Shopify + Xero automation

Every paid order.
In your books.
Automatically.

Connect Shopify and Xero in minutes. insy8 handles every sync, catches every exception, and puts the right work in front of the right person.

Enter your workspace code to create an account, or email info@insy8.com.

Trust dashboard showing revenue flow, customer agreement, and sync health

How it works

A paid order should not disappear into hope. Most integrations vanish when they work and confuse you when they fail.

01 · Shopify

Order paid

A business event triggers the automation.

02 · insy8

Automation runs

The right workflow fires — no configuration per order.

03 · Xero

Invoice created

Books updated. Contact synced. Loop closed.

04 · Receipt

Visible and done

Success stays tracked. Failures become tasks.

Automation catalog

Set up once. Runs forever. Pre-built automations for the common Shopify → Xero handoffs.

Automation catalog showing Shopify to Xero templates

Inbox

Exceptions become tasks, not mysteries. Business context, recommended next step, routed to the right person.

insy8 inbox showing a Xero invoice error with business context and next step

Integrations

Focused where it matters first. Shopify, Xero, and ClickSend today. Deep on each, not broad across many.

Shopify

Live

Orders, customers, products, inventory, payments, and fulfilment — the commerce events that start the work.

Xero

Live

Contacts, invoices, payments, credit notes, and accounts — the accounting context that closes the loop.

ClickSend

Live

Threaded SMS conversations per customer — used by the delivery domain for night-before heads-up texts and by any workflow that needs an outbound send.

Pricing

Two ways to start. Get the data layer in shape, or run the whole operation.

Starter

Get your data straight.

  • Shopify connection — orders, customers, products, fulfilment
  • Xero connection — contacts, invoices, payments
  • Pre-built workflows for the Shopify → Xero handoff
  • Inbox surfaces every exception with business context

Growth

Automate customer comms + run your delivery.

  • Everything in Starter
  • ClickSend SMS — send from your workflows, threaded per stop
  • Delivery: build the day's run, driver phone app, POD photos, customer SMS the night before
  • One driver, one run per day — single-van operation, end to end

Pricing depends on team size and what you're running. We'd rather talk for ten minutes than make you guess from a sticker. Larger operations and multi-driver setups: ask about the upgrade path.

Your business systems can disagree. Your team shouldn't have to guess where.