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export customers to xero or use shopify

Published on: July 6 2023 by pipiads

Hi, welcome to the Pablo Connect workshop! In this video, we will be learning how to add new Shopify orders to Xero. The idea is that anytime a new order is created in your Shopify store, the customer's credentials will automatically be added to your Xero contacts. However, the problem is that Shopify and Xero are two different companies, hence there is no data flow between them. That is why we will use another app called Pablo Connect to integrate Shopify and Xero. So, the integration with Pablo Connect is a two-step process, but very easy. Let me show you how it's done.

- The video will be about how to add new Shopify orders to Xero using Pablo Connect.

Steps:

1. Visit the Pablo Connect website and click on sign in.

2. On the dashboard, click on the Connect part and then click on Access.

3. Click on Create New Workflow and give it a name, such as Shopify to Xero.

4. Choose Shopify as the app and select Create as New Orders as the method.

5. In your Shopify store, go to Settings > Notifications and click on Create Webhook.

6. Change the event to Order Creation and format to JSON.

7. Copy and paste the webhook URL from Pablo Connect and click on Save Webhook.

8. Create a dummy Shopify order and check if Pablo Connect has captured the data by clicking on Capture Webhook Response.

9. Click on the plus button in Pablo Connect and choose Xero as the app and Create a Contact as the method.

10. Fill in the customer details and click on Save and Send Test Request.

11. Check your Xero account to see if the contact has been added.

12. Repeat steps 8-11 to check if the integration is working for another dummy Shopify order.

Pablo Connect makes it easy to integrate Shopify and Xero by automating the process of adding customer credentials to your Xero contacts. With Pablo Connect, you can integrate a variety of applications and make your life easier.

How To Use The Shopify Payment CSV Bank Statement Generator for Xero import

The Growth Path app has a new tile called Shopify, and more functionality is being migrated into this tile. This includes new functionality for downloading Shopify payment transactions and converting them to zero CSV files. The process is currently manual, with three steps: updating transactions, preparing zero statements, and downloading statements.

Steps:

1. Updating Transactions:

- This step is normally quite fast, but since all data has been wiped out, it will load everything from scratch.

- The updating of transactions is almost finished.

2. Preparing Zero Statements:

- This step batches all transactions that have not yet been allocated to a statement.

- In this case, all transactions are going into one statement with a high batch number.

- The next step is to download this statement as a CSV file.

3. Downloading Statements:

- The CSV file can be saved, and if there were multiple statements, a zip file would be given with all the statements attached.

- Another option is to download statements that have not yet been downloaded.

- Once the CSV file is saved, it can be opened and viewed.

After downloading the CSV file, a brand new bank account can be made, and the file can be imported and mapped to fields that Xero recognizes. The bank statement can then be reconciled, and fees can be set up with rules to pick them up automatically. Overall, this new Shopify functionality in the Growth Path app streamlines the process of managing Shopify payments in Xero.

Exporting Sales Invoices to Xero

This article will guide you through the process of exporting sales invoices from Ziga Flow to Xero and ensuring their approval in Xero. It will cover the necessary steps for setting up the sales account code and tax code, changing the status, and pushing the invoices over to Xero.

Steps:

1. Set up the company in Ziga Flow and enter the line item details for the invoice.

2. Make sure to set the tax code as Xero will not know what to do otherwise. The sales account code can be left to default, but it is recommended to set it.

3. There are several ways to set the tax code, either by clicking on them or applying it to all of the items. Once done, the line items are ready.

4. Change the status of the invoice to anything other than draft or cancelled. In this case, move it to sent.

5. Once the status is changed, the export to Xero button will be visible. If not, make sure it is not hidden or check if you are connected to Xero.

6. Press the export to Xero button. If there is a failure, it will notify you. Click on the button to take you directly to the invoice in Xero.

7. Alternatively, if you have several invoices, go to Xero and click on invoices awaiting approval to find your invoice.

8. For bulk exporting, click on export to Xero and ensure that the tax type and account code are correct. Tick the default tick boxes and choose the date range. Click on export.

By following these simple steps, you can export your sales invoices from Ziga Flow to Xero and ensure their approval in Xero. Don't forget to check the tax codes and account codes, change the status, and ensure you are connected to Xero before exporting. Happy exporting!

