The guide collection / Shopify + Xero
Xero Sync Failures
Know when a paid Shopify order hasn't reached Xero. A self-serve playbook for checking the gaps and giving your finance team a useful next step.
Inside the guide
Spot the gap.
Put someone on it.
- A scheduled check that compares paid Shopify orders with matching Xero invoices.
- Prerequisites, grace periods, exclusions and a named finance owner.
- A private finance alert and one task per gap, with grouped alerts for a burst of issues.
- Checks for duplicate alerts, tool outages and successful setup.
What you'll need
Shopify and Xero API access, your Xero connector, a private Slack channel, and Make/n8n or a similar automation tool. Allow around three to five hours once access is in place.
How you'll use it
Follow the runbook yourself or give it to your contractor. The workflow flags missing invoice matches for review. It doesn't post journals or provide tax or accounting advice.
This is a digital guide, sold separately from consulting and hands-on setup.
Earlier in the workflow
Keep an eye on unfinished checkouts.
The Shopify Order Ops guide shows you how to give the right people a useful signal when a high-intent checkout is abandoned.