Integrate Xero

Connect Xero to Squarespace

Get your Xero account connected with Squarespace and save valuable time by automating your workflow.

What does it do?

Connect your Xero company profile to your Squarespace Store and save hours of manual data entry.

When an Order is created in Squarespace, create an Invoice in Xero.

Have invoices created in your Xero company for all orders made in your Squarespace store. Set your invoices to include tax codes, payment status, assign a payment account and create invoices only for orders with an order status you’ve selected.

 

Create Xero Invoices

  • Have the orders created as ‘Pending, ‘Fulfilled’, ‘Cancelled’ or ‘Partial Refunds’ as payment status
  • Order Number Prefix Organize Orders with a number prefix
  • Use Shipping Items Choose a default product the will show shopping costs
  • Use Discount Item Choose a default discount item to represent order discounts
  • Have Unpaid invoices created as Draft, Submitted/Waiting Approval or Authorized/Awaiting Payment
  • Have Paid Invoices created as Draft, Submitted/Waiting Approval or Authorised/Awaiting Payment
  • Choose to set the Tax on Invoice to be as the Orginal, Tax Inclusive or Tax Exclusive.
  • Automatic Invoice Numbers Choose to have Invoice numbers automatically generated
  • Choose to assign the Invoice to the Original Customer, the Customers Organisation or a Generic Online Sale Customer
  • Choose to swap the Billing and Shipping Address
  • Assign a Due Date offset type from the five options. If a Due Date offset type is not set, it will automatically be created depending on the transaction date.
  • Set a DueDate Offset for the Invoices, if a Due Date is not selected, it will automatically be created depending on the transaction date
  • Select a Tracking Code to be included in the Invoice
  • Select a second Tracking Code to be included in the Invoice
  • Choose to allow credit card payments

 

 

Map Tax Codes

  • Map Sales Tax Codes to be sent from Squarespace to Xero, match the order by orders with No Tax or with variable Tax

 

 

Create Note is created in Xero

  • Select a default Refunds account
  • Assign a Refund number prefix
  • Assign a default product to be used for all partial amount refunds
  • Choose to have automatic refund document numbers

 

 

Create new Items 

  • Assign a default Income account for the new Items created
  • Assign a default Expense account for new Items created
  • Organize new Items as ‘Inventoried’ or ‘Non-Inventoried Items’

 

 

Send Payments from Squarespace to Xero

  • Select a default account to deposit all Payments
  • Choose to handle overpayments or not
  • Map the Payment Methods from Squarespace to Xero by selecting a default Payment Account

 

 

Send Fees from Squarespace to Xero

  • Select an account in Xero to organize Payment of Fees
  • Select an account in Xero to organize Fees 
  • Map the Fees from Squarespace to Xero by selecting a default Fees Account.

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When a Product is created in Squarespace, create a new Item in Xero

Get new items created in your Xero company for every product created in your Squarespace store.

 

Automatically send new Products created in Squarespace to Xero as new Items

  • Choose to create Items as Non-Inventoried Items or Inventoried Items
  • Assign a default Income account for the new Items created
  • Assign a default Expense account for new Items created

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When Stock Levels are updated in Xero, update stock levels in Squarespace. 

Automatically update your stock levels in Xero for all orders made in Squarespace

 

Automatically update Stocks Levels in Squarespace for all updates made to Stock Levels in Xero

 

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Need Help? 

See our Knowledgebase articles to help you get started.

Reach out to our customer champions be sending a quick email to support@onesaas.com for any assisstance or chat to our support team by clicking on the chat bubble on the bottom right of our website

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