shopify-moneybird integration | Combidesk

This Shopify Moneybird integration automatically exports (POS) orders and customer data to Moneybird. This saves time as you no longer have to perform duplicate work and reduces the risk of errors. Manual work is eliminated, streamlining the process.

The Shopify Moneybird integration is straightforward to use. The integration is fully automated and runs every 60 minutes. Sales orders from Shopify are transferred as invoices in Moneybird. You can choose whether to transfer only paid orders or all orders. This ensures that your accounting in Moneybird is always up to date.

Benefits

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

Features

• Create orders and credit orders from Shopify as Sales Invoices in Moneybird.
• Register payments directly in Moneybird.
• Let Moneybird automatically send the invoice for the Shopify order.
• Optional: Export Shopify Payments (paid functionality).
• Select a Moneybird invoice workflow.
• Default debtor, suitable for POS orders as well. POS compatible.
• OSS (One-Stop Shop) compatible.
• Use the Shopify order number as the invoice number in Moneybird.

FAQ

How often are the data synchronized?

This integration synchronizes automatically every 60 minutes by default. You don't have to do anything for it to happen. If a synchronization fails, the integration will attempt to sync again in the next run. If the issues persist, you will be notified by email.

What permissions do I need to have in Moneybird?

In Moneybird, you need to have Owner permissions.

Can the PDF of the order be included in the synchronization to Moneybird?

No, unfortunately, technically the PDF cannot be read and therefore cannot be included in the synchronization to Moneybird.

Can I connect multiple Shopify webshops?

Certainly. To do so, you need to install the integration separately for each Shopify webshop.

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 Moneybird. 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 me install this integration?

Absolutely 😀! If you don't have time at the moment or if we've made it too complicated, no problem! We can install this integration for you. There will be one-time installation costs associated with it. If you decide not to use the integration, you will be refunded this amount.

How do I get the correct VAT on a Moneybird invoice?

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