Find out how to integrate Shopify with Holded by reading this article
This integration allows you to synchronize all the information of your Shopify online store to Holded. This way, orders, products, stock level and warehouse data are loaded onto Holded each time a change is made in your online store and vice versa
Holded will use the product SKU (Stock Keeping Unit) to bridge the information between the two platforms, even if you decide not to import your product or to sync your stock. Therefore, your stock level can be affected if a product order has a matching SKU, even if the synchronization is not enabled.
Below the details on how the 4 parts of the integrations work in Holded.
Sales
You import your Shopify orders by choosing to convert them into a sales ticket, a sales invoice, a sales order or a credit note, according to their payment status.
If the payment has occurred, they will generate a sales ticket or an invoice, while those orders that haven’t been paid yet will be converted into sales orders. Credit notes are intended for order returns.
A sales channel can be assigned to your Shopify orders to later perform a detailed analysis of the sales through the Holded analytics solution. Besides you have the possibility to relate the gateway payments you configured in the platform to your online stores.
Holded uses a system to match rounded decimals with Shopify called Tax Correction. By deactivating this option, some prices might slightly differ from one platform to the other.
You can also choose if you want to associate a particular invoice template or apply a precise tax amount to a sale.
In the Advanced settings form you can personalize your orders import, deciding things such as how and when to create a contact or whether include or not taxes in the product price. Refer here for more details about how to integrate your Shopify orders.
Products
By activating this option, products and their assigned SKU will be imported from your Shopify account. Please note that product cost won’t be included.
Every change you apply to your product SKU in your online store will also be reflected in Holded. For example, if you change a description of an item in Shopify, this information will be transferred to your product in Holded.
Bear in mind that if a product is created in Shopify without an assigned SKU, its creation won’t be automatically reflected into Holded.
Product importation is unidirectional.
Here below you can find a summary table of how product import works between the two platforms
Action |
Platform |
Consequence |
Comments |
Create a Product |
Shopify |
YES a product is created in Holded |
Only products with SKU in Shopify will be generated in Holded |
Holded |
A product is not created in Shopify |
||
Update a Product |
Shopify |
YES a product is updated in Holded |
The updated fields will be: name, description, price, cost, taxes and barcode |
Holded |
A product is not updated in Shopify |
||
Delete a product |
Shopify |
Delete the relationship with Holded |
Doesn’t delete the product in Holded |
Holded |
Doesn’t delete the product in Shopify |
Stock level
Stock Level sync requires the activation of Inventory Pro
Unlike the product integration, the stock level synchronization is bidirectional. This means that by enabling this option, stock level will be reflected both in Holded and in Shopify, no matter where the information is modified.
Keep in mind that by activating this option, any matching SKU will be automatically synchronized, even if the products have not been imported.
Stock synchronization is bidirectional.
Here below you can find a summary table of how stock synchronization works between the two platforms:
Action |
Platform |
Consequence |
Comments |
Update Stock manually |
Shopify |
YES it updates the Stock in Holded |
Only products with SKU in Shopify will be generated in Holded. |
Holded |
YES it updates the Stock in Shopify |
||
Create a Order/Invoice |
Shopify |
YES it discounts stock in Holded when importing the order |
It is not necessary to activate the synchronization to discount stock by orders if the SKU matches |
Warehouses
By synchronizing this option, warehouses configured in Holded will correspond to locations in Shopify, so that each stock movement in your online store or in Holded will be reflected in the matching warehouse or location.
Multi Stores
In case you have more than one store in Shopify, you can synchronize all of them with the same Holded account.
More information here about the multi store Shopify synchronization