Automated Shopify integration for accounting systems, POS and WMS
Optimise the operation and maintenance of your Shopify webshop with an automated integration. Your bookkeeping and stock handling is made easy when orders, credit notes, products, customers and stock amounts are automatically synced between your webshop, WMS and/or POS system.
Connect Shopify to your accounting system, POS or WMS
Integration between Shopify and an accounting system
Transfer orders, create and book invoices, handle credit notes and synchronise customers, products and stock amount. You can adjust the functionalities of the integration to your needs.
How does it work?
Orders from your webshop are automatically transferred to your accounting system on or more selected order states. In the accounting system, an invoice or order is created with all order lines from the webshop order. You can adjust, whether invoices should be booked automatically or not, and which payment term that is to be used on the invoice. Settings for creating and updating customers and products can be adjusted to your needs.
Orders are automatically fetched from the webshop on a selected order state and then transferred to the accounting system. How the invoice or order is handled depends on the integration settings.
Credit notes from the webshop are automatically handled in the accounting system, when an order gets refunded. A credit note to the booked invoice is created in the accounting system.
Products are typically transferred from webshop to accounting system. How products are created and updated is defined in the settings. Most accounting systems require that the product is created to allow invoice creation.
Customer data from the webshop is used to create new or update existing customers in the accounting system. Unique settings can be set up for B2C, B2B and EAN customers.
If the accounting system have an internal stock, a stock synchronization can be set up between the webshop and accounting system. The accounting system is master of stock amounts.
The VAT is defined from the valid VAT rules in the accounting system. Totals are validated before booking, and the system supports One Stop Shop VAT rules.
Synchronise your point of sale (POS) with Shopify
Fetch products from your Point of Sale (POS) to create or update products in your webshop. The POS system is set as master for the webshop stock. Webshop orders are sent to the POS to withdraw from the stock.
How does it work?
When products are sold in your physical store the stock amounts are automatically adjusted in your webshop. Orders coming through the webshop also withdraws from the stock amount in the POS to minimise the risk of selling the same product both places at the same time. When a product is created or updated in the cash register / point of sale, this change will automatically apply in the webshop.
When the webshop order reaches a given state it is automatically transferred to the POS system. Here a sale or stock transaction is created depending on the possibilities in the POS system.
Products are typically transferred from POS to webshop. Settings for how products are transferred and updated are set up to your needs. Some POS systems support transferring products from webshop to POS.
POS is master of stock. Stock changes in the POS overwrites stock amounts in the webshop. Webshop orders draw from the stock in the POS. By default stock is updated every 5th minute.
Connect your warehouse management system to Shopify
Transfer webshop orders to the WMS for picking, packing, and shipping, and draw from the stock amount. After shipment an updated order state (fulfillment) is sent to the webshop. The WMS is master for the webshop stock.
How does it work?
Orders in the webshop are automatically transferred to be processed in your warehouse management system, when it reaches an order state, that is set for transfer. When the order is marked as fulfilled a fulfillment status is sent to update the order in the webshop. Stock updates must be done in the WMS, which is master for the webshop stock.
On a given state the order is transferred to the Warehouse Management System for picking, packing, and shipping. Orders draw from the stock amount in the WMS.
The inventory management is master for the webshop stock. Manual updates and maintenance of stock amounts must be handled in the WMS, after which the change automatically applies to the webshop.
When the order is shipped and marked as fulfilled a new order status is sent to the webshop. The order is now ready for the final processing e.g. invoicing or settlement.
Simple and advanced workflows
Connect multiple systems on the same account and set up advanced flows that suit your needs.
New webshop order
An order is received in the webshop. On a given state, e.g. “processing” it is transferred to the WMS.
Shipping from WMS
Products are shipped from the WMS, and stock amounts are regulated. A fulfillment state is sent to the webshop.
Order is completed
The order is marked as completed in the webshop, and the order amount is settled. (Payment gateway settlement)
Invoice is booked
An invoice is created in the accounting system. Totals are validated and the invoice is booked automatically.