Sell it on Shopify. Reconcile it in Xero, payouts and all.

Xero's Shopify connector posts a daily sales summary. It does not know about your Afterpay payouts, your GST on shipping, the refund from Tuesday or the wholesale order that was invoiced on terms. We connect the two so the payout in the bank matches the orders in Xero without a spreadsheet in between.

Start with a free audit. Give us your website and we map the tools you run and where the same details get typed twice, before we speak.

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The call takes thirty minutes. You keep the map whether or not you hire us.

Shopify to XeroOne connection, every run logged
  1. Shopify Orders posted with GST that is rightGST per line, shipping taxed correctly, discounts shown. In
  2. Xero Payouts matched by gatewayEach gateway’s payout posted with its fee, matched to the bank. Synced
  3. Xero Refunds, part-refunds and chargebacksA credit note on the right order, in the right period. Synced
  4. Xero Wholesale and stock, if you need themWholesale orders invoiced on terms, stock kept in step. Synced
Connection healthMonitored

Every run is logged, so your bookkeeper can check what moved and when.

An example of a connection we build

An example. We map your own systems in the free audit.

Trusted by businesses across Albury Wodonga and regional Australia

Pandora Frontline Trays & Trailers Chargeroo Angie Ioannou Commercial Real Estate Cycle Station TWJ Trades The Landscapers Rest DWA Ignition ASV Shiny Side Up Albury Florist Centre Lighting Bonanza Footsteps Podiatry Clean Energy Solutions
What it replaces 12 to 15 hrs

A week lost to admin by the average Australian owner. For online stores a good share of it is reconciliation.

After we connect them To the cent

Orders, fees, refunds and payouts posted so each Shopify Payments, PayPal and Afterpay deposit matches the bank feed.

Runs Nightly

Yesterday's orders are in Xero before you open the laptop.

Lock-in 0

Runs in your Shopify and Xero accounts. You own the connection and the documentation.

Also connects

Cin7, Unleashed and Katana for stock. Australia Post and Sendle for shipping. HubSpot or Klaviyo for the customer side.

Manufacturers selling direct and wholesale through the same store are the usual fit.

01

What moves

Orders posted with GST that is right

Each day's orders become Xero sales with GST per line, shipping taxed correctly, discounts shown, and export sales GST-free. Not averaged, not guessed.

  • GST per line from Shopify's tax settings
  • Shipping and discounts on their own lines
  • International orders GST-free automatically
Diagram: two systems syncing both ways
Diagram: a working week with the recovered hours marked
02

What moves

Payouts matched by gateway

Shopify Payments, PayPal, Afterpay and Zip all pay out on different days with different fees. Each gateway's payout is posted with its fee and matched to the bank feed, so reconciliation is a click, not an afternoon.

  • Gateway fees posted to the right account
  • Payout timing handled per gateway
  • Held or delayed payouts flagged
03

What moves

Refunds, part-refunds and chargebacks

A refund becomes a credit note on the right order in the right period. A part-refund keeps the rest of the sale intact. A chargeback is listed for a human rather than posted as a mystery.

  • Credit notes linked to the original sale
  • Partial refunds split correctly
  • Chargebacks queued for review
Diagram: records kept in step across systems
Diagram: a working week with the recovered hours marked
04

What moves

Wholesale and stock, if you need them

Manufacturers who sell wholesale through the same store need those orders invoiced on terms, not paid at checkout. And stock in Cin7 or Unleashed should not drift from what Shopify is selling. Both are additions to the same connection.

  • Wholesale orders raised as Xero invoices on account
  • Stock levels synced from your inventory system
  • Backorders flagged before the customer asks

Before you pay

Read this part first.

Some of what is on this page you can get without us. The rest is where the money goes. Both are written down here so you can decide before the call.

What Xero already does

Xero offers its own Shopify integration, and for a small store with one payment gateway and few refunds it is enough. Use it. This build is for stores with several gateways, meaningful refund volume, wholesale on terms, or a bookkeeper who reworks the daily summary every week.

What we will not do

Post every order as its own Xero invoice. A store doing 3,000 orders a month does not need 3,000 invoices in Xero. Daily summaries by gateway, with order-level detail in a searchable log, is what your accountant wants.

How it works

What we actually do, in the order we do it.

Every step below is work you can verify. Ask any provider to show you the same list for what they are doing.

