To integrate Shopify with Holded, follow these steps:
Go to Holded Store, from the upper left menu.
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:
Import Shopify order tags: Check this option to see if you want the tags associated with Shopify orders to be imported into Holded.
Create contact: Check this box to see if you want to generate a new contact 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: if you have configured a document template, select the one you want to apply from the drop-down menu.
Include tax in product price: If you check this box, the Shopify price will be used as the total, subtracting the sales tax assigned in Settings > Billing > Sales and purchases. If you uncheck this option, the price will be the subtotal and the assigned sales tax will be added.
Update documents: select if you want the sales documents to be automatically updated with order changes in Shopify.
Manual account number: check this box to select a unique account number for all the contacts created.
Customer account: this item refers to the assignment of a specific account for the customer.
Add order number in notes: check this box if you want order numbers to appear in the notes of your documents.
Exclude orders with no value: activate this option to avoid importing orders with no value.
Default tax: check this box to apply the configured tax in case Shopify does not show a value or shows 0% tax.
Apply automatic tax correction: by checking this box, the system will apply an automatic rounding so that the invoice amount in Holded is the same as in Shopify. If not activated, differences in cents may arise due to different rounding methods between the two platforms.
Exclude orders: this item excludes orders from synchronization according to the tag or channel of the order. See the details here.
Document numbering: select from the drop-down menus which numbering you want to apply to the documents, among the options previously configured in Holded.
Use the Holded numbering line for orders: enable this option if you want the Shopify order numbering to follow the Holded numbering.
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.