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Shopify Stores

Form ID: (BC201010)

You use this form to set up a connection between Acumatica ERP and an online store that has been created on the shopping cart software hosted by Shopify. After the connection has been established, on this form, you specify the store settings, select the entities that need to be synchronized, and define the default settings for the synchronization of customers and customer locations, inventory items, and orders. You also use this form to map shipping rules and payment methods between Acumatica ERP and the Shopify store.

During the initial specification of settings, the required settings on the Entities, Customers, Inventory, Orders, and Payments tabs must be specified at the same time. You will not be able to save your changes until all required settings on these tabs of the form are filled in.

  • This form is available only if the Retail Commerce and Shopify Connector features are enabled on the Enable/Disable Features (CS100000) form.
  • The number of Shopify stores to which you can establish a connection on this form is limited by your license.


In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar includes the buttons described below.

Button Description
Test Connection By using the information specified on the General tab, tests the ability to connect to the Shopify store via the API.

Back to TopSummary Area

In this area, you specify the basic settings of a particular Shopify store, or select a store to view and edit its settings.

Element Description
Connector A read-only box with the name of the ecommerce connector (Shopify) of a store configured on this form.
Store Name The name of the Shopify store to which the connection is being configured. The store name is specified when the connection is first configured; you cannot change it later.
Active A check box that indicates (if selected) that the store configuration is active and the entities activated and configured for this store are synchronized between Acumatica ERP and the store.
For inactive stores, you can modify the store settings on the current form, but entities are not synchronized; you can see the history of the synchronization of entities on the Sync History (BC301000) form.
Default A check box that you select to indicate that this store is the default store in Acumatica ERP.If multiple stores have been configured on this form or on the BigCommerce Stores (BC201000) form, if applicable, when you open other commerce-related forms, the store you have defined as the default is automatically inserted in the Store box.
The system requires a store to be defined as the default store. When you are defining the first store in the system—on this form or on the BigCommerce Stores (BC201000) form—this check box is selected automatically. When you define another store, this check box is cleared by default; if you select this check box for the store being defined, the system clears this check box for the store that was previously defined as the default store.

Back to TopGeneral Tab

The tab includes the path and connection details that are used to connect Acumatica ERP to the Shopify store.

Connection Section

Element Description
Store Admin URL The administrator URL of the Shopify store—that is, the store’s permanent URL followed by /admin.
The entered URL must comply with the following format: https://<store name>.myshopify.com/admin/. However, if your Shopify store has a custom domain instead of the default one, you can enter the administrator URL that contains this custom domain. When you save the store settings or test the connection—that is, click Test Connection on the form toolbar—the system automatically replaces the entered administrator URL containing the custom domain with the original administrator URL of your store.
If you have configured a custom domain for your Shopify store after you created and configured the store in Acumatica ERP, you do not need to change the original administrator URL that was initially entered in this box.
API Access Token The API access token that was generated for the custom app created in the Shopify store to integrate it with Acumatica ERP.
API Secret Key The API secret key that was generated for the custom app created in the Shopify store to integrate it with Acumatica ERP.

Miscellaneous Section

Element Description
Locale The locale of Acumatica ERP to be synchronized with the Shopify store.
If multiple locales have been configured in Acumatica ERP and data is maintained in multiple languages, in this box, you select the locale that will be synchronized with the Shopify store.
Administrator The administrator of the Shopify store, which is the user who receives notifications about aborted synchronization records triggered by predefined business events. For more information about predefined business events for aborted synchronization records, see Automated Synchronization: Business Events for Aborted Records.

Store Properties Section

The read-only boxes of this section are filled in or updated automatically each time the connection to the Shopify store is established or the store settings are saved.

Element Description
Store URL The URL of the Shopify store.
API Version The version of the Shopify API used in the Acumatica ERP instance.
Store Currency The currency specified as the default in the Shopify store.
This box is displayed if the Use Payment Currency instead of Store Currency check box on the Orders tab is cleared.
Payment Currencies The list of currencies that are supported by the Shopify store.
This box is displayed if the Use Payment Currency instead of Store Currency check box on the Orders tab is selected.
Store Time Zone The time zone of the Shopify store.
Store Plan The subscription plan of the Shopify store.

License Restrictions Section

Element Description
Max. Number of Stores The maximum number of Shopify stores that can be connected to the Acumatica ERP instance.
If the number of stores exceeds the limit, the system prepares and processes data for only the stores within that limit. Stores beyond the limit are not supported. To determine eligibility, the system sorts the stores in alphabetical order and includes the first ones from the list.

Back to TopEntities Tab

The rows of this tab are automatically populated with the entities that can be synchronized between Acumatica ERP and the Shopify store. You can activate the entities that you need to synchronize between the systems; you can also view and specify synchronization settings for these entities.

The table toolbar has only standard buttons.

