Ecartify: Xero Accounting Integration

Transform your CS-Cart accounting workflow with the Xero Connector. This powerful addon automatically synchronizes orders, invoices, payments, products, and inventory between your CS-Cart store and Xero accounting software. Eliminate manual data entry, reduce errors, and maintain real-time financial visibility with secure, automated synchronization.

Key Features of Xero Connector

Automatic Invoice Creation:
Orders instantly become Xero invoices with complete details, line items, and taxes.

Real-Time Payment Tracking:
Payments automatically sync to Xero for accurate cash flow monitoring.

Credit Note Management:
Refunds and cancellations generate credit notes automatically in Xero.

Customer Synchronization:
Customer data syncs as Xero contacts, maintaining consistent records.

Product & Inventory Sync:
Products and stock levels stay synchronized across both platforms.

Flexible Account Mapping:
Map transactions to correct Xero accounts for accurate financial reporting.

Tax Configuration:
Automatic tax calculation and recording for GST/VAT compliance.

OAuth 2.0 Security:
Industry-standard secure authentication with encrypted data transmission.

API Health Monitoring:
Real-time connection status and comprehensive diagnostics dashboard.

Step-by-Step Setup Guide

Step 1: Install the Addon

Installing the Xero Accounting Integration addon is simple and takes just a few minutes:

Download the addon from CS-Cart marketplace or Ecartify website

Upload and install "Ecartify: Xero Connector"

Activate the addon from the add-ons list

No coding knowledge required - the installation is fully automated!

Step 2: Create Xero Developer App

Before connecting, you need to create a Xero Developer App to obtain API credentials:

1.Visit Xero Developer Portal:
Go to developer.xero.com and log in with your Xero account

2.Create New App:
Click "New App" and fill in your application details (name, company URL, etc.)

3.Get Credentials:
Once created, you'll receive your Client ID and Client Secret

4.Add Redirect URIs:
Add both redirect URLs provided in the addon settings to your Xero app configuration

Step 3: Connect to Xero

Configure the authentication settings to securely connect your store to Xero:

Enter Client ID:
Paste your Xero OAuth 2.0 Client ID from the developer portal

Enter Client Secret:
Paste your Client Secret (keep this confidential)

Add Redirect URIs:
Copy both provided URLs and add them to your Xero Developer App

Click Connect to Xero:
Authenticate via OAuth 2.0 secure connection

Once connected, you'll see your organization details and connection status!

Step 4: Enable Synchronization Features

Choose which data you want to sync between CS-Cart and Xero:

Invoice Sync: Automatically create Xero invoices when orders are placed or updated

Payment Sync: Record payments in Xero when orders are marked as paid

Credit Notes: Create credit notes for cancelled or refunded orders

Customer Sync: Sync customer contact information to Xero

Product Sync: Synchronize product catalog with Xero inventory items

Inventory Tracking: Sync stock levels in real-time (requires Xero inventory tracking)

Step 5: Configure Xero Account Codes

Map CS-Cart transactions to the correct Xero accounts for accurate financial reporting:

Revenue Account Code: Default account for sales revenue (typically 200 - Sales)

Shipping Revenue Account: Account code for shipping revenue

Discount Account Code: Account for discounts and promotions (e.g., 429)

Payment Account Code: Bank account for received payments (e.g., 970 - Undeposited Funds)

Inventory Asset Account: Account for inventory assets (e.g., 630)

Cost of Goods Sold Account: Account for COGS (e.g., 310)

Flexible account mapping ensures proper financial categorization and simplified reporting!

Step 6: Set Up Tax Configuration

Configure tax settings to ensure accurate tax handling and compliance:

Default Tax Type:
Select from Xero's predefined tax types (Output, Input, None, or Other)

Custom Tax Value:
Enter custom tax codes if your required tax isn't in the standard list

Prices Include Tax:
Check this box if CS-Cart prices already include tax

Accurate tax handling ensures compliance and eliminates reconciliation issues during tax season!

Step 7: Configure Order Status Triggers

Choose which order statuses trigger automatic invoice and credit note creation:

Create Invoice on Status:
Select: Processed, Complete, Open, All Status

Customize Workflow:
Match synchronization to your specific business processes

This flexibility allows you to control exactly when financial data is synced to Xero!

