ShopifyIntegrates with Xero

Import Sales from Shopify into your Xero Accountancy Software.

In essence: The integration imports your Shopify Sales as Accounts Receivable Invoices in Xero

Here are just a few of the benefits & features of our Xero integration with Shopify:

  • Automatically import orders and customer information into Xero in real-time.
  • New! September 2013 Support for Shopify POS
  • Automatically apply payments to the invoices created. Click here to read more.
  • Inventory Support - Automatically match items ordered with items in your Xero inventory. Great for reporting! If the item doesn't yet exist, it will be created for you automatically. Click here to read more.
  • Multiple currency support
  • Set Xero Tracking Category
  • Full support for GST, VAT and Sales Tax - including US State taxes.
  • Full support for discount vouchers and coupons.
  • Extensive yet easy configuration (with contextual help) - for example: option to select the Xero account depending on the type of invoice line (revenue, shipping, discounts); option to prevent automatic invoices and/or payments for certain payment methods; for every payment method: option to choose the Xero bank account with which to register payments and optionally specify different accounts for different currencies, option to apply a clearing delay to payments; etc.
  • Invoices are intelligently matched to existing customer records or new customer records are created on the fly.
  • Reconcile payments from Xero's PayPal Importer and Bank Feeds with your invoices.
  • FREE Full support and automatic upgrades.

You can start a FREE 30 day trial by signing up to Carry The One and following the installation instructions within your account:


What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

How to connect

Connecting Shopify with Xero is easy using CarryTheOne's integration service:

  1. Sign up for CarryTheOne's integration service
  2. Proceed to create your CarryTheOne Control Panel account
  3. From your Control Panel account, click 'add a new integration'
  4. Select Shopify as the export app and follow the instructions to connect Shopify
  5. Once Shopify is connected, you will then be taken to Xero. Enter your login details and click to authorise the integration.
  6. After authorisation, you will be taken to CarryTheOne's Configuration Panel where you can configure your integration (contextual help is provided)

...but don't worry, you don't have to remember all of that, support is provided every step of the way.