Automate Shopify Order Fulfillment to Xero Accounting (Zapier)

1. **Create the Zap**: Log into Zapier and click 'Create Zap'. Name it 'Shopify Orders to Xero Invoices'. 2. **Set Shopify Trigger**: Choose 'Shopify' as the App and 'New Order' as the Event. Connect your Shopify store using your `.myshopify.com` URL and authorize the connection. 3. **Test Trigger**: Pull in a recent order. Ensure it has line item details and customer information. 4. **Add Filter by Zapier (Optional)**: If you only want to sync paid orders, add a Filter step. Set it to 'Financial Status' | '(Text) Exactly matches' | 'paid'. 5. **Find or Create Contact in Xero**: Add a Xero action 'Find Contact'. Search by 'Email'. Check the box 'Create Xero Contact if it doesn't exist yet?'. Map 'Customer First Name' and 'Last Name' to the Name field, and 'Customer Email' to the Email field. 6. **Create Sales Invoice in Xero**: Add another Xero action 'Create Sales Invoice'. Set 'Status' to 'Draft' or 'Submitted' (recommended initially). Map 'Order Name' (e.g., #1001) to the Reference field. 7. **Map Line Items**: Under the 'Line Items' section in the Xero action, use the 'Line Items' data from Shopify. Map 'Line Item Name' to Description, 'Line Item Quantity' to Quantity, and 'Line Item Price' to Unit Amount. 8. **Account & Tax Mapping**: Select your Xero 'Account Code' (e.g., 200 - Sales). Map Shopify's 'Total Tax' to the Xero Tax Amount field or use Xero's automatic tax calculation based on the Contact's address. 9. **Add Error Handling**: Click the '...' (three dots) on the Xero Invoice step and select 'Add Extra Step' -> 'Paths' or use 'Step Deprecation' logic to notify you via Slack/Email if the invoice fails to create (e.g., due to a SKU mismatch). 10. **Final Test**: Run a test to Xero. Check your Xero 'Draft Invoices' folder to verify the data arrived correctly. 11. **Turn on Zap**: Switch the Zap to 'On' to begin real-time syncing.