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By far the best Shopify to Xero Integration ( especially for many transactions from multiple payment gateways ).
Love the product, keep up the good work!:)
Supports multiple simultaneously synced shopify accounts linked to one Xero account at once from one dashboard .
Catches order errors/inconsistencies/new payment methods instantly; and emails you links to the orders that are involved and stops the sync until you opt to handle the same or reconfigure or opt to handle manually, which is fantastic, so no lost transactions and constant feedback and support for error catching.
May require (optional) careful setup because of extra options for identifying and dealing with multiple payment gateways in different ways(including optional POS isolation for till reconcilliation) and excellent error and Xero invoice tracability (can reference payment gateway on invoice so as to help reconciliation) .
Notes:
Dashboard is not on shopify; and note that I had to set it up and install the integration from the apps website, not from Shopify. But worth it because you can inegrate to multiple cloud accounting softwares and multiple Shopify like databases all in one place.
-If you need to seperate POS sales from website sales, first replicate your scenario in a trial Xero account first;so as to fully understand how comprehensive and useful the options are.
Wishlist:
-To be able to backdate the start of the integration from the initial setup.
-To have the option of which account and tax rate to use for rounding up, and which account and tax rate to use for rounding down, for each payment method
Customer service often frustratingly slow, especially during times when needed most. Professional help was still needed outside of the support offered; I would not recommend this app for small business owners with only basic bookkeeping skills. Our setup was incorrect from the beginning and we had months of transactions that needed to be rectified, the outsourcing of which resulted in much stress and out-of-pocket expenses.
I am very sorry the client feels let down and improvements will be made based on this experience. It is important clients check they are happy with the imported accounting data (invoices, invoice payments, etc.) after they have completed the set up as mistakes left unchecked can indeed be tedious to correct especially if left for an extended period.
Hundreds of clients have been able to successfully set up their integrations without external help. This is not to criticise this particular client in any way as requirements and skill sets can vary widely. Clients should assess the output of the service during their free trial to see if it meets their requirements. If they are unable to make this assessment, they should seek professional advice (e.g. from a Xero Adviser).
Incredibly well thought out product. Brilliant, in fact and it works exactly as promised. Lech is a delight to work with,. Very responsive and helpful. If you use Xero and Shopify, this app will likely save you time and money.
We switched over from Bold and found Carry the one to be even better than expected.
We are able to set up exactly what is required for our business and bring across our Shopify payment orders as paid and the Paypal payment orders as unpaid so reconciling is Xero is a breeze, no more having to edit orders after they have migrated to Xero.
The set up takes some thought and you really need to know your way around your accounts to match everything up. Reading the tips and help along the way is a must.
This app has saved us hours of work every month.
I cancelled my account during my trial period, but they still helped themselves to $31.99. I have sent 3 emails to them but have not had any response AT ALL.
These people are a bunch of crooks that feel they can just take your money. DO NOT USE!!!!
These claims are categorically denied.
The client states "I have sent 3 emails to them but have not had any response AT ALL.", however a DKIM verified email received from the client dated before the review can be provided to Shopify that includes a support response in its thread. So this claim is provably untrue.
The app charge was made by Shopify and it was advised that they should be contacted regarding this dispute and for reimbursement because developers have no control over the timing of these payments and cannot process refunds for apps that have been uninstalled (this function simply does not exist).
Based on the app history it would appear that it was in fact uninstalled on the 31st day after installation (one day after the 30-day free trial ended). Even if that were the case (and not as the client claims, within the trial period) an exception would have happily been made and any refund request authorised (as has been done for other clients), but no follow-up was ever received.
A total waste of time and resources. This app is not working and there is NO support. Should be deleted from the app store. ZERO STARS
While it is true that the initial response to the client was outside the standard response time, for which full responsibility is accepted, the review is however inaccurate for the following reasons: 1) The client states generally that the app is not working while in his initial email states that it is working for one of his stores (the issue with the store in question was likely due to a third-party app but it was no longer possible to investigate this because the Xero integration app had already been uninstalled) 2) The client's claim of "NO support" was made after he had already received a reply to his enquiry.
This is working great! Installed in seconds, very few settings, and invoices ended up right in Xero - Love it!
Would be nice if it could do some inventory management from Xero to Shopify, but I'll take the fact that its tracking the inventory down to Xero.
I know its my second review, but I just want to commend CTO - I asked for a modification to the integration to better match up charges, and they did it in just a few days. Very responsive and helpful!