This article outlines some of the most frequently asked questions about exporting orders in Xero Sync.
Can I change where the Xero invoice gets created?
No. Xero Sync allows you to select which account to post the item to, such as an income or asset account.
Please contact Xero support directly for more information regarding the set-up of your Xero accounts.
Can I import customers from Shopify to Xero?
Customer details tied to purchased orders are exported over when exports are performed in Xero Sync. Please see Export Orders from Shopify to Xero for step-by-step instructions.
Can I import information from Xero to Shopify?
Xero Sync cannot import orders from Xero to Shopify, but Xero Sync allows you to import products and inventory levels. For more information, please visit the following articles:
Xero does not currently support multi-location inventory, so even if you have multiple locations setup for your store, all inventory updates are performed against your current shipping origin location.
Can I use lock dates when exporting to Xero from Shopify?
If a lock date is set up in your Xero account, Xero Sync is not able to export orders included in that date range.
If you have a lock date set up in Xero or have any other questions, please reach out to Xero's support team here.
How does Xero Sync export orders that contain discounts?
When an order contains a discount and the order is exported over to Xero, the discount will be applied in the invoice created in Xero. There are 3 different discount codes in Shopify; Product Discount, Order Discount and Shipping Discount. These can either be automatic discount codes when meeting criteria, or a discount code that is distributed to your customers.
Please see the examples below of how each discount type are exported over from Shopify to Xero:
Free Shipping Example
If an order contains a free shipping discount of $14.90, the discount will be displayed under Includes Discount within the invoice in Xero. The standard shipping line item also shows a discount $14.90.
Product Discount Example
If an order contains a discount for a product, the discount will be applied on the product line item and show up under Includes Discount on the invoice in Xero.
Order Discount Example
When a discount is applied to the entire order, the discount will be applied evenly across all line items using their total ratio of the order total. In the example below, there is a discount of $3.75 with two line items of $10 and $5, and therefore they will be discounted by $2.50 and $1.25 respectively.