Accounts and tax
Map source sales, shipping, discounts, refunds and tax rates to the Xero organisation.
Accounting destination
Send clean ecommerce records to Xero with the treatment you choose
Authorise Xero securely, select the organisation, load the chart of accounts and tax rates, then preview and post controlled ecommerce records.
OAuth connection
Connect without sharing a Xero password
ClearCommerce uses Xero OAuth 2.0. The user authorises access with Xero and chooses the connected organisation; ClearCommerce stores encrypted tokens rather than a Xero password.
- Select the correct Xero tenant
- Load Xero accounts and tax rates
- Refresh access through OAuth tokens
- Disconnect and reconnect under user control
Confirmed exports
Only mark work exported after Xero confirms it
The export history records Xero references, status and errors. Failed requests remain available for correction and retry rather than being treated as successful.
- Preview before posting
- Store Xero invoice, payment and credit-note references
- Keep error messages visible
- Retry idempotently after correction
Xero-ready controls
Accounting configuration belongs to the business
ClearCommerce does not hardcode one chart of accounts or one payment workflow for every customer.
Payment methods
Assign each gateway to the appropriate clearing account and posting treatment.
Export safety
Use source references, export records and idempotent jobs to prevent duplicates.
Before the first export
What gets confirmed during Xero setup
Loaded from Xero
- Chart of accounts
- Tax rates and tracking categories
- Existing contacts, where relevant
Confirmed before posting
- Which accounts represent each payment method
- Which tax rates match each source rate
- Preview of the first export before it goes live
Questions people ask
FAQs
Does connecting Xero automatically post historic orders?
No. The connection loads accounts and tax rates for mapping; nothing is posted to Xero until export profiles are configured and a preview is approved.
Can ClearCommerce connect to more than one Xero organisation?
Each ClearCommerce company connects to one Xero organisation, keeping the chart of accounts and tax rates specific to that business.
What Xero permissions does ClearCommerce request?
Access to accounting data needed to read the chart of accounts and tax rates and to create sales records, via Xero's standard OAuth authorisation.
Related reading
Related Xero pages
Connect ecommerce channels and Xero without surrendering control
Book a demo and we will review the mapping approach with you.