Shopify and SimplBooks integration
SimplBooks
Shopify orders reach SimplBooks automatically, with no manual data entry.
- Price
- 99 € / year
- Licence
- No domain restriction
- Setup
- From My account
How it works
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1. An order comes in
A customer places an order in your store.
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2. Invoice into SimplBooks
The invoice is created with the customer details and the same lines as the order.
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3. Payment recorded
If a payment method mapping is set in the e-liides settings, the payment is recorded on the invoice too.
Frequently asked questions
- Is the e-liides licence still valid
- Is the Shopify connection created and active
- Are the SimplBooks API keys in the right fields and entered correctly
Articles do not need to be added in advance. If a product on the order is missing, the article is created automatically. Existing products are matched by product code.
Get in touch with our support and we will configure the module for you, free of charge.
Installation guide
Installation guide
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1
Register a SimplBooks licence at e-liides.ee
- Log in or create a new account at e-liides.ee
- After logging in, choose My account from the menu at the top right
- Click Order a new service
- Choose the SimplBooks module for the Shopify platform and register the licence
- Click Configure in the licence list
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2
Connecting SimplBooks and Shopify
- In "My account", click Configure on that licence row
- Create the Shopify app following the instructions shown and create the connection
- Enter the SimplBooks API details, which you find in the SimplBooks settings view
- Set the date Shopify orders should be imported from
- Once every field is filled in, click Create connection
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3
Setting up taxes and other mappings
- Once the connection is created, the mappings have to be set
- Fill in the tax mappings — the tax type is required, and the revenue account is required when the tax type has no default revenue account
- Because the Shopify API does not expose payment methods, choose a single account that all Shopify order payments are linked to. If SimplBooks records payments itself, choose "Do not record payments"
- Also choose the warehouse and the shipping article
- When everything is set, tick Activate the integration and allow orders to be imported
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4
The integration is configured
If the integration does not behave as expected, check the FAQ section on this page. If you still cannot find an answer, get in touch with us.
- Shopify orders now reach SimplBooks
- Data refreshes at roughly five-minute intervals
Need help setting it up?
Get in touch and we will configure the module for you, free of charge.