Table Columns

Column Description
Active A check box that indicates (if selected) that the entity is synchronized between Acumatica ERP and the Shopify store.
If an entity requires other entities to be synchronized when this entity is synchronized, if you select this check box for the entity, the system also selects the Active check box for these required entities.
Entity The entity that can be synchronized between Acumatica ERP and the Shopify store, which is one of the following:
  • Customer
  • Company
  • Customer Location
  • Stock Item
  • Non-Stock Item
  • Template Item
  • Product Image
  • Product Availability
  • Sales Order
  • Sales Quote
  • Payment
  • Shipment
  • Refund
  • Price List
You can click the link with each entity name to open the Entities (BC202000) form in a pop-up window and specify the mapping and filtering settings for the entity.
Sync Direction The direction in which the entity should be synchronized. The direction can be one of the following:
  • Export: Data is exported from Acumatica ERP to the Shopify store.
  • Import: Data is imported to Acumatica ERP from the Shopify store.
  • Bidirectional: Data is synchronized between Acumatica ERP and the Shopify store in both directions.
The direction of the synchronization is predefined by the system and cannot be changed for the following entities:
  • Product Image (predefined as Export)
  • Product Availability (predefined as Export)
  • Sales Order (predefined as Import)
  • Sales Quote (predefined as Import)
  • Payment (predefined as Import)
  • Shipment (predefined as Export)
  • Refund (predefined as Import)
  • Price List (predefined as Export)
Primary System The system that is used as the source of data during the synchronization of entities. If bidirectional synchronization is selected for the entity, the data of the primary system takes precedence if any conflicts arise during the synchronization.
The primary system can be either of the following:
  • ERP (that is, Acumatica ERP)
  • External System (that is, the Shopify store)
The primary system is determined based on the Sync Direction setting as follows:
  • For Export, ERP is set to be the primary system and cannot be changed.
  • For Import, External System is set to be the primary system and cannot be changed.
  • For Bidirectional, you can select which system should be used as the primary system based on your processes.
Real-Time Import The status of the real-time import for the entity. The status can be one of the following options:
  • Stopped: Real-time synchronization has not been started for the Import direction.
  • Running: Real-time synchronization has been started for the Import direction.
  • Not Supported: Real-time synchronization cannot be started for the Import direction.
You can start or stop real-time synchronization on the Entities (BC202000) form.
Real-Time Export The status of the real-time export for the entity. The status can be one of the following:
  • Stopped: Real-time synchronization has not been started for the Export direction.
  • Running: Real-time synchronization has been started for the Export direction.
  • Not Supported: Real-time synchronization cannot be started for the Export direction.
You can start or stop real-time synchronization on the Entities (BC202000) form.
Real-Time Mode The mode of the processing of the synchronization records, which can be either of the following:
  • Prepare: As soon as a push notification about a change to data is received, the corresponding synchronization record is placed in the processing queue.
  • Prepare & Process: As soon as a push notification about a change to data is received, the corresponding synchronization record is placed in the processing queue, and the data synchronization process is immediately started for the synchronization record.
Max. Failed Attempts The maximum number of errors allowed during the import or export of data before the synchronization record is skipped (that is, excluded from further synchronization).
By default, the column contains 5: That is, the system allows 5 failed attempts before excluding the synchronization record from further processing.

Back to TopCustomers Tab

The settings that you specify on this tab are used to create customers and customer locations in Acumatica ERP when you import customers and customer addresses from the Shopify store.

