Connecting Shopify to Xero should adapt to your accounting workflow, not force you into a rigid posting structure. Post to Xero by Hyve is built around that principle, giving you the flexibility to choose between detailed, real-time invoices and clean, summarised entries, or a mix of both within a single integration.
Real-time detail when it matters
Post Shopify orders to Xero as invoices in real time, including refunds, so your sales, tax, and receivables are always up to date. There is no need to wait for batch jobs or payout cycles.
For wholesale and B2B stores, this enables proper accounts receivable workflows. You can issue invoices, apply payment terms, and rely on Xero’s native reminders and credit control, all aligned with live Shopify data.
Lean summaries for high-volume sales
Not every store needs a line-by-line ledger. For high-volume retail, Post to Xero supports multiple summarisation options, including payout-based summaries, as well as daily or weekly batching.
You can also reconcile Shopify Payments, PayPal, and other gateways using clearing accounts, while capturing fees alongside sales. This keeps your Xero file clean and manageable without losing financial accuracy.
One integration, flexible strategies
With support for both per-order and summarised posting, you can structure your Xero data to match how your business actually operates.
Use real-time invoices for B2B or wholesale orders that require receivables tracking.
Use summaries for retail sales where only aggregated totals are needed.
Map each sales flow to the correct revenue, COGS, inventory, and tax treatment using Xero items and tracking categories.
Everything is managed within a single system, with no need for multiple apps or manual workarounds.
Built for reconciliation and reporting
Flexibility only works if the numbers reconcile cleanly. Post to Xero is designed with that in mind.
It supports posting of gateway fees alongside sales, detailed product-to-account mapping via Xero items, and multi-store or multi-channel setups using invoice prefixes and tracking categories.
Granular mapping rules let you route taxes, discounts, and revenue based on tags, locations, or sales channels. Tracking categories can be applied dynamically or fall back to defaults, giving accountants precise control without manual journals.
The result is a cleaner Xero ledger that still delivers the depth needed for accurate margin, tax, and performance reporting.
Test before you commit
The setup process is designed for safe, controlled rollouts. Connect Xero, configure your mappings, and post a small set of test orders before enabling auto-sync.
This makes it easy to experiment with different strategies, such as per-order versus summaries or daily versus weekly batching, and settle on the configuration that works best for both the business and the accountant.