Shopify + Code by Zapier + Xero Integrations
How to connect Shopify + Code by Zapier + Xero
Zapier lets you send info between Shopify, Code by Zapier, and Xero automatically—no code required.
Do even more with Shopify + Code by Zapier + Xero
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Shopify, Code by Zapier, and Xero. And don’t forget that you can add more apps and actions to create complex workflows.
Abandoned Cart Age (Hours)Required
How many hours old must abandoned carts be to trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
What payment status will trigger this Zap?
Order Status
What order status will trigger this Zap? (Use the different trigger if you want cancelled orders!)
Fulfillment Status
What fulfillment status will trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Order (Any Status)
Triggers when a new purchase is made (of any order status).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BlogRequired
TitleRequired
Author NameRequired
ContentRequired
Supports HTML.
Featured Image URL
Excerpt/Summary
Supports HTML.
Tags
Is Published?
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
ProductRequired
Product VariantRequired
Adjust Quantity By
You can use positive or negative numbers, like
4or-3. The number you enter will be added to or subtracted from the current quantity.Set Quantity To
You can use positive or negative numbers, like
4or-3. The quantity will be set to the number you enter.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Product TypeRequired
VendorRequired
Product Description
Can use html elements.
Tags
Comma Separated list of tags.
Published At
The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
Image URL
URL of an image to use for this new product.
More Image URLs
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
The customer to update.
First Name
Last Name
Email Address
Tags
Setting any tags here will replace all existing tags for this customer.
Phone Number
Note
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Accepts Marketing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product VariantRequired
Title
Price
Compare at Price
SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email AddressRequired
First NameRequired
Last NameRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
E.g. "KY" or "MI"
Country
Country is required if the other address fields are filled.
Zip Code
Phone
Tags
Note
Accepts Marketing
Defaults to "no".
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProductRequired
Product to add this variant to.
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCodeRequired
Warning! This is an advanced trigger! Please read the Code documentation for more information.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInput Data
Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation
input_data['keyName']to access the values within your code. The data will be provided as strings. Learn more here.CodeRequired
Warning! This is an advanced trigger! Please read the Code documentation for more information.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote Status
If left empty, Zapier will trigger on all new quotes, regardless of status.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTransaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
ContactRequired
Date
Defaults to today's date if not specified.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Reference
Non-unique alpha numeric code identifying the bill.
Url
URL link to a source document.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type
What you'll you provide the ID or number for via the next field.
Document ID or NumberRequired
The ID or Number for the selected Document Type.
Paid ToRequired
The bank account or clearing account the payment is being made to.
Date
Currency Rate
Exchange rate when payment is received. Only used for non base currency invoices.
AmountRequired
Reference
An optional description for the payment.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Cancelled Order
Triggers whenever a order is "cancelled" (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new purchase is made (only open orders) (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is added to your Shopify store.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
What payment status will trigger this Zap?
Order Status
What order status will trigger this Zap?
Fulfillment Status
What fulfillment status will trigger this Zap?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
E.g. "KY" or "MI"
Country
Country is required if the other address fields are filled.
Zip Code
Phone
Tags
Note
Accepts Marketing
Defaults to "no".
Tax Exempt
If "Yes", taxes won't be applied at checkout for this customer.
Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
An email for your customer.
Product
Only used if you select a product variant below.
Product Variant
Requires a Product chosen above. If you choose a variant, you can still fill in the Product Title and the Product Price to override the regular values.
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
To use this, please also enter a value in the "Discount - Amount" field.
Discount - Amount
The "Discount - Type" field determines how this value is used. For a fixed amount, enter
5.00to discount $5.00. For a percentage, enter.25to discount 25%.Discount - Code
Defaults to "Custom discount". For the discount to be applied, you must also enter values for Discount Type and Amount.
Additional Details
Extra metadata about the order, defined as key/value pairs. For example,
Favorite color: Blue.Tags
Location
Send Receipt
Should an order confirmation be sent to the customer?
Send Fulfillment Receipt
Should a fulfillment confirmation be sent to the customer?
Inventory Behaviour
How do you want your inventory to update with this order? Default is "Bypass".
Financial Status
Fulfillment Status
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
Source Name
Where the order originated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product to add this variant to.
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Title
Product Type
Vendor
Product Description
Can use html elements.
Tags
Comma Separated list of tags. Will replace existing.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Images
URL of one or more images to use for this product.
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
Product to choose the variant for.
Product Variant TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitleRequired
Product TypeRequired
VendorRequired
Product Description
Can use html elements.
Tags
Comma Separated list of tags.
Published At
The date and time when the product was published. This must be a date in the past. Defaults to the current date if left blank.
Price
Creates a single product variation in Shopify and assigns the price to this variation.
Inventory Policy
What should Shopify do when inventory is exhausted: deny sales or continue selling?
Image URL
URL of an image to use for this new product.
More Image URLs
SKU
Is Published?
Defaults to yes.
Publish to Point of Sale
Defaults to yes.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCodeRequired
Warning! This is an advanced trigger! Uses Node 10.x.x. Please read the Code documentation for more information.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInput Data
Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation
inputData.keyNameorinputData['keyName']to access the values within your code. The data will be provided as strings. Learn more here.CodeRequired
Warning! This is an advanced action! Uses Node 10.x.x. Please read the Code documentation for more information.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPurchase Order Status
If left empty, Zapier will trigger on all new purchase orders, regardless of status.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoiceRequired
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From AccountRequired
The bank account the payment is being made from.
To AccountRequired
The bank account the payment is being made to.
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Date
Defaults to current date if not specified.
Expiry
Quote Number
If you want Xero to auto-generate a Quote Number for you, leave this field blank.
Reference
Theme
Title
Summary
Currency
Amounts Are
Defaults to Tax Exclusive if not specified
Item Code
DescriptionRequired
Quantity
Unit Price
Discount %
Account
Tax Rate
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice NumberRequired
To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Number
Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
Reference
An additional reference number
Url
URL link to a source document.
Sent To Contact
Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact (supplier)Required
Date
When the purchase order was issued. Defaults to today's date if not specified.
Delivery Date
Order Number
If left blank, Xero will auto-generate this from your default invoice numbering.
Reference
Theme
Currency
Tax Type
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Shopify + Code by Zapier + Xero Integrations Work
- Step 1: Authenticate Shopify, Code by Zapier, and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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