Auto Sync orders

Here’s a quick overview of how each sync option behaves so you can choose the one that best fits your workflow

Sync option	When it posts to Xero	Notes
When order is created – Exclude unpaid	When the order is marked as paid in Shopify	Unpaid orders are ignored and do not sync. Default option
When order is created – Include unpaid	As soon as the order is created in Shopify	Both paid and unpaid orders sync to Xero.
On order fulfilled	When the order is marked as fulfilled in Shopify	Adds fulfilment as an extra trigger. See Auto Sync orders on Order Fulfilled for details.
Only sync partially or fully fulfilled orders	When the order is at least partially fulfilled in Shopify	Works together with the On order fulfilled auto sync option. See Auto Sync orders on Order Fulfilled.
On order updated	After an already-synced order is updated in Shopify	Sends updated order details such as tags, items, quantities, shipping details, or customer address changes. See Auto Sync orders on Order Updated for details.

Auto sync orders

Use Auto sync orders to control when Post to Xero creates invoices in Xero from your Shopify orders.

You can choose how the app decides when an order is ready to sync. For fulfilment‑based and update‑based sync triggers, see the related articles linked in the table above.

When your sync trigger is When order is created, you can choose one of the following options:

Exclude unpaid orders

Only paid orders will be sent to Xero.

Unpaid orders will be ignored and will not sync to Xero.

Example:

Order created → no sync

Order marked Paid → app posts the invoice to Xero.

Include unpaid orders

Both paid and unpaid orders will be sent to Xero. Use this if you want all orders to appear in Xero, even if they have not been paid yet.

Example:

Order created → app posts the invoice to Xero.

Note: If Only sync partially or fully fulfilled orders is enabled, the app will only sync orders once they are at least partially fulfilled in Shopify. This setting is available in the Advanced Settings.

Still need help?

If your orders are not syncing when you expect, or updates are not appearing in Xero, contact support and include a few example Shopify order numbers. This helps identify how the sync settings are applying to those orders.

The app can also support custom sync triggers to only include certain orders based on order tags or other properties, such as payment gateway or channel.