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Syncing Products with Shopify

What item data syncs between AccountEdge and Shopify, and how to set up and run the initial product sync.

When syncing items between AccountEdge and Shopify, the following items are synced:

AccountEdge Items

The following items and item information will be synced from AccountEdge to Shopify

  • Items marked as I Sell This Item (in Item Profile), and items marked as I sell this item on my web store (in Selling Details)

  • Web Store Price (from Selling Details > Web Store field)

  • Tags (from Item Details)

  • Weight (from Item Details)

  • Variations: AccountEdge will export items with variations to Shopify products with variations

Important Note:
Web Store description (from Item Details > Web Store Description Type) and images do not sync to Shopify. Manage your item descriptions and images in your store admin.

Shopify Items

The following products and product information will be synced from Shopify to AccountEdge

  • All items, regardless of Hidden or Visible

  • Price (to Web Store Price)

  • Tags (to tags)

  • Weight (to weight, converted to grams)

  • Variations: AccountEdge will import Shopify products with variations and create them as such in AccountEdge

Sync Process

Setup

Note: After the initial sync of products, changes made to products in Shopify (Title, Price, Tags, Weight, and Taxable) will sync to AccountEdge.

When syncing between AccountEdge and Shopify, inventory quantities set as your target quantity for Shopify will update in your store, provided the quantity is available.

  1. Verify AccountEdge items are marked as I sell (Item > Profile) and I sell in web store (Item > Selling Details)

  2. All Shopify products will be imported to AccountEdge.

  3. If you have an existing Shopify web store, and you're connecting it to AccountEdge for the first time, you'll need to do some initial setup:

    1. In AccountEdge, you'll need to create an Equity account (3-xxxx) to hold the initial value of your Shopify products. This is necessary only if the existing Shopify products were not purchased through AccountEdge.

    2. You'll need to know the cost of your Shopify products, that is, the purchase price of the products

Update AccountEdge with Quantities

Sync Procedure:

  1. Press the Sync button to sync items between AccountEdge and Shopify; this will sync your items between AccountEdge and Shopify

  2. If your Shopify web store was already in existence, and you have products in the store, export your Shopify product list by clicking the Export button in the Shopify Products window; the product file will download to your Downloads folder

    1. Open the Products.csv; print this if possible

    2. Note the Variant Inventory Qty column

    3. In AccountEdge, open the Count Inventory window (Command Centers > Inventory > Count Inventory)

    4. Check mark Include zero on-hand quantities

    5. For each of the Shopify product, enter the quantity in the Counted column

    6. When quantities have been entered for all Shopify products, click the Adjust Inventory button

    7. In the Adjustment Information - Default Expense Account window, enter the Equity account you created earlier

    8. Click Continue

  3. In the Adjust Inventory window;

    1. Enter the value of each of your Shopify items in the Amount column

    2. Press the <TAB> key on your keyboard, and for each item, verify the quantity, amount, and account

    3. Press the Record button

Update Shopify with Quantities

After you sync items between AccountEdge, you'll need to update the Shopify with quantity and other information:

  1. Display the Items Register Summary report (Reports > Index to Reports > Inventory > Items Register Summary)

  2. Open Shopify Products window

  3. Confirm in-stock quantities match AccountEdge quantities

  4. For newly-synced and items with non-matching quantities:

    1. Click on the item link in Shopify

    2. Click the Inventory & Variants Edit button

    3. If you are tracking inventory in Shopify, select Shopify tracks this variant's inventory

    4. Enter the quantity from the Items Register Summary report

    5. Click Save and Close

  5. Verify Shopify and AccountEdge fields match

You are ready to sell products in Shopify, and sync those orders into AccountEdge.

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