Step 8: Enable Debug Logging (Optional)

For troubleshooting and monitoring synchronization activity:

Enable Debug Logging:
Get detailed sync information for troubleshooting connection issues

Log Retention:
Set automatic log cleanup with configurable retention period (default: 30 days)

Comprehensive logs help with technical support and diagnostics when needed!

Step 9: Verify API Health & Connection

Monitor your Xero connection status and view important integration details:

Real-Time Status: View connection status, organization details, and tenant ID

Store Summary: See total products synchronized to Xero

Account Chart: View complete list of Xero accounts with codes, names, types, and status

Health Checks: One-click diagnostics to verify connection health

The API Health dashboard gives you complete visibility into your integration!

Step 10: Test & Start Syncing

Test the integration and begin automatic synchronization:

Manual Sync Test:
Select products or orders and use "Sync to Xero" option to test

Verify in Xero:
Check your Xero account to confirm data appears correctly

Enable Automatic Sync:
Once tested, all future transactions sync automatically

Monitor Regularly:
Check API Health dashboard and logs to ensure smooth operation

View Xero Logs:
Navigate to Search Logs in the left sidebar to access all three log sections — Xero Webhook, CS-Cart → Xero Create, and CS-Cart → Xero Update. Each section shows a live count of logged entries and lets you filter by Order ID, Invoice ID, or Date.

CS-Cart → Xero Create Log:
Every time a new invoice is pushed from CS-Cart to Xero, an entry is recorded here. You can see exactly which order triggered the invoice, the payload sent, and the Invoice ID returned by Xero. If the count shows 0, no invoices have been created yet.

CS-Cart → Xero Update Log:
When an existing order is modified and the corresponding Xero invoice is updated, the event is captured here. This helps you trace whether an update was successfully pushed or failed silently.

Xero Webhook Log:
Logs all incoming events from Xero back to CS-Cart. If you have set up a webhook in Xero, every trigger (such as a payment marked in Xero) will appear here for debugging and monitoring.

Webhook URL:
Found in Advanced Settings, this is the URL you paste into Xero when creating a webhook. It follows the format https://yourstore.com/index.php?dispatch=sg_xero.webhook and must be reachable publicly for Xero to send events to your store.

What Can You Sync?

The Xero Connector provides comprehensive synchronization across all major e-commerce and accounting entities:

Orders → Invoices

Every order automatically becomes a Xero invoice

Complete order details, line items, and taxes included

Customer information linked to Xero contacts

Payments → Bank Transactions

Payment records sync to appropriate Xero accounts

Real-time cash flow tracking

Refunds → Credit Notes

Cancelled orders generate credit notes

Declined orders create credit notes

Maintain accurate financial records for all adjustments

Customers → Contacts

Customer information syncs as Xero contacts

Billing addresses and account details included

Consistent customer data across platforms

Products → Inventory Items

Product catalog maps to Xero inventory

Automatic product mapping and SKU matching

Product information stays consistent

Stock Levels → Inventory Tracking

Real-time stock level synchronization

Automatic inventory updates when orders are placed

Accurate cost of goods sold calculations

Benefits for Your Business

Time Savings

Eliminate 10-20 hours per week of manual data entry

No more double-entry bookkeeping between systems

Focus on growing your business instead of administrative tasks

Error Reduction

Eliminate transcription errors from manual entry

Automatic data validation and synchronization

Accurate financial records for tax compliance and auditing

Real-Time Financial Visibility

Up-to-date financial data in Xero at all times

Generate reports on demand without waiting for month-end

Make informed business decisions with current data

Scalability

Handles growing order volumes automatically

Maintains accuracy whether processing 10 or 10,000 orders

Scales with your business without additional

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Transform Your Accounting Workflow Today

Your Xero Connector is now ready to revolutionize how you manage your CS-Cart store finances. Say goodbye to manual data entry, reconciliation headaches, and time-consuming bookkeeping tasks. With automated synchronization, you can:

Pro Tip: Start by syncing historical orders in batches to populate your Xero account, then enable automatic synchronization for all future transactions. Use the API Health dashboard to monitor your integration and ensure everything runs smoothly!

Ready to automate your accounting? Install Xero Connector today and experience error-free, real-time financial management!

Ecartify: Xero Accounting Integration