Accounting

Sync Product Costs from Xero for Per-Order Margin Governance on Shopify

Agentis integrates with Xero to pull product costs and multi-currency COGS into the margin engine so every Shopify order is checked before it ships. Built for international Shopify Plus merchants managing multi-currency landed costs in Xero.

How It Works

Agentis connects to Xero via the Xero API to read inventory item costs, multi-currency purchase data, and COGS. When a Shopify order is placed, Agentis resolves the current cost from Xero, applies currency conversion where needed, and evaluates the order's net margin against the configured floor within 60 seconds. Orders below the floor are flagged or held before fulfillment. Xero cost updates flow into order evaluations within minutes.

Data Flows

  • →Inventory item costs from Xero Items → Agentis margin engine
  • →Multi-currency purchase costs from Xero → Agentis FX-adjusted cost model
  • →COGS from Xero inventory tracking → Agentis cost cache
  • →Flag and hold events from Agentis → Xero custom tracking categories (optional)

Benefits

  • Use Xero as the cost source of truth for per-order Shopify margin checks
  • Handle multi-currency COGS (GBP, EUR, AUD, NZD) with FX-adjusted landed costs
  • Eliminate COGS staleness: Xero cost updates reach order margin checks within minutes
  • Give finance teams margin visibility without leaving Xero

Setup

  1. 1Connect Agentis to Xero via Xero OAuth2 (accounting.transactions.read scope)
  2. 2Map Xero inventory items to Shopify SKUs in the Agentis product catalog
  3. 3Configure multi-currency cost handling and preferred FX rate source
  4. 4Validate margin calculations against a sample of recent Shopify orders

Technical Details

Agentis integrates with the Xero Accounting API using OAuth2 with the accounting.transactions.read scope. Inventory item costs are pulled from the Xero Items endpoint, including purchase details and unit costs. Multi-currency costs are converted to functional currency using Xero's recorded exchange rates. Sync runs on a configurable polling interval (default 10 minutes) with webhook support for faster updates where available. All API calls comply with Xero's rate limits (60 requests per minute) and are logged for audit.

Frequently Asked Questions

Does Agentis work with Xero's multi-currency feature?

Yes. Agentis reads Xero's multi-currency purchase records and applies the recorded exchange rate to convert foreign-currency costs to the functional currency. For merchants purchasing inventory in GBP, EUR, AUD, or other currencies, Agentis uses the Xero-recorded FX rate for each purchase, not a generic spot rate.

Does Agentis write data back to Xero?

By default, Agentis is read-only on Xero. Optionally, you can enable a write-back that logs flag and hold events as Xero tracking category entries for finance reporting.

Which Xero plan is required?

Agentis works with Xero's Established plan (which includes multi-currency and inventory tracking). The Starter and Standard plans have limited inventory features, which may restrict the depth of COGS sync.

Related Solutions

Solution

Shopify Plus Profit Analytics

Go beyond Shopify's native reporting. Agentis computes true net margin on every Shopify Plus order within 60 seconds, using live NetSuite COGS, freight, fees, and FX, and flags or holds below-margin orders before they ship.

Solution

DTC Brand Margin Protection

Stacked promos, influencer codes, and free-shipping thresholds can push an order below breakeven. Agentis checks every DTC order's true margin within 60 seconds and flags or holds below-floor orders before they ship.

Key Concepts

Cost Management

Real-Time COGS

Live cost of goods sold data synchronized from ERP or procurement systems and used at the moment a margin decision is made, replacing stale batch-updated cost figures.

Cost Management

Landed Cost

The total cost of a product delivered to the customer, including COGS, freight, duties, tariffs, insurance, and handling fees.

Profit Governance

Margin Governance

The institutional discipline of defining, enforcing, and auditing margin rules across every transaction, the financial-controls counterpart to revenue operations.

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