Shopify to QuickBooks Desktop
Learn how to integrate CRM with E-commerce application
Overview
DBSync's Shopify connector is highly customizable. It has the ability to connect your Shopify instance with additional applications - like CRM software and various other systems. As a Shopify user, you can also use this connector to integrate Shopify with other On-demand, On-premise or, SaaS-based applications - such as MSCRM, Salesforce, SkuVault, and databases. The connector uses the SuiteTalk web service REST API to move data in, and out of, Shopify platform. Integrating with Shopify consists of web service calls using a JSON request/response made over an HTTPS connection.
The Shopify connector exposes all standard objects available within Shopify instance of the connected user through Trigger/Rule section of DBSync iPaaS. So, while reading/ writing the data, the Shopify connector passes the data for all fields that are mapped within the project.
Prerequisites
To establish a connection to Shopify via DBSync Shopify connector, a user must:
Have a valid license to DBSync Shopifyconnector, username and password to connect to DBSync iPaaS platform.
Have a valid username, password, Account ID to access Shopify.
Be sure that Shopify instance has privileges to connect to Shopify APIs.
Connector Configurations
Shopify connector instance represents a single Shopify account, including login credentials. If a user wishes to connect to multiple instances of either sandbox/production then, s/he must create a separate connection for each and configure the URL accordingly. The table below represents parameters required for opening the connection to the Shopify user instance.
| Property | Description |
|---|---|
Username | The username to login to Shopify |
Password | The password to login to Shopify |
Steps for Shopify Setup
Login to your DBSync Cloud Workflow with your user credentials and navigate to the apps section
Select the Shopify connector, click "Connect" button. This will redirect the user to Shopify popup.
Enter Email/Userid and password of your Shopify instance to authenticate your user credentials. The steps to authenticate your user account is self-explanatory.
After successful authentication, your Shopify username will be displayed on the connector settings page. This will indicate that Shopify is connected with DBSync.
DBSync package (QuickBooks Desktop Integration) Installation in Salesforce
Get the following App from AppExchange for your Salesforce instance - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t600000001jlq
If you are installing into a Sandbox, you must replace the initial portion of the URL with http://test.salesforce.com.
Input Username and Password of the Salesforce instance where you would like to install DBSync. The Username and Password must belong to a user with administrative privileges to install.
You can see details like App Name, Publisher, Version Name, Version Number along with Components & API Access.
Select a profile - Admin, All Users or a specific profile. The selected profile will have access to the installed package. Then, click install or upgrade.
Once the process is complete, you will see a message - Installation or Upgrade complete.
Assign DBSync Page Layouts to Accounts, Contacts, Opportunity, Opportunity Products and Products objects. Refer to the following steps to assign DBSync Page layout to Accounts Object. Existing Page Layout will be replaced by DBSync Page Layout. Any custom fields available in the existing page layout should be moved to DBSync Page Layout if required.
Go to Salesforce Setup > Customize > Accounts > Page Layouts. This will show the list of available Page Layouts for Accounts Object. Click on Page Layout Assignment.
You will find the list of default Page Layouts assigned for every Salesforce Profile. Click on Edit Assignment to proceed.
Click on the Page Layout next to the required profile. Account Layout is the existing Page Layout for System Administrator Profile. The profile should be assigned to DBSync's Page Layout. In this case Account Layout should be selected next to System Administrator's profile.
Select DBSync Account Layout from Page Layout To Use picklist. Page Layout will be changed from Account Layout to DBSync Account Layout. Click on Save to save the new Page Layout assignment.
Similarly, assign DBSync Page Layout for Salesforce Objects - Contacts, Opportunity, Opportunity Products and Products.
DBSync Profile and Application Setup
Go to www.mydbsync.com & register for Free Trial. Ensure that Source and Target Adapters are Salesforce and QuickBooks Desktop respectively.
Login to DBSync Cloud Workflow
Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:
Provide your 'User Name' and 'Password' setup during signup and click 'Login'.
You will be redirected to DBSync Cloud Workflow Home Screen as shown below
Click on QuickBooks Connector and download the QuickBooks Web Connector. Ensure you copy the file path from QuickBooks Desktop and provide the details in 'QuickBooks File' location. You can also choose the version as shown in the image below.
Click 'Save' and 'Test Connection'.
You are now ready to run the integration using pre-built forms.
Process to Run the Integration
To utilize the pre-built template Shopify to QuickBooks Desktop follow the below steps:
Login to DBSync Cloud Workflow and from the home screen click 'Add Template'.
Select the template: Shopify to QuickBooks Desktop which allows for running multiple workflows and integration between the two applications.
The template will be added to 'Your Projects'.
Select the template and you will be redirected to the 'Task Screen'.
Click 'Configure' to access various workflows pre-built for the integration.
Select the desired sync , Click configure and activate the 'Enable Flow' option for any workflow you want to run.
Click 'Save'.
Navigate to the task screen and click 'Setup' to access the setup wizard pre-built template form as shown below:
You will be redirected to the setup screen.
Verify your applications are connected : Shopify and QuickBooks Desktop.
Click 'Test Connection' and you will get a pop-up confirming the same. Ensure you verify the connection for both Shopify and QuickBooks Desktop.
Repeat the same steps for QuickBooks Desktop and ensure your connections is tested.
Click Next and you will be redirected to the 'Setup' screen
The Setup screen displays a form like questionnaire which you can choose to answer based on the workflow you want to run. There are 2 types of integration or sync you can perform with this template as listed below:
a) Shopify to QuickBooks Items Integration
Use this form to update all product records from Shopify and push them into QuickBooks Desktop as items. The form is pre-populated with answer for the tabs and you can modify based on need. The form has the following fields already pre-populated with mapping:
Do you want to create/update your Shopify items in your QuickBooks as Items? Click 'Yes' or 'No' in order to update product information from Shopify and create items in QuickBooks Desktop.
b) Shopify to QuickBooks Transaction Integration
Use this form to update all transaction records from Shopify and push them into QuickBooks Desktop as invoice, sales receipts or estimates. The form is pre-populated with answer for the tabs and you can modify based on need. The form has the following fields already pre-populated with mapping:
Do you want to create or update your Shopify Customers in your QuickBooks as Customers? Click 'Yes' or 'No' in order to update customer information from Shopify and create customer in QuickBooks Desktop.
Do you want to create/update your Shopify items in your QuickBooks as Items? Click 'Yes' or 'No' in order to update product information from Shopify and create items in QuickBooks Desktop.
Select the QuickBooks Items you want to create/update Shopify orders Choose what you wish to create such as invoice, sales receipt or estimates.
Click Finish. Your sync is completed
You can also choose to set a schedule to your sync: Update the task, start and end time along with frequency which ensures that both the applications are in common sync at all times.
Click 'Next' to 'Run Now' to complete the sync.
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