Shopify Integration with Accumula takes just a few minutes to setup. You may authorize Accumula to connect to Shopify after your receive the email that the sync of your point of sale data is complete.
Existing Shopify Stores
As part of onboarding Accumula can match data between Shopify and point of sale so that a store reset is not necessary. Before authorizing Shopify and following the below instructions, users with an existing Shopify site must review our additional instructions for Existing Shopify Stores. You will also need to ensure that your data matches:
- Shopify Variant SKUs match the SKU Source in your POS.
- Shopify Products must be Web Enabled in POS.
- Shopify Products with multiple variants must be setup in Matrices or Grids in your Point of Sale.
By Default the SKU Sources are:
- Lightspeed Retail: CustomSKU
- Lightspeed Onsite: Product Code
- Springboard: Item #
According to POS a product is Web Enabled if:
- Lightspeed Retail: The Matrix and Item is tagged "accumula", "shopify", or "webstore".
- Lightspeed Onsite: The Matrix and Child product has "Sell Online" checked.
- Springboard: The Grid and Item is tagged "accumula", "shopify", or "webstore".
Note: Tagging a Grid in Springboard tags all of the items within the Grid.
Tip: You can use Accumula Data Tools to update products in Lightspeed Retail, as needed.
Important: Products that fail to match may result in duplicate products being created in Shopify.
Note: Matching can be run manually after onboarding is complete, but often requires the integration to be stopped temporarily.
Shopify Integration Setup
For successful integration, please read thoroughly. Be sure to perform each setup step in order.
Steps 1 and 2 can be performed in advance.
Setup Sales TaxesTax Setup is critical for Orders to be downloaded successfully. Most Point of Sale solutions calculate their own taxes, so Accumula uses "Match on Tax Code Name" by default to sync taxes. This mode requires that Taxes have the exact same Tax Name in each system.American Stores - Goto Settings > Taxes > Tax Rates and click on United States. Uncheck "I want to specify taxes automatically"
The following setup steps apply to the default tax mode in Accumula, "Match on Tax Code name", for all point of sale except Springboard. The Shopify Manual includes additional info about Taxes in Shopify. More info about the other Tax Modes can be found here.
Springboard Users - Springboard supports Shopify's automatic tax calculation for American Stores, so there is no setup! Just, goto Settings > Taxes > Tax Rates and click on United States to ensure that "I want to specify taxes automatically" is checked.
Set the Rate and Name for each State your company does business in. Each State Tax Name must match your Sales Tax Name in Point of Sale exactly (ie. NY Tax or CA Tax).
Canadian Stores - Go to Settings > Taxes > Tax Rates and click on Canada. Be sure the Tax Name for each Province matches a unique Sales Tax Name in Point of Sale (ie. AB, ON, BC, etc). Since Tax values for HST, GST, and PST can vary from province to province, each province should be assigned a unique Tax Code Name and Rate to ensure that tax calculations are correct on each sale. We recommend setting the Country Tax to 0% to ensure that only the unique Tax Code Names are used by Shopify.
Stores in Other Countries using Tax Inclusive Pricing - Follow these instructions for setting up Tax Inclusive Pricing
Order Processing Settings - recommendedGoto Settings > Checkout > Order Processing Settings and scroll down ensure that Do not automatically fulfill any of the order's line items is checked.
Authorize Accumula Integration to Connect to ShopifyBefore you authorize Accumula to connect to Shopify, the installation to your point of sale must be completed. After you receive the email that the installation of your point of sale to Accumula is complete, Log into Accumula.com to authorize Accumula to connect to Shopify.
In Accumula, goto Apps > Shopify and follow the prompts to authorize Accumula to connect to Shopify. Wait to take this step until after you receive the notification email.If you have more than one store/Point of Sale location, you must set your Master Store in Order Download Settings. (Single store/Point of Sale users can ignore this step).
If you have more than one store location in point of sale and are not using Multistore Order Routing, you will need to set your Master Store when authorizing Shopify. This is the store/POS location that will be the source of your integrated Inventory and the location that Shopify Orders will be downloaded to.Note: If you have Aggregated Inventory via Growth (formerly Premium) Plan, this setting determines only the location that Shopify Orders will be downloaded to.
Multistore Priority SettingsIf you have signed up for Multistore Support with Order Routing, see next steps:
- Set Fulfillment Location Priority in Multistore Tab. Orders will be routed automatically to each Store in order for Priority based on Inventory availability.
- Turn Order Routing On to have orders routed to locations based on store priority and inventory availability
- Turn Order Splitting On to have Orders Split between locations if no single location has all line items in stock.
Start SyncingOnce Shopify is enabled, data will start flowing. If you are on Startup (formerly Pro) Plan or above, Accumula will match existing products using the matching criteria then publish or update any tagged matrices and items to your Shopify store. Existing products and variants will be matched to your products in Point of Sale and updated based on your data and your settings.