Documentation

Start integrating with Amaka's products and tools.

Squarespace + Xero setup guide

Overview of Squarespace + Xero integration

Connect Squarespace and Xero to start syncing your daily sales transactions.

  • Sales sync
    • On a daily basis, the integration will sync a summary of your previous day’s sales data from Squarespace into Xero generating an invoice.
    • Map transactions to your preferred accounts from the chart of accounts.
    • Capture all payment transactions including gift cards, tips, tax and payment fees.
    • Easily reconcile deposits into the clearing accounts.

How to set up Squarespace + Xero integration

  1. Register or sign in to the Amaka dashboard to get started.

  2. Click the New integration button and select Squarespace + Xero from the integrations list to commence the setup.

  3. Sign in to your Squarespace account by clicking the Connect new account button underneath Squarespace logo. Follow the guided authentication process to grant all relevant permissions.

  4. Authenticate your Xero account following the guided authentication process, then click Save + Continue.

  5. Follow the wizard to choose your preferred configuration method, mapping and scheduler options to complete the setup of the integration.

  6. Click Save + Continue to finish and activate the integration.

If you have selected today’s date as your scheduled sync start date, your transactions will not appear in Xero until tomorrow.

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 Squarespace into Xero by creating the following default accounts:

Account mapping
Transaction Type Xero Account Account Type Account Code
Sales Squarespace Sales Revenue SS-20000
Discounts Squarespace Discounts Revenue SS-20001
Shipping/Delivery Fees Squarespace Shipping/Delivery Fees Revenue SS-20002
Shipping Delivery Fees Discounts Squarespace Discounts Revenue SS-20002
Squarespace Fees Squarespace Fees Expense SS-30000
Donations Squarespace Donations Current Liability SS-80001
Adjustments Squarespace Sales Revenue SS-20000
Payment mapping
Payment Type Xero Account Account Type Account Code
Stripe Squarespace Stripe Clearing Current Assets SS-60000
PayPal Squarespace PayPal Clearing Current Assets SS-60001
Gift Card Squarespace Sales Revenue SS-20000
All Other Payment Types Squarespace Other Payment Clearing Current Assets SS-60002
Tax account mapping (for US only)

Setting up with Express, Squarespace taxes are mapped to the preset account called Squarespace Collected Taxes. The total tax amounts for each tax rate are synced into separate line items and mapped to this current liability account.

Xero Account Account Type Account Code
Squarespace Collected Taxes Current Liability SS-80002
Advanced configuration

The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Squarespace.

Recommended for professional bookkeepers and accountants.
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 now

FAQ on how to set up Squarespace + Xero

Find answers to the most frequently asked questions about this integration.

Yes! Using our free integration, a summary of your previous day’s sales data is automatically synced from Squarespace into Xero as an invoice.

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?

Tagged
Was this article helpful?