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.
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.
Inbox
Exceptions become tasks, not mysteries. Business context, recommended next step, routed to the right person.
Integrations
Focused where it matters first. Shopify, Xero, and ClickSend today. Deep on each, not broad across many.
Shopify
LiveOrders, customers, products, inventory, payments, and fulfilment — the commerce events that start the work.
Xero
LiveContacts, invoices, payments, credit notes, and accounts — the accounting context that closes the loop.
ClickSend
LiveThreaded 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.