Here you will find all the information you look for regarding the data sharing between Shopify and the other apps of the marketplace
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Interesting workflow you can accomplish with Shopify on our MarketPlace
When you create companies/ contacts/ products/ orders/invoices in Shopify, they are instantly synchronized in QuickBooks/ Xero/ MYOB.
Data shared between Shopify and other apps
CRM and Sales data shared
Entity in Connec | Entity in Shopify | From Shopify to other apps | From other apps to Shopify | See it on my Impac! Dashboard |
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Company | Company | - | ||
People (customer) | Customer | Invoice List widget (If invoice is attached) | ||
Invoices (customer) | Orders | All invoice widgets | ||
Items | Products | Growth per product widget (if sales behind product) | ||
Payments | Orders | Balance sheet widget (accounts receivables / accounts payables are updated) |
FAQ
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We cannot send the tax_amount to Shopify. As net_amount of the sale price is sent to Shopify and not the tax_amount. This means you have to enable taxes in the settings page so that it can be applied at the time of sales. |
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Many apps such as Xero need a Contact attached to an invoice. Make sure that you add a customer to your invoice in Shopify. |
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Make sure that your contact's region is valid (e.g: New South Wales, Queensland,...) as well as their email address, as Shopify will reject them otherwise. Shopify accepts contact if the address field is blank or remains untouched. However, If you add any data in any of the fields without province/state it will not be accepted by Shopify. |
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The quantity number in Shopify is currently mapped as Read only. |
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Shopify does not accept organization details sent from connec! and other apps. |
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You need to make sure that at lease one bank account has been set up in Xero. Cf What is the data shared with Connec! - Xero : How invoices are shared between your CRM and Xero. |
Team Work
All the apps available on Maestrano marketplace share data with Shopify
However, these three apps are the best matching for Shopify
Quickbooks
Xero
Sage