Customer Section

Element Description
Customer Class The customer class that is assigned to new customers imported to Acumatica ERP from the Shopify store and thus used to provide their default settings.
Customer Numbering Template The template that is used to provide the identifiers of new customers imported to Acumatica ERP from the Shopify store. This character string, such as ____-____-######, initially shows the number and length of segments in the CUSTOMER segmented key, which is configured on the Segmented Keys (CS202000) form and defines the structure of the identifiers used for customers in Acumatica ERP. The groups of underscores represent the constant segments, and the number signs represent the auto-numbered segment.
You replace the underscores with the values of the constant segments to be used in the identifiers of the customers imported from the Shopify store, as shown in the following example: ECUS-RET1-######. With this setting, the identifiers of all customers imported from Shopify to Acumatica ERP would start with ECUS-RET1, for easy identification, and the system would automatically assign the numerical part of the identifier according to the numbering sequence selected in the Customer Numbering Sequence box. These settings do not affect the assignment of identifiers to other customers in the system (those that already exist or those that are created directly in Acumatica ERP).
This box is available for editing only if the CUSTOMER segmented key has more than one segment.
If you will be importing customers from an online store, one of the segments of the CUSTOMER segmented key must be automatically numbered.
Customer Numbering Sequence The numbering sequence that the system uses to automatically generate identifiers for customers imported from the Shopify store.
If the CUSTOMER segmented key consists of more than one segment, the numbering sequence that you select in this box applies to the automatically numbered segment (the group of number signs in the Customer Numbering Template box). The length of the numbering sequence must match the length of the auto-numbered segment.
Selecting a numbering sequence in this box does not change the Numbering ID setting of the CUSTOMER segmented key on the Segmented Keys (CS202000) form. The selected numbering sequence applies only to customers that are imported from the Shopify store and does not affect the assignment of identifiers to other customers in the system (those that already exist or those that are created directly in Acumatica ERP).
Location Numbering Template The template that is used to provide the identifiers of new customer locations imported to Acumatica ERP from the Shopify store. This character string, such as ____-____-######, initially shows the number and length of segments in the LOCATION segmented key, which is configured on the Segmented Keys (CS202000) form and defines the structure of the identifiers used for customer locations in Acumatica ERP. The underscores represent the constant segments, and the number signs represent the automatically numbered segment.
You replace the underscores with values of the constant segments to be used in the identifiers of the customer locations imported from the Shopify store, as shown in the following example: ECOM-RET1-######. With this setting, the identifiers of all customer locations imported from Shopify to Acumatica ERP would start with ECOM-RET1, for easy identification, and the system would automatically assign the numerical part of the identifier according to the numbering sequence selected in the Location Numbering Sequence box. These settings do not affect the assignment of identifiers to other customer locations in the system (those that already exist or those that are created directly in Acumatica ERP).
This box is available for editing only if the LOCATION segmented key has more than one segment.
If you will be importing customer locations from an online store, one of the segments of the LOCATION segmented key must be automatically numbered.
Location Numbering Sequence The numbering sequence that the system uses to automatically generate identifiers for customer locations imported from the Shopify store.
If the LOCATION segmented key consists of more than one segment, the numbering sequence that you select in this box applies to the automatically numbered segment (the group of number signs in the Location Numbering Template box). The length of the numbering sequence must match the length of the auto-numbered segment.
Selecting a numbering sequence in this box does not change the Numbering ID setting of the LOCATION segmented key on the Segmented Keys (CS202000) form. The selected numbering sequence applies to only customer locations that are imported from the Shopify store and does not affect the assignment of identifiers to other customer locations in the system (those that already exist or those that are created directly in Acumatica ERP).
Generic Guest Customer The generic customer account that appears on imported sales orders in the following cases:
  • The Customer entity is inactive for the store on the Entities tab so customers are not imported to Acumatica ERP from the Shopify store.
  • The imported orders were placed in the Shopify store as guest orders.
This customer account is not exported to the Shopify store during the synchronization of customers.
Use Multiple Guest Accounts A check box that indicates (if selected) that multiple guest customer accounts should be created to record imported guest sales orders. When this check box is selected, the system limits the number of sales orders that can be created in Acumatica ERP for the customer account selected in the Generic Guest Customer box. When the maximum allowed number of sales orders is exceeded, the system creates a new customer and inserts its identifier in the Generic Guest Customer box. The settings of the new customer account are copied from the previous generic guest customer account, and its identifier is generated based on the numbering sequence specified in the Customer Numbering Sequence box.
By default, the allowed number of sales orders per guest customer account is limited to 10,000. You can override this number by adding the MaxOrdersPerGuestAccount key to the <appSettings> section of the web.config file. For example, to change the guest customer account after every 500 sales orders, add the following key:
<add key="MaxOrdersPerGuestAccount" value="500"/>

B2B Customer Section

The section appears on the tab only if the Shopify Business-to-Business Entities feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Import Company Contacts as Customers A check box that indicates (if selected) that the connector will create customer records of the Individual type on the Customers (AR303000) form for each company contact during the synchronization of the Customer entity.
If the check box is cleared, the system creates individual customers for contacts associated with companies only if the contacts have orders placed in the Shopify store.
Element Description
Always Export Credit Terms A check box that indicates (if selected) that the connector always overrides the payment terms of company locations in Shopify with the credit terms assigned to the corresponding customers in Acumatica ERP during the export of the Company entity.

Payment Terms Section


In this table, the system automatically uploads payment terms defined in Shopify when the connection to the Shopify store is established. If you need to sync Shopify payment terms, you map the payment terms to credit terms defined on the Credit Terms (CS206500) form. The system will use these mappings during the synchronization of the Company entity.

The table toolbar has only standard buttons.

Column Description
Payment Terms Name A read-only box with the payment terms name as it’s defined in the Shopify store.
Payment Terms Type A read-only box with the payment terms type.
ERP Credit Terms The credit terms defined on the Credit Terms (CS206500) form that match the corresponding Shopify payment terms.
The Due on receipt payment terms can’t be assigned to a company location in Shopify. Don’t map these terms to any credit terms in Acumatica ERP.

Back to TopInventory Tab

This tab contains the default inventory settings that need to be set up in Acumatica ERP for synchronizing items with the Shopify store.

Export Settings Section

In this section, you specify the settings to be used for exporting items from Acumatica ERP to the Shopify store.

