With the Shopify SnelStart integration by Combidesk, orders are automatically booked as invoices in SnelStart. In this guide, you will go through the installation step by step.
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 SnelStart
To get started, click the "Connect..." button:
You will then be redirected to the following screen:
Log in with a user who has access to the relevant administration.
Note: If you're connecting to a user with an accounting license, read this article first.
Then click "Een enkele administratie koppelen":
Select the desired administration:
Then press "Koppel":
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 SnelStart?
Please indicate below for which order status(es) the app should synchronize the order. Please note: once an order has been synchronized to SnelStart, any subsequent changes in Shopify will no longer be updated in SnelStart.
Are you using a Payment Service Provider (PSP)? Please note that the order must be in SnelStart before the payment, otherwise the payment cannot be matched with the outstanding item.Export existing orders
Do you want to export existing orders from ShopifyFullfillment date
Should the fulfillment date be used as the order date?Add discount order lines
Do you want the discount on a separate order line?Select product identifier
Which product identifier should be used to match? If you choose barcode, make sure the barcode is filled for every product variant.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.Export existing refunds
Do you also want to export refunds from Shopify. Note: Cancelled orders are not considered refunds.Sync Shopify Payments transactions?
Are you using Shopify Payments as your payment service provider (PSP)? If so, you can indicate here whether you want received payments to be automatically processed in your accounting.
Choose "Yes" if you want the payouts from Shopify Payments to be automatically matched to the corresponding open entries in your accounting after settlement. Additionally, the associated transaction fees will be posted automatically. This automates the reconciliation process within your accounting.
Choose "No" if you are not using Shopify Payments, or if you prefer to track the payments manually in your accounting software.Export existing Shopify Payments transactions
Do you want to export existing Shopify Payments transactions?
Configure these SnelStart steps:
Order insertion type
Specify how the orders should be inserted into SnelStart. Sales entries will be final invoices in SnelStart. If you choose sales invoices, articles have to exist in SnelStart and the concept sales invoice can still be edited in SnelStart.Order template
Select the order template to be used for ordersCreate articles
Indicate if you want to create articles in SnelStart if they don't exist. Only articles used in an order will be created.Vat high ledger account
Select the ledger account to book vat high revenue onVat low ledger account
Select the ledger account to book vat low revenue onShipping costs article
Enter the number of the article to book the shipping costs onVat other ledger account
Select the ledger account to book vat other revenue onHow do you want to handle VAT for orders to individuals in other EU countries?
Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
For more information, please see this SnelStart article (Dutch).Ledger configuration for OSS orders
Select a ledger for each OSS vate rate typeDisable check on email address?
Should we disable the check if a customer exists by email address?Article revenue group mapping
Connect the article revenue groups to the vat tariffs. The article revenue group is used when creating a new article in SnelStart.Include vat on invoice lines
Indicate if invoice line amounts should be including or excluding vat.Sending costs ledger account
Select the ledger account to book the sending costs onSending costs vat low ledger account
Select the ledger account to book the sending costs with vat low onSending costs vat other ledger account
Select the ledger account to book the sending costs with vat other onCustomer 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 SnelStart as well? Then please enter the customer code of the customer on which these orders should be booked below.Customer id Default debtor
If you want to book your orders on a default debtor in SnelStart, enter the code of that default debtor hereIncluding the payment reference in the SnelStart description?
Do you use a payment provider and do you want the payment reference to be visible in the SnelStart description? This is necessary for automatic reconciliation.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.Select day journal
Select the day journal in which the settlements should be created.Select ledger for non matches
Select ledger for non matchesSelect ledger for costs
Select ledger for costsSelect ledger for payments
Select ledger for payments
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.
6. FAQ (Frequently Asked Questions)
How often are the data synchronized?
This integration synchronizes automatically every 120 minutes by default. You don't need to do anything for it. If a synchronization fails, the integration will attempt to sync again in the next run. If the issues persist, you will be notified by email.
Which package do I need to have from SnelStart?
This integration can be used starting from the SnelStart InKaart package.
Can the PDF of the order be sent to SnelStart?
No, unfortunately, technically the PDF cannot be read and therefore cannot be sent to SnelStart.
Can I connect multiple Shopify webshops?
Certainly. To do this, you need to install the integration separately for each Shopify webshop.
Do I need to synchronize products?
For Sales Bookings, products are not required. However, if you choose to create Sales Invoices or Sales Orders in SnelStart, a match will be made based on the product code. To create an invoice or order, the products must exist or be created in SnelStart. Make sure that you have filled in the product codes in Shopify as well.
What is the difference between sales entries and sales invoices, and where can I find them?
Sales entries are booked as final invoices in SnelStart Web and in SnelStart 12 they can be found under "Boekhouden" (Accounting) > "Dagboek 1300" (Journal 1300). Sales invoices, on the other hand, are initially created as draft invoices in SnelStart Web to allow for further modifications. In SnelStart 12, they appear as orders under the "Facturen" (Invoices) tab > "Orderbeheer" (Order Management) > "Vul de lijst" (Fill the List).
Is inventory synchronized?
Inventory is only synchronized for Sales Invoices in SnelStart. Shopify is considered the leading source for inventory updates. Manual inventory adjustments are not reflected in SnelStart. Additionally, inventory changes made in SnelStart are not synced back to Shopify.
Are credit orders also added and how exactly does that work?
Yes, the integration also syncs refunds. As soon as you refund a Shopify order, a credit note (invoice with a negative amount) of that order will be created in SnelStart. NOTE: canceled orders will not be processed. So don't cancel an order when it still needs to be synchronized as a credit order.
Can you help me install this integration?
Absolutely 😀! If you don't have time at the moment or if we've made it too complicated, no problem! We can help you with the installation of this integration. There will be a one-time installation fee for this service. If you decide not to use the integration after all, we will refund this amount to you.
How do I get the correct VAT on a SnelStart invoice?
Make sure that you have activated the VAT rates used in both Shopify and SnelStart. In that case, the integration will always apply the correct VAT rates. If a rate is missing in SnelStart, it will fall back to a default rate. Also, take a look at our knowledge center and search for 'VAT' for more information.