Dashboard - Products

The Dashboard – Products page is where you match your Shopify variants to Xero items so that invoices post inventory and COGS, not just revenue. From this one page you can:

  • Choose how variants should be matched between Shopify and Xero.
  • See every Shopify variant alongside its Xero counterpart, inventory levels, and sync status.
  • Click any product to set its mapping, including bundles where one Shopify variant maps to multiple Xero items.
  • Auto sync the inventory of your variants from Shopify over to Xero. (Coming soon)

How to open the page

In the sidebar of the app, click Dashboard - Products.


Matching settings

The Matching card controls how the app pairs your Shopify variants with Xero items.


Match product SKUs

Use the Turn on / Turn off button to toggle SKU matching.

  • When On: The app matches each Shopify variant to a Xero item by its SKU. So a Shopify variant with the SKU MIN  will be paired with a Xero item whose code is MIN .
  • When Off (Default): The app won't try to match by SKU. Variants will stay unmapped until you map them manually.


Barcode as item code

Use this toggle if you'd rather match by barcode than by SKU.

  • When On: The app matches by barcode instead of SKU. The barcode is also used as the Xero item code when new items are created.
  • When Off (Default): Matching falls back to SKU.


When a variant's SKU doesn't match a Xero item code

Choose what should happen when a Shopify variant has no matching Xero item:

  • Post without an item code (Default) — The order will still post to Xero using the Shopify line description on a default sales line. No inventory or COGS movement will be recorded for that line.
  • Hold the order — The order won't be posted to Xero until the variant is mapped. Once you've mapped it, re-post the order from the Orders Dashboard.


Auto-creating Xero items for unmatched variants

Coming soon: Auto-creating Xero items for unmatched variants and Shopify-to-Xero inventory syncing. Inventory will use Shopify side as the source of truth when syncing over to Xero. If you would like to use this feature, Email us at help@hyvelabs.co.


The products table

Below the Matching card is a list of product in your Shopify store, with its Xero counterpart and sync status alongside.

Filtering and searching

  • Tabs:
    • All — every product.
    • Synced — products that are paired with a Xero item and up to date.
    • Needs attention — products with sync errors, mismatches, or that aren't mapped.
  • Search — click the magnifying glass icon to search by product name.
  • Refresh — click to pull the latest product and inventory data from Shopify and Xero.

What the columns mean

Column What it shows
Product The Shopify product (or variant) name and image.
Shopify SKU The variant's SKU in Shopify. An amber No SKU badge appears if the variant has no SKU set.
Inventory (left) The current Shopify stock level.
Xero Item Code The matching Xero item code, or a Not Found badge if no Xero item is paired. If the variant is set up as a bundle, you'll see a Bundle · N items badge instead.
Inventory (right) The current Xero stock-on-hand. Shows Not applicable when the variant isn't tied to a single Xero item (for example, when it's a bundle).
Sync status The variant's sync status (see below).

Understanding sync status badges

Badge What it means
Synced The variant is paired with a Xero item and inventory levels match.
Inventory mismatch The variant is paired with a Xero item, but the Shopify stock level and Xero stock-on-hand don't match. The badge shows the difference (e.g. 25 → 21 ).
Negative stock One or both sides report a negative stock level. This outranks Inventory mismatch — if both apply, you'll see this badge.
Bundle item missing The variant is set up as a bundle, but one or more of its component codes can't be found in your Xero items list. Open the variant to fix the component lines.
Not synced The variant isn't mapped to a Xero item yet.

Multi-variant products

If a product has more than one variant (e.g. different sizes or colours), it'll show as a parent row with a chevron on the left. Click it to expand and see each variant on its own row.


Editing a variant's mapping

Click any product in the table to open the variant detail view, where you can review and change how the variant is mapped to Xero.

You'll see:

  • Product name and image, with the current sync status.
  • Sales — the Xero account code and tax rate the variant will use when sold. An Incomplete badge appears if either is missing.
  • Purchase — the Xero account code and tax rate the variant will use when purchased.
  • Inventory — Shopify stock, Xero stock, and the difference between them. Cost-pool value also appears here if a cost is set.

Bundles

If your Shopify variant is actually a bundle (e.g. "Gift Set of 2") and you'd like Xero to record each component separately, turn on Bundle mode located when you click on a variant. You'll then be able to add one line per component (Xero item code + quantity). Once saved, the Xero Item Code column in the table will show Bundle · N items instead of a single code.

Why this is recommended: Bundle mode is useful when you want your Xero stock levels to reflect the underlying components rather than the bundle as a single item — for example, so reordering can be based on individual unit counts.


Frequently asked questions

Why is a variant showing "Inventory mismatch"?

The badge is shown whenever Shopify and Xero report different stock levels for a paired variant. Automatic Shopify-to-Xero inventory syncing is on the way (see the Coming soon notice on this page).


What does "Bundle item missing" mean? The variant is set up as a bundle, but one or more of its component Xero item codes isn't in your Xero items list — usually because it was archived or renamed. Open the variant and update the component lines to point to valid Xero items.


What does "Not applicable" mean in the Xero Inventory column? It means the variant isn't tied to a single Xero item with a stock level — usually because it's set up as a bundle, where the stock movement applies to the underlying components instead.



Still need help? Email us at help@hyvelabs.co and we'll walk you through it.

Still need help? Contact Us Contact Us