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Accounting and ERP

Xero Integration

Zynk's Xero integration links Xero to the web stores, marketplaces and CRMs where your sales begin. Orders, refunds, contacts and settlement figures arrive in Xero as invoices, credit notes and bank transactions, and payments are allocated against the right invoices. Invoices, payments and contacts can also flow back out, so finance teams of every size stop rekeying sales into Xero.

Capabilities may differ depending on the product.

Benefits

Why businesses connect Xero

Sales become invoices without typing

Orders from Shopify, WooCommerce, Amazon or Magento post to Xero as sales invoices, and a contact is created whenever the buyer is new. Line items, tax rates and account codes follow the mapping your accountant approved, not whoever happened to key them in.

Payments matched to invoices

Zynk inserts payments against the invoices they settle and allocates credit notes to the invoices they reduce. Aged receivables then reflect money actually received, and credit control stops chasing customers who paid last week.

Bank lines ready to reconcile

Marketplace fees, store payouts and other money movements import into Xero as bank transactions, so each statement line has something to match. Month-end reconciliation turns into a quick review rather than a rebuild from settlement reports.

Reporting by channel

Tracking categories and tax rates export from Xero so every connected system codes sales consistently. Give each store or marketplace its own tracking option and Xero's profit and loss can be split by channel without extra journals.

Sales teams can see who has paid

Invoices and payments export from Xero to HubSpot, Salesforce or ConnectWise, so account managers can check a balance in the CRM before picking up the phone. Contact details stay consistent between the CRM and Xero too.

Invoices sent from Xero itself

Once Zynk has created an invoice, it can ask Xero to email a copy to the customer's contact address. Customers receive the invoice from your accounting system soon after the sale is recorded, with nobody pressing send.

Capabilities

What you can do with Xero

Every task the Zynk Xero connector can run, grouped by the direction data moves.

Import into Xero

Data Zynk writes into Xero

6 tasks

  • Bank transactions → into Xero
  • Contacts → into Xero
  • Credit notes → into Xero
  • Invoices → into Xero
  • Items → into Xero
  • Purchase orders → into Xero

Export out of Xero

Data Zynk reads out of Xero

13 tasks

  • Accounts → out of Xero
  • Bank transactions → out of Xero
  • Contacts → out of Xero
  • Credit notes → out of Xero
  • Invoices → out of Xero
  • Items → out of Xero
  • Organisation → out of Xero
  • Overpayments → out of Xero
  • Payments → out of Xero
  • Purchase orders → out of Xero
  • Repeating invoices → out of Xero
  • Tax rates → out of Xero
  • Tracking categories → out of Xero

Actions in Xero

Tasks Zynk can automate in Xero

6 tasks

  • Allocate payments → in Xero
  • Create setup → in Xero
  • Email invoices → in Xero
  • Insert credit note allocations → in Xero
  • Insert payments → in Xero
  • Update setup → in Xero

Need something that isn't listed?

Most Xero projects include at least one custom step. Our team builds it for you.

Talk to us

The problem

Why integrate Xero?

Xero holds the books, but the sales behind them start in a web store, on a marketplace or in a deal closed in the CRM. With nothing linking those systems, someone keys each sale into Xero, matches payments by hand and unpicks coding mistakes at month end, and every new sales channel adds to that workload.

Without integration

  • Sales from each channel typed into Xero one invoice at a time
  • Customer payments left unallocated while invoices still show as owing
  • Refunds processed in the store but never reflected in Xero
  • Marketplace fees and payouts that won't match the bank feed
  • Sales staff emailing finance to ask whether an invoice was paid

With Zynk

  • Orders post to Xero as invoices automatically, coded to the right accounts
  • Payments are inserted and allocated against the matching invoices
  • Refunds arrive as credit notes and are allocated to the original invoice
  • Fees and payouts import as bank transactions, ready to reconcile
  • Invoice and payment status is visible inside the CRM

How it works

How the Xero integration works

  1. Step 1: Authorise access

    You approve Zynk's access to your Xero organisation through Xero's own app authorisation, then connect the store, marketplace or CRM that feeds it. Access can be withdrawn at any time from the connected apps list in Xero's settings.

  2. Step 2: Match your chart of accounts

    Zynk reads accounts, tax rates and tracking categories from Xero, and each sales channel, payment method and fee type is mapped to them. Your accountant can review those rules before anything posts.

  3. Step 3: Trial with real transactions

    A sample of recent orders, refunds and payments runs through first. We compare the invoices, credit notes and bank transactions created in Xero with the source figures and adjust until they agree.