1. Map the store to the ledger

Which product types go to which Xero accounts. How each gateway's fees are treated. Whether wholesale is tagged in Shopify or handled elsewhere. An hour with the bookkeeper.

2. Check the tax settings first

If Shopify is charging GST on export orders or not charging it on shipping, no integration will post correct numbers. We check on day one and fix it before anything goes live.

3. Build it, then try to break it

A refund on an order from a previous month. A payout held by the gateway. An order with a 100% discount code. Each has a defined outcome before launch.

4. Monitor it

Every nightly post is logged against the payout it matched. Failures alert us, and the bookkeeper sees a clean feed, not a mystery.

What clients say.

5.0 6 Google reviews, all five stars Read them all
Absolutely brilliant! Lee is extremely knowledgeable, not just in making websites, but also in business strategy and he has really helped me with both my website and to improve my business in general. Fantastic results! Anyone who is looking to take their business to the next level or just have it be more professional should definitely talk to Lee!
DMDigby MarschallGoogle review
Automatrix made it so easy for me to develop what I required for my business. Their professionalism and knowledge is outstanding. Go with them. Best decision you could do for your business.
MTMat ThomasGoogle review
Lee has helped me heaps with improving my business, 10/10 recommend, easy to talk to and very knowledgeable.
PTPeter TravGoogle review
We recently used Automatrix to re-build our website. The new site is great with a simple admin panel that has everything we need when updating our site. The SEO/AEO is really performing as well. The guys are always Helpful when we need them and are always on the front foot with updates etc.
SCSean CalleyGoogle review
Not getting your website AI ready is going to be the same as forgetting to renew your Yellow Pages spot back in the 80s. One month after launching we can already see a big improvement in traffic and enquiries through search.
NMNicolas MazzellaGoogle review
Absolute gun at making websites. Lee helped me the whole way to complete the exact website I wanted and further in every way he could. Legit can’t even write how much I appreciate this guy. A+
JSJames SmeatonGoogle review

Questions about Shopify to Xero.

Does it handle Afterpay and Zip?

Yes. Each gateway's payouts are posted separately with their own fees and matched to the bank feed.

We sell wholesale through the same store.

Wholesale orders tagged in Shopify are raised as Xero invoices on account instead of paid sales, with the customer matched to your Xero contact.

What about GST on international orders?

Orders shipped outside Australia post GST-free, using Shopify's tax settings. If those are wrong we tell you on day one.

Can it sync stock?

If you run Cin7, Unleashed or Katana, yes. Shopify's own stock can also be read for low-stock alerts.

How long does it take?

Two to three weeks. Stores with wholesale and stock run to four.

Related

Other integrations we build often.

SquareXero

Square to Xero

Sales, fees, surcharges and refunds posted per store and matched to the payout in the bank feed. Bookings and stock optional.

Retail and hospitalitySee how it works → PipedriveXero

Pipedrive to Xero

A won deal raises the Xero invoice, paid status comes back to the deal, and a production order can go to Cin7 or Unleashed at the same time.

Manufacturing and industrialSee how it works → HubSpotXero

HubSpot to Xero

A won deal raises the Xero invoice with the right line items and tax codes. Paid status comes back to the deal.

Any business with a sales teamSee how it works →

All nine are listed at integrations, and the general approach is on the systems integration page. Built for manufacturing and industrial among others.

The other half

Connecting your tools does not bring you new customers.

This gives you hours back. It does not make the phone ring. If enquiries are the actual problem, the work is on the other side of the business: see SEO and web design. On the call we will tell you which half is costing you more.

Get your free integration audit.

We look at the tools you run and where the same details get typed twice, then go through it with you on a 30 minute call. You get a map of what should move, which join to build first, and a fixed price.

What happens next

  1. Tell us about the business. Two minutes, here, with your website if you have one.
  2. We do the homework. Before we speak we look at your site, your search results and the systems behind them.
  3. A 30 minute call. The findings in plain words, what to fix first, and a fixed price if you want us to do it.
Lee Sheedy, Founder and Director at Automatrix

Lee SheedyFounder and Director, Automatrix

5.0 on Google

Step 1 of 4

Start with your website

We look at it before the call, so we already know what you run.

You approve the scope and the price before we build. The connection runs in your accounts. Prefer to talk first? Book a 30 minute call.