--- title: "SyncTools Shopify to Xero Integration Guide: Configuring Summarized Sync" url: "https://synctools.ai/docs/shopify-xero-integration/synctools-shopify-to-xero-integration-guide-configuring-summarized-sync" date: "2025-07-29T05:40:39+00:00" modified: "2025-08-12T06:10:00+00:00" author: name: "Vivek Vadukiya" word_count: 668 reading_time: "4 min read" summary: "This guide will walk you through the configuration process for syncing summarized entries from your Shopify store to Xero using SyncTools. By the end of this guide, you\'ll be able to easily set up ..." description: "This guide will walk you through the configuration process for syncing summarized entries from your Shopify store to Xero using SyncTools. By the end of this..." language: "en" schema_type: "WebPage" --- # SyncTools Shopify to Xero Integration Guide: Configuring Summarized Sync _Published: July 29, 2025_ _Author: Vivek Vadukiya_ This guide will walk you through the configuration process for syncing summarized entries from your Shopify store to Xero using SyncTools. By the end of this guide, you’ll be able to easily set up summarized sync for your store’s financial data, ensuring automated accounting and easy reconciliation. ## Step 1: Sign In to Your SyncTools Account ![SyncTools login screen with email, password fields, and sign in options for Intuit and Xero accounts.](https://synctools.ai/wp-content/uploads/2025/07/synctools-login-page-email-password-signin-options.png)- Visit the **SyncTools login page** and enter your registered email and password to sign in. - If you’re a new user, you can sign up for an account by clicking on **Sign up today**. ## Step 2: Navigate to the SyncTools Dashboard ![SyncTools dashboard with sales orders, monthly orders, and total sales graphs showing no data for the last six months.](https://synctools.ai/wp-content/uploads/2025/07/synctools-dashboard-no-sales-orders-monthly-total-sales-graph.png)- Once logged in, you’ll be directed to your SyncTools Dashboard where you can view your Shopify store data and Xero account details. - You’ll see key metrics such as monthly orders and sales totals. ## Step 3: Go To Settings ![SyncTools dashboard with user profile menu expanded showing options like Settings, Get Support, and Sign Out.](https://synctools.ai/wp-content/uploads/2025/07/synctools-dashboard-user-profile-menu-settings-option.webp)- In the bottom left corner, click on your profile (e.g., John S) to open the user menu. - From the dropdown, select **Settings**. ## Step 4: Choose Synchronization Options ![SyncTools configuration page showing summarized entries setup, invoice frequency, draft status, and tax inclusive option.](https://synctools.ai/wp-content/uploads/2025/07/configuration-summarized-entries-daily-invoice-draft-tax-inclusive.webp) ### Select Summarized Entries - In the Configuration section, you will be prompted to choose between Summarized Entries and Individual Transaction Entries. - Select Summarized Entries for the streamlined syncing of Shopify data on a daily, weekly, or monthly basis. **What is Summarized Sync?** *This option allows you to group your Shopify store payouts into a single summary entry for each day, week, or month, reducing the volume of individual transaction entries.* ### Choose Invoice Creation Frequency - Under the Choose frequency of invoice creation section, select how often you want to create summarized invoices. Lets say, choose daily if you want your summarised entries to sync on a daily basis. ### Pick the start date for sync - Choose the date from which you want to start importing Shopify records. This will define when SyncTools begins syncing your transactions to Xero. ### Choose Invoice Status how you want it in Xero Select the Invoice Status that suits your accounting workflow: - Draft: Draft invoices will be created in Xero. - Submitted for Approval: The invoice will be submitted for approval in Xero. - Approved: Automatically approve the invoice in Xero. ### Select whether you want Tax inclusive or Exclusive invoices - Determine whether the invoices should be Tax Inclusive or Exclusive. ## Step 5: Select Your Operating and Registered Countries ![SyncTools country settings showing United Kingdom as business location and United States selected for business registration.](https://synctools.ai/wp-content/uploads/2025/07/country-settings-uk-business-location-us-registration-selected.webp)- Choose the operating country and any additional registered countries. ## Step 6: Set Up Grouping Preferences ![SyncTools grouping settings with default country and gateway options and advanced grouping by channel, category, and type.](https://synctools.ai/wp-content/uploads/2025/07/grouping-settings-default-country-gateway-advanced-channel-category-type.webp)- **Default Grouping:** Group by country or gateway. - **Advanced Grouping:** Group by sales channel, product category, etc. **Tip:** Use Advanced Grouping for more granular financial reporting. **Note:** For a detailed guide on the Grouping Feature, check out our documentation. ## Step 7: Map Your Shopify Data to Xero Accounts ![SyncTools mapping settings showing Shopify transactions mapped for United Kingdom, United States, and other countries.](https://synctools.ai/wp-content/uploads/2025/07/mapping-settings-shopify-transactions-uk-us-other-countries.webp)- Map your Shopify transactions (sales, refunds, shipping income, etc.) to the corresponding Xero accounts. - Use the **Bulk Create & Map** button to map multiple transactions at once. ![SyncTools mapping screen showing Shopify transactions for UK with bulk create and map option for account automation.](https://synctools.ai/wp-content/uploads/2025/07/synctools-uk-shopify-transactions-mapping-bulk-create-and-map-option.webp) ## Step 8: Review and Confirm Mappings ![SyncTools unmapped Shopify transactions with Xero account numbers and names ready for mapping and prefix/suffix options.](https://synctools.ai/wp-content/uploads/2025/07/synctools-unmapped-shopify-transactions-xero-account-mapping-setup.webp)- Review and confirm your mappings to ensure correctness. - Double-check for any unmapped transactions to avoid errors. - Repeat this for each enabled country. ## Step 9: Enable and Configure Cost of Goods Sold (COGS) ![SyncTools COGS settings page with option to enable cost of goods sold sync for accurate invoice tracking in Xero.](https://synctools.ai/wp-content/uploads/2025/07/synctools-enable-cogs-sync-cost-of-goods-sold-xero-tracking.webp)- **Enable COGS Sync:** Click the button to activate and post itemized costs. - **Choose Default Accounts:** Select the COGS and Inventory accounts. - **Set Synchronization Frequency:** Choose between Daily (automatic) or Monthly (manual) updates. ### Enable COGS Sync To automatically track the cost of products sold at each payout period, enable COGS Sync. This feature will post itemized costs as invoice transactions into your accounting system. - This ensures accurate tracking of inventory and profitability for each sale. Click the Enable Cost of Goods Sold button to activate the COGS sync. ### Choose Default Accounts for COGS *Don’t forget to select the notification settings, such as Notify via email for inventory products without costs or Restrict invoice posting until the cost is updated.* ## Step 10: Review the Shopify Payouts and Sync in Xero ![SyncTools COGS settings showing selected accounts, daily sync frequency, and inventory handling for missing product costs.](https://synctools.ai/wp-content/uploads/2025/07/synctools-cogs-settings-daily-sync-inventory-cost-account-setup.webp)Select the Cost of Goods Sold account and the Inventory account that SyncTools will use to track and sync product costs to Xero. - Track the monthly breakdown of Shopify payouts. - Ensure all transactions are posted correctly to Xero. - If needed, select and post transactions to Xero manually. ## Related Resources 📘 - **Cost of Goods Sold Setup Guide** --- _View the original post at: [https://synctools.ai/docs/shopify-xero-integration/synctools-shopify-to-xero-integration-guide-configuring-summarized-sync](https://synctools.ai/docs/shopify-xero-integration/synctools-shopify-to-xero-integration-guide-configuring-summarized-sync)_ _Served as markdown by [Third Audience](https://github.com/third-audience) v3.5.3_ _Generated: 2026-04-13 14:40:15 UTC_