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5:09 Minutes
Overview of Shopify + Xero integration
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Sales sync
- On a daily basis, the integration will sync a summary of your previous day’s sales data into Xero generating a summarised invoice, or, opt to sync each Shopify order into an individual Xero invoice.
- You can customise your preferred sales summary view choosing from a wide array of formats.
- Capture all payment transactions including gift cards, tips, tax and payment fees.
- Easily reconcile Shopify sales and payments in Xero.
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Cost of Goods Sold (COGS) sync
- Automatically synchronise the total cost from sold items and adjust the inventory amount, generating a manual journal.
How to set up Shopify + Xero integration
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Register or sign in to the Amaka dashboard to get started.
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Click the New integration button and select Shopify + Xero from the integrations list to commence the setup.
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Sign in to your Shopify account by clicking the Connect new account button underneath Shopify logo. Follow the guided authentication process to grant all relevant permissions.
Authenticate your Xero account following the same procedure, then click Save + Continue.
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Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
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Click Save + Continue to finish and activate the integration.
Configuration methods
At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.
Express configuration
Every day, an invoice with your daily sales summary will be created in Xero.
The integration will automatically map sales and payments from Shopify into Xero by creating the following default accounts:
Default accounts mappingAccount and code mapping
| Sales Type | Xero Account | Xero Account Type | Account Code |
| Sales | Shopify Sales | Revenue | SH-20000 |
| Discounts | Shopify Discounts | Revenue | SH-20001 |
| Shipping/Delivery Fees | Shopify Shipping/Delivery Fees | Revenue | SH-20002 |
| Shopify Fees | Shopify Fees | Expense | SH-30000 |
| Tips | Shopify Tips | Current Liability | SH-80000 |
| Gift Card | Shopify Gift Card | Current Liability | SH-80001 |
| Adjustment | Shopify Sales | Revenue | SH-20000 |
| Cost of Goods Sold | Shopify COGS | Expense | SH-30001 |
| Inventory | Shopify Inventory | Current Asset | SH-63000 |
For US regions only:
| Transaction Type | Xero Account | Xero Account Type | Account Code |
| Sales Tax | Shopify Collected Taxes | Current Liability | SH-80003 |
Payment mapping
| Payment Type | Xero Account | Xero Account Type | Account Code |
| Shopify Payment | Shopify Payment Balance | Bank Account | SH-00000 |
| Cash | Shopify Cash Clearing | Current Asset | SH-60000 |
| Cash on Delivery (COD) | Shopify Cash Clearing | Current Asset | SH-60000 |
| Gift Card | Shopify Gift Card | Current Liability | SH-80001 |
| Exchange Credit | Shopify Exchange Credit Clearing | Current Liability | SH-80002 |
| All Other Payment Types | Shopify Other Payment Clearing | Current Asset | SH-60001 |
Advanced setup
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Shopify.
Guided setup
Schedule a call with one of our Integration Specialists that will help you decide on the best configuration method for you and guide you through the setup.
Schedule a call nowFAQ on how to set up Shopify + Xero
Find answers to the most frequently asked questions about this integration.
- Purchases of a Gift Card – The integration will sync the purchase of gift cards on the sales invoice and the user is able to map these sales to a corresponding liability account within Xero (e.g. a “Gift Cards” Liability Account).
- Using a Gift Card to pay for an order – Payments of orders via gift cards will be applied on the invoice the same way as other payment types. Payments via Gift Cards can also be mapped to the same liability account as above (where Gift Cards are sold) in order to maintain a running balance of gift cards that have been issued as well as their corresponding redemptions.
For orders that are marked as pending via bank deposit, the integration will capture the sales and also the expected bank deposit payment, e.g. If an order (sale) of $100 was made on 1/1 and the payment was marked as pending via bank deposit, the integration would capture the $100 as a sales amount (revenue) and record a payment of $100 (receipt/asset).
When the payment is received from the customer, this amount would be reconciled against the account where the integration originally created the payment.
Using the example above:
- On the 1/1, the integration would record both the sale and the pending payment:
- Cr Sales $100
- Dr Cash (current asset account) $100
- When payment is actually deposited into the bank account:
- Cr Cash $100
- Dr Bank Account $100
What’s next?
Let us reconcile your books!
Our Integration Specialists can also take care of reconciling your books.
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