Connecting Ecwid with Xero

Xero is accounting software for small and medium-sized businesses. It is a smart and secure solution for creating automatic bank feeds, invoicing, reporting, and more. Xero can be accessed on your smartphone, tablet, Mac or PC from anywhere in the world.

It is possible to connect your store to Xero, so your orders will be transferred from Ecwid to Xero. Your main accounting will be processed on the Xero side.

You can connect your store to Xero through the Synder app from the Ecwid app Market. Synder was created specifically to automate Xero bookkeeping, so you’ll get clean books with simplified reconciliation. Synder automatically records all order details and synchronizes Stripe, PayPal, and Square payment processors, so you’ll have more accurate bookkeeping.

As an alternative, you can use Zapier, an online solution that allows you to connect different apps and services without coding. Both Zapier and Synder are paid services with a free trial.

Connecting Ecwid to Xero with Synder app

You can connect your Ecwid store with Xero for data synchronization by using the Synder app from the Ecwid App Market. Once you install and set up the Synder app, it will record online transactions (Stripe, PayPal, and Square) with all the details into Xero accounting. The recorded order details include taxes, products, discounts, shipping, and so on.

Watch this quick video to learn how to connect Ecwid with Synder.

Before you start connecting your Ecwid store, you need to create a Xero account. You can sign up for a free 30-day trial on the Xero website. After your trial expires, you can sign up for one of Xero's paid plans to continue using their service.

To connect your Ecwid store with Xero with the help of the Synder app:

1. In the App Market, find the Synder app and install it.
2. Once the app is installed, you will be redirected to the set up page:
   

   

3. Click Connect to Xero. You will be redirected to the Xero website to log in. Once logged in, you will be redirected back to the Synder app setup.
4. Connect the payment method through which you receive online payments in your Ecwid store by choosing the payment platform from the dropdown menu:
   

   

   Click Connect.
   
   To double-check what payment gateways you use in your store, go to the Payment section in your Ecwid admin.
   
   You will be redirected to your payment platform homepage. Authorize the Synder app to process your transactions. After that, you will be redirected back to the app.
   To add several payment platforms, connect them one after another.
5. If you previously connected another accounting company with Synder, select the accounting company you would like to use for synchronization (in our case, it is Xero) and click Next.
   If you haven’t connected other accounting platforms, you will see the Standard setup pop-up. It’s a standard configuration used by 80% of the users for the remaining steps. Customize it if needed and hit the I’m ok to start button to complete the setup:
   

   

   You can select a step-by-step setup and customize your Xero integration manually.

Once you connect your Ecwid store with the Xero through the Synder app, new transactions will be synchronized automatically within an hour after the sale. All synchronized transactions will have “Synced” status. You can check all your transactions in the Transactions section in the menu on the left in the Synder app:

To learn more about the Synder app abilities and workflow, check out the Synder help center.

Connecting Ecwid to Xero with Zapier

You can connect your Ecwid store with Xero through Zapier, a workflow automation tool that connects the work apps you use. With Zapier service, you can select a trigger (when something should happen) and an action (what should happen). As a result, you will have an automated task called “Zap.” For example, you can create an invoice every time a customer places a new order in your store.

Before connecting Ecwid to Xero

Before you start connecting your Ecwid store with your Xero account, you need to create a Zapier account.

You also need to have an active Xero account. You can sign up for a free 30-day trial on the Xero website. After your trial of Xero service expires, you can sign up for one of Xero's paid plans to continue using their service. Refer to the Getting Started page on Xero website if you need help setting up your account.

The following triggers and actions are available in Zapier for Ecwid + Xero integration:

• New Customer (Ecwid) → Create/update Contact (Xero)
• New Order (Ecwid) → Create Sales Invoice (Xero)
• New Paid Order (Ecwid) → Create Bill (Xero)
• New Contact (Xero) → Create Discount Coupon (Ecwid)
• And more

Connecting Ecwid with Xero (creating sales invoices)

The best way to start your Ecwid\Xero integration is to create a rule for recurring invoices for every new order. Thus, new invoices will appear in your Xero account every time a new order is placed.

To connect Xero with your Ecwid account and create an invoice rule:

1. Log in to your Zapier account or create a new one.
2. In your Zapier account, click Make a Zap:
   

   

3. At the “Choose app & event” step, in the App Event section, click on the Ecwid icon to choose it.
4. In the Trigger Event section, select any event you need from the dropdown menu, in our example, it’s New Order, and click Continue:
   

   

5. At the “Choose account” step, click Sign in to Ecwid. A new tab will open, where you can log in to your Ecwid account.
6. Once you logged into your Ecwid account, you will be redirected to the Zapier to continue set up. In the Choose account section, choose Ecwid and click Continue.
7. Depending on the trigger event, you may need to Set up Trigger. In the case of the New Order event, you have to Set up Trigger by choosing Payment and Fulfillment statuses, for example, Paid and Shipped, then click Continue.
8. Click Test Trigger to confirm that the right account is connected and your trigger is set up correctly.
9. To successfully pass the test, you need to have an order with the selected statuses in your Ecwid store (it’s Paid status in our example). Once the test is passed, click Continue.
10. After the trigger event is set up, the next step is to choose an action for this trigger. In the App Event section, click on the Xero icon to choose it.
11. In the Action Event section, choose an event from the dropdown menu. In our example, it’s Create Sales Invoice, and click Continue.
12. At the “Choose account” step, click Sign in to Xero. A new tab will open, where you can log into your Xero account or create one.
13. Once you logged into your Xero account, you will be redirected to the Zapier site to continue set up. In the Choose account section, choose Xero and click Continue.
14. In the Set up action section, fill in the required information that should be sent to Xero:
    

    

    Click Continue.
15. Click Test & Continue.
16. Once the test is complete successfully, click Turn on Zap.
17. Click Go to my Zaps to see the Zaps you created. You can also name this Zap by clicking Name your Zap in the upper right and typing your name, for example, Creating an invoice:
    

    

That’s it. You’ve set up an automated task — creating a new invoice in Xero every time a new order with Paid status is created in your Ecwid store. You can check created invoices in your Xero account:

Similar way, you can create other rules that will sync the order information from your Ecwid store with your Xero account. That way, you automate your routine accounting tasks, such as creating new customer records or sales receipts.

Adding more actions (creating/updating contacts)

What more you can do is to create rules for customers. For example, you want to keep and update information about your customers in your Xero account to have quick access to their data. You can create a new rule or simply add more actions to the existing Zap.

To add more actions to the existing rule:

1. In your Zapier dashboard, click on a Zap you want to edit and click the + sign to add an extra step (in our example, it’s “Create/Update Contact”):
   

   

2. In the App Event section, click on the Xero icon to choose it.
3. In the Action Event section, choose an event from the dropdown menu. In our example it’s Create/Update Contact.
4. Click Continue.
5. In the Choose account section choose your Xero account and click Continue.
6. In the Set up action section, fill in the required information that should be sent to Xero.
7. Click Continue.
8. Click Test & Continue.
9. Once the test is complete successfully, click Turn on Zap.

That’s it. Now your zap has 2 actions, and you can add more actions following the above steps. Note that there can be multiple actions but only one trigger, so you have to create different Zaps for different triggers.