{"id":19909,"date":"2023-07-07T00:50:18","date_gmt":"2023-07-07T00:50:18","guid":{"rendered":"https:\/\/synder.com\/help\/?p=19909"},"modified":"2026-05-14T18:55:29","modified_gmt":"2026-05-14T18:55:29","slug":"how-to-connect-and-set-up-xero-in-daily-summary-mode","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-connect-and-set-up-xero-in-daily-summary-mode\/","title":{"rendered":"How to connect and set up Xero in Summary Sync mode with Synder"},"content":{"rendered":"\n<p>This guide walks you through connecting <strong>Xero<\/strong> to Synder in <strong>Summary Sync mode<\/strong>, using <strong>Shopify<\/strong> as the sales platform. Summary Sync posts a single consolidated entry into Xero per day, grouped by sales platform, instead of one entry per transaction. Use it if you process a high volume of orders and want clean, aggregated books in Xero.<\/p>\n\n\n\n<p>Use this guide if you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use Xero as your accounting system<\/li>\n\n\n\n<li>Want daily summarized entries in Xero instead of individual transactions<\/li>\n\n\n\n<li>Are connecting Shopify (or any other supported sales platform) to Xero through Synder for the first time<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Sync Shopify &amp; Stripe to Xero | Daily Summaries Integration Tutorial with Synder\" width=\"980\" height=\"551\" src=\"https:\/\/www.youtube.com\/embed\/c0GHPPvbs-Y?feature=oembed&#038;enablejsapi=1&#038;origin=https:\/\/synder.com\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Confirm It Worked<\/strong><\/h2>\n\n\n\n<p>The integration is set up correctly when all of the following are true:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your Xero company appears as <strong>Connected<\/strong> on the Synder Integrations page.<\/li>\n\n\n\n<li>Synder imports a few recent transactions during the final setup step and they appear in the <strong>Transactions<\/strong> tab in Synder.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Main Flow<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Set up the integration<\/strong><\/h3>\n\n\n\n<p>Follow these steps in order during Synder onboarding:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Create your Synder account<\/strong> at<a href=\"https:\/\/go.synder.com\/auth\"> <\/a><a href=\"http:\/\/go.synder.com\/auth\">go.synder.com\/auth<\/a>.<\/li>\n\n\n\n<li>Fill in your <strong>role<\/strong> and how you heard about Synder.<\/li>\n\n\n\n<li>Provide your <strong>business details<\/strong>, including the correct <strong>time zone<\/strong> your business operates in.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"947\" height=\"1024\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-9-947x1024.png\" alt=\"\" class=\"wp-image-27849\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-9-947x1024.png 947w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-9-278x300.png 278w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-9-768x830.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-9-1080x1167.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-9-56x60.png 56w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-9-139x150.png 139w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-9.png 1102w\" sizes=\"(max-width: 947px) 100vw, 947px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Select <strong>Xero accounting<\/strong> and your Sales or Payment integration. For this guide we will use <strong>Shopify<\/strong>.<br><em>If your integration is not available in the list &#8211; click on View all integrations button.<\/em><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"691\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-8-1024x691.png\" alt=\"\" class=\"wp-image-27847\" style=\"width:719px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-8-1024x691.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-8-300x203.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-8-768x519.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-8-1080x729.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-8-60x41.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-8-150x101.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-8.png 1299w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Select <strong>Summarized <\/strong>synchronization mode.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"617\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-7-1024x617.png\" alt=\"\" class=\"wp-image-27848\" style=\"width:697px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-7-1024x617.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-7-300x181.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-7-768x462.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-7-1080x650.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-7-60x36.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-7-150x90.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-7.png 1528w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Connect Xero accounting, and grant Synder permission to access your Xero company.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"549\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-4-1024x549.png\" alt=\"\" class=\"wp-image-27842\" style=\"width:727px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-4-1024x549.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-4-300x161.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-4-768x412.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-4-1080x579.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-4-60x32.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-4-150x80.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-4.png 1208w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"476\" height=\"606\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-1.png\" alt=\"\" class=\"wp-image-27844\" style=\"width:361px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-1.png 476w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-1-236x300.png 236w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-1-47x60.png 47w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-1-118x150.png 118w\" sizes=\"(max-width: 476px) 100vw, 476px\" \/><\/figure>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>Connect your paymenr or\\and sales integration.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"597\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-5-1024x597.png\" alt=\"\" class=\"wp-image-27845\" style=\"width:650px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-5-1024x597.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-5-300x175.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-5-768x448.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-5-1080x630.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-5-60x35.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-5-150x87.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-5.png 1185w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>Select your aggregation mode and import up to last 2 months of data.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"911\" height=\"782\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-6.png\" alt=\"\" class=\"wp-image-27846\" style=\"width:698px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-6.png 911w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-6-300x258.