Connect Shopify with AFAS and automatically process webshop orders in your financial administration. Save time on manual entry and keep your AFAS environment up to date.
Table of contents
1. Connect to Shopify
You install a Combidesk connection directly from the Shopify App Store. Log in to the Shopify App Store and search for the app you want to install. Click Install on the app page.
Before the installation is completed, Shopify displays an overview of the data and parts of your store that the app is requesting access to (Shopify Help Center).
Read through this and then click Install to confirm.
After clicking Add app, you authorize the connection to read and/or write data from your webshop. Once that is done, the connection with Shopify is established and you will be automatically redirected to the configuration steps where you can set up the connection further. After completing all the steps, you approve the monthly license fee.
Your installed apps can always be found afterwards via Settings → Apps in your Shopify admin environment (Shopify Help Center).
2. Connect to AFAS
Before you begin, make sure you have access to the following:
An active AFAS subscription with access to the AppConnector
The subdomain of your AFAS environment (the part before .afas.online)
An XML token generated via the AppConnector in AFAS
Haven't set up the AppConnector yet? Do this first in AFAS via Management → AppConnector. Make sure that at least one connector has been added to your AppConnector and copy the XML token — this is only shown once by AFAS.
Step by step: connecting your AFAS account
Step 1: Open the connection screen
Go to the installation page of the integration and click "Connect your AFAS account". A screen will appear as shown below.
Step 2: Enter your subdomain
In the Subdomain field, enter the first part of your AFAS URL. The full URL has the following format:
Only enter the part that comes before .afas.online.
Step 3: Paste the XML token
In the Token field, paste the full XML token that you copied from the AppConnector in AFAS. The token looks like this:
<token><version>1</version><data>...</data></token>
Please note: AFAS only shows this token once. If you no longer have it, you will need to create a new token in the AppConnector.
Step 4: Test or acceptance environment (optional)
Do you want to connect to a test or acceptance environment? Check the corresponding option:
Connect to a test environment
Connect to an acceptance environment
Leave these options unchecked if you want to connect to your production environment.
Step 5: Save
Click "Save" to confirm the connection. If everything is correct, your AFAS account is now successfully connected.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Shopify steps:
Based on which status should orders be synced to AFAS?
Please indicate below for which order status(es) the app should synchronize the order. Please note: once an order has been synchronized to AFAS, any subsequent changes in Shopify will no longer be updated in AFAS.
Are you using a Payment Service Provider (PSP)? Please note that the order must be in AFAS before the payment, otherwise the payment cannot be matched with the outstanding item.
Configure these AFAS steps:
Debtor ledger account
The debtor ledger account new debtors will be assigned toShipping costs item
The item code on which the shipping costs will be bookedOther costs item
The item code on which the other costs will be bookedDiscounts item
The item code on which the discounts will be bookedWarehouse
The warehouse from which the orders will be bookedAdministration
The administration the order will be booked intoProject
The project the order will be booked onDefault pricelist
The default pricelist that will be usedJournal
The journal the order will be booked intoShipping costs VAT low item
The item code on which the shipping costs will be bookedUpdate existing debtors
Should existing debtors be updated in AFAS?Default currency
Enter the default currency code for new relationsDefault "verstrekkingswijze"
Enter the default 'verstrekkingswijze' for new relationsDefault debtor profile B2C
Enter the code of the debtor profile for new B2C relationsDefault debtor profile
Enter the code of the debtor profile for new relationsPayment term
Select the default payment term for new relationsCredit limit
Enter the default credit limit for new relationsOrder processing
Enter the code for the default order processing for new relations herePreferred warehouse
Select the preference warehouse for new relationsAfwijkende aanmaningset
Enter the afwijkende aanmaningset for new relationsRepresentative
Select the representative for new relationsDefault pricelist for new debtors
Select the default pricelist for new relationsTransporter
Select the default transporter for new relationsShipping service
Select the shipping service for new ordersSending status
Select the default sending status for new ordersPackage
The default package for new ordersCost type
Are costs booked on costs items?Discounts VAT low item
The item code on which the discounts will be bookedDefault language
Enter the code for the default language for new relations hereDefault to account
Enter the code for the default to account for new relations hereDefault delivery conditions
Enter the code for the default delivery conditions for new relations hereDefault assortment
Enter the code for the default assortment for new relations herePricelist for invoices
Should orderlines be inserted with the debtor pricelist instead of the webshop prices?Preferred payment condition
Select the preferred payment condition for ordersPreferred payment method
Enter the preferred payment method for ordersAlternate contact person
Indicate if a different contact person should be added to the orderForeign debtor ledger account
The debtor ledger account new foreign debtors will be assigned toVAT duty code 3 to EU residents
Assign VAT duty code 3 to EU residents (note that a valid VAT number is mandatory)Payment method mapping
Map Afas properties for specific order payment methods. Format: <status1>=<property1>:<property_value1>&<property2>:<property_value2>;<status2>=<property1>:<property_value1>. Example: Paypal=OrderProcessingCode:1&PaymentMethod:00; Properties that are currently supported are: PaymentMethod, PaymentCondition and OrderProcessingCodeFree field "Credit" for sales invoice
The code for the free field "Credit" for sales invoices (please contact us if you don't have the free field)Invoice to
Should the invoice to field be filled with the debtor?Additional warehouses
Enter a comma separated list of warehouse codes that are used in addition to the default warehouseFixed debtor
If you want all orders booked on the same fixed debtor, enter the debtor number of this debtor hereBalie / Directfacturen
Do you want to create balie / directfacturen aangemaakt in Profit instead of sales orders?'Ordersoort'
Please enter the 'Ordersoort' code belowUse preferred warehouse
Should the preferred warehouse of the sales relation be used?Enter a comma separated list of country codes below, of which consumers should get VAT code 5 ("Afstandsverkopen").
Enter a comma separated list of country codes below for which consumer clients need to get VAT code 5 (distance selling).Canonline specific product numbers to administration
Fill amount down payment
Indicate if the field Amount Down Payment should be filled with the total order amount in case the order is paid. Note that Order Processing will be set to 7 (Aanbetalen, levering na aanbetaling) in Profit.Map shipping method on expeditor
Connect the shipping methods from your webshop to the corresponding expeditors in ProfitAdd address to contact person
The address will be added to the contact personVAT duty code 1 to EU companies
Assign VAT duty code 1 to EU companies that haven't filled the VAT numberFill invoice reference
Should the field invoice reference be filled with the order number?Fixed product
If you want all order lines booked on the same fixed product number, enter the product number of this product hereVrijgifte Boxwise
Do you want to fill in the field 'Vrijgave Boxwise' based on the payment status of the order? True if order is paid, false otherwiseVat tariff groups
For foreign orders, do we need to determine the vat tariff group on orderline level based on the used tariff in the order?Mapping default pricelist for new debtors
Map the default pricelist for new relations on the storeviewLanguages per storeview for new debtors
Enter the language code for new relations for every storeviewSales relation profile per storeview for new debtors
Enter the sales relatin profile code for new relations for every storeviewAdd person name as department name
Do you want to add the person name as department name?Use preferred sales unit for orders
Should the preferred sales unit be used for orderlines?Orderline prices incl. vat?
Should the orderline prices be inserted incl. vat when transferring them to Afas?Create orders blocked
Should orders be created blocked?Order blocked amount
Enter the amount limit to create orders blockedEnter default verbijzonderingsas
Enter the default 'Verbijzonderingsas' for invoice lines
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.