shopify-sage integration | Combidesk

This Shopify Sage integration automatically exports (POS) orders and customer data to Sage Business Cloud Accounting. 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 Sage integration is straightforward to use. The integration is fully automated and runs every 60 minutes. Sales orders from Shopify are transferred as invoices in Sage Accounting. You can choose whether to transfer only paid orders or all orders. This ensures that your accounting in Sage is always up to date.

Benefits

• Effortlessly synchronize (POS) orders and refunds between Shopify and Sage Business Cloud Accounting.
• Save valuable time so you can focus on what you do best.
• Less manual work, therefore reducing the chance of errors.
• It's super easy! No downloads and no expensive developer needed!

Features

• Synchronize orders and refunds from Shopify as Sales Invoices in Sage Accounting.
• Synchronize associated Shopify customers to Sage Accounting
• Sync orders determined on their payment and fulfilment state.
• Register payments directly in Sage.
• Export existing orders and refunds from Shopify to Sage. Note: Cancelled orders are not considered refunds.
• Select the business to connect to.
• Select the ledger account on which the order lines should be booked.
• Default debtor, suitable for POS orders as well. POS compatible.

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.

Which versions of Sage is this integration suitable for?

This integration is only suitable for Sage Business Cloud Accounting. It does not support Sage 50 or any other Sage version.

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

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

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 Sage. 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.

Is it possible to synchronize my Sage stock inventory with Shopify?

No, unfortunately not. The integration only synchronizes Shopify orders as sales invoices into Sage.

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

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