Shopify

Getting Started with Shopify

Get started integrating powerful ecommerce platform Shopify with Sync with Connex with these details, step-by-step instructions. Includes detailed technical and functionality documentation.

Getting Started: How to integrate Shopify

If the video fails to load, please click here.

Setup Instructions

  1. On the left hand side of your Shopify store, click apps.
  2. Scroll to the bottom.
  3. Click manage private apps:
  4. Click enable private app development.
  5. Check all boxes to agree to all terms:
  6. On the top right, click create new private app.
  7. Enter these details:
  8. For permissions, enter these values:
    Name Level
    Customers Read
    Payouts Read
    Locations Read
    Draft Orders Read and Write
    Orders Read and Write
    Inventory Read and Write
    Products Read and Write
    Product Listings Read and Write

     

  9. Click save.
  10. Scroll up to admin API.

Copy the API key and password into Connex:

Note: your Website URL should not end with any backslash ( / ) characters.
For example, "https://newstore.myshopify.com/" would not pair successfully with Connex.

How do fields map?

Here is an example of how fields map.

Do you support multiple payments on a single invoice?

If you select invoices payments if paid from the configure page, Connex will create payments for each payment on an order. Shopify supports split payments, so an order can have a $40 cash and a $60 credit card payment to complete a $100 order.

My website has over 10,000 top level products. Is Connex compatible? How do I perform an initial import of products from Shopify to QuickBooks?

Our tool will import products, if they are tied to incoming orders. To perform an initial import, follow these steps:

  1. In Shopify, click the products tab on the left.
  2. Click export.
  3. Choose all products and the second box for CSV.
  4. Save a copy of the CSV.
  5. Delete all rows except the first.
  6. Add three columns: income, asset, COGS.
  7. Enter an inventory asset account in the asset field. Enter a COGS account in the COGS field. Enter an income account in the income field. QuickBooks will later ask you to map accounts, so you will map these columns.
  8. In QuickBooks, go to the gear box.
  9. Click import data.
  10. Choose products.
  11. Upload the CSV with the single row.

From here, you will be asked to map fields.

Syncing refunds or canceled orders when not tracking inventory in Shopify

Connex will sync a canceled or refunded order from Shopify into QuickBooks. When the credit memo or refund receipt is created in QuickBooks Connex will automatically add a line item called "ShopifyNoRestock" and create this product in QuickBooks.  This line item is only created when you do not track inventory items in Shopify.

If you want to always add the SKUs from refunds, you can enable the setting in Connex:

  1. On the Connex configure page, expand refund.
  2. Enable Always add SKUs from refund to QuickBooks, even if never restocked

How do I change the Shopify location where Connex sends inventory?

Shopify supports multi location inventory. Our software sends the Shopify product, its new stock level, and the Shopify location where inventory is located. By default, our software uses the default Shopify location for your store. If you have a fulfillment location, you must override the logic. Otherwise, you will receive this error:

An item cannot be active at more than one location if one of them is a fulfillment service location.

If the sync fails, Connex will look up the last stock update for the product and use its location. We recommend adding a rule to map the location.

  1. Login to Connex.
  2. On the left, click rules engine.
  3. Click add.
  4. Click start from scratch.
  5. Choose map product warehouse.
  6. Click next.
  7. In the comparison, say SKU is not *:
  8. In the map to, enter the default Shopify warehouse location:
  9. Click finish.

In your log, you are given a location ID to map. You can map to either a location ID or a location name.

Can you sync draft orders automatically?

Yes, Connex can sync draft orders by their modified date. Login to Connex and click manage. Expand orders and expand the first area. In the order status field, enter one of these statuses:

  1. Invoice Sent
  2. Completed

For stock updates from QuickBooks, what inventory site receives the changes?

Each Shopify site has a default location and it receives the updates. To map another location, follow these steps:

  1. Login to our software.
  2. Click rules engine on the top right.
  3. Add this rule.

Do you support updating orders, after they are edited in Shopify?

There are adverse affects in QuickBooks:

  1. Connex can locate matching sales and delete them. For unknown reasons, the delete can fail. This can cause duplicates to reach QuickBooks.
  2. Connex pulls sales, when they are created. You would have to pull sales when they are modified. You could say pull paid modified sales. You would have to wait for a certain order status.
  3. When Shopify makes updates, they can modify several sales. These sales would be reexported. Connex would delete and reexport them. If the delete fails, you could receive several duplicates.
  4. Connex is not built to handle updating entire sales, if there is an update to a sale.

As a workaround, we suggest waiting for sales to reach fulfilled status:

  1. Login to Connex.
  2. Click manage.
  3. Expand the first area.
  4. Enter fulfilled in the order status field.
  5. Click save.

    How do I remove tax from Amazon orders inside of Shopify?

    Amazon Shopify orders have a payment method of amazon_payment. You can upload a rule to check for this method and remove tax. Here are the steps:

    1. Login to Connex.
    2. Click rules > my rules on the left.
    3. Click upload.
    4. Upload this spreadsheet.

    I have a very large volume of sales, such as 10,000, that I need to import. What is the best practice?

    Connex can import Shopify sales through a spreadsheet. For more info, read this guide.