Element Description
Sales Category Export The way in which sales category export is handled. You can select either of the following options:
  • Do Not Export: Item sales categories assigned to an item in Acumatica ERP are not exported to the Shopify store.
  • Export as Product Tags: Item sales categories are exported with product tags in the Shopify store. During the exporting of stock items, non-stock items, or template items, these items will be added to the Shopify store’s collections based on product tags (if any collections have been created based on product tags) according to the sales categories assigned to these items in Acumatica ERP.
Default Visibility The default visibility that is assigned to stock and non-stock items exported to the Shopify store. You can select one of the following options:
  • Visible: The items are visible on the storefront immediately after they are exported to the store.
  • Invisible: The items are exported to the product list of the external ecommerce system but do not appear on the storefront.
Default Availability The default availability that is assigned to stock items exported to the Shopify store. You can select one of the following options:
  • Set as Available (Track Qty.): The exported items are available in the Shopify store, and their quantities are tracked.
  • Set as Available (Don’t Track Qty.): The exported items are available in the Shopify store, and their quantities are not tracked.
  • Do Not Update: The availability status and the available quantities of items are not updated in the store.
  • Set as Unavailable: The exported items are marked as unavailable for purchasing.
The default availability can be overridden for each particular item on the eCommerce tab of the Stock Items (IN202500) form.
When Qty. Unavailable The action that the system must perform on an item when there is no stock left. You can select one of the following options:
  • Do Nothing: No action should be performed. The item’s availability settings in the store remain unchanged.
  • Set as Unavailable: The item should be made unavailable for purchasing.
  • Set as Continue Selling: The item should continue to be available for purchasing. The system selects the Continue selling when out of stock check box for the item in the Shopify store.
This box is available only if the Default Availability is set to Set as Available (Track Qty.).
The setting is applied to products in Shopify during the export of the Stock Item, Template Item, and Product Availability entities.
Availability Mode The type of item quantity that is exported to the Shopify store during the export of the Product Availability entity. You can select one of the following options:
  • Available: The item’s available quantity in Shopify is based on the entire available quantity of the item in Acumatica ERP.
  • Available for Shipping: The item’s available quantity in Shopify is based on the quantity available for shipping in Acumatica ERP.
  • On Hand: The item’s available quantity in Shopify is based on the on-hand quantity in Acumatica ERP.
For information about availability calculation in Acumatica ERP, see Availability Calculation Rules: General Information.
Warehouse Mode An option that determines whether all warehouses or specific warehouses and locations are used for determining the available quantity of the item in the Shopify store.
You can select one of the following options:
  • All Warehouses: The available quantity of the item is calculated based on the quantity of the item in all warehouses.
  • Specific Warehouses: The available quantity of the item is calculated based on the quantity in the selected warehouses and warehouse locations. If this option is selected, a list of warehouses and warehouse locations to be used must be specified in the Warehouse Mapping for Inventory Export table, which appears when you select this option.

Warehouse Mapping for Inventory Export Table

In this table, you can select the specific warehouses and locations in Acumatica ERP whose item quantities should be used to calculate the item’s available quantity and map them to specific warehouse locations in Shopify. This table is displayed if the Warehouse Mode is set to Specific Warehouses.The table toolbar has only standard buttons.

Column Description
Warehouse The identifier of the warehouse in Acumatica ERP whose item quantity should be used for calculating the item’s available quantity in the Shopify location.
You can select a warehouse from the list, which contains all active warehouses that have been created on the Warehouses (IN204000) form.
Location ID The identifier of the warehouse location in Acumatica ERP that contains inventory items whose availability data should be exported to the Shopify store.
If you specify a location, only this specific location of the selected warehouse is used. If no location is selected, the system exports the availability data for items stored in all locations of the selected warehouse.
You can select a warehouse location from the list of locations that have been created on the Warehouses (IN204000) form for the warehouse selected in the Warehouse column. The list displays only the locations that are active and sales from which are allowed—that is, the locations for which the Active and Sales Allowed check boxes are selected on the Locations tab of the Warehouses (IN204000) form.
Shopify Location The Shopify warehouse location to which the system will export availability data for inventory items from Acumatica ERP.
You select a location from the list, which contains all the warehouse locations created in the Shopify store.

Import Settings Section

In this table, you specify the settings to be used for importing items from the Shopify store to Acumatica ERP.

