Shopify and Xero integration
Connect Shopify activity with Xero using a sales and payout mapping agreed with your accountant. We define the records, currencies and settlement components to transfer, then check the results before extending the connection across your transaction history.
A few clients we’ve worked with
What we do
Connect Shopify activity with Xero using a sales and payout mapping agreed with your accountant.
What the connection includes
We agree on the records, fields and operating rules before connecting Shopify and Xero. The scope below defines the work to review together.
- Solution
- Integrations
- Connected systems
- Shopify + Xero
- Data flow
- Shopify orders and supported payment-provider settlement data supply the agreed Xero records. Xero owns financial classification and posted accounting entries. The connection does not refund customers, edit orders or become the stock master by default.
- Sales and settlement strategyWe work with the accounting owner to choose individual sales or an approved summary model. Order dates, payout dates and transaction references remain distinguishable so the review can explain timing differences.01
- Fees, refunds and currenciesShopify Payments settlement details and other gateway sources are assessed separately. The mapping defines supported refunds, fees and currency inputs, with exceptions made visible when source information is incomplete.02
- Historical coverage and evidenceThe release includes a clear start date, source identifiers and a reconciliation view of transferred records. Existing Xero entries are checked before backfill so a connector change does not duplicate earlier sales.03
Client reviews
“Norml Studio's professionalism and responsiveness were impressive.”
“They were proactive in suggesting improvements we hadn't considered.”
“They delivered what they said they would, on time.”
“They focused on how to make our daily operations easier, not just on building features for the sake of it.”
“They understood that the app needed to be practical for someone sitting in a car, not just look good on a desktop.”
“Their level of dedication to the success of the project and GoPetZen's business as a whole is unique.”
What we need to scope the work
- Approved Xero configurationYour accountant supplies the account codes, tax treatment, aggregation rules and expected entries. Currency and tracking requirements are verified against the organization and selected connector.01
- Store and payment-provider accessProvide the Shopify store, Xero organization and all gateways included in the scope. We inspect current integrations and authorize only the operations needed for the agreed data path.02
- Correction and review ownershipAgree on who resolves unmatched records and how later refunds or adjustments affect already-posted periods. This is an integration project; ongoing bookkeeping, tax filings and inventory management are separate responsibilities.03
How we build and check the connection
- [Compare the source and expected entry]Step 01
Review a sale, settlement and refund with the accounting owner. Identify where each amount and reference originates and how it should appear in Xero.
- [Configure and test the route]Step 02
Implement the selected connector or API connection. Check customer or summary references, payment associations, repeated transfers and records rejected by the destination.
- [Reconcile and hand over]Step 03
Review a bounded period and resolve differences before expanding history. Document the mapping, cutoff, known exclusions and the review process for subsequent adjustments.
The people who do this work.
Meet the whole teamNo account layer between you and them. These are the Norml specialists this work runs through.
Let's chat
“I've spent 10 years working across development and marketing. I started as a developer, but design, SEO and advertising were already part of the job. That taught me to treat a website as one system: the business, the content, the design and the code have to work together. At Norml, I lead the architecture behind our work and stay involved wherever strategy, design, development and search meet.”
Max TymoshynFounder & Architect
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Integration questions
Should sales be posted individually or summarized?
Your accountant chooses the model based on the bookkeeping workflow. We explain the data available and implement the approved granularity, preserving enough source detail to investigate differences.
How are fees and refunds reconciled?
The connection uses the available settlement components and the accountant’s mapping. Xero supports payment and credit-note operations, but each gateway’s data and the connector’s coverage need verification.
Can the connection support multiple currencies?
We assess the store, payout currencies, Xero organization settings and selected route. The accounting owner approves the expected conversion and posting behavior before those transactions are included.
Will changing a connector duplicate our history?
It can if existing records are not accounted for. We inspect the current setup, agree on a historical cutoff and test source-reference matching before any new backfill is enabled.
Connect Shopify and Xero.
Share your website and one example of the record you need in Xero. We will review the existing setup, agree on the data mapping and identify the access needed.