To integrate Shopify with Holded, follow these steps:
Go to Menu > Holded Store in the upper right corner.
In the “Integrations” tab, click on “Shopify”.
Select Shopify and click “Activate”. You will see the Shopify icon in the left menu under “Integrations”.
Click “Connect and configure”, then “Add store”.
You will be redirected to the Shopify marketplace to install the Holded app.
Check which store you are in, in the top right corner. If you want to install a different store, select it.
Click “Install”. If you already have the store installed in any Holded account, the button will be “Open” instead of “Install”.
☝🏼 If you want to install the store on another Holded account, you will need to delete the Holded app in Shopify.
Approve the installation of the Holded app in Shopify by clicking the “Install” button.
You will be redirected back to Holded, where you can configure the general settings on the sync screen.
Configure the general settings
Once the integration has been performed, as described in the previous section, go to the synchronization screen to configure the general settings.
1. Sales synchronization
Follow these steps to configure how to import your orders:
Fill in the fields:
Convert to: select how you want to convert your orders between Invoices, Sales Tickets, or Orders. Corrective sales are intended for returns.
☝🏼 Remember that if payment has been made, your orders will generate a sales ticket or an invoice (if you have selected that option), while orders that have not yet been paid will be converted into sales orders.
Sales account: select the sales accounting account you want to link to your orders.
Payment methods: link your Shopify payment methods to the banks or gateways you have added to your Holded account.
Correction account: select the sales accounting account you want to link to your returns.
Select the “Advanced settings” option to define things like document numbering and accounting accounts:
Create contacts: check this box if you want a new contact to be generated for each imported order, note that if the same customer places several orders only one contact will be generated.
Bank: select the payment gateway associated with your sale.
Template: in case you have configured a document template, click on the dropdown menu to select it.
Include tax in product price: by checking this box, the Shopify price will be used as total and the sales tax assigned in Settings>Billing>Sales and purchases will be subtracted.
By unchecking this option, the Shopify price will be used as subtotal and the sales tax assigned in Settings>Billing>Sales and purchases will be added.Update documents: select from the drop-down menu if you want your sales documents to be updated with order changes in Shopify.
Manual accounting account number: check this box to select a unique accounting account for all your created contacts.
Add order number in notes: check this box if you need order numbers to appear in the notes of your documents.
Default tax: check this box to apply the configured tax in case Shopify shows empty or 0% tax.
Exclude orders with no value: enable this option if you do not want orders with no value to be imported.
Automatic tax adjustment: by checking this box the system will apply an automatic rounding so that the invoice amount in Holded is the same as in Shopify.
When not activated there may be a difference of cents because different rounding methods are applied between the two platforms.Document numbering: select from the dropdown menu which numbering you want to apply among the ones previously configured in Holded.
Use numbering line: enable this option if you want the numbering used for your Shopify orders to be that of Holded.
2. Product synchronization
Click on the drop-down menu to select if you want to import your products.
3. Stock synchronization
Click the drop-down menu to select if you want to synchronize your stock.
4. Warehouse synchronization
Click on the drop-down menu to select the warehouse where to register your stock movement.
After following these 4 steps, click the “Save” button at the top right of your screen.
Click the "Synchronize orders" button at the top right of your screen whenever you need to update the data.