Shopify to QuickBooks Online
Learn how to integrate CRM with E-commerce application
Overview
DBSync's Shopify connector is highly customizable. It can connect your Shopify instance with additional applications - like CRM software and 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 Shopify connector exposes all standard objects available within the connected user's Shopify instance. 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 the DBSync Shopify connector, a user must:
Have a valid license to DBSync Shopify connector, username, and password to connect to DBSync iPaaS platform.
Have a valid Shop URL and Admin Access Token to access Shopify.
Be sure that the Shopify instance has privileges to connect to Shopify APIs.
Steps to Use This Template
1. Import the Template
Navigate to the Template Library in your DBSync project and import the Shopify to QuickBooks Online template.
2. Connect Your Applications
Go to the Connect tab and select the required applications:
Shopify Enter the following details:
Shop URL
Admin Access Token Click Validate Connection and then Save Connection.
QuickBooks Online Use OAuth-based authentication to log in and authorize access. Save the connection once validated.
3. Configure Setup Options
In the Setup tab, answer the following configuration questions:
Create/Update Shopify Product in QuickBooks? Choose between Transaction Product or None.
Select Item Type in QuickBooks Choose between Service, Inventory, etc.
QuickBooks Transaction Type Options include Invoice, SalesReceipt, etc.
Create/Update Transaction Payment in QuickBooks? Yes or No.
Shopify Fulfillment Status Choose a status, like Shipped, Fulfilled, etc., to filter synced orders.
4. Run the Integration
After setup, go to the Run tab. You’ll see a confirmation message: "All set. Your template is now ready to run." Click Run Now to trigger the integration immediately.
You can also schedule the sync under the Schedule tab to run at regular intervals.
Click 'Next' to 'Run Now' to complete the sync.
Flow Details:
Shopify Products
QuickBooks Online Items
Shopify Orders
QuickBooks Customers, Items, SalesReceipts/Invoices
Shopify Order Payments
QuickBooks Online Payments
Next Steps
Monitor the sync status in the Logs tab.
Configure notifications and retry options in the Notification tab.
Access Webhooks, API endpoints, and Forms via the respective tabs if needed.
Additional Resources:
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