Shopify + Xero | Setup Guide | Free Accounting Integration | Amaka

Are you tired of manually entering your Shopify sales data into Xero? With the Shopify-Xero integration, you can automate the data entry process and save time. This integration syncs invoices to summarize Shopify transactions, giving you complete visibility of your sales and payments. In this article, we will guide you through the integration setup and customization options.

Setup:

1. Start the integration setup via app.amaca.io

2. Create a new account, log in to an existing account, or log in with Xero.

3. Enter the selections accordingly for country and business type.

4. Create a new integration and select Shopify-Xero from the list.

5. Authorize the requested permissions by connecting your Shopify and Xero accounts.

6. Select the file you would like to use, then save and continue.

7. Proceed with the express setup for free or upgrade to a premium subscription for full customization options and features.

Express Setup:

With the express setup, the integration will automatically create default accounts and preset mapping. The preset mapping for Shopify transaction times is as follows:

- Sales: Sales

- Shipping: Shipping

- Taxes: Tax

- Discounts: Discounts

Premium Subscription:

With the premium subscription, you can customize the mapping and use existing accounts in Xero. You can also change the invoice format to categorize and group sales by product or location. Other features include enabling multiple locations, creating up to 10 integrations, and accessing business trackers.

Customization:

1. Map a revenue account for each product or use the sales mapping as fallback accounts.

2. Use tracking categories to track sales for each location or product.

3. Map payment types to the corresponding clearing accounts in Xero.

4. Map the cost of goods sold account and the inventory account if you enable the synchronization of cost of goods sold module in features.

5. Set the scheduler to feed transactions into Xero from the date you choose.

Examples:

1. Summarized invoice synced by the integration in express mode:

- Sales: $1000

- Shipping: $50

- Taxes: $100

- Discounts: -$50

- Total: $1100

2. Categorized invoice synced by the integration in advanced mode:

- Product A: $500

- Product B: $400

- Shipping: $50

- Taxes: $100

- Discounts: -$50

- Total: $1000

3. Shopify payment fees entered in Xero:

- Expense Account in Banking: -$30

4. Allocating Shopify deposits:

- Click OK when a bank feed entry in Xero suggests a match to a transfer transaction from Shopify Payments Balance.

Automate your data entry and save time with the Shopify-Xero integration. The express setup is free and easy, while the premium subscription offers full customization options and features. Customize the mapping, use tracking categories, and map payment types and cost of goods sold accounts. Set the scheduler and maintain zero balances in clearing accounts. With Amika seamless accounting integrations, you can rely on a reliable and flexible accounting integration software designed by professional accountants.

Shopify Accounting Integration: Storehub.io eCommerce

Welcome to the Storehub Shopify integration tutorial! In this article, we will guide you through the process of adding Shopify as one of your sales channels linked to Storehub.

Here are the steps you need to follow:

- We will show you how to add Shopify as a sales channel linked to Storehub

- You will need to add your accounting data source on the Sources tab before proceeding

Step 1: Add a sales channel

- Go to the Sales Channel tab and click on Add a Channel

- You will be given a choice of sales channels to add, pick Shopify for this demonstration

- Submit your choice

Step 2: Give your Shopify store a name

- This will help you identify it in other Storehub tabs

- Use your Shopify store name or something similar

Step 3: Pick your warehouse

- Depending on your accounting software, select the appropriate warehouse to sync stock and price from

- This also applies to the warehouse orders

Step 4: Pick your retail prices

- Only one price is synced to and from Shopify, pick your retail prices here

- You will be confronted with the range of prices that currently exist in your accounting software

Step 5: Pick your cash sales customer

- This is the cash account that all orders generated on Shopify will be raised against

Step 6: Pick your service shipping item

- This is a service item created in your accounting software

- The cost of shipping generated by your courier plugin or delivery methods on Shopify will get allocated back to this item on your sales invoice in your accounting software

Step 7: Change the order prefix

- If you intend on having more than one sales channel on Storehub, change the order prefix here so you can easily identify in your accounting software which store the order came from

Step 8: Pick how stock and price push through to your Shopify channel

- Unselect the icon if you do not wish for stock to push through

- Select the item if you wish for back orders to raise in your accounting software

- Do not change the item if you wish to have Storehub manager stock on your Shopify sales channel

