BigCommerce Xero integration lets you sync your BigCommerce financial data with Xero for seamless bookkeeping. While BigCommerce and Xero don't directly connect, PayTraQer seamlessly bridges the gap. This powerful tool automates the transfer of your BigCommerce financial data (sales, expenses, and deposits) directly into Xero.
This guide will show you how to set up BigCommerce Xero integration using PayTraQer and explore its benefits.
Install PayTraQer: Open the Xero App Store. Search for "PayTraQer" and install the app.
Grant Access: Allow PayTraQer to access your Xero account by following the on-screen prompts.
Connect BigCommerce: Go to "Settings" > "E-commerce Accounts" within PayTraQer. Select "BigCommerce."
Authorize PayTraQer: Sign in to your BigCommerce account. Grant PayTraQer permission to access your BigCommerce transaction data.
Follow these steps for Xero BigCommerce integration and to make your BigCommerce bookkeeping easier and more efficient.
Ensure you have an active Xero account with master administrator credentials and an active BigCommerce store.
Log in to your Xero account.
Visit the Xero App Store or use this link to find and install PayTraQer. Sign up using your Xero credentials.
Once installed, an Xero pop-up will appear. Click the "Connect" button to grant PayTraQer access. Upon successful connection, you'll receive a confirmation message.
After connecting to Xero, navigate to the "E-commerce Accounts" section by clicking the "Add E-Commerce Accounts" button. Alternatively, go to "Settings" > "E-commerce Accounts."
In the "Connect to E-Commerce" screen, select the BigCommerce tile. Choose your country from the dropdown list and click "Connect."
Sign in to your BigCommerce account and accept the conditions to authorize PayTraQer to read and download your BigCommerce sales data.
Once authorized, click "Next" to confirm the connection between PayTraQer and your BigCommerce Store.
You can also connect BigCommerce with QuickBooks. Here are the detailed steps for setting up BigCommerce QuickBooks Integration.
Here is a list of advanced features of BigCommerce PayTraQer integration
Secure API Connection: Establish a robust link between your BigCommerce account and Xero, safeguarding your financial data.
Automated Data Sync: Automatically import orders, refunds, and fees, providing detailed transaction data.
Precise Reconciliation: Precisely match BigCommerce transactions with bank transactions.
Intelligent Categorization: Automatically categorize transactions, simplifying the reconciliation process.
Customizable Settings: Customize import settings, transaction types, and tax mapping to your business needs.
Thorough Transaction Review: Review and edit transactions before they are imported, ensuring accuracy.
Actionable Insights: Gain valuable insights into sales, expenses, cash flow, and profitability through detailed reports.
Versatile Compatibility: Integrate with various e-commerce platforms and payment gateways beyond BigCommerce.
Issue: Transactions are not syncing correctly or are missing.
Solutions:
Ensure "Auto Sync" is enabled in PayTraQer.
Use "Download Historical Transactions" to retrieve missing data.
Verify the correct date range is set for syncing.
Issue: Difficulties with transactions in different currencies.
Solutions:
Activate the Multi-Currency feature in PayTraQer.
Ensure currency settings in both BigCommerce and Xero are consistent.
Issue: Transactions are being miscategorized in Xero.
Solutions:
Manually review and categorize transactions in PayTraQer before syncing.
Use PayTraQer's "Review & Sync" function for accurate categorization.
Issue: Repeated transactions appear in Xero.
Solutions:
Enable "Check Duplicate Transactions" in PayTraQer to prevent duplicates.
If duplicates exist, use "Undo Selected" to remove them.
So there you have it, folks. That's how to set up BigCommerce Xero integration and the benefits it brings to your BigCommerce bookkeeping. Managing cash flow, tracking expenses, and staying organized has never been easier. No more manual data entry, no more mistakes, and no more stress.
Get started with PayTraQer today and start syncing your data in minutes. You will be amazed by how much more accessible and better your online accounting can be with PayTraQer, especially when automating BigCommerce payment processing and simplifying your financial management.
Yes, BigCommerce can integrate with Xero using PayTraQer. PayTraQer acts as a bridge between the two platforms, automating data synchronization and reducing manual work. This integration streamlines your financial management, saving you time and effort.
While BigCommerce and Xero don't directly integrate, PayTraQer is the most efficient and reliable way to connect the two platforms.
The steps to set up BigCommerce Xero integration using PayTraQer are:
Install PayTraQer from the Xero App Store.
Grant PayTraQer access to your Xero account.
Connect your BigCommerce store to PayTraQer.