Xero

The Shopify integration by Xero automatically syncs your Shopify sales transactions with Xero at the end of each day.IncludedGet daily summaries of Shopify sales orders for each payment gateway in Xero for easy reconciliationIncludedEasily view Shopify payments and PayPal transaction feesIncludedHave an up-to-date view of cash flow and business performanceAutomate finance adminSay goodbye to spreadsheets and simplify your Shopify accounting and bookkeeping with Xero.IncludedShopify sales transactions flow automatically to Xero each dayIncludedReconcile transactions against bank data in a few clicksIncludedNo need to manually export Shopify sales and payment data for finance purposesTrack cash flow in one placeGet insights and see an overview of your business at a glance in the Xero dashboard. Xero automatically shows your Shopify sales and fees so you can track revenue and profit on a daily basis.IncludedSee a breakdown of costs and profitsIncludedUse Xero analytics and cash flow forecasts to inform decisionsIncludedTrack business performance on the go with the mobile appMore about Shopify and XeroTo connect Xero and Shopify, log in or sign up to Xero (you can try Xero free for 30 days). Once Xero is set up, go to the Xero App Store, search for ‘Shopify integration by Xero’, select ‘Get this app’, then start your 30-day free trial of the integration.See how to connect Xero and ShopifyTo connect Xero and Shopify, log in or sign up to Xero (you can try Xero free for 30 days). Once Xero is set up, go to the Xero App Store, search for ‘Shopify integration by Xero’, select ‘Get this app’, then start your 30-day free trial of the integration.See how to connect Xero and ShopifyThe Shopify integration by Xero imports a summary of sales and purchases into Xero but does not account for sales tax in the US. Sales tax data needs to be downloaded directly

You can streamline your business accounting processes by automating data synchronization between Xero and Syncro. This document describes how to set up Xero and sync Customers, Invoices, Payments, and Purchase Orders (POs) between Syncro and your Xero account.PrerequisitesTo maintain security compliance with Xero, this integration requires that you enable Multi-Factor Authentication (MFA) before connecting to your Xero account.Before starting the integration, ensure your Xero account is fully set up with Tax Rates, Chart of Accounts, and any other information you want to sync to Syncro.Connect Your Xero Account to SyncroTo sync Customers, Invoices, Payments, and Purchase Orders (POs) between Syncro and your Xero account, follow these steps.First, connect your Xero account in Syncro's App Center:Navigate to Admin > Integrations - App Center. Type “Xero” in the search bar. The Xero tile displays.Click Xero Accounting: 4. Click Connect Now to authorize access to your Xero account: Syncro redirects you to the Xero site to log in, then back to our Setup Wizard.Run the Xero Settings WizardIMPORTANT: You can run this Wizard later, but you’ll get the best results by running it now. In the Xero Settings Wizard, follow these steps:Use the dropdown to select a Revenue Account for your invoices:Use the dropdowns in the XERO ASSOCIATION column to map each type of Syncro tax rate (in the NAME column): Use the dropdown to select the Default Xero Item Code. Choose a default product code for miscellaneous items. Tip: It's best to choose a generic item like "Miscellaneous Sales" because this default product is a catch-all. Making it too specific might be confusing. Use the dropdown to select the Bank Account: Note: The "Clearing Accounts (Map Payment Methods)" link allows you to map Xero bank accounts per payment method type, as an alternative to mapping all payments to one bank account: Use the dropdown to select Liability/Expense Accounts: Check the “Enable Sync to Xero” box to activate the integration and connect the accounts: Note: The Xero Settings wizard presumes you've already sent up tax rates and payment methods. If you have to correct some things and you're not ready to go live, you could uncheck this box, fine tune your Xero settings and return here. However, the simplest path is still to complete the wizard; you can always adjust Xero settings later. Click Import Contacts (as Customers) and then Next to ensure 1-1 mapping between Xero and Syncro. (Syncro merges Customers based

Payments so you can apply payments in either system.Q: If we change an existing invoice/bill in Cin7 Core that has already synced to Xero, will the syncing process amend Xero, or do we need to make the change in Cin7 Core, then manually make the change in Xero too?A: If you make a change to an invoice in Cin7 Core, it will automatically update that invoice in Xero when you sync.However, you need to make sure that there is no payment applied to that invoice in Xero, because if there is a payment applied in Xero, then you will need to undo that transaction in Xero for the changes to sync over from Cin7 Core.Q: Do you provide a Demo Company environment for your clients like Xero does? We have an account with you and have integrated with our Xero. There are some very substantial changes happening to the company, and we don't want to see any flow of data into Xero nor do we want any testing data or residual data in our Cin7 Core account before we go live with your system.A: We do not have a demo account like the one Xero provides. However, you can disconnect your Cin7 Core account from Xero by going to Integrations > Xero > Disable Xero Integration on your Cin7 Core account, then reconnect to Xero later using the Xero Connect Wizard. When using the Xero Connect Wizard, you will be given the option to delete all Cin7 Core data before