Shopify - Sales Orders

This feature requires additional licensing. Please contact AcctVantage Sales for a quote.

✅ Sales Orders must originate via the Shopify Store in order to appear in both Shopify and AcctVantage.

✅ For new Shopify orders, there is one-way communication (order import): Shopify ➡️ AcctVantage.

✅ For orders already imported from Shopify, tracking/shipment info can be uploaded (and will update the Order Status on Shopify.

✅ Additional fields can be imported to AcctVantage via custom script. Contact AV Support to request additional fields.

❌ Sales Orders that originate in AcctVantage do not get exported to the Shopify store.

❌ There may be Shopify functions that are not yet implemented in AcctVantage. Contact AV Support for specific use-cases.

Importing new Sales Orders from Shopify into AcctVantage

When an Order is created in Shopify, the Order will be imported into AcctVantage per the rules below.

  • Shopify Orders will be imported if the Order Date is after the Do Not Import Orders Created Before date.
  • The Shopify Order Number will be used as the customer PO Number in AcctVantage.
    • When a Credit Memo is imported, the PO Number will be appended with a "-CM" suffix.
  • The customer's Phone Number will be imported on the Bill to/Ship to tab of the Sales Order in AcctVantage.
  • The Import ID will be filled in on the Sales Order in AcctVantage. This ID is a concatenation of the Import Source Code + Shopify Order ID. See screenshot below.
  • The Sales Order will be imported only if all Products on the order have a match in AcctVantage. If any Product is not found in AcctVantage, the order will not be imported. Check the Web Integration Log for more info on why an order is rejected.
  • If sales tax is imported on the order, the Override checkbox will automatically be checked. The reason for this is that we do not want AcctVantage to recalculate the sales tax amount that was already paid by the customer.
  • If the order was paid for via Shopify, a Receipt will be created in AcctVantage and attached to the order.  

The order import routine will also check to see if the customer and/or contact exists. If it does not yet exist in AcctVantage, the customer/contact will also be imported. See HERE for the rules regarding Client & Contact matching.

Import ID

When a Sales Order is imported, the XML Import ID field will be set. Open the Sales Order and go to the Notes tab. The XML Import ID can be seen in the lower right-hand corner in AcctVantage. The Shopify ID can be found in the order's URL.

XML Import ID

Searching for imported orders

Filter by menu

You can use the Filter by menu to find orders belonging to the web store. When Shopify is linked to AcctVantage, a new filter will be created using the Store Description that was entered in System Setup.

The Quick Search and Filter by menus can also be used together to perform a more specific search.

Sales Order - Filter by

You can Power Search for Shopify orders by performing a "begins with" search on the [Sales_Document]Import ID field using the Import Source Code that you established in System Setup.

This would be a handy tool if you want to find Shopify Orders and include some other set of search criteria (such as Client, Order Date, etc.)

Power Search - Import ID