  4. Step 4: Run through the day

    Workflows then run on the schedule you set, or on demand. If a transaction cannot post, for example because an account code is missing, Zynk reports it to your team instead of skipping it silently.

Example use cases for Xero integration

Xero and Shopify

Turn each Shopify order into a Xero sales invoice and each payout into a bank transaction, with new buyers created as Xero contacts along the way.

From Shopify to Xero:Orders, Customers, Payouts

View the Shopify integration →

Xero and WooCommerce

Post WooCommerce orders to Xero as invoices and send refunds across as credit notes, so a WordPress shop keeps its sales ledger current without manual entry.

From WooCommerce to Xero:Orders, Customers, Refunds

View the WooCommerce integration →

Xero and Amazon Seller Central

Bring Amazon orders into Xero together with the financial events behind each settlement, so fees, refunds and payouts land in the right accounts.

From Amazon Seller Central to Xero:Orders, Financial events, Refunds

View the Amazon Seller Central integration →

Xero and Magento

Send Magento invoices, credit memos and customers to Xero, so a Magento store posts its sales to the ledger without anyone exporting and importing files.

From Magento to Xero:Invoices, Credit memos, Customers

View the Magento integration →

Xero and HubSpot

Raise Xero invoices from won HubSpot deals, then return invoices and payments to HubSpot so the deal record shows whether the customer has paid.

From Xero to HubSpot:Invoices, PaymentsFrom HubSpot to Xero:Deals, Contacts

View the HubSpot integration →

Xero and ConnectWise

Post ConnectWise invoices and companies to Xero, then send invoice payments back to ConnectWise so service managers know what each client still owes.

From Xero to ConnectWise:PaymentsFrom ConnectWise to Xero:Invoices, Companies

View the ConnectWise integration →

Find your integration →

Templates

Xero integration templates

Ready-made Xero integrations. Each one sets out what syncs, in which direction and how it's set up.

Yooz to XeroDownload approved Yooz purchase invoices into Xero and keep suppliers, nominals and payments in sync, automatically.Purchase invoicesView template
Heritage Parts Centre, a Zynk Xero integration customer

Customer story

Heritage Parts Centre unified Magento, eBay, eParts, Sage 200 and Xero with Zynk, automating order processing and supporting international expansion without added operational complexity.

Heritage Parts Centre

Read the Heritage Parts Centre story

Xero integration FAQs

Does Shopify integrate with Xero?
Yes. Zynk posts Shopify orders to Xero as sales invoices, creates new customers as Xero contacts and records Shopify payouts as bank transactions. Merchants can set this up themselves with Zynk Autopilot, or ask our team to build a managed integration when the requirements are more involved.
Can I connect WooCommerce, Amazon or eBay to Xero?
Yes. Zynk sends orders from WooCommerce, Amazon Seller Central and eBay to Xero, along with WooCommerce and Amazon refunds as credit notes and Amazon settlement figures as bank transactions. Several channels can feed one Xero organisation, each tagged so you can report on it separately.
Can Xero integrate with HubSpot or Salesforce?
Yes. Zynk can create Xero invoices from won deals or opportunities, keep contacts consistent between the CRM and Xero, and export invoices and payments back to the CRM. Account managers can then see what a customer owes before they get in touch.
Which Xero records can Zynk import and export?
Zynk can import invoices, credit notes, contacts, items, bank transactions and purchase orders into Xero, insert and allocate payments, and email invoices. It can export accounts, contacts, invoices, payments, overpayments, repeating invoices, tax rates, tracking categories and organisation details.
Can Zynk allocate payments and credit notes in Xero?
Yes. Zynk can insert payments against specific Xero invoices and allocate credit notes to the invoices they relate to. Outstanding balances in Xero then match what customers really owe, which keeps aged receivables reports and customer statements accurate.
Can I report on sales by channel in Xero?
Yes, through Xero's tracking categories. Zynk exports your categories and options, and invoices from each store or marketplace can carry the right option as they are created. Xero reports can then be filtered by channel without manual journals or spreadsheets.
Can Zynk help us move to Xero from another accounting system?
Zynk can set up a new Xero organisation's chart of accounts, conversion date and conversion balances, then import contacts, items and invoices. We scope a migration with you first, because every source system stores its data differently and the cut-over date needs agreeing with your accountant.
Do I need a developer to link Xero to my store or CRM?
No. Zynk Autopilot is a no-code, guided set-up for common store-to-Xero connections. For CRM links, several channels or custom rules, our team builds and supports the integration on Zynk Workflow, our low-code platform, so you need no in-house development resource.

See what Zynk can automate for your Xero setup

Book a 20-minute call. We'll review your systems, flag the quick wins and outline a practical route to going live.

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