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  • Table of Contents:

    How to connect Site.pro with Shopify?
    Order data is automatically synchronized to Site.pro, simplifying your work — you just need to activate the integration by following the steps provided in the instructions. Create operationsLink the newly created operations with a seriesCreate item cardsLink items in Site.pro and Shopify: Registers → Item cards → Items Link Site.pro items with items on the Shopify platform, i.e., enter the SKU item code from the Shopify platform into the "Code" field of the Site.pro program. The code can consist of up to 60 characters, i.e., numbers and letters. Only if the item codes match in both platforms will a record be registered for deducting items from the warehouse. You can find a short video on how to do this here. Create a plugin on the Shopify platform Set the e-shop parameters and activate the connection to Shopify: Settings → Integrations → Shopify Once in the module, click the "+ Add service" button and fill in the required fields in the window that opens: General settings: Name – Shopify1 is filled in automatically; if necessary, the name can be changed according to your needs. Connection settings: E-shop name — instruction on where you can find the Shopify store name.API key and password — are generated when creating the plugin on the Shopify platform.Automatically synchronize item balances – when checked, item balances from Site.pro will be synchronized automatically. Choose the "Synchronization frequency per day" from 1 to 8 times per day. The more frequent the synchronization, the higher the number of requests, which determines the fee for the integration package.Synchronize invoice number from the e-shop – check this box if you want the invoice numbering during an order to come from the e-shop. If not, the Site.pro program, upon receiving an order from the e-shop, will assign a new series. The program captures these parameters from Registers → Warehouse → Doc. series.Do not import bank statements – check this box if you want the payment for the order to be ignored and not uploaded to the Bank module.Status — select the status/statuses used in the e-shop. Only orders with the selected statuses will be uploaded to the program."Synchronize orders from" and "Accounting calculated from" — set the date from which you want to synchronize data. Be sure to fill in both fields. Set accounting settings "Default customer" — used in cases where the buyer's email address is not transmitted from the platform.COD fee item — the item or service item that will be used to register the COD, i.e., cash on delivery, fee in documents. Set VAT rates Authenticate Shopify store You will see an unauthenticated integration as not fully active, and the text "Integration settings not finished. Check settings." will be indicated. Click on the created integration.Click the "Authenticate" → "Go and confirm" option.You will be automatically redirected to the Shopify platform. After selecting "Install", you will be redirected back to the Site.pro integration settings.Once balances are synchronized successfully, click "Save". You will see a message on the screen confirming that the connection is successful.If you have more than one warehouse in the Shopify platform, you must select the correct one from the list by clicking "Get locations": Complete the settings for payment imports from Shopify (PayPal bank)Set correlation accounts for the impact of positive and negative currency exchange rate changesOrder synchronization Note. If some orders are not created in the Warehouse → Sales module, even though the order is imported in the Warehouse → E-commerce module, the most common reason is an already existing document with the same number. In such a case, the system does not create a duplicate, so you need to check and organize the document numbering. Note. If you want to speed up synchronization, you can manually synchronize data by clicking the \ Note. If you want balances to update, click \ Note. In Site.pro, you can connect to even several Shopify marketplaces. Each of them will require separate settings and an API key. Orders from the Shopify e-shop are synchronized to Site.pro only with the statuses Payment \ Note. For the integration to work and for data exchange to be possible, you must enable the integration package. You will find notifications about successful or failed synchronizations from Shopify: Account → Messages.
    FAQ
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    ›
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    Shopify
    Accounting Software

    How to connect Site.pro with Shopify?

    Order data is automatically synchronized to Site.pro, simplifying your work — you just need to activate the integration by following the steps provided in the instructions.

    1. Create operations
    2. Link the newly created operations with a series
    3. Create item cards
    4. Link items in Site.pro and Shopify:

    Registers → Item cards → Items

    Link Site.pro items with items on the Shopify platform, i.e., enter the SKU item code from the Shopify platform into the "Code" field of the Site.pro program. The code can consist of up to 60 characters, i.e., numbers and letters.

    Only if the item codes match in both platforms will a record be registered for deducting items from the warehouse.

    Entering the item code in the Site.pro store

    You can find a short video on how to do this here.

    Create a plugin on the Shopify platform

    Set the e-shop parameters and activate the connection to Shopify:

    Settings → Integrations → Shopify

    Once in the module, click the "+ Add service" button and fill in the required fields in the window that opens:

    General settings:

    • Name – Shopify1 is filled in automatically; if necessary, the name can be changed according to your needs.

    Connection settings:

    • E-shop name — instruction on where you can find the Shopify store name.
    • API key and password — are generated when creating the plugin on the Shopify platform.
    • Automatically synchronize item balances – when checked, item balances from Site.pro will be synchronized automatically. Choose the "Synchronization frequency per day" from 1 to 8 times per day. The more frequent the synchronization, the higher the number of requests, which determines the fee for the integration package.
    • Synchronize invoice number from the e-shop – check this box if you want the invoice numbering during an order to come from the e-shop. If not, the Site.pro program, upon receiving an order from the e-shop, will assign a new series. The program captures these parameters from Registers → Warehouse → Doc. series.
    • Do not import bank statements – check this box if you want the payment for the order to be ignored and not uploaded to the Bank module.
    • Status — select the status/statuses used in the e-shop. Only orders with the selected statuses will be uploaded to the program.
    • "Synchronize orders from" and "Accounting calculated from" — set the date from which you want to synchronize data. Be sure to fill in both fields.

      Filling in mandatory fields

    Set accounting settings

    • "Default customer" — used in cases where the buyer's email address is not transmitted from the platform.
    • COD fee item — the item or service item that will be used to register the COD, i.e., cash on delivery, fee in documents.

    Set VAT rates

    Authenticate Shopify store

    You will see an unauthenticated integration as not fully active, and the text "Integration settings not finished. Check settings." will be indicated.

    • Click on the created integration.
    • Click the "Authenticate" → "Go and confirm" option.

      Authentication button

    • You will be automatically redirected to the Shopify platform. After selecting "Install", you will be redirected back to the Site.pro integration settings.

      Installation button in the Shopify system

    • Once balances are synchronized successfully, click "Save". You will see a message on the screen confirming that the connection is successful.
    • If you have more than one warehouse in the Shopify platform, you must select the correct one from the list by clicking "Get locations":

      Selecting the correct warehouse from the dropdown list

    Complete the settings for payment imports from Shopify (PayPal bank)
    Set correlation accounts for the impact of positive and negative currency exchange rate changes
    Order synchronization

    Note. If some orders are not created in the Warehouse → Sales module, even though the order is imported in the Warehouse → E-commerce module, the most common reason is an already existing document with the same number. In such a case, the system does not create a duplicate, so you need to check and organize the document numbering.

    Note. If you want to speed up synchronization, you can manually synchronize data by clicking the \

    Note. If you want balances to update, click \

    Note. In Site.pro, you can connect to even several Shopify marketplaces. Each of them will require separate settings and an API key. Orders from the Shopify e-shop are synchronized to Site.pro only with the statuses Payment \

    Note. For the integration to work and for data exchange to be possible, you must enable the integration package. You will find notifications about successful or failed synchronizations from Shopify: Account → Messages.


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    • instructions for connection with shopify
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