Connect Shopify with Sage Business Cloud Accounting and automatically process webshop orders in your accounting. Save time on manual entry and always work with up-to-date Shopify data.
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 Sage Accounting
Connect with your Sage Business Cloud Accounting by entering your username and password.
Please note:
Compatible with Sage Business Cloud Accounting Canada, UK and EU.
Not compatible with Sage South Africa, Sage 50, Sage 100, Sage 300.
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:
Export existing orders
Do you want to export existing orders from ShopifyBased on which status should orders be synced to Sage Accounting?
Please indicate below for which order status(es) the app should synchronize the order. Please note: once an order has been synchronized to Sage Accounting, any subsequent changes in Shopify will no longer be updated in Sage Accounting.
Are you using a Payment Service Provider (PSP)? Please note that the order must be in Sage Accounting before the payment, otherwise the payment cannot be matched with the outstanding item.Do you want to add prefixes and suffixes to order numbers?
If you choose 'No' order numbers will be transferred as-is. If you choose 'Yes' the prefix and suffix that you have configured in Shopify (at Settings > Store details > Order ID format) is added to the order number. Note: existing orders won't be adjusted. Read this article (Dutch) for more information on prefixes and suffixes in Shopify.
Choose 'Yes' when you connect multiple Shopify stores to the same bookkeeping administration.Add discount order lines
Do you want the discount on a separate order line?Export existing refunds
Do you also want to export refunds from Shopify. Note: Cancelled orders are not considered refunds.
Configure these Sage Accounting steps:
Select business
Select the business to connect toSelect ledger account
Select the ledger account on which the order lines should be bookedRegister payments
Do you want to register payments for paid orders?Select bank account
Select the bank account to book the payments for paid orders onDefault debtor
If you want to book your orders on a default debtor in Sage One, please enter the reference of the customer to whom these orders should be assigned. Read this article for more information.Customer id for Point of Sale orders
Do you make use of a Point of Sale in Shopify and do you want to book these orders in Sage One as well? Then please enter the reference of the customer on which these orders should be booked below.Service level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.
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.