Element Description
Inventory Numbering Sequence The numbering sequence that the system uses to automatically generate identifiers for inventory items imported from the Shopify store.
If the INVENTORY segmented key consists of more than one segment, the numbering sequence that you select in this box applies to the key segment represented by the group of number signs specified in the Inventory Numbering Template box. The length of the numbering sequence must match the length of the segment of the INVENTORY segmented key to be auto-numbered.
If you select a numbering sequence in this box, the Numbering ID setting of the INVENTORY segmented key on the Segmented Keys (CS202000) form remains unchanged. The numbering sequence selected in this box is used for only inventory items that are imported from the Shopify store and does not affect the assignment of identifiers to other inventory items in the system (those that already exist or those that are created directly in Acumatica ERP).
Inventory Numbering Template The template that is used to provide the identifiers of new inventory items imported to Acumatica ERP from the Shopify store. This character string, such as ____-____-######, initially shows the number and length of segments in the INVENTORY segmented key, which is configured on the Segmented Keys (CS202000) form and defines the structure of the identifiers used for inventory items in Acumatica ERP. The groups of underscores represent the constant segments, and the number signs represent the auto-numbered segment to be filled in with the segmented key specified in the Inventory Numbering Template box.
You replace the underscores with the values of the constant segments to be used in the identifiers of the inventory items imported from the Shopify store, as shown in the following example: ITEM-RET1-######. With this setting, the identifiers of all inventory items imported from Shopify to Acumatica ERP would start with ITEM-RET1 for easy identification, and the system would automatically assign the numerical part of the identifier based on the numbering sequence selected in the Inventory Numbering Sequence box. These settings do not affect the assignment of identifiers to other inventory items in the system (those that already exist or those that are created directly in Acumatica ERP).
This box is available for editing only if the INVENTORY segmented key has more than one segment.
If you will be importing inventory items from an online store, one of the segments of the INVENTORY segmented key must be automatically numbered.
Substitution List for Item Classes The substitution list to be used for mapping the product types defined for items in the Shopify store with item classes in Acumatica ERP.
During the import of an item from the Shopify store, if the system finds the product type of the item in the substitution list specified in this box, it assigns to the imported item the item class that corresponds to its product type. If no substitution list is specified in this box or the system cannot find the product type in the specified substitution list, it assigns the default item class specified in the Item Class for Stock Items box to the imported template or stock item, and it assigns the default item class specified in the Item Class for Non-Stock Items box to the imported non-stock item,
Substitution lists are defined on the Substitution Lists (SM206026) form.
Item Class for Stock Items The default item class that is assigned to new template and stock items imported to Acumatica ERP from the Shopify store and thus is used to provide their default settings.
You must specify an item class to make the system able to perform the import of template and stock items.
Item Class for Non-Stock Items The default item class that is assigned to new non-stock items imported to Acumatica ERP from the Shopify store and thus is used to provide their default settings.
You must specify an item class to make the system able to perform the import of non-stock items.

Back to TopOrders Tab

On this tab, you define the default settings for the import of sales orders. You also specify if taxes should be synchronized between Acumatica ERP and the Shopify store.

Element Description
Branch The branch that is inserted as the default in the sales orders and payments imported to Acumatica ERP from the Shopify store.
The base currency of the branch must match the default currency of the Shopify store, which is displayed in the Store Currency box of the Store Properties section on the General tab.

Order Section

Element Description
Order Type for Import The order type in Acumatica ERP that is assigned to imported sales orders to indicate that the orders have originated in the Shopify store.
Order Types for Export The types of orders in Acumatica ERP to be exported to the Shopify store.
Orders of these types are exported to the Shopify store only if the synchronization direction of the Sales Order entity is set to Export or Bidirectional for that store on this form or on the Entities (BC202000) form.
An order type is available for selection only if it is based on the SO (Sales Order), SA (Sales Order with Allocation) or IN (Invoice) order template on the Order Types (SO201000) form.
Return Order Type The order type that the system will use as a source of default settings for creating a return order when a refund is issued in the Shopify store. An order type is available for selection only if it has all of the following settings on the Template tab of the Order Types (SO201000) form:
  • Automation Behavior: RMA Order
  • Default Operation: Receipt
  • AR Document Type: Credit Memo
Refund Amount Item The non-stock item that is used to represent a refund amount in an imported sales order. The non-stock item selected in this box is excluded from synchronization and is not exported when the Non-Stock Item entity is synchronized. The non-stock item representing refund amounts should be exempt from taxes; that is, on the General tab of the Non-Stock Items (IN202000) form, in the Tax Category box, a category corresponding to tax-exempt items should be assigned. On the same tab, the Require Receipt and Require Shipment check boxes must be cleared for the item.
Refund Reason Code The reason code that the system will insert in each return order line for a refund or return imported from the Shopify store. The reason code must have the Issue usage type specified on the Reason Codes (CS211000) form.
Order Time Zone The time zone the system will use for each sales order imported from the Shopify store when it is created in Acumatica ERP. The order time zone is needed to determine the correct date and time of the order if Acumatica ERP and the Shopify store are located in different time zones.
Show Discounts As The level on which discounts appear in each sales order imported from Shopify. You can select either of the following options:
  • Line Discounts: Discounts applied to the order are distributed between the sales order lines and appear in the Discount Amount column on the Details tab of the Sales Orders (SO301000) form.
  • Document Discounts: Discounts applied to the order are aggregated and displayed on the Discounts tab of the Sales Orders (SO301000) form.
    		•  You can select this option only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.
Import Order Risks A check box that indicates (if selected) that the risk analysis information for a sales order should be imported from the Shopify store when the sales order is synchronized.
This check box is selected by default.
Hold on Risk Status The risk status or statuses of the sales order for which the system assigns the order the Risk Hold status. You can select either of the following options:
  • High Risk (default): Only imported sales orders with the High risk status are assigned the Risk Hold status.
  • Medium or High Risk: Imported sales orders with the High and Medium risk statuses are assigned the Risk Hold status.
Gift Certificate Item The non-stock item in Acumatica ERP that is used to record the sale of gift cards in the Shopify store. This item is excluded from synchronization (that is, it is not exported to the Shopify store during the synchronization of the Non-Stock Item entity).
Earliest Order Date The earliest order creation date included in synchronization. Orders created in the Shopify store earlier than this date are not imported to Acumatica ERP, even if synchronization is performed in Full preparation mode.
Import POS Orders A check box that indicates (if selected) that POS orders should be imported from the Shopify store to Acumatica ERP.
The check box is displayed only if the Shopify POS Connector feature is enabled on the Enable/Disable Features (CS100000) form.
Tag Ext. Order with ERP Order Nbr. A check box that indicates (if selected) that after a sales order has been imported from the Shopify store and assigned an order number in Acumatica ERP, the system should add two tags to the order in the Shopify store—ERP and a tag with the order number from Acumatica ERP.
Allow Adding Items to Processed Orders A check box that indicates (if selected) that after a sales order has been synchronized between Acumatica ERP and the Shopify store, users can add items to it on the Details tab of the Sales Orders (SO301000) form.
Use Payment Currency instead of Store Currency A check box that indicates (if selected) that the system imports orders from the Shopify store in the currency in which they were paid, provided that mappings for all payment currencies are configured for the store on the Payments tab. The system also imports related documents, such as payments and refunds, in the payment currency.
If the check box is cleared, which is the default setting, the system imports orders from the Shopify store in the default store currency even if they were paid in a different currency.

