This integration allows you to sync all the information from your Shopify online store with Holded. In this way, the data on orders, products, stock level and warehouses will be uploaded to Holded every time a change is made in your online store and vice versa.
☝🏼 Holded will use the SKU of the product to link the information between the two platforms. Your stock level may be affected if a product order has the same SKU, even if sync is not enabled.
The four parts of integration
1. Sales
Orders that you import from Shopify can be converted to a sales ticket, sales invoice, sales order, or amend sale, depending on the status of your payment.
If the payment has been made, they will generate a sales ticket or an invoice, while those orders that have not yet been paid will become sales orders. Corrective sales are intended for order returns:
Sales order: allows you to manage cash on delivery orders and be able to make changes, converting orders into invoices, for example. You'll be able to check the status of your orders and customize it exactly as it's set up in Shopify.
Sales ticket: is recommended when no invoice is created; With this option, canceled orders will not generate an invoice, allowing you to convert all requested tickets into a sales invoice. They will only be generated when Shopify orders are marked as Paid.
Sales Invoice: is used for completed orders and will import the customer's billing data as it is in Shopify. These details can be modified once the process is complete. They will only be generated when Shopify orders are marked as Paid.
If you choose the option to import as Invoice or Sales Ticket, Holded will only import orders when they have a status of Paid in Shopify
You can assign a sales channel and then perform a detailed analysis of your sales through Holded's analytics solution. In addition, you have the possibility of relating to your online stores the payment gateways that you have already configured on the platform.
☝🏼 Holded uses a system to match Shopify's rounding of decimal places called Tax Correction. By disabling this option, some prices may differ slightly from platform to platform.
You can also choose to associate a specific invoice template or apply a specific tax amount to a particular sale.
In the Advanced Settings tab, you can customize the import of your orders, deciding, for example, how and when to create a contact or selecting the consecutive numbers to apply to the orders . See here for details on how to import your Shopify orders.
2. Products
When you activate this option, the products and their SKU will be imported from your Shopify account. Please note that the cost of the product will not be included. Every change you make to the product SKU in the Shopify store will also be reflected in Holded. For example, if you change the description of an item in Shopify, this information will be transferred to the product in Holded.
☝🏼 If a product is created in Shopify without an assigned SKU, its creation will not automatically reflect in Holded. If there is a SKU match between products, enabling the import will overwrite the existing product.
Product import is one-way. Here is a table summarizing how importing products between the two platforms works:
3. Stock Level
Unlike product integration, stock level synchronization is bi-directional. This means that by enabling this option, the stock level will be affected in both Holded and Shopify, no matter where the information is changed.
☝🏼 This option allows any SKUs that match each other to be automatically synced, even if product import is not enabled
Stock synchronization is bi-directional. Here is a table summarizing how stock level synchronization works between the two platforms:
💎 Stock level sync requires Inventory gem activation.
4. Warehouses
When this option is activated, the warehouses configured in Holded will correspond to locations in Shopify, so that each movement of stock in your online store or in Holded will be reflected in the corresponding warehouse or location.
Multi Stores
In case you have more than one Shopify store, you can sync them all with the same Holded account.
📖 More information here about synchronizing multiple Shopify stores