Shopify: Inconnect Shopify Settings

Streamline Your Business: Effortlessly Sync and Manage Shopify and Intacct Data

Inconnect Shopify Settings

The Shopify settings page allows you to configure and update the Intacct connection with Shopify to sync data between the two platforms.

Retrieve Orders from Shopify

Shopify: Inconnect Shopify Settings

Enable & Sync Orders by Specific Statuses Only

This setting enables control over the synchronization of orders by selecting specific statuses from Shopify. The integration will sync only those orders with selected statuses. This can be updated at any time as required.

Match Shopify Products to Intacct Items

Shopify: Inconnect Shopify Settings

This setting allows you to select the Unique Key/Field for product synchronization between both platforms. It can be updated anytime.

Create Sales in Intacct

Shopify: Inconnect Shopify Settings

With this setting, you can choose the transaction type to create in Intacct.

Default Customer in Intacct

Shopify: Inconnect Shopify Settings

If you opt to create a default customer in Intacct, all orders will be associated with that customer.

Default Values for Order Transactions

Shopify: Inconnect Shopify Settings

Users can select payment terms and transaction statuses. The chosen status will be applied in Intacct.

Select Intacct Warehouse for Sales Application

Shopify: Inconnect Shopify Settings

Users can choose which Intacct warehouse to deduct stock values from.

Select Item Types to Exclude from Stock Value Checks in Default Warehouse

Shopify: Inconnect Shopify Settings

While creating orders, users will have the option to skip checking the stock value of selected items.

Set Due Date for Sales Transactions

Shopify: Inconnect Shopify Settings

Shipping/Discount/Tax Mappings to Intacct Items

Shopify: Inconnect Shopify Settings

Intacct Custom Fields Mapping

Users can map custom fields between both platforms.

Shopify: Inconnect Shopify Settings

Mapping Line of Business

Users can select the channel under which they want to create transactions.

Shopify: Inconnect Shopify Settings

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