Shopify + Xero

Create bank transactions in Xero for new orders in Shopify

Streamline your financial processes with this workflow. When a new order is placed in Shopify, it will result in creating a bank transaction in Xero. This efficient workflow not only reduces manual data entry but also ensures accurate and timely information in your accounting software. It's perfect for an online retailer wanting to combine sales and financial management seamlessly.

Streamline your financial processes with this workflow. When a new order is placed in Shopify, it will result in creating a bank transaction in Xero. This efficient workflow not only reduces manual data entry but also ensures accurate and timely information in your accounting software. It's perfect for an online retailer wanting to combine sales and financial management seamlessly.

  1. When this happens...
    ShopifyShopify
    New Order

    Triggers when an order is created (with line item support).

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Bank Transaction

    Creates a new Spend/Receive Money bank transaction.

    ActionWrite
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Supported triggers and actions

    • BlogRequired

    • Blog Entry Status

    Trigger
    Polling
    Try It
    • Risk Level

    Trigger
    Polling
    Try It
  • Shopify triggers, actions, and search

    New Cancelled Order

    Triggers whenever an order is cancelled (with line item support).

    Trigger
    Instant
    Try It
  • Shopify triggers, actions, and search

    New Customer

    Triggers when a new customer is added to your Shopify account.

    Trigger
    Instant
    Try It
shopify logo
shopify logo

About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
Learn more

Related categories

  • eCommerce
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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