Warehouse Mapping for Order Import Table

In this table, you can specify the warehouses and warehouse locations in Acumatica ERP that the system should use for each of the order lines when it imports the orders from the Shopify store. If the warehouses and locations are not specified, the system will use the default warehouse and location specified in the settings of the item on the Stock Items (IN202500) form. The table is displayed only if the Shopify POS Connector feature is enabled on the Enable/Disable Features (CS100000) form.

Column Description
Shopify Location The Shopify warehouse location from which the order is fulfilled. You can select a location from the list, which includes all active locations configured in the Shopify store.
Warehouse The Acumatica ERP warehouse that should appear in the order line of the imported order that was fulfilled from the specified Shopify location. You can select a warehouse from the list, which contains the active warehouses that have been created on the Warehouses (IN204000) form.
Location ID The Acumatica ERP warehouse location that should appear in the order line of the imported order that was fulfilled from the specified Shopify location. You can select a warehouse location from the list, which contains the active locations that have been created on the Warehouses (IN204000) form for the warehouse selected in the Warehouse column of the row.

Taxes Section

In this section, you specify the settings that will be used to sync taxes applied to orders in Shopify.

By default, the system use the same tax settings for all orders imported from your Shopify store. However, you can configure the system to import taxes for orders placed through marketplace channels to specific tax accounts. To do this, use the table in this section to assign specific tax zones and taxes configured in Acumatica ERP to the marketplace channels of your Shopify store.

The table toolbar has only standard buttons.

Element Description
Tax Synchronization A check box that indicates (if selected) that taxes should be synchronized between Acumatica ERP and the Shopify store during the export or import of sales orders.
Default Tax Zone The tax zone that is assigned by default to each sales order imported to Acumatica ERP from the Shopify store if no other tax zone has been identified during the import of the order.
The box is available if the Tax Synchronization check box is selected.
Use as Primary Tax Zone A check box that you select to indicate that the tax zone selected in the Default Tax Zone box should be assigned to each sales order imported to Acumatica ERP from the Shopify store, regardless of whether any other tax zone has been identified during the import of the order.
This check box is available if the Default Tax Zone is specified.
The table in this section, which appears when the Tax Synchronization check box is selected and the Tax Withheld by Marketplaces feature is enabled on the Enable/Disable Features (CS100000) form, has the following columns.
Active A check box that indicates (if selected) that the system will import taxes for orders placed through the marketplace to the specified tax account. If the check box is cleared, the system applies the same tax settings to marketplace orders as it does to regular Shopify orders.
The check box is cleared by default.
Default A check box that indicates (if selected) that the tax zone and the tax are the default one for the marketplace.
You must select the check box for the marketplace channel if you specify multiple tax zones and tax IDs for it.
Marketplace Channel The marketplace channel. The system fills in the column automatically with all channels classified as marketplaces from your Shopify store.
Tax Zone A tax zone that has been defined on the Tax Zones (TX206000) form. Each tax zone can be added for a marketplace channel only once.
Tax ID A tax that has been defined on the Taxes (TX205000) form and specified for the selected tax zone on the Applicable Taxes tab of the Tax Zones (TX206000) form.
Tax Zone is Based On A read-only box with the corresponding setting of the tax zone, based on which the tax zone is assigned.
Country A read-only box with the country specified for the tax zone.
Tax Payable Account A read-only box with the tax payable account specified for the tax zone. The system will import taxes for orders placed through the marketplace to this account.

