> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/integrations/sales-channel-integrations/shopify.md). # Shopify Integrating Shopify with Supply’d streamlines your eCommerce operations by automatically syncing orders, products, and inventory between platforms. This integration ensures accurate stock levels, faster order processing, and simplified accounting, thus saving time and reducing manual errors across your sales and fulfilment workflows. This document will guide you through: * [#connecting-to-shopify](#connecting-to-shopify "mention") * [#shopify-payments-and-payouts](#shopify-payments-and-payouts "mention") * [#editing-the-shopify-integration](#editing-the-shopify-integration "mention") * [#disconnecting-from-shopify](#disconnecting-from-shopify "mention") *** ## Connecting to Shopify {% stepper %} {% step %} #### Go to Settings Click on your company name in the top right and select **Settings**.

*** {% endstep %} {% step %} #### Select Integrations Scroll down and select **Integrations** from the **Settings** menu.

*** {% endstep %} {% step %} #### Click Add+ Click on **Add +** in the top right.

The **Add Integration** page will show.

![](/files/SICjsmxTLtP8BNwjtmNO)

*** {% endstep %} {% step %} #### Click Shopify Click on the **Shopify** logo (as circled above).

You will be taken to Shopify where you can login and grant access to Supply'd.

![](https://cdn.filestackcontent.com/HhkahSvRSuXWwHopTLJQ)

*** {% endstep %} {% step %} #### Return to Supply'd After returning to Supply'd, the **Shopify Settings** screen should appear.

![](/files/ZKL5Xd6dtyRik2WuLrgt)

{% hint style="info" %} If the **Shopify Settings** page doesn't appear: 1. Click on your name in the top right corner, and select **Settings.** 2. Scroll down and select **Integrations.** 3. Select **Shopify** from the **Integrations** list. You can also follow these steps if you need to make changes to the settings at a later date. {% endhint %}

Complete the sections as follows:

*** {% endstep %} {% step %} ### Shopify Settings

**Integration Name** Enter a reference name for this integration.

**Connected Shopify Store** The name of the connected store. This field cannot be edited.

*** {% endstep %} {% step %} ### **Sync Orders** Toggle on to sync orders from Shopify to Supply'd.

**Order Number Prefix** Enter an optional prefix for Supply'd invoice numbers sent to Shopify.

**Reduce Inventory On Import** Choose whether to reduce Supply’d inventory when orders are imported.

**Reduce Stock On Hand On Import** Choose whether or not to reduce stock on hand on import.

**No:** By default available stock will be reduced on import then on hand stock will be reduced when the order is picked. **Yes:** If you're not utilising pick & pack within Supply'd, select **Yes**.

**Sync Orders** Select which orders to sync from Shopify - **All Orders** or **All Orders Since Date**.

When **All Orders Since Date** is selected, an additional field - **Order Sync Start Date** - will appear.

**Order Sync Start Date** Select the month, year and date from the calendar. {% hint style="info" %} This field will only show when **All Orders Since Date** is selected. {% endhint %}

**Your Address - Warehouse** Select which warehouse would you like to map this Shopify location to. This location is used to pick orders from using pick & pack. {% hint style="info" %} Your Address will be the address you have set in Shopify. There will be multiple fields if you have more than one address set up in [Locations](/supplyd-erp/settings/locations.md). {% endhint %}

*** {% endstep %} {% step %} ### Advanced Mapping Set-up advanced mapping rules to define specific actions based on order information. These actions will run once at the time of import if all the conditions defined in a rule set are met.

To add a **Rule:** 1. Click **Add Rule Set**. 2. Select your desired conditions from the drop-down menus. 3. Add any additional conditions, if required, by clicking **Add Condition**. 4. Select your desired **Actions** from the drop-down menus. 5. Add any additional actions, if required, by clicking **Add Action**.

Repeat as required to add any additional **Rule Sets**.

*** {% endstep %} {% step %} ### Sync Inventory Toggle on if you would like to sync inventory from Supply'd to Shopify.

**Warehouse** Select which warehouse would you like to map this Shopify location to. {% hint style="info" %} Your Address will be the address you have set in Shopify. There will be multiple fields if you have more than one address set up in [Locations](/supplyd-erp/settings/locations.md). {% endhint %}

**Untracked Stock Setting** Select how would you like Supply'd to handle products that are set as "Untracked" in Shopify.

* **Use Supply'd Setting:** Will update the product to match Supply'd manage stock setting. * **Ignore Product:** Product will be ignored and inventory/status will not be synced.

**Stock Buffer** Set a default buffer for inventory sent to Shopify. A buffer will reduce the quantity of each products inventory by the buffer amount to help prevent overselling. This can be overridden at a product level.

*** {% endstep %} {% step %} ### Sync Products? Toggle on if you would like to sync products added in Supply'd to Shopify automatically. You can select which products to sync when editing each product in Supply'd.

![](https://cdn.filestackcontent.com/SlitwpuDQZmoYHD1IKVa)

**Name Format\* \[required field]** The format to use when sending product names to Shopify. Uses out templating language, see docs for more details. Some common options:
* **{{brand}}:** Products brand name. * **{{name}}:** Products name. * **{{size\_unit}:** Products size (e.g. 100 for a product that is 100g). * **{{size\_measure}}:** Products size measurement in short form (e.g. "g" for grams). * **{{carton\_qty}}:** The quantity per carton (e.g. "8" for 8 per carton, "1" for items sold by unit).

