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12/22/2025
Xero Accounting Financial Control with Seamless Xero Integration
Sync invoices, payments, and reports automatically to eliminate errors and spend more time growing your business.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.
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.
Payments automatically sync to Xero for accurate cash flow monitoring.
Credit Note Management:
Refunds and cancellations generate credit notes automatically in Xero.
Refunds and cancellations generate credit notes automatically in Xero.
Customer Synchronization:
Customer data syncs as Xero contacts, maintaining consistent records.
Customer data syncs as Xero contacts, maintaining consistent records.
Product & Inventory Sync:
Products and stock levels stay synchronized across both platforms.
Products and stock levels stay synchronized across both platforms.
Flexible Account Mapping:
Map transactions to correct Xero accounts for accurate financial reporting.
Map transactions to correct Xero accounts for accurate financial reporting.
Tax Configuration:
Automatic tax calculation and recording for GST/VAT compliance.
Automatic tax calculation and recording for GST/VAT compliance.
OAuth 2.0 Security:
Industry-standard secure authentication with encrypted data transmission.
Industry-standard secure authentication with encrypted data transmission.
API Health Monitoring:
Real-time connection status and comprehensive diagnostics dashboard.
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
Login to your CS-Cart admin panel and navigate to Add-ons
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
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.)
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
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
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
Paste your Xero OAuth 2.0 Client ID from the developer portal
Enter Client Secret:
Paste your Client Secret (keep this confidential)
Paste your Client Secret (keep this confidential)
Add Redirect URIs:
Copy both provided URLs and add them to your Xero Developer App
Copy both provided URLs and add them to your Xero Developer App
Click Connect to Xero:
Authenticate via OAuth 2.0 secure connection
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)
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
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
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
Select: Processed, Complete, Open, All Status
Customize Workflow:
Match synchronization to your specific business processes
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
Get detailed sync information for troubleshooting connection issues
Log Retention:
Set automatic log cleanup with configurable retention period (default: 30 days)
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
Select products or orders and use "Sync to Xero" option to test
Verify in Xero:
Check your Xero account to confirm data appears correctly
Check your Xero account to confirm data appears correctly
Enable Automatic Sync:
Once tested, all future transactions sync automatically
Once tested, all future transactions sync automatically
Monitor Regularly:
Check API Health dashboard and logs to ensure smooth operation
Check API Health dashboard and logs to ensure smooth operation
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
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!
