Xero is accounting software you can integrate with your Squarespace store. By connecting Xero with Squarespace, Squarespace will export a Daily Sales Summary for the previous day's transactions to your Xero account every day at 1:00 AM EST.
Note: Squarespace can't provide accounting or tax advice. While you can use Xero as a tool for your business, you're responsible for establishing your chart of accounts and mapping sales to appropriate accounts in Xero.
Before you begin
- Our integration with Xero is only available in the United States.
- The integration is only available on the Commerce Basic and Advanced plans.
- Xero has a separate subscription fee. Billing for your Xero account is handled directly through Xero, not Squarespace.
- Test orders don’t export to Xero.
Tip: To use a different accounting service, export your sales data to Excel.
Step 1 - Connect Xero
- In the Home Menu, click Commerce, then click Accounting.
- Click Xero, then click Connect Xero.
- Click Confirm if your business is based in the US. Squarespace only supports Xero integration in the US.
- Log in using your Xero username and password. This authorizes Squarespace to access your Xero account.
- After you log in, click the drop-down menu to select the organization to connect to Squarespace.
Note: Your Xero account can only connect to one Squarespace site at a time.
After you complete this step, the Connect Xero text and button will appear dimmed.
Step 2 - Set up account mappings
After you've connected Squarespace with Xero, you can select which account each line item of your Daily Sales Summary will be filed under. Click Set Up Xero to begin.
Add accounts to Xero
You can create and map three accounts in Xero:
- "On Sale" Discounts - Discounts taken from placing products on sale in Squarespace Commerce.
- Coupon Discounts - Discounts taken from applying discounts to orders in Squarespace Commerce.
- Credit Card Receivable - Funds owed to your business for credit card purchases made in Squarespace Commerce.
Click Create in Xero next to the appropriate accounts.
Map line items
After you create your accounts, you can select which account each line item of your Daily Sales Summary will be mapped to. Account Mapping displays the available accounts created in your Xero Organization. Click an arrow icon on the right to open a drop-down menu and change the account.
When you're finished, click Save & Continue.
Step 3 - Finish
After configuring your account mappings, you're finished.
Squarespace will export a Daily Sales Summary for the previous day every day at 1:00 AM EST.
The Daily Export to Xero box will display your organization's name, the last Daily Sales Summary export, and the next scheduled export.
You can also edit the option to:
- View Sales in Xero - View invoices in your Xero account.
- Manually Export To Xero - Select a time frame to export your sales summary to Xero.
- Edit Account Mappings - Manage your set account mappings.
- Disconnect Xero - Disconnect Squarespace with your Xero Organization.
Step 4 - View orders in Xero
From your Xero account, you can view daily invoices. Invoices display a breakdown of charges and credits for orders or refunds processed that day. Each line displays the order number and one of the following items:
- Subtotal - Cost of all products in order, before discounts.
- Tax - If you have multiple tax rules, each tax rule occupies its own line.
- Stripe fee or PayPal fee - The amount charged by Stripe or PayPal for the transaction.
- Coupon discount - This may include On Sale items, or those may occupy a separate line, depending on how you set your mapping.
- Shipping charges - Any shipping costs charged on the order.
- Rounding - In the case of partial refunds, this line balances any discrepancies in rounding between Squarespace and Xero's system.
- Refunds - Any full or partial refund amounts.
Note: This guide is available as a resource, but isn't meant as accounting or legal advice. Squarespace can't provide direction on specific tax rules. If you have tax questions, you may want to consult your tax advisor.
Xero exports can fail if a mapping becomes disconnected when changes are made in Xero. The site owner will receive an email for every failed export from firstname.lastname@example.org with the subject "Daily Export To Xero Failed."
To fix this issue:
- Log into your Squarespace site.
- In the Home Menu, click Commerce, and then click Accounting.
- Click Xero.
- Click Edit account mappings.
- Look for any mappings that say Select an account. Click the text and select a new account to link.
- Repeat this for all mappings that say Select an account.
- Click Save when finished.
You can then click Manually export to Xero and select a date range to update Xero with the failed exports.