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Set up Shopify

Connect Zigaflow to one or more Shopify stores, sync products and stock, convert Shopify orders automatically, and record payments against invoices.

Zigaflow allows you to connect to multiple Shopify stores, automatically process orders, and optionally publish your items and inventory positions on Shopify.

Prepare your Shopify store


1. Set up your Shopify store. You don't need to add any products, as they can be pushed from Zigaflow

2. Let us know the internal Shopify URL. We will create an "app" and let you know when it is ready

Install the Shopify app

3. Click on the Cog

4. Click "Integrations"

Settings menu list with the Integrations option highlighted by an orange click marker, between Import Center and Inventory

5. Click to install the app

Configure sync and order settings

6. Click "Settings"

Integrations page with Shopify connected, Settings button highlighted next to Reinstall App and Revoke Access

7. Click "Sync Products" so that items are published to Shopify when they are updated. This is optional

Shopify Sync Settings dialog with the Sync Products checkbox highlighted above Sync Stock and Convert Shopify Orders options

8. Click "Sync Stock" to have Zigaflow update the stock on Shopify when there are changes in Zigaflow's stock. This is optional

Shopify Sync Settings dialog with the Sync Stock checkbox highlighted, below Sync Products and above Convert Shopify Orders

9. Set the pre-build to be used for Shopify orders and set it "Convert..." to automatically process Shopify orders in Zigaflow

Shopify Sync Settings with Convert Shopify Orders to Sales Orders checked and the Select Sales Order Pre-Build dropdown highlighted

Set the payments bank account

10. Click "Financial Settings"

Settings menu list with Financial Settings highlighted by a click marker, below e-Signatures and above Import Center

11. Click "Edit"

Shopify accounting settings listing tax codes, account codes and Payments Bank Account, with the Edit button highlighted

12. Set the Payments Bank Account. If none are available, scroll up and import bank accounts from Xero. This is so that Zigaflow can push a payment equal to the value of the Shopify invoice (which will have been paid on Shopify), marking the invoice as "Paid" in both Zigaflow and Xero/QuickBooks. Shopify fees are separate from this and should be summed separately to add in one amount to a Bank or Shopify fees ledger

Shopify settings form with the Payments Bank Account dropdown highlighted, set to 608 - Shopify Bank Account

13. Save changes

Shopify account code settings with sales, purchases and payments bank account dropdowns, Save Changes button highlighted

14. When an order is sent from Shopify, it is automatically tagged with "Shopify". This will allow you to set up specific automations for these orders.

Order list row with a green "Shopify" tag in the Order Tags column, beside Created, Start Date and End Date columns
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