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
Before you begin, be sure to check the “Taxes by country” box in the editing options of the added marketplaces. This feature is available exclusively for Premium accounts.
1. Creating taxes
Go to Settings > Billing > Taxes, from the top left menu.
In the Tax panel, click the “New tax” button on the right.
Fill in the required data, including name, key, scope, type, amount %, tax account, tax account, tax account (corrections), tax group, active tax and show this tax when creating documents.
Click on “Create”.
2. Assigning taxes to imported sales
From Taxes, click on the “Tax by country” button at the top right.
Select “Add country” and choose the country from the drop-down menu. Click “Next”.
Under the added country, click the “New Rule” button to name it and select the section to which the taxes will be associated.
Choose the relevant taxes from the drop-down menu and click “Save”.
☝🏼 Please note that some country taxes may overlap with those in Spain. To ensure correct identification of sales with contacts in Spain, you should also generate the country tax for Spain and assign 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
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: