Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether WooCommerce or Xero leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Every WooCommerce order in Xero, paid ones with their payment
The shop runs on WooCommerce, the books live in Xero. CRM Connector puts every order in Xero as an invoice under its own order number, paid ones with their payment, and keeps one customer list both ways.
- Store approval and official sign in
- Either system can lead
- 7 day free trial
Orders as invoices, customers both ways
- Customers
- Orders
At a glance. Customers stay the same on both sides and orders land in Xero. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick WooCommerce or Xero as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:A different choice per record typeOnly orders from a date you pickOnly paid orders, placed orders, or every orderOnly orders above an amount you pickEveryone, customers only or leads onlyEvery hour up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First name, last nameBoth waysFirst name, last name
- Billing companyBoth waysContact name
- Account emailWhen createdEmail
- Billing phoneBoth waysPhone
- Billing address lines 1 and 2Both waysAddress lines 1 and 2
- City, state, postcode, countryBoth waysCity, state, postal code, country
- Paying customerEach works it outCustomer
It happens in WooCommerce, then in Xero
A new customer
- Looked for in Xero on email, then on name and updated when found.
- Otherwise a new contact is created.
A guest checkout
A guest who placed a real order is sent like a customer. An abandoned checkout is not.
Name, company, phone or address changes
The same change is made to the Xero contact on the next sync, where Xero takes it.
The email changes
Not carried: the email is set when the customer is created.
- WooCommerce's welcome email for new customers is kept back by the free CRM Connector plugin. Without the plugin, customers are only created in the store when you switch on "Send WooCommerce's account email to new customers".
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for WooCommerce and Xero are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether WooCommerce or Xero leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The city of the same customer is changed in both systems
Leading system
LeedsYorkTwo different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for WooCommerce or Xero on its own is on its own page.
FAQ
Questions about WooCommerce and Xero?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Yes, one way, as invoices for the same contact, with every product, shipping, fee and coupon line and the same total. You pick whether an order travels once paid (the default), once placed, or always.
Yes. Pick two way and a change in either system reaches the other; you choose which one leads when the same customer changed on both sides. The email is set when a customer is created and never changed afterwards.
Not for the same orders. If WooCommerce already sends these orders to Xero through another extension (WooCommerce Xero, MyWorks QuickBooks Sync and others), switch that off for the same orders, or each order lands twice.
No. Before anything is created in WooCommerce or Xero, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every hour up to every 3 days, depending on your plan: a store is never synced more often than hourly, to keep its checkout fast. Every plan includes a 7 day free trial.
Ask your AI assistant
Ask ChatGPT or Claude what this pair can do
Add CRM Connector to the assistant you use and ask in your own words. It answers from the same rules the platform runs, and needs no CRM Connector account. For example: “With CRM Connector Platform, what can I sync between WooCommerce and Xero?”
ChatGPT
Claude
Get started
Ready to connect WooCommerce and Xero?Start your 7 day free trial
Sign in to WooCommerce and Xero, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.