Connecting to Xero
To do this, simply select "Connect to Xero". From here, simply enter your Xero login details, or if you don't have a Xero account, simply select "Try Xero for Free". You'll then be directed to a page, where you grant permission for Reconcile.ly (https://www.reconcile.lyFew readersData flow
Reconcile.ly only gets the minimum data we need from both your Xero and Shopify accounts. Below is a diagram that illustrates the data flow between Reconcile.ly, Shopify, and Xero: Reconcile.ly has access, but does not store any of your customers' personal data from Shopify. When does this occur? Reconcile.ly (hFew readersConnecting and Disconnecting to Shopify
Getting connected in simple, if you found us via the Shopify App store and installed there - you will already be connected! If you have found us from elsewhere, head to https://app.reconcile.ly, type in your store domain then hit enter, this the 'myshopify.com' one. For example: 'example.myshopify.com' After authorising with Shopify, You'll be ableFew readersDisconnecting from Xero
To disconnect your Xero from Reconcile.ly, head into the app 'Mappings' section click on the 'Disconnect from Xero' option on the right side: Or you can remove Reconcile.ly from within your Xero. To do this log into your Xero organisation, then do the following: Go to your organisation Name Settings Connected ApFew readersWhy is Reconcile.ly different?
This article is going to explain in brief how Reconcile.ly works, and how we go above and beyond simply exporting your orders. Reconcile.ly is a Shopify to Xero connector, which has two powerful features rolled up into one app! Start Free Trial Shopify Payments The first is consolidation of Shopify Payments payouts. Depending on your payout frequency, Shopify Payments will batch several ordersFew readersPrerequisites
Here are a couple of things to check before installing Reconcile.ly Reconcile.ly sends an invoice per payout and/or order depending on your settings. Make sure your Xero plan supports Invoices and are not limited. We recommend having at least the 'Standard' Xero plan. If you have other apps that send orders to Xero, you should turn these off to avoid duplication. Your Xero organisation currency should be the same asFew readersHow to connect Shopify with Reconcile.ly
One of the first steps of setting up your Reconcile.ly account is ensuring that your Shopify store is connected. For this, you'd need to install the app. Once installed, it will be linked to your store, but you might be prompted to enter your Shopify store domain: Once you have entered your store name, you will be askeFew readers