The configuration process described below is for a standard integration between Etsy and Xero. If you are also connecting a third app, then you'll have to configure this as you go through the setup process.
Please never hesitate to reach out to our friendly support team for help at any point in time.
Our Etsy and Xero integration has a single workflow which is to send all new orders from Etsy to Xero. Every part of the configuration setup will be explained below.
1.) Order filter status.
Select the Etsy order statuses from which the app will retrieve sales from to sync into your Accounting system.
(e.g. Depending on the nature of your business, you may want to also sync sales in New & Unpaid status).
Order Number Prefix - Traditionally, the Etsy system will provide the order number. This will be used as the invoice number when sent to the Accounting system. However, invoice numbers can potentially overlap with old, pre-existing invoices in your accounting system. As a result, the integration gives you the option to specify a prefix to ensure that Etsy order numbers are unique when they are sent to your Accounting system.
2.) Click on Advanced options.
A.) Automatic Invoice Number - By selecting this option OneSaas will allow your accounting system to assign an automatic invoice number, e.g. to adhere to sequential invoice number rules, rather than using the invoice number provided by Etsy.
B.) Swap Billing and Shipping Address -This allows you to interchange the shipping and the billing address of the customer in your Xero invoices.
C.) Tracking Code - Xero uses tracking categories and options to keep your chart of accounts manageable and you are given the option here to assign your Etsy sales to your choice of tracking codes in Xero.
3.) Next, you'll be taken to the tax configuration. Here, for each tax created/defined in your Etsy, you must select its corresponding sales tax in your Accounting system. There are times tax rates aren't available during the setup process, if that happens, wait for an order to sync from Etsy so your tax rates will sync over and should be available in the tax mapping setting.
You can read more about the tax configuration here.
4.) Sold item configuration - The income account added here will be used by OneSaas for creating new service line items and to ensure all sales data from each order will be sent over to the correct income account in Xero.
5.) Lastly, Payment configuration settings will allow you to select whether you want payment data from Etsy to be registered against your sales within your Accounting system.
You can read more about how this works here.
If you are unsure of which clearing accounts to use, please ask your accountant.
If you are happy with the workflow you have created, click on Save.
Once you are finished in configuring your integration set up, you can proceed in setting up your sync settings.
The Integration Starting Date setting specifies a filter against your Etsy order date. This means any orders dated before the specified date will not sync.
Once you have agreed to the OneSaas user terms and conditions, you can then turn on the automated hourly sync!