Step 9: Set the stock threshold

- This essentially reserves stock for use elsewhere outside of your e-commerce environment

- If you have five selected and you have 20 items in stock, only 15 items will be shown as available on your WooCommerce store

Step 10: Choose which sales document type gets raised in your accounting software

- We recommend something like a quote as we do not know if the customer is going to fulfill the payments or not

- You can always delete the quote at a later point

- A sales order typically reserves stock and the invoice confirms the transaction and removes the items from stock for a payment gateway order

- We know instantly if the customer has paid or not, so we can confirm the transaction with an invoice

Step 11: Enter your site domain and API password

- You will need to collect your API password from inside Shopify

- Log into your Shopify account, click on Apps, then create a new private app

- Give your app a name, select the appropriate permissions, and click on Create App

- Copy the URL and API password over to Storehub and submit

Once you have completed these steps, Storehub will update product prices, stock, and fetch all orders generated on Shopify and write them back to your accounting software to your selected customer account. Happy selling!

How to efficiently do QuickBooks/Xero accounting for multiple e-commerce clients?

Hello everyone and welcome to today's insightful accountant webinar on how to efficiently do QuickBooks and Xero accounting for multiple e-commerce clients. Presented by Polly and Sasha, sponsored by Cinder Accountant, this webinar is an online news and information source written for small business advisors interested in the latest news and offerings in accounting technology. My name is Emily Hedrick, and I will be your webinar host. If you have any questions during the webinar, please enter them in the Q&A box, and we'll try to address them during the webinar. The session will be recorded, and everyone that has registered will receive a follow-up email with the recording and handout.

Today, speakers Polly and Sasha are here to discuss their expertise in bookkeeping automation and how to simplify accounting workflows for multiple e-commerce clients using one system. They will be discussing the challenges of dealing with e-commerce, the benefits of automation, criteria for choosing a good automation app, and demonstrating one of the options that can work for you.

- Welcome to the webinar on how to efficiently do QuickBooks and Xero accounting for multiple e-commerce clients.

- Presented by Polly and Sasha, sponsored by Cinder Accountant.

- The session will be recorded, and everyone who has registered will receive a follow-up email with the recording and handout.

Challenges of Dealing with E-commerce:

- Detailed data entry can be too time-consuming and uncertain.

- Entering payment processing fees can be difficult, especially when using various payment gateways.

- Inventory tracking and calculating tax returns can be complex and tedious.

- Dealing with refunds and reconciling accounts can be time-consuming.

Benefits of Automation:

- Automation can help simplify accounting workflows for multiple e-commerce clients using one system.

- It can provide more accuracy and ensure data goes to the right place in your accounting.

- Automation can save time and allow you to analyze your business better.

Criteria for Choosing a Good Automation App:

- Think of a set of parameters that you believe are critical for you.

- Write down specific questions and email them to the support team of the apps you think might be helpful.

- Test the app still on your or your client's live data.

- Enable automation after you've tested it out.

Demonstration of One of the Options:

- Polly and Sasha will demonstrate one of the options that can work for you.

- Automation can be a great time saver, but it is important to approach it wisely.

- Make sure you have selected the right tool and keep track of it to ensure it works properly.

- Use our 10 questions to ask yourself when choosing an accounting app to automate data entry for your e-commerce clients.

- Remember to test the app on live data and enable automation after you've tested it out.

exports.eshopadmin.com - xPorter Shopify App by eShop Admin

Welcome to the Order Exporter App tutorial. In this article, we will guide you through the steps of using the app to export data from your Shopify store.

Steps:

1. Create a new tab for exports in your Shopify dashboard and enter the URL for Order Exporter App.

2. Install the app and agree to the terms and conditions.

3. Choose a subscription plan and approve the test charge.

4. Navigate through the different tabs and features of the app, including the Feedback tab and Settings tab.

5. Create a product template for the report and generate a report for the desired date range.

6. Download and review the report, and set up automatic reports to be emailed to you.

7. Customize the fields and options for the report as desired.

8. Delete any unwanted templates or reports.

Order Exporter App is a powerful tool for exporting data from your Shopify store and generating clear and concise reports. With its user-friendly interface and customizable options, you can easily get the information you need to analyze your business performance and make informed decisions. Try it out today and see the difference it can make for your store.

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