Bold Xero Sync allows you to automatically export your Shopify order data to Xero, or create manual exports on demand. All data from each order such as customers, products, sales, taxes, shipping, refunds, and more, are included in each export. Xero Sync also allows you to quickly map data, and import products and inventory levels from Xero to Shopify.
Note: An active Xero account is required to use this integration. Please visit Xero's pricing page for more information on getting started with Xero.
Availability & installation
Xero Sync is available on the Shopify app store. You can download it to your store from the following link: Bold Xero Sync.
Once you’ve downloaded Xero Sync to your store, follow our setup guide in Set up Xero Sync.
Pricing
Xero Sync has a variety of price plans to help all businesses at all stages of growth. Each plan includes a specific number of orders that can be exported. If your store exceeds the plan limit, an additional charge is applied to your Shopify invoice to a maximum of $99.99 depending on your plan.
A 14-day free trial is available on all paid plans for stores installing for the first time.
Note: Xero Sync bills on a 30-day period, starting from the date a plan is selected. Switching between plans immediately processes a new charge, and the 30-day billing period starts again.
|
|
Starter | Growth | Enterprise |
|---|---|---|---|
| Price per month |
$19.99 |
$39.99 |
$59.99 |
| Order exports |
200 |
500 |
Unlimited |
| Additional order exports |
$0.15 (max $99) |
$0.10 (max $99) |
$0.00 |
| 14-day free trial |
✔ |
✔ |
✔ |
| Import products |
✔ |
✔ |
✔ |
| Import inventory |
✔ |
✔ |
✔ |
| Product mapping |
✔ |
✔ |
✔ |
| Customer mapping |
✔ |
✔ |
✔ |
To change your price plan in Xero Sync, navigate to Settings, and click Change Price Plan.
Features
Order exports
Xero Sync can automatically export your Shopify orders each night, or you can manually export them as needed.
When an order is exported from Shopify, the following adjustments are made in Xero:
- Orders are created as Invoices
- Sales transactions are created as payments against the Invoice
- Refunds are created as Credit Notes
- Refund transactions are created as payments against the Credit Note
- New products are created, or inventory is reduced on previously mapped products
- New customers are created, or new orders are mapped to previously mapped customers
- Shopify Payment fees are reflected in your Advertising account.
Example
Read more about exporting your data in Export Orders from Shopify to Xero.
Import products
Xero Sync allows you to import your Xero products to your Shopify store. When importing your products, the following adjustments are made:
- All inventory and non-inventory products in Xero are imported to Shopify.
- Previously imported products will have their inventory updated.
Example
Read more about importing products in Import Products from Xero to Shopify.
Import inventory
Xero Sync allows you to import your product inventory levels. This syncs your Shopify inventory with your inventory levels in Xero.
Example
Read more about importing inventory in Import Inventory from Xero to Shopify.
Product mapping
Xero Sync allows you to map your Shopify product data to the corresponding product data in Xero. You can search for products by date exported or SKU.
Example
Read more about product mapping in Manage Product Mappings.
Customer mapping
Xero Sync allows you to map your Shopify customer data to the corresponding customer data in Xero. You can search for customers by date exported, name, address, email, or phone number.
Example
Read more about customer mapping in Manage Customer Mappings.