Substitution Lists Section

Element Description
Taxes The substitution list to be used for mapping tax IDs between Acumatica ERP and the Shopify store.
During the import of each sales order, if the system cannot find the tax ID specified in the order, it checks if there is a mapped tax ID in the substitution list specified in this box.
By default, the SPCTAXCODES substitution list is selected in this box. Substitution lists are defined on the Substitution Lists (SM206026) form.
Tax Categories The substitution list to be used for mapping tax categories Acumatica ERP with tax classes in the Shopify store.
During the import of each sales order, if the system cannot find the tax category specified in the order, it checks if there is a mapped tax category in the substitution list specified in this box.
By default, the SPCTAXCLASSES substitution list is selected in this box. Substitution lists are defined on the Substitution Lists (SM206026) form.
Shipping Carriers The substitution list to be used for mapping Ship Via codes with shipping carrier names in the Shopify store.
During the synchronization of the Shipment entity with the Shopify store, the retail-commerce connector checks whether a substitution value exists for the Ship Via code in the substitution list. If it exists, the connector will try to generate the tracking link based on the substitution value. If the Ship Via code does not exist in the substitution list or if no substitution list is selected in the Shipping Carriers box, the retail-commerce connector exports the Ship Via code as the carrier name. The link is generated if the Ship Via code matches the carrier name.
By default, the SPCCARRIERS substitution list is selected in this box. Substitution lists are defined on the Substitution Lists (SM206026) form.

Direct POS Orders Section

In this section, you specify the order types for sales orders and return orders that are created for orders that have been fulfilled in the brick-and-mortar store. This section is displayed only if the Shopify POS Connector feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Order Type for Import The order type that is used by the system for the orders that do not involve shipping and have already been fulfilled from the brick-and-mortar store.
In this box, you can select an order type that has the following settings specified on the Template tab of the Order Types (SO201000) form:
  • Automation Behavior: Invoice
  • AR Document Type: Invoice
Order Type for Exchange The order type to be assigned to the return orders that have been fulfilled from the brick-and-mortar store.In this box, you can select an order type with the Mixed Order automation behavior specified on the Template tab of the Order Types (SO201000) form.

Shipped POS Orders Section

In this section, you specify the order types for sales orders and return orders that are created for orders that involve shipping. This section is displayed only if the Shopify POS Connector feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Order Type for Import The order type that is used for orders with shipping. Orders of this type are included in the shipment export process.
In this box, you can select an order type that has the following settings specified on the Template tab of the Order Types (SO201000) form:
  • Automation Behavior: Sales Order or Transfer Order
  • AR Document Type: Invoice
Order Type for Exchange The order type to be assigned to return orders with shipping.In this box, you can select an order type that has the following settings specified on the Template tab of the Order Types (SO201000) form:
  • Automation Behavior: RMA Order
  • Default Operation: Receipt
  • AR Document Type: Credit Memo
  • Operations: Issue (activated) and Receipt (activated)

Sales Quote Orders Section

In this section, you specify settings for the synchronization of draft orders between Acumatica ERP and Shopify

Element Description
Quote Order Type for Import The order type that the system will use as a source of default settings for creating a sale quote when a importing a draft order from the Shopify store. An order type is available for selection only if it has the Quote automation behavior and the Issue operation specified on the Template tab of the Order Types (SO201000) form.
Quote Order Type for Export The order types that the system will use to export sales quotes created in Acumatica ERP as draft orders to Shopify. You can select multiple order types that have the Quote automation behavior and the Issue operation specified on the Template tab of the Order Types (SO201000) form.
Earliest Quote Order Date The earliest draft order creation date included in synchronization. Draft orders created in the Shopify store earlier than this date are not imported to Acumatica ERP, even if synchronization is performed in Full preparation mode.

Back to TopPayments Tab

On this tab, you map the payment methods configured in the Shopify store with the payment methods defined in Acumatica ERP. The Store Payment Method column is initially populated based on the settings from the Shopify store when the correct API credentials are entered and saved on the General tab.

Whenever a new payment method is created in the Shopify store, a row is automatically added to this table with the Store Payment Method column populated. You can add rows to the table by clicking Add Row on the table toolbar; you can also delete manually added rows from the table by clicking Delete Row. If you delete a row that was added to the table by the API, the deleted row will reappear when you click Refresh on the table toolbar or Save on the form toolbar.

The table toolbar has only standard buttons.

