Learn more about the integration between Shopify and Holded by reading this article
How to get there
- Click on the Control menu at the top right of your screen
- Select Holded Store
- From the Integrations tab, select Shopify from the list
Activating the integration
- Once you've selected Shopify from the Holded Store, tap Activate
- Click on the Connect and Settings button
- Write the first part of your Shopify URL (normally the name of your store)
- Click Settings to open all the 4 sync sections
Sales
Follow these steps to configure how to import your orders
- Fill in the fields
Click on the icon to access more information
- Select the Advanced Settings option to define things like the document numbers and accounting accounts
Click on the icon to access more information
Products
- Click on the drop-down menu to select if you want to import your products
Stock level
- Click on the drop-down menu to select if you want to sync your stock
Warehouses
- Click on the drop-down menu to select the warehouse where to register your stock movement
After following these 4 steps, click the Save button at the top right of your screen.
Click on the Synchronize button, at the top right of your screen, each time you need to update the data.