Blog Post
Connect Your Account
Connect your Xero account to Commerce using the following steps:
Log in to your Commerce account
Go to Connect an account > Accounting > Xero > Connect +
Click Connect
Xero offers different methods of authenticating your connection. If you are not already logged into your Xero account, you are then prompted to log in with your Xero credentials. This authenticates the connection between Commerce and Xero.
You may also establish the connection using a third-party authentication app.
As part of the authentication process, allow third-party access for Commerce by clicking Allow access.
You are then redirected to Commerce where your Xero accounting file will sync.
Supported Regions
Commerce currently supports all regions in which Xero operates.
Your Data
Commerce provides real-time Xero data once your connection is established. Updates to your accounting file will be reflected on Commerce after a sync takes place. Data that is shared between Xero and Commerce is as follows:
Chart of accounts
Tax rates
Invoices
Type and accounts
Line item accounts
Additional Info
Updating Information
Commerce syncs data with the idea that your Xero file is the primary information source. If the need for a new account, category, product, or product information exists, use Xero to update accordingly. Commerce will pull in this new information at the next sync. For immediate results, click the Manual Sync button from the accounting menu.
Export Preferences
Understanding the variety of accounting and business needs, Commerce offers customizable export options to maximize the use of your Xero accounting file. It is highly recommended to adhere to your preferences once established. Changing preferences during the course of business could result in unfavorable accounting data.
Finding Transactions
After exporting transactions from Commerce to Xero, find a link within each Xero entry that relates to the original receipt. Whether you manually export transactions, use Auto Exports, or Rollups, these convenient hyperlinks take you directly to the data that is continually maintained in Commerce.
Xero-imposed Daily Limits
Due to API limitations, Xero caps the number of transactions that can be exported from Commerce to your Xero accounting file. That number is roughly 2000 transactions per day.
Consider this number when planning for your historical Catch Me Ups or your high volume of daily transactions. Commerce will absolutely export your transactions, but within the bounds of Xero's limits - meaning it may take a few days. Keep this in mind when time-sensitive data is needed.
Rollups, a Commerce feature that summarizes your transactions, is a suitable alternative to this issue.