Integration to Shopify

Connect Shopify to your accounting system, warehouse management system or POS and automate the handling of orders, credit notes, products, customers, stock amounts and more. Optimise your daily workflow and cut off large operational tasks in administrating the webshop, booking sales and handling stock amounts.
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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.

Accounting systems

Create and book invoices and credit notes. Synchronise customers, products and stock.

Point of sale (POS)

Synchronise products and stock, so your webshop always is up to date with your physical store.

Warehouse management system

Send orders to be handled in the WMS, synchronise stock, and update fulfillment state.

Connect Shopify to your accounting system, POS or WMS

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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.

ordre Orders

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.

Learn more about the transfer of orders

refundering-kreditering Credit notes

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.

Learn more about the handling of credit notes

salg Products

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.

Learn more about the transfer of products

udveksling Customers

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.

Learn more about customer synchronization

lager Stock

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.

Learn more about stock synchronization

moms VAT

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.

Learn more about VAT handling

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Synchronise your point of sale (POS) with Shopify

Fetch products from your Point of Sale (POS) or your webshop, to create or update products the other system. 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 or webshop, this change will automatically apply in the other system.

ordre Orders

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.

salg Products

Products are typically transferred from POS to webshop, but can also be transferred from webshop to POS. Settings for how products are transferred and updated are set up to your needs.

lager Stock

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.

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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.

ordre Orders

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. 

lager Stock

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.

overfoersel Fulfillment status

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.

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Simple and advanced workflows

Connect multiple systems on the same account and set up advanced flows that suit your needs.

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New webshop order

An order is received in the webshop. On a given state, e.g. “processing” it is transferred to the WMS.

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Shipping from WMS

Products are shipped from the WMS, and stock amounts are regulated. A fulfillment state is sent to the webshop.

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Order is completed

The order is marked as completed in the webshop, and the order amount is settled. (Payment gateway settlement)

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Invoice is booked

An invoice is created in the accounting system. Totals are validated and the invoice is booked automatically.

Calculate price of integration to Shopify

1. Which systems do you want to connect? Choose min. 2 systems

2. How many orders do you have per month?

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What you get with the integration

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Features apply to all systems, with some exceptions.
Contact us if you want to review the functionality.

This combination is a bit special...

There is no suggested default setup for this combo, but feel free to contact us to find out what is possible.

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Do you want to add extra systems to your existing subscription?

You can add one or more Shopify-connections at EUR 7 per month, for each Shopify.
Contact us to add the system.

Set it up by yourself or purchase setup from IEX

You can set up most of the integrations to this system yourself, if the other system you want to connect to does not require setup by a technician. You can see if the other system requires setup by a technician in the price calculator. When setting up the integration you will be guided through the process, also with descriptions of the settings. If you want to purchase setup by an IEX technician you can do it while ordering or later in the process. In that case a technician will take over the setup, contact you as soon as possible and help you carry out the setup based on your wishes.

Frequently asked questions to the Shopify-integration

How is the connection to Shopify established?

The connection to Shopify is established through an app, that is installed in Shopify. When setting up the integration, you will be requested to approve the installation of the app, through which all the data is transferred.

Can previous orders be imported to my accounting system?

Yes. If you have orders that are received before you started the integrationen, these can be imported through the IEX platform. The import is handled by the IEX support team. You will be sent a quote for the import, which you need to accept before the task is started. Contact IEX support to learn more.

Are custom fields supported?

By default most custom fields are included in the data that IEX receives. Fields that are created through plugins are not necessarily included in the data, that IEX receives.

Contact the IEX support if you wish to make sure, that a custom field is included in the data that IEX receives, or if you need mapping of custom fields.

Are field adjustments or mappings possible?

The IEX mapping module offers advanced field adjustment and filtering of fields and data content. The mapping module is an extension, that is used to customise the data transfer through IEX.

The functionality of the mapping module is set up by an IEX technician. The price for setting up mappings and the subscription price for the mapping module extension is not included in the base price for an integration.

If your setup requires filters or mappings, please send a description of your requirements to IEX through the chat function or email, and you will receive a quote for the setup.

Can I use this integration with Shopify POS?

Yes. You can learn more about how Shopify POS orders are handled in this article.

Knowledge base

Read more about how the integration works and which features we offer.
Go to knowledge base

Why choose IEX?

Integrations have previously been very costly and exclusive to large companies. The IEX platform delivers advanced integration functionality to small and medium businesses to automate your challenging business tasks.

We have helped

satisfied customers

Easy to install

You are guided through the setup in easy-to-use platform.

Support included

All subscription tiers include support.

Secure and reliable platform

Your data is securely handled through an encryption connection.

Huge fan! Delivers every time – both on product and service! IEX delivers both product and service in a class of its own. Are always ready to help find the right solution regarding integration from POS, webshop and accountingsystems. I am a huge fan!

Mikkel Randrup Rasmussen

Online consultant,

IEX saves time and money for me. I use IEX Integration to transfer orders and products from webshop to accounting. I am happy that type of work can be automated. The times I have used their the support, the issues have been solved quick and thoroughly. It seems like a stable system, where everything is under control.

Thomas Krogh