Integrate Shopify to Xero
Shopify is an eCommerce platform that provides tools for both online and physical sales. On Shopify, users can set up an online store with pre-made themes. They can also accept payments from a variety of sources and use the analytics to look at their business’s sales trends. This can help them understand where they need to better focus their sales and marketing efforts.
Integrate Shopify to Xero
Popular Use Cases
Xplenty can extract any data that you need from Shopify. Here are some of our most popular use cases:
Track checkouts that were added to a customer’s cart but not completed as sales. This field includes data about the customer, the product and the reason for cancellation. It can help determine which products are most commonly abandoned at checkout and why, allowing you to run better predictive analyses about your future products and customers.
Retrieve basic customer information - such as ID, email, mailing address, and name - as well as data about customer behavior, such as the last order a customer made, their total amount spent or how many orders they have made with your company. You can then use this data to focus your marketing efforts towards specific customers or demographics.
Retrieve important data about an order request, such as customer contact information, the product ordered or the status of the order itself. Then, use this field to track important sales data like what products are being ordered the most or sales trends based on region or product price.
Create any number of product groupings and view data ranging from the product name and product ID to how much the product weighs, when it was created and how much it costs. Then, use that data to track trends and understand what types of products have been successful and why.
Track any exchange of money that occurs on Shopify, including completed sales, refunds and voided orders. This data can also track the actual revenue generated from your orders via their order ID’s, which will provide you with a sales-focused view of how well your business is performing.
Capture data from any transaction where the money has been refunded to the customer or any transaction where an item has been returned after being ordered. You can then view details about how much was refunded, what products were returned and whether or not those products have been restocked. This information can ultimately help you understand which products are successful, which are not and why.
Popular Use Cases
Xplenty can extract any data that you need from Xero. Here are some of our most popular use cases:
Retrieve data about any account you have in Xero - bank accounts, expense accounts, sales accounts, etc., - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints - like invoices and payments - to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall financial performance.
Track all bank transactions that are captured by Xero, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, relevant contact IDs, and type of transaction - to better understand your finances and see if any changes need to be made.
Get a range of important accounting data for different contacts within your Xero database. This includes communication details - like the contact’s name, email address, and organization - as well as details about their relationship with your company, such as their outstanding balance and their customer status.
Create or retrieve data related to any bank transfers to or from accounts that are linked to Xero. This can include the name and ID of every involved account, the amount that was transferred, and the date the transfer happened. This data can help you keep track of your bank accounts so that you can maintain an accurate and clean accounting database.
Retrieve data for any invoice that has been prepared and sent using Xero, including its total amount, due date, associated contacts, and relevant payment IDs. This data can help you accurately track a variety of financial metrics, including your sales data and your expected revenue.
Get details about any payments that were sent to Xero for accounting, including the payment date, amount, and any unique identifiers that are associated with it, including account ID and invoice ID. Then, use those IDs to link the payments back to relevant accounts, contacts, and invoices. This will help you create more detailed and accurate sales analytics.
Why Our Customers Choose Xplenty
We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.
Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.
Ease of Use
You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.
Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.