Automated Shopify Order to Xero Invoice Reconciliation (Make.com)

1. **Create Scenario**: Log into Make.com, click 'Create a new scenario', and name it 'Shopify Orders to Xero Invoices'. 2. **Configure Shopify Trigger**: Add the **Shopify > Watch Orders** module. Select 'Webhooks' as the connection type. Add a new webhook, connect your store, and set the status to 'paid' to ensure only finalized orders sync. 3. **Search for Existing Contact**: Add the **Xero > Search Contacts** module. Map the `Customer: Email` from Shopify to the 'Email Address' field in Xero to prevent duplicate records. 4. **Add Router (Optional)**: If you want to handle guest checkouts differently, add a Router. Otherwise, proceed to contact logic. 5. **Conditional Contact Creation**: Add a **Xero > Create a Contact** module. Set a Filter between the Search and Create modules where 'Contact ID' from the search results `Does not exist`. Map name, email, and address fields. 6. **Map Line Items**: Add an **Iterator** module if you have complex orders, though the Xero 'Create Invoice' module in Make.com natively handles arrays. Map the `Line Items` array from Shopify to the Xero Invoice 'Line Items' section. 7. **Create Invoice**: Add the **Xero > Create an Invoice** module. Map `Order Name` to 'Invoice Number', `Total Price` to 'Amount', and use the `Contact ID` from the previous steps. 8. **Apply Tax Rates**: Use a `switch()` function in the mapping to convert Shopify Tax Titles (e.g., 'State Tax') to your specific Xero Tax Type codes (e.g., 'OUTPUT'). 9. **Record Payment**: Add the **Xero > Create a Payment** module. Link it to the Invoice ID created in step 7 and map it to your 'Shopify Clearing' bank account in Xero. 10. **Error Handling**: Right-click the Xero modules and select 'Add error handler'. Use the **Break** directive to store the execution and allow for manual retries if the Xero API is down.