Shopify + Xero Setup Guide

Pamela Calilung
Customer success manager Request support

Overview of Shopify + Xero integration

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 into Xero generating an 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.
  • Cost of Goods Sold
    • Automatically synchronise the total cost from sold items and adjust the inventory amount, generating a manual journal.

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 set up Shopify + Xero 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:

Account and code mapping
Sales TypeXero AccountXero Account TypeAccount Code
SalesShopify SalesRevenueSH-20000
DiscountsShopify DiscountsRevenueSH-20001
Shipping/Delivery FeesShopify Shipping/Delivery FeesRevenueSH-20002
Shopify FeesShopify FeesExpenseSH-30000
TipsShopify TipsCurrent LiabilitySH-80000
Gift CardShopify Gift CardCurrent LiabilitySH-80001
AdjustmentShopify SalesRevenueSH-20000
Cost of Goods SoldShopify COGSExpenseSH-30001
InventoryShopify InventoryCurrent AssetSH-63000

For US regions only:

Transaction TypeXero AccountXero Account TypeAccount Code
Sales TaxShopify Collected TaxesCurrent LiabilitySH-80003
Payment mapping
Payment TypeXero AccountXero Account TypeAccount Code
Shopify PaymentShopify Payment BalanceBank AccountSH-00000
CashShopify Cash ClearingCurrent AssetSH-60000
Cash on Delivery (COD)Shopify Cash ClearingCurrent AssetSH-60000
Gift CardShopify Gift CardCurrent LiabilitySH-80001
Exchange CreditShopify Exchange Credit ClearingCurrent LiabilitySH-80002
All Other Payment TypesShopify Other Payment ClearingCurrent AssetSH-60001
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.

What’s next?

Need any help?
Need help? Visit our Help desk or Schedule a support session.