The CRM Agency

Xero + Shopify – Streamlined E-commerce Accounting and Inventory
Management

Automate invoicing, track payments, and synchronise inventory with seamless integration between Xero and Shopify.

Get Started with Xero + Shopify →

Why Integrate Xero and Shopify?

Integrating Xero with Shopify empowers you to automate your financial processes, manage inventory, and sync sales transactions in real time. With seamless connectivity, you can automatically create invoices, track payments, and generate financial reports without manual data entry. Say goodbye to double handling and hello to smooth e- commerce operations.

Real-Time Order Synchronisation

Sync Your Orders Instantly for Accurate Accounting

When orders are placed on Shopify, they are automatically captured and updated in Xero.

When a sale is made in Shopify, an invoice is instantly created in Xero.
Payment statuses are updated in real-time, reflecting accurate revenue.
Multi-currency transactions are automatically converted and recorded.
Automated Invoicing & Payment Tracking

Generate Invoices and Track Payments Automatically

Invoices are created and updated automatically, reducing manual entry and human error.

Automatically generate and send branded invoices when an order is placed.
Sync payment status from Shopify directly into Xero.
Send reminders for unpaid invoices, with real-time status updates.
Inventory Management & Stock Control

Keep Your Inventory Accurate Across Channels

Inventory levels in Xero are updated instantly when sales are made on Shopify.

Sync stock levels automatically across Shopify and Xero.
Trigger low-stock alerts to prevent overselling.
Manage multi-location inventory with real-time updates.
Enhanced Financial Reporting

Gain Financial Clarity with Real-Time Insights

Generate financial reports with accurate sales, revenue, and expense data.

Access real-time P&L statements that reflect Shopify sales.
Monitor outstanding payments directly from the Xero dashboard.
Visualise cash flow and expenses for better financial planning.
How We Implement Xero + Shopify Integration

Our Proven Integration Process

Discovery & Mapping

Analyse your e-commerce and financial workflows for optimal integration.

API Configuration

Securely connect Xero with Shopify for seamless data exchange.

Automation Setup

Configure invoice generation, payment sync, and inventory updates.

Testing & Validation

Ensure accurate data flow and synchronisation.

Monitoring & Support

Ongoing monitoring for real-time data accuracy and troubleshooting.
Common Use Cases

Real-World Applications of Xero + Shopify

Instant Invoice Generation

■ When an order is placed in Shopify, Xero automatically generates a matching invoice.

Real-Time Payment Updates

■ Payment statuses are instantly synced between Shopify and Xero, keeping records accurate.

Multi-Channel Inventory Sync

■ Track inventory across Shopify, Amazon, and other channels with real- time updates.

GST and Tax Compliance

■ Automatically calculate GST for Australian transactions and sync with Xero’s BAS reports.
Why Choose The CRM Agency for Xero + Shopify Integration?

Optimise Your E-commerce Accounting with Seamless Integration

Flawless Setup

We handle all API configurations, data mapping, and integration.

Real-Time Sync

Always stay up to date with sales, payments, and inventory levels.

Automation Ready

Generate invoices, update inventory, and track payments automatically.

Ongoing Support

Continuous monitoring and optimisation as your business scales.

What Our Clients Say About Xero + Shopify Integration

"Xero and Shopify are finally in sync! We’ve cut down hours of manual data entry every month."

Emma L.

E-commerce Store Owner

"The CRM Agency’s integration setup was seamless. Now our inventory and invoices are always accurate."

Michael K.

Retail Business

Shape

Ready to Automate Your E-commerce Accounting?

Book a consultation to discover how Xero + Shopify integration can optimise your financial and inventory processes.

Book a Free Consultation →