To integrate Shopify with Holded, follow these steps:
Go to Control > Holded Store , in the upper right corner
From the "Integrations" tab, click "Shopify":
Once Shopify is selected, hit "Activate" - the Shopify icon will appear in the left menu under "Integrations":
Click "Plug & Set" and in the pop-up panel, click "Plug & Set" again
Type the first part of your Shopify URL (usually your store name), and click "Next":
The synchronization window will open with the 4 sections:
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 Receipts or Orders.
Remember that if the payment has been made, your orders will generate a sales ticket or an invoice (if you have selected this option), while the orders that have not yet been paid will become sales orders. Corrective sales are intended for returns.
Sales account: select the sales ledger account that you want to link to your orders
Payment Methods - Link your Shopify payment methods to the banks or gateways you've added to your Holded account
account: select the sales ledger account that you want to link to your returns
Select the "Advanced settings" option to define things like document numbering and ledger accounts:
Create contacts: Check this box if you want a new contact to be generated for each imported order.
Keep in mind that if the same customer places several orders, only one contact will be generated.
Bank: Select the payment gateway associated with your sale
Template: If you've set up a document template, click the dropdown to select it
Include tax in product price: Checking this box will use the Shopify price as the total and subtract the sales tax assigned in Settings > Billing > Sales & purchases.
By turning this off, the Shopify price will be used as a subtotal and the sales tax assigned in Settings > Billing > Sales & purchases will be added to it.
Update documents: Select from the dropdown menu if you want your sales documents to be updated with order changes in Shopify
Manual ledger account no.: Check this box to select a single ledger 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 if Shopify shows empty or 0% tax.
Exclude orders with no value: Enable this option if you don't want orders with no value to be imported
Automatic tax adjustment: Checking this box will cause the system to apply automatic rounding so that the invoice amount in Holded is the same as in Shopify.
By not activating it, there may be a difference in cents because different rounding methods are applied between the two platforms.
Document numbering: Select from the drop-down menu which numbering you want to apply among those previously configured in Holded
Use line numbering: Enable this option if you want the numbering used for your Shopify orders to be Holded
Click on the icon to access more information
Click the dropdown menu to select if you want to import your products:
Click the dropdown menu to select if you want to sync your stock:
Click on the dropdown 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 button at the top right of your screen every time you need to update the data