Import Sales from Shopify into your Xero accounts.
In essence: The integration imports your Shopify Sales into Xero as Accounts Receivable Invoices.
By integrating you will...
- Save Hours of tedious data entry every month and focus your efforts on more productive activities instead.
- Save Money: a custom integration can cost tens of thousands in deployment and support. Our low monthly fee provides advanced functionality with FREE set-up, FREE upgrades and FREE support.
- Gain a Competitive Edge with real-time fiscal data in your accounting application.
Some features of CarryTheOne's Shopify integration with Xero
- Automatically import orders and customer information into Xero in real-time.
- Easy Set Up - step-by-step instructions are provided.
- Automatically applies payments to the invoices created (optional and configurable)
- 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.
- Automatically generates credit notes for orders that are returned (optional and configurable)
- Worldwide tax support including Sales Tax, US State Tax, VAT, GST, PST and HST
- Assign accounting nominal codes (revenue accounts) to your invoice lines according to the line type (product, shipping and discount)
- Multiple currency support
- Set Xero Tracking Category
- Support for both retail and wholesale store configurations
- Full Support for Shopify discounts, coupons and gift certificates
- Invoices are intelligently matched to existing customer records, otherwise new customer records are created on-the-fly.
- Extensive yet easy configuration (with contextual help), e.g. option to prevent automatic invoices and/or payments for certain payment methods; option to choose the Xero bank account with which to register payments for each payment method ; option to apply a clearing delay to payments (per payment method); etc.
- 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:
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How to connect
Connecting Shopify with Xero is easy using CarryTheOne's integration service:
- Sign up for your CarryTheOne 30-day Free Trial
- Proceed to create your CarryTheOne Control Panel account
- From your Control Panel account, click 'add a new integration'
- Select Shopify as the export app
- Select Xero as your import app
- You will then be taken to Xero to authorise the integration
- Once authorised, you will be taken to CarryTheOne's Configuration Panel where you will be given step-by-step instructions to connect Shopify
- 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.
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