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If you sell through Shopify, Envoi can bring in sales, refunds, fees and payouts from your online store. Envoi fetches new data from Shopify every 15 minutes.
During the beta, Envoi switches on the online store one company at a time. Until it is switched on for your company, Shopify shows Coming soon under Settings, Integrations, and you can’t connect.

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Connect

You need to be an owner or admin.
1

Open Integrations

Go to Settings, Integrations. Under E-commerce, choose Connect Shopify.
2

Fetch from

Choose the date Envoi should fetch payouts from. Shopify lets Envoi fetch up to 60 days back.
3

VAT on fees

Choose how Shopify’s fees are booked: Reverse charge, No VAT or Norwegian VAT. Ask your accountant if you are unsure.
4

Summary

Enter your store’s address, for example kari-butikk.myshopify.com, and choose Start. Log in to Shopify and give Envoi access. You come back to Envoi when it’s done.
Choose VAT on fees now, so it is ready. Envoi books no payouts without this choice. If you haven’t chosen, do it under Online store on the Integrations page. Payouts are not booked in the accounts yet in any case, see below.
When you turn on accounting, Envoi first asks Do you have an online store?. The step is optional. If the online store is switched on for your company, you can choose Yes, connect Shopify and go straight to connecting. Otherwise only your answer is saved. A store can only be connected to one company in Envoi, and a company can have one store connected.

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What Envoi does with it

  • Under Online store on the Integrations page you see which store is connected, and when Envoi last fetched.
  • When you have uploaded the bank statement in Accounting, Bank, Envoi looks for the line with the same amount as the payout, from the day before the payout to five business days after. Envoi only matches them by itself when the payout’s reference is on the line, or when the bank writes the same text as on a payout you have confirmed before. Otherwise Envoi asks you under Needs you, even when there is only one line with the right amount.
  • When you confirm a match, Envoi remembers what your bank writes. You see this under What Envoi has learned.
Payouts from Shopify are not booked in the accounts yet. Envoi fetches them and matches them to the bank, but does not create entries for sales, fees or payouts.

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Disconnect

Choose Disconnect under Online store on the Integrations page. Envoi stops fetching from Shopify. What has already been fetched stays.