Connecting Your Accounting or CRM

Cartly connects natively to QuickBooks Online, Xero, and Salesforce so paid orders flow into your books or your CRM without any manual re-entry.

QuickBooks Online and Xero

Connect either from Admin → Integrations — both use a standard OAuth connection, so you authorize Cartly directly from your QuickBooks or Xero account with no API keys to copy. Once connected, every paid order is exported automatically: as a Sales Receipt in QuickBooks, or as an invoice in Xero. Line items, shipping, and tax are reconciled to match exactly what the customer paid, including any discount, gift card, or store credit applied at checkout.

Orders marked paid by hand — for example a bank transfer or cash-on-delivery order — export the same way as a card payment, so nothing needs a manual entry on the accounting side.

If an order was placed before the connector was set up, a manual re-export option lets you send it across afterwards.

Salesforce

Connect your Salesforce org from Admin → Integrations → Salesforce. Each paid order creates or updates a Contact — or a Lead, if you prefer to sync buyers as leads — and, when enabled, a closed-won Opportunity for the order amount. Re-running an export never creates a duplicate Contact or Opportunity for the same order.

Managing your connection

Every connector can be reconfigured or disconnected at any time from Admin → Integrations. Disconnecting stops future exports; it does not undo anything already exported.