Table Columns

Column Description
Active A check box that indicates (if selected) that payment processing is enabled for the payment method.
If this check box is cleared for a payment method, when an order is placed in the Shopify store and this payment method is selected at checkout, the corresponding payment is not imported from the Shopify store to Acumatica ERP.
This check box is cleared by default.
Store Payment Method The payment method defined in the Shopify store. This column is populated automatically. However, you can manually add additional mappings of payment options.
Store Currency The currency for which the store payment method has been defined in the Shopify store.
You can select a currency from the list of active currencies defined on the Currencies (CM202000) form. This column is filled in automatically for store payment methods that are added to the table automatically by the API.
ERP Payment Method The identifier of the payment method in Acumatica ERP. This payment method is used to create payment documents in Acumatica ERP for imported payments based on the store payment method.
If you click this identifier, the system opens the payment method on the Payment Methods (CA204000) form in a pop-up window.
Cash Account The identifier of the cash account associated with the payment method in Acumatica ERP. You can select only cash accounts in the store currency.
If you click this identifier, the system opens the cash account on the Cash Accounts (CA202000) form in a pop-up window.
Proc. Center ID The identifier of the processing center configured in Acumatica ERP for the card-based payment method selected in the ERP Payment Method column and the cash account selected in the Cash Account column.
If you click this identifier, the system opens the propacessing center on the Processing Centers (CA205000) form in a pop-up window.
This column is displayed if the Integrated Card Processing feature is enabled on the Enable/Disable Features (CS100000) form.
Release Payments and Refunds A check box that you select to indicate that payments and refunds should be automatically released as soon as they are imported to Acumatica ERP.
If this check box is selected for a card-based payment method associated with a credit card processing center in Acumatica ERP (that is, for a payment method for which a processing center is selected in the Proc. Center ID column), only payments that have been captured in the store will be automatically released on import.
If the Hold Documents on Entry check box is selected on the General tab of the Accounts Receivable Preferences (AR101000) form along with this check box, the system processes imported documents as follows:
  • Releases payments
  • Does not release refunds
Process Refunds A check box that you select to indicate that refunds issued in the store for the store payment method should be imported to Acumatica ERP.
This check box is selected and unavailable for a card-based store payment method (for example, Shopify Payments) that is mapped to a payment method in Acumatica ERP for which a processing center has been configured on the Processing Centers (CA205000) form and specified in the Proc. Center ID column of this table.

Payment Fees Table Columns

Column Description
Active A check box that indicates (if selected) that the fees of this type are imported from the Shopify store.
Fee Type The type of the Shopify fee.
ERP Entry Type An entry type of the Disbursement type that has been defined in Acumatica ERP.
Entry Type Description The description of the entry type.
The column is populated automatically based on the ERP Entry Type column and is not available for editing.
Transaction Type The type of the transaction the entry type was created for.
The column is populated automatically based on the ERP Entry Type column and is not available for editing.

Back to TopShipping Tab

In the table on this tab, you define the mapping of each shipping option (which is a combination of a shipping zone and shipping method) defined in Shopify to the ship via code, and optionally, shipping zone and shipping terms defined in Acumatica ERP. The Store Shipping Zone and Store Shipping Method columns of the table are populated with the settings from Shopify when the correct API credentials are entered and saved on the General tab. The list of mappings can be updated in the following ways:

  • The system automatically adds the shipping options (store shipping zones and store shipping methods) to the table or removes them from the table based on the shipping options that are active in the Shopify store. You can make changes to the settings in the Ship Via, Shipping Zone, and Shipping Terms columns. However, you cannot remove the automatically added shipping options by using the Delete Row button on the table toolbar.
  • You can manually add rows for active shipping options in the Shopify store by using the Add Row button on the table toolbar; you can also delete the manually added rows by using the Delete Row button on the table toolbar.
  • The system automatically adds a shipping option to the table if during the import of sales orders, the shipping zone and the shipping method specified in a particular sales order are missing from the table.

The table toolbar has only standard buttons.

Column Description
Active A check box that indicates (if selected) that the system should use the mapped ship via, shipping zone, and shipping terms when importing orders from the Shopify store.
Store Shipping Zone The shipping zone that has been set up in the Shopify store.
Store Shipping Method The shipping method for the specified shipping zone that has been set up in the Shopify store.
Ship Via The Ship Via code in Acumatica ERP that is mapped to the combination of the store shipping zone and the store shipping method.
The value selected in this column is assigned to orders imported into Acumatica ERP and is displayed on the Shipping tab of the Sales Orders (SO301000) form for these orders.
If you click code, the system opens the Ship via Codes (CS207500) form, on which you can review the Ship Via code's details.
Shipping Zone The identifier of the shipping zone in Acumatica ERP, which is defined on the Shipping Zones (CS207510) form, that is mapped to the combination of the store shipping zone and the store shipping method. The value selected in this column is assigned to each sales order imported to Acumatica ERP with the store shipping zone and store shipping method specified in this row. This value is also inserted on the Shipping tab of the Sales Orders (SO301000) form for the sales order.
This value is optional. If you leave it empty, the Shipping Zone box on the Shipping tab of the Sales Orders (SO301000) form will not be populated when a sales order with the store shipping zone and store shipping method specified in the row is imported.
If you click this identifier, the system opens the shipping zone on the Shipping Zones (CS207510) form.
Shipping Terms The identifier of the shipping terms in Acumatica ERP, which is defined on the Shipping Terms (CS208000) form, that is mapped to the combination of the store shipping zone and store shipping method. The value selected in this column is assigned to each sales order imported to Acumatica ERP with the store shipping zone and store shipping method specified in this row. This value is also inserted in the Shipping Terms box on the Shipping tab of the Sales Orders (SO301000) form for the sales order.
This value is optional. If you leave it empty, the Shipping Terms box on the Shipping tab of the Sales Orders (SO301000) form will not be populated when a sales order with the store shipping zone and store shipping method specified in the row is imported.
If you click this identifier, the system opens the shipping terms on the Shipping Terms (CS208000) form.