Sync Orders from Xero to ShipStation

Introduction

Connex can sync orders from Xero to ShipStation. You must set-up a scheduled task with Connex and create some new orders in Xero.

How does Connex map the billing and shipping address?

Since Xero orders have no billing and shipping address, our tool takes the address from the contact record. We map the post office address as the billing address and the street address as the shipping address. To edit this info, follow these steps:

  1. In Xero, go to accounts and click sales.
  2. Search for an invoice.
  3. The invoice is tied to a contact. On the left, click his name: 
    jackson.png
  4. On the contact screen, click edit on the right.
  5. Change the post office and street address: address.png

How do I flag orders to sync?

By default, Connex will create a special rule saying all Xero orders must have a tracking of ShipStation. For more info, read this article.

Add an Order to Xero

In this example, tracking is off. If it's on, make sure you add your solution name to the order. Here are the steps:

  1. On the Connex configure page, scroll down to task settings.
  2. Check the box for sync orders from Xero.
  3. Click save and sync.
  4. Login to Xero.
  5. On the top menu, click accounts > sales.
  6. On the right, click new.
  7. Create an invoice.

Here is an example invoice in Xero.

In about 15 - 20 minutes, the order should sync. Check your transaction log by hovering over the gear > transaction log. If you want to export the order faster, go back to the configure page of Connex. Click save and sync.

Sync Tracking Numbers and Shipping Costs from ShipStation to Xero

You can sync the tracking number and ship date back to Xero, after you ship the order. The setting works on invoices only. Here are the steps:

  1. Go to the configure page of Connex.
  2. At the configure page, click the Xero Export tab.
  3. If you want to send tracking details back from ShipStation to Xero, click the update tracking and shipping information box: 
  4. Click save and sync.

You should see updates in Xero within ten to fifteen minutes. Here is an example of an updated Xero order: 

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