How data is synced with individual sync option - Xero Bridge app
When using the individual sync option in the Xero Bridge app, here’s how the data sync process works:
Order Sync : Our app syncs sales, its products, customers, payments, payouts, tax and shipping information. Each order from Shopify is synced individually to Xero. This means that for every order placed in Shopify, a corresponding invoice is created in Xero.
Product Sync: Products included in the orders are synced to Xero. By default, these products are created as untracked items in Xero. If you prefer to track inventory, you can use the “Inventory Sync” add-on feature.
Customer Sync: Customers associated with each order are synced to Xero. You have the option to sync each customer individually or use a default customer for all invoices.
Payment Sync: Payments are synced based on the order status in Shopify. If an order is marked as paid in Shopify, it will be synced as paid in Xero. If the order is pending, it will be synced with an “awaiting payment” status.
Tax and Shipping Information: Tax and shipping details from each Shopify order are synced to Xero, ensuring that all relevant financial data is accurately transferred.
This detailed sync process helps maintain accurate and up-to-date financial records in Xero, reflecting each individual transaction from your Shopify store.