**Description Mapping** Set-up how descriptions map to Shopify. Add Supply'd fields using handlebars and basic HTML tags are supported. 👉 See available fields and learn more in the [Handlebars](/supplyd-erp/templating/handlebars.md) document.

**Default Sales Channels** Select the Sales Channels where a new product pushed to Shopify will be published.

**Metafields** Metafields are synced automatically to Shopify for all products. This data allows you to customise how certain additional data is presented within your Shopify theme.

To configure the metafields to be accessible within your Shopify: 1. Login to your Shopify Admin. 2. Click on "**Settings**" in the bottom right. 3. Click **Metafields and Metaobjects** in the left menu. 4. Click **Products**, then **View unstructured metafields**

Next to a definition you would like to add select "Add Definition". The only fields you need to enter here are the "Name" and "Type" which must match the corresponding type below: * product\_info.ingredients = Multi Line Text * product\_info.allergens = Multi Line Text * product\_info.nutrition = JSON * product\_info.allergens\_may\_contain = Single Line Text * product\_info.storage\_type = Single Line Text * product\_info.manufacture\_country = Single Line Text * product\_info.shelf\_life = Single Line Text * product\_info.carton\_qty = Single Line Text * product\_info.carton\_size = Single Line Text * product\_info.carton\_weight = Single Line Text * product\_info.\[custom\_field\_name] = Single Line Text for all types except for "Long Text" which should be Multi Line Text

{% hint style="danger" %} If any of these field types do not match the product the product sync to Shopify will fail. {% endhint %}

The nutrition information in passed as a JSON and can be rendered within your theme as a table using code similar to the below:

``` {% if product.metafields.product_info.nutrition %} {% for row in product.metafields.product_info.nutrition.value.rows -%} {%- endfor %}

Servings Size: {{ product.metafields.product_info.nutrition.value.serving_size }} Servings Per Package: {{ product.metafields.product_info.nutrition.value.servings_per_package }}
	Per Serve	Per 100g
{{ row[1].name }}	{{ row[1].per_serve }}	{{ row[1].per_100 }}

{% endif %} ```

*** {% endstep %} {% step %} #### Click Save Click

to add the Shopify integration.

{% endstep %} {% endstepper %} *** ## Additional Options Clicking the 3 dots in top right corner of the **Integrations** page brings up an additional menu. #### Export Products Allows you to export your products from Shopify to a **Supply'd Product Import** **File**, allowing you to import products from Shopify into Supply'd. 👉 See the [Bulk Importing of Products](/supplyd-erp/products/bulk-importing-of-products.md) document.

*** #### Advanced > Re-sync Orders Will re-sync all orders from Shopify with Supply'd. {% hint style="danger" %} **WARNING: This will remove all orders for this integration in Supply'd and begin to sync from the start again. This is not recommended and should be avoided unless absolutely necessary.** {% endhint %}

*** #### Remove Integration Allows you to remove the Shopify integration. 👉 See [#disconnecting-from-shopify](#disconnecting-from-shopify "mention") below. *** ## Shopify Payments & Payouts When you integrate Shopify with Supply’d, all sales orders are automatically synced and recorded to a clearing account in your connected accounting software (Xero or MYOB). This makes it easier to track payments, manage merchant fees, and reconcile your accounts accurately. #### How It Works 1. **Sales Happen:** Orders come in via Shopify, using all sorts of payment methods. 2. **Supply’d Does Its Thing:** We capture those sales and log them in the right clearing account in your accounting software - eg. Shopify Clearing Account. 3. **Payouts Arrive:** Stripe, PayPal, Afterpay, etc. send payouts (with fees already deducted) to your bank. You’ll reconcile this payout against the clearing account. 4. **Merchant Fees:** You create bills for merchant fees and reconcile them against the clearing account. This setup ensures all Shopify sales are recorded correctly and payouts are easy to match in your accounting system.

The simplified example chart above illustrates the flow. You’ll have multiple payouts from different payment methods, such as PayPal, Stripe, Visa, Afterpay, and others, along with their associated merchant fees. {% hint style="success" %} See the [Clearing Account Flow for Sales Channels](/supplyd-erp/integrations/accounting-integrations/clearing-account-flow-for-sales-channels.md) for further information. {% endhint %} {% hint style="success" %} For more information on syncing your accounting software, see the relevant documents in the [Integrations](/supplyd-erp/integrations.md) section. {% endhint %} *** ## Editing the Shopify Integration If you like to edit the Shopify integration: {% stepper %} {% step %} Click on your company name in the top right corner and select **Settings** from the menu. {% endstep %} {% step %} Scroll down and select **Integrations**. {% endstep %} {% step %} Select **Shopify** from the **Integrations** list. The **Shopify Settings** page will open. {% endstep %} {% step %} Update any details required following the guidelines above for [#connecting-to-shopify](#connecting-to-shopify "mention"). {% endstep %} {% step %} Click

to update the settings.

{% endstep %} {% endstepper %} *** ## Disconnecting from Shopify If you like to disconnect from Shopify: {% stepper %} {% step %} Click on your company name in the top right corner and select **Settings** from the menu. {% endstep %} {% step %} Scroll down and select **Integrations**. {% endstep %} {% step %} Select **Shopify** from the **Integrations** list. {% endstep %} {% step %} Click on the 3 dots in the top right corner and select **Remove Integration.**

You will be asked to confirm.

Click

{% endstep %} {% endstepper %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.supplyd.co/supplyd-erp/integrations/sales-channel-integrations/shopify.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.