shopify-exactonline integration | Combidesk

This Shopify Exact Online integration automatically exports (POS) orders and customer data to Exact Online. This saves time, eliminates the need for duplicate work, and reduces errors. With no manual work required, you can streamline your processes and ensure accuracy in data transfer between the two systems.

The Shopify Exact Online integration is very simple to use. The integration is fully automated and runs every 120 minutes. Sales orders from Shopify are transferred to Exact Online as sales bookings, sales invoices, or sales orders, depending on your preference. You have the flexibility to choose whether to transfer only paid orders or transfer all orders. This way, you can stay up to date with your accounting in Exact Online and ensure seamless synchronization between the two systems.

Benefits

• Effortlessly synchronize (POS) orders and refunds between Shopify and Exact Online.
• Save valuable time so you can focus on what you do best.
• Determine when to synchronize based on the order status.
• Synchronize Shopify Payments transactions to your Exact Online suspense account (coming soon).
• Less manual work, therefore reducing the chance of errors.
• It's super easy! No downloads and no expensive developer required!

Features

• Create sales orders and/or credit invoices in Exact Online.
• Synchronize all or only fulfilled orders.
• Synchronize all or only paid orders.
• Choose from: Sales entry, Sales invoice, or Sales order.
• Create items for Sales invoices or Sales orders.
• Export existing Shopify orders to Exact Online (optional).
• Select items for Shipping Costs, Expenses, Discounts, and Tips.
• Select the desired Exact Online journal.
• Default debtor, also suitable for POS orders. POS compatible.
• OSS (One-Stop Shop) compatible.
• Use the Shopify order number as the invoice number in Exact Online.

FAQ

How often are the data synchronized?

This integration synchronizes automatically every 120 minutes by default. You don't need to do anything for this. If a synchronization fails, the integration will retry it in the next run. If the issues persist, we will notify you by email.

What permissions do I need to have in Exact Online?

In Exact Online, you need to have the appropriate permissions for Sales entry, Sales invoice, or Sales order. You can coordinate this with your accountant or with Exact Online. You can find the settings in your Exact Online account.

Can the PDF of the order be included when sending it to Exact Online?

No, unfortunately, technically the PDF cannot be read and therefore cannot be included when sending it to Exact Online.

Can I connect multiple Shopify webshops?

Certainly. For this, you need to install the integration separately for each webshop.

Do I need to synchronize items?

Items are not necessary for Sales bookings. Only when you choose to create Sales invoices or Sales orders in Exact Online, a match is made based on the item code. To create an invoice or order, the items need to exist or be created in Exact Online. Make sure you have filled in the item codes in Shopify as well. NOTE: if you already have items in Exact Online, make sure that the VAT codes match what you have set in the integration settings.

Is inventory synchronized?

Inventory is only updated in Exact Online for Sales invoices and Sales orders. Shopify is considered the leading source of inventory information. Manual inventory adjustments made in Shopify are not reflected in Exact Online. Additionally, inventory changes made in Exact Online do not sync back to Shopify.

Are credit orders also added and how exactly does that work?

Yes, the integration also syncs refunds. As soon as you refund a Shopify order, a credit note (invoice with a negative amount) of that order will be created in Exact Online. NOTE: canceled orders will not be processed. So don't cancel an order when it still needs to be synchronized as a credit order.

Can you help with the installation of this integration?

Absolutely 😀! If you don't have the time or find the setup too complicated, no problem! We can handle the installation of this integration for you. There will be a one-time installation fee for this service. If you later decide not to use the integration, we'll refund the installation fee to you.

How do I get the correct VAT on an Exact Online invoice?

Make sure that you have activated the VAT rates used in both Shopify and Exact Online. In that case, the integration will always apply the correct VAT rates. If a rate is missing in Exact Online, we will fallback to a default rate. Also, take a look at our knowledge center and search for 'VAT' for more information.