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-6-768x659.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-6-60x52.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-6-150x129.png 150w\" sizes=\"(max-width: 911px) 100vw, 911px\" \/><\/figure>\n\n\n\n<p>Synder will import your transactions to confirm the connection is working.<\/p>\n\n\n\n<p><br><strong>Set synchronization frequency<\/strong><\/p>\n\n\n\n<p>Synder offers three sync modes. Navigate to settings and pick the one that fits how you want summaries to land in Xero:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Every day auto-sync<\/strong><strong><br><\/strong>Synder posts each day&#8217;s summary automatically the next day, even if some transactions are still being fetched.<br><\/li>\n\n\n\n<li><strong>Fully fetched auto-sync<\/strong><br>Synder waits until it has collected all transaction data, then posts the summary automatically.<br><\/li>\n\n\n\n<li><strong>Manual<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Synder prepares the daily summary but does not post it. You review and sync each summary yourself from the <strong>Transactions<\/strong> tab.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"314\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-1024x314.png\" alt=\"\" class=\"wp-image-27843\" style=\"width:792px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-1024x314.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-300x92.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-768x235.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-60x18.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-150x46.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image.png 1045w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><em>Note: You can check more details about the Summary setting by <a href=\"https:\/\/synder.com\/help\/how-summary-sync-works\/#how-to-check-summary-sync-is-working-a0e81df2-239b-4005-bdd9-139beda72c26\">following this guide<\/a><\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>FAQ<\/strong><\/h2>\n\n\n\n<p><strong>Can I switch from Summary Sync to Per Transaction sync later?<\/strong><\/p>\n\n\n\n<p>No. See<a href=\"https:\/\/synder.com\/help\/how-to-switch-from-per-transaction-sync-to-summary-sync-mode-or-vice-versa\/\"> how to switch between sync modes<\/a>. Note that switching does not retroactively change entries that have already been synced.<\/p>\n\n\n\n<p><strong>Can I connect more than one Shopify store to the same Synder organization?<\/strong><\/p>\n\n\n\n<p>Yes. Use the <strong>Add integration<\/strong> flow in <strong>Organization settings<\/strong> (see \u201cAdd Shopify to an existing Synder organization\u201d above) to connect additional Shopify stores.<\/p>\n\n\n\n<p><strong>Can I connect other sales platforms to Xero alongside Shopify?<\/strong><\/p>\n\n\n\n<p>Yes. During onboarding, check every sales platform you use on the <strong>sales platforms<\/strong> screen, or add more later via <strong>Add integration<\/strong> in <strong>Organization settings<\/strong>. Each platform syncs to Xero independently.<\/p>\n\n\n\n<p><strong>What happens if my accountant needs access?<\/strong><\/p>\n\n\n\n<p>Invite them from Synder and assign the<a href=\"https:\/\/synder.com\/help\/how-to-invite-a-user-to-synder\/\"> appropriate user role<\/a>. If you don\u2019t have an accountant, Synder offers a list of trusted partners you can choose from.<\/p>\n\n\n\n<p><strong>I use a payment platform Synder doesn\u2019t support. Can I still sync that data to Xero?<\/strong><\/p>\n\n\n\n<p>Yes. Use the<a href=\"https:\/\/synder.com\/help\/import-excel-to-quickbooks\/\"> Excel import feature<\/a> to bring those transactions into Synder, then sync them to Xero like any other transaction.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What to Do Next<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>&nbsp;Review your <strong>daily summary<\/strong> in Xero after the first auto-sync runs to confirm the entries look the way you expect.<\/li>\n\n\n\n<li>&nbsp;If you want more detailed breakdowns in your summaries (for example, splitting Shopify fees by type), set up<a href=\"https:\/\/synder.com\/help\/summary-sync-understanding-the-mapping-groups\/\"> manual mapping groups<\/a>.<\/li>\n\n\n\n<li>&nbsp;Choose a paid plan when your trial ends \u2014 see the<a href=\"https:\/\/synder.com\/pricing\/\"> pricing page<\/a>.<\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a><em> via online support chat or email with any questions you have \u2013 we are always happy to help you!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This guide walks you through connecting Xero to Synder in Summary Sync mode, using Shopify as the sales platform. Summary Sync posts a single consolidated entry into Xero per day, grouped by sales platform, instead of one entry per transaction. Use it if you process a high volume of orders and want clean, aggregated books [&hellip;]<\/p>\n","protected":false},"author":2233,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[2,357,377,365,376,1],"tags":[],"ppma_author":[338],"class_list":["post-19909","post","type-post","status-publish","format-standard","hentry","category-get-started","category-connect","category-overview","category-connect-accounting-platform","category-transaction-recording-summary","category-video-tutorials"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to connect and set up Xero in Summary Sync mode with Synder<\/title>\n<meta name=\"description\" content=\"Set up Xero in daily summary mode with Synder. Streamline your accounting process for more organized and efficient financial management.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/how-to-connect-and-set-up-xero-in-daily-summary-mode\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to connect and set up Xero in Summary Sync mode with Synder\" \/>\n<meta property=\"og:description\" content=\"Set up Xero in daily summary mode with Synder. Streamline your accounting process for more organized and efficient financial management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/how-to-connect-and-set-up-xero-in-daily-summary-mode\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2023-07-07T00:50:18+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-14T18:55:29+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/07\/image-9-947x1024.png\" \/>\n<meta name=\"author\" content=\"George Bylin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"George Bylin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to connect and set up Xero in Summary Sync mode with Synder","description":"Set up Xero in daily summary mode with Synder. Streamline your accounting process for more organized and efficient financial management.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/how-to-connect-and-set-up-xero-in-daily-summary-mode\/","og_locale":"en_US","og_type":"article","og_title":"How to connect and set up Xero in Summary Sync mode with Synder","og_description":"Set up Xero in daily summary mode with Synder. 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