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How It Works

Every Shopify order is pushed to Xero as a separate invoice with full line-item details — products, quantities, prices, tax, shipping, and discounts all included.

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Automated Triggers

You choose when an order gets pushed to Xero based on its Shopify status:
  • Order Created — pushes the invoice as soon as the order is placed.
  • Order Fulfilled — waits until you mark the order as fulfilled.
  • Order Paid — waits until payment is confirmed.
You also choose what type of invoice is generated in Xero.

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Customer & Product Sync

The integration searches Xero for existing customers and products that match the Shopify order. If no match is found, it creates them in Xero for you. Data flows from Shopify to Xero — not the other way around.

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Shipping & Refunds

Shipping charges are included on the Xero invoice. When a refund is issued in Shopify on a previously synced order, a credit note is generated in Xero automatically.
Make sure shipping and refund options are enabled in your configuration.

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Configuration Tabs

Once you select Individual Order Mode, you’ll see three tabs to set up:

Customer

Set up sync rules that control how Shopify customers are matched to Xero contacts. Define matching fields, handle missing contacts, and configure POS default customers.

Product

Map Shopify products to Xero items and assign the correct revenue accounts.

Invoice

Choose invoice type, due dates, reference format, and how shipping and refunds appear on invoices.