Connect Shopify with Twinfield and automatically process webshop orders in your accounting. Ideal for Shopify entrepreneurs and accountants using Twinfield.
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 Twinfield
What do you need? Before you start, make sure you have:
An active Twinfield subscription through Wolters Kluwer
Your Wolters Kluwer login credentials (email address and password)
Access to the administration(s) you want to connect
Don't have a Twinfield account yet? Request one at wolterskluwer.com.
Step by step: setting up the OAuth connection
Step 1: Start the installation
Go to the integration's installation page and click "Start connecting". You will be redirected to the Wolters Kluwer authorization portal.
Step 2: Log in with your Wolters Kluwer account
Enter the email address and password of your Wolters Kluwer account. This is the same account you normally use to log in to Twinfield.
Step 3: Grant permission
After logging in, you will see a screen asking whether you want to give the integration access to your Twinfield data. Click "Allow" to confirm the connection.
Step 4: Select the correct administration Do you have multiple administrations within Twinfield? Select the administration you want to connect. Want to connect multiple administrations? Simply repeat the process for each administration separately.
Step 5: Done!
You are now successfully connected. The integration will automatically sync your data between your webshop and Twinfield from this point on.
Frequently asked questions
My login credentials don't work — what now?
Check that you are using the email address and password of your Wolters Kluwer account, and not those of a possible old Twinfield account. Forgotten your password? Reset it via the Wolters Kluwer login portal.
How long is the connection valid?
The OAuth connection remains active as long as you use the integration. You do not need to repeat this process periodically, unless you change your password or manually disconnect.
Can I disconnect later?
Yes. You can revoke access at any time via your Twinfield account settings under Connected applications, or by removing the integration from our platform.
I have multiple administrations — can I connect them all?
Yes, our integration supports multiple administrations. Simply install the integration for each desired administration separately.
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 Twinfield?
Please indicate below for which order status(es) the app should synchronize the order. Please note: once an order has been synchronized to Twinfield, any subsequent changes in Shopify will no longer be updated in Twinfield.
Are you using a Payment Service Provider (PSP)? Please note that the order must be in Twinfield 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?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 Twinfield steps:
Select the Twinfield office
The office sales transactions will be created forSelect a daybook account
The daybook account that will be used for sales transactionsAccounts receivable account
Select the accounts receivable account which sales transactions will be posted onTwinfield VAT mapping
Connect the VAT categories of Shopify to your Twinfield accountSelect default ledger account
Selecteer de standaard grootboekrekening waarop omzet geboekt moet wordenSelect shipping ledger account
Select costs ledger account
Default debtor
If you want to book your orders on a default debtor in Twinfield, enter the code of that default debtor hereDebtor number 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 Twinfield as well? Then please enter the debtor number of the debtor on which these orders should be booked.Transaction destiny
Do you want to create provisionary transactions or final transactions?How do you want to handle VAT for orders to individuals in other EU countries (One-Stop Shop, OSS)?
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.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 a bank daybook account
The bank daybook account that will be used for the bank transactionsIBAN bank account
Enter the IBAN of the bank account on which the transactions will be entered
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 do I configure the Shopify Twinfield integration? These are the questions we ask during installation.
During the installation of the Shopify Twinfield integration, you will go through the following steps:**Twinfield settings:** 1. Select your Twinfield office. 2. Choose the daybook in which sales transactions will be created. 3. Select the accounts receivable account (ledger account for outstanding items). 4. Map your Shopify VAT rates to the correct Twinfield VAT codes. 5. Choose a default ledger account for revenue. 6. Choose a ledger account for shipping costs. 7. Choose a ledger account for other costs. 8. Optionally enter a default debtor number (all orders will be booked under one debtor). 9. Optionally enter a separate debtor number for POS orders. 10. Choose whether sales transactions are created as draft or final.**Shopify settings:** 1. Choose which order status is synchronized: only paid orders or all orders. 2. Determine how far back existing orders should be imported on a one-time basis. 3. Determine how far back existing refunds should be imported on a one-time basis. 4. Choose whether the fulfillment date should be used as the order date. 5. Optionally set a prefix and/or suffix for order numbers.**Shopify Payments (optional):** 1. Choose whether Shopify Payments transactions should be synchronized to Twinfield. 2. Select the bank daybook for Shopify Payments transactions. 3. Enter your IBAN number for the Shopify Payments connection. 4. Determine how far back existing Shopify Payments transactions should be imported on a one-time basis.
How often is data synchronized?
This integration synchronizes automatically every 60 minutes by default. You do not need to do anything for this. If a synchronization fails, the integration will retry at the next scheduled run. If problems persist, we will notify you by email.
Can the PDF of the order be sent to Twinfield?
Unfortunately no, technically the PDF cannot be read and therefore cannot be sent to Twinfield.
Can I connect multiple Shopify stores?
Absolutely. You will need to install the integration separately for each store.
Do I need to synchronize products?
Products are not required for bookings in Twinfield.
Is inventory synchronized?
No, the integration does not synchronize products to Twinfield. Keep track of your inventory in Shopify.
Are credit orders also added and how does that work exactly?
Yes, the integration also synchronizes refunds. When you refund (return) a Shopify order, a sales booking with a negative amount will be created in Twinfield. PLEASE NOTE: cancelled orders are not processed. So do not cancel an order when it still needs to be synchronized as a credit order.
Can you help us install this integration?
Absolutely 😀! Don't have time right now or did we make it too complicated? No problem! We can install this integration for you. We charge a one-time installation fee. If you decide not to use the integration after all, you will get this amount refunded.
How do I get the correct VAT on a Twinfield booking?
Make sure you have activated the VAT rates used in both Shopify and Twinfield. In the integration you can then map these VAT rates to each other.