What the connection includes
We agree on the records, fields and operating rules before connecting WooCommerce and Xero. The scope below defines the work to review together.
- Connected systems
- WooCommerce + Xero
- Data flow
- WooCommerce and agreed gateway data sources supply financial records to Xero. Xero owns accounting treatment and posted records. Stock quantities and store order changes remain under their existing owners unless a separate synchronization is designed.
Contacts, items and sales references
We map store customer and product identifiers into the approved Xero contact and line-item structure. Guest checkout, variants and missing SKUs need explicit rules so repeated purchases do not create unnecessary duplicate records.
Order or settlement representation
The bookkeeper chooses how sales should be represented. We document whether records follow individual orders or an agreed summary, and which order state makes a transaction eligible for transfer.
Refunds, fees and currency inputs
Payments and credit notes require their own associations. The scope identifies where gateway fees, settlement adjustments and currency information are available, with a review route for data that cannot be posted safely.