Integrate Visma eAccounting with Shopify
You can choose between two workflows when integrating Visma eAccounting with Shopify.
Both workflows are basically the same thing; a new order comes into Shopify and ConnectMyApps will transfer the order to Visma eAccounting.
The orders ConnectMyApps transfer are the orders that match the criteria that you have set in ConnectMyApps
(Note: you can choose how your workflow behaves by a customization option in ConnectMyApps ie Ikke behandlet, Under behandling, Sendt, etc. See picture below)
For each new order, we check if that customer is already registered in Visma eAccounting by matching the email address from Shopify. If that email address is already registered in Visma eAccounting we will add the new order on to their existing customer record. If we don't find a matching email in Visma eAccounting we will create a new customer in Visma eAccounting.
Similar with products; we check if the product number in Shopify has a matching product number in Visma eAccounting. If so, we will use it, if not we will create a new product in Visma eAccounting based on the information in Shopify.
How does it work?
Once you have set up the integration and scheduled the workflow (you do this in ConnectMyApps as a part of the setup process) it will run automatically in the background checking for new orders in Shopify every 5-10 minutes and transfer any matched criteria that you have set. You don't need to manually transfer any orders - it does it automatically.
Which workflow to choose?
Transfer Invoice Drafts
This will create a draft invoice in Visma eAccounting which you then need to approve.
You should use this workflow if you have purchased the Order Module in Visma eAccounting (Note: please contact Visma if you're not sure if you have this module). This will automatically transfer the orders from Shopify as an invoice into Visma eAccounting. Read how to activate the API module in Visma eAccounting.
Please contact us if you need further assistance at http://connectmyapps.com/ContactUs