Shopify + Xero Setup guide

Pamela Calilung
Customer success manager Request support

Overview

Connect Shopify and Xero to start syncing your daily sales transactions.
  • Sales
    • On a daily basis, the integration will sync a summary of your previous day’s sales data from Shopify into Xero generating an 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.

Before you start

  • Sign up for a Shopify account and a Xero account (if you haven’t already).
  • The Shopify + Xero integration is only available for customers in Australia.

How to setup the integration

  1. Register or sign in the Amaka dashboard to get started.
  2. Click the New integration button and select Shopify + Xero from the integrations list to commence the setup.
  3. 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.
  4. Authenticate your Xero account following the same procedure, then click Save + Continue.
  5. Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
  6. Click Save + Continue to finish and activate the integration.

After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start a new one.


Express setup
Every day, an invoice with your daily sales summary will be created into Xero.

The integration will automatically map sales and payments from Shopify into Xero by creating the following default accounts:

Scroll horizontally for more.

Account and code mapping
Sales TypeXero AccountXero Account TypeAccount Code(AU)(Global)(NZ)(UK)(US)(SG)(Africa)
SalesShopify SalesRevenueSH-20000BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
DiscountsShopify DiscountsRevenueSH-20001BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Pending TransactionShopify Pending TransactionsCurrent AssetsSH-60002BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Shipping/Delivery FeesShopify Shipping/Delivery FeesRevenueSH-20002BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Shopify FeesShopify FeesExpenseSH-30000GST on ExpensesTax on PurchasesGST on Expenses20% (VAT on Expenses)Tax on PurchasesStandard-Rated PurchasesStandard Rate Purchases
TipsShopify TipsCurrent LiabilitySH-80000BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Gift CardShopify Gift CardCurrent LiabilitySH-80001BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
AdjustmentShopify SalesRevenueSH-20000BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Payment mapping
Payment TypeXero AccountXero Account TypeAccount Code(AU)(Global)(NZ)(UK)(US)(SG)(Africa)
Shopify Payment (shopify_payments)Shopify Payment BalanceBank AccountSH-00000BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Cash (cash)Shopify Cash ClearingCurrent AssetSH-60000BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Cash on Delivery (COD) (Cash on Delivery (COD))Shopify Cash ClearingCurrent AssetSH-60000BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Gift Card (gift_card)Shopify Gift CardCurrent LiabilitySH-80001BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Exchange Credit (exchange-credit)Shopify Exchange Credit ClearingCurrent LiabilitySH-80002BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
All Other Payment TypesShopify Other Payment ClearingCurrent AssetSH-60001BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
{Custom payment type}N/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
Tax account mapping
Tax TypeXero AccountXero Account TypeAccount Code(AU)(Global)(NZ)(UK)(US)(SG)(Africa)
TaxesShopify Collected TaxesCurrent LiabilitySH-80003BAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Tax mapping
Sales Type(AU)(Global)(NZ)(UK)(US)(SG)(Africa)
SalesBAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
TaxesBAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
DiscountsBAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Pending TransactionBAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Shipping/Delivery FeesBAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Shopify FeesGST on Expenses (INPUT)Tax on Purchases (INPUT)GST on Expenses (INPUT2)20% (VAT on Expenses) (INPUT2)Tax on Purchases (INPUT)Standard-Rated Purchases (INPUT)Standard Rate Purchases (INPUT3)
TipsBAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Gift CardBAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
AdjustmentBAS Excluded (BASEXCLUDED)Tax Exempt (NONE)No GST (NONE)No VAT (NONE)Tax Exempt (NONE)No Tax (NONE)No VAT (NONE)
Shopify payment balance mapping
Payment TypeXero Account
Shopify Payment Balance{User’s bank account}
Advanced setup
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Shopify.
Recommended for professional bookkeepers and accountants.
Guided setup
Schedule a call with one of our integration experts that will guide you through the setup. Schedule a call now

FAQ

Yes! Using our free integration, a summary of your previous day’s sales data is automatically synced from Shopify into Xero as an invoice. This means you get perfectly reconciled accounts.
Forever free plan available. Visit our pricing page to find out more about premium features.
Of course! If you would like to request a walkthrough or discuss the capabilities of the integration in more detail, you may schedule a support session with one of our integration experts.
Sure, you can select the date that you wish the data to be synced from through the integration scheduler page.
In case you have revoked the access or changed credentials of an account used for an integration, you can easily reconnect it by expanding the options menu and clicking the Reconnect (or Edit) button in the Connected accounts page.
At any time, you can access your Amaka dashboard and disable an integration by either turning it OFF or deleting it entirely. You can follow the instructions here.

Troubleshooting

What’s next?

Need any help?
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