Shopify Payments payments can be collected directly via an API interface via live-import. To do this, enter the API Token into the bank account. The account must be of type Account: Shopify (API).
For the Shopify Payments business account to work correctly, there must have already been at least one payout (transfer from Shopify Payments to your bank account). Single transactions are not sufficient.
If the payments are imported via the API the payments are mapped via the order number (internet number in xentral).
Enter the following fields in the live-import access data and fill them with your Shopify access data:
SHOP=>https://shop.myshopifyshop.de;** > please enter here the own store URL of your Shopify store.
When connecting multiple Shopify Payments, you must make sure that you stagger the "At Times" configuration, otherwise the API will only talk to the first one.
Accounto_1 at times 00,02,04,06,08,10,12,14,16,18,20,22
Accounto_2 at times 01,03,05,07,09,11,13,15,17,19,21,23
API_TOKEN=>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; > The API Token generated in Shopify
DAYS=>2; > optionally, the number of days to be picked up. Otherwise 5 days are fetched by default, but this value can also be specified: DAYS=>5;
The following keys can be used:
SHOP: SHOP, URL
DAYS: DAYS, TAGE
In order to retrieve payments for Shopify in Xentral, some permissions must be granted in Shopify Payments. Xentral requires read access for payouts, bank accounts, and accounts on Shopify Payments.
In addition, further read accesses are necessary. To do this, click on "Show inactive Admin API permissions" and give read permissions to all rights there.
For the Shopify Payments business account to work correctly, there must have already been at least one paypot, i.e. a transfer from Shopify Payments to your own bank account. Single transactions are not sufficient here.
The Live Import of Shopify Payments bookings only imports bookings with the status "paid", as the API only allows the import of a specific status. Bookings that are scheduled, in transit or canceled will not be picked up.
Alternatively, Shopify Payments postings can be manually imported via CSV file. Example of a Shopify Payments CSV:
The import of Shopify Payments is possible both as a live import and as a CSV import. The order number is used to assign the store orders.
Shopify offers the option to pay out revenue both weekly and daily. If you choose monthly payout, the live import may run into errors because the amount of data to be fetched is too large. Therefore, a daily payout is recommended.
The fees are not shown in the receipt of payment using live import. They are also only displayed for information purposes in the CSV import and are not summed up and calculated automatically. Therefore the fees are missing in the financial accounting export.
You can find the fees as a total in your Shopify bank statement. This can be posted manually as a separate entry on a monthly basis, for example. You can do the posting under Receipt of payment > Account sheet in the Booking section on the bottom of the page.
Now there will be a new line under Receipt of payment > Account: Shopify > Import that you need to complete by clicking Complete bookings.