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.
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.
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
01
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.
02
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.
03
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.
04
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.
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
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
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
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.
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.