Export Orders from Shopify to Xero

Overview

You can use Bold's Xero Integration to export paid or fulfilled orders directly from Shopify to your Xero account.

Exported orders include the following information:

  • order numbers
  • products
  • taxes
  • dates
  • payment information
  • customer details
  • billing addresses
  • shipping addresses
  • shipping costs.

Exports do not include partially-refunded or partially paid orders.

 Alert

Bold's Xero Integration does not manage your product inventory using the data that you export from Shopify. There are separate third-party apps available in the Shopify App Store that sync inventory data between Xero and your Shopify store.

You can Configure Xero App Settings in your Shopify admin to organize your order information.

 


 

Export orders to Xero

  1. From the Shopify admin, select Apps.
  2. Select Xero.
  3. In the Export Shopify data to Xero section, select the start date and end date for which you want to export orders.

    Note: Orders that you've exported previously won't be exported again in subsequent exports, even if they're included in the date range you choose.

    enter a start and end date

  4. Select Export.

    select export

The Last Export section displays the date and details of the most recent export.

After you've made multiple exports, you can review past orders in the Previous exports section, and select the date of an export to view its details.

If your export fails, you can select Review the export details to see which orders aren't exporting.

After you export orders from your Shopify admin, you can view them in your Xero dashboard.

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