Xero sync
Connect Xero once (OAuth, from Transactful settings) and the shop and the books stop diverging.
What syncs
Section titled “What syncs”| Direction | What |
|---|---|
| Transactful → Xero | B2B orders on terms become ACCREC invoices (draft or approved – your choice), with line items, tax, and due dates from the payment terms |
| Transactful → Xero | Companies become Xero contacts (matched by VAT number or name; you confirm ambiguous matches once) |
| Xero → Transactful | Payments recorded in Xero clear the corresponding exposure in the credit ledger – a bank-reconciled payment lifts overdue status and holds automatically |
| Xero → Transactful | Credit notes reduce exposure |
Sync runs continuously; the settings page shows the last successful exchange in both directions and any items needing attention (e.g. an invoice deleted in Xero that’s still open in Shopify).
Search · Aldgate Trade Supply
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Xero sync Connected
| Organisation | Aldgate Trade Supply Ltd |
| Invoices → Xero | Last sent #1067 · 24 Jul, 16:41 Up to date |
| Payments ← Xero | Last received £3,200.00 against #1051 · 22 Jul |
| Needs attention | 0 items |
Shopify is the source of truth for orders; Xero for money received. Sync never deletes.
Ground rules
Section titled “Ground rules”- Shopify is the source of truth for orders; Xero for money received. Transactful never creates orders from Xero or payments from guesswork.
- Nothing is deleted by sync. Removing the connection stops the exchange and leaves both systems as they are.
- UK-first: designed against UK VAT invoicing conventions (QuickBooks is on the roadmap – tell us if you need it).