Work with multiple Shopify stores
To sync different Shopify stores the process is exactly the same as for integrate a single store, you will simply have to repeat the same steps for each of the stores that you need to connect to your Holded account.
You can do it by synchronizing the stock level or the products: it all depends on whether you have items in your stores with the same SKU or not.
For example, in case of sharing the same SKU between stores, the selected stock in Shopify has to be the same for all products with the same SKU. Once in Holded, products will be imported for only one store, while stock sync will need to be enabled for all.
In case you have more Shopify stores, here are three different scenarios with our recommendations for the integration to work correctly.
Scenario 1
The SKU is the same for all stores, as well as the stock.
SHOP A | Enable product sync | Enable stock sync |
SHOP B | Do not enable product sync | Enable stock sync |
Scenario 2
Some stores share products with the same SKU and others do not.
In this case, the products that need to be imported are for one store only, while the others need to be created manually in Holded to avoid overwriting of duplicate items.
SHOP A | Enable product sync | Enable stock sync |
SHOP B | Do not enable product sync | Enable stock sync |
Scenario 3
Each store has a different product SKU and different stock.
SHOP A | Enable product sync | Enable stock sync |
SHOP B | Enable product sync | Enable stock sync |
Set up taxes by country in Shopify
✨ This feature is only available for accounts Premium
1. Create the taxes
2. Assign tax to imported sales
From Taxes , click on the "Taxes by country" button, top right:
Select "Add Country" and choose the country from the dropdown menu:
Click "Next"
Below the added country, click the "New Rule" button:
Name the rule, and choose which Section the taxes are associated with:
Click on Taxes and select from the dropdown menu
the one you want to link:
Click "Save"
💡 Remember that the taxes of some countries may coincide with the Spanish ones. In order for sales with contacts in Spain to be correctly identified, you will also have to generate the tax by country for Spain, assigning the corresponding VAT
Import payments from Shopify Payments
Directly importing payments made through Shopify Payments is not currently possible. However, we show you an alternative option so that all payments made through this gateway are correctly imported into your Holded account.
Once the Shopify integration from Menu > Holded Store, follow these steps:
1. Activate Shopify Payments in Shopify
Go to the Settings section of your Shopify admin
From "Payments" click "Activate Shopify Payments" in the "Shopify Payments" box:
Turn on the "Shopify Payments" option in the dialog
Fill in your store details and bank details
Click "Save"
💡 If in doubt, check the Shopify Help Center
2. Add Shopify Payments as a payment method in Holded
Access the Setup of the Shopify integration with Holded
In the Sales section, add Shopify Payments as a payment gateway to
relate it to your bank created in Holded:
📚 Learn bank in Holded
Reconcile Shopify Payments Fees
With no direct integration with Shopify Payments, the total amount of your imported sales will be less than expected, since commissions are deducted. To reconcile these commissions you have two options: