Shopify Startup Guide

Saasu integrates with Shopify seamlessly via OneSaas as a connector. Saasu is the Australian based cloud accounting software with Payroll and extensive API features for Small business. Shopify is the complete eCommerce platform to sell online, on social media or in person.

The synchronisation between Saasu and Shopify helps you to manage your time efficiently by automating the workflow between your eCommerce and Cloud accounting solutions.

Benefits

  • Daily updates to your Shopify store and Saasu file by synchronising sales, products and customers data.
  • Save hours by eliminating manual transfers or data entry between Shopify and Saasu.
  • An automatic update to inventory stock levels in Shopify as per your Saasu inventory stock levels.
  • New products automatically created within Saasu as per your Shopify store products.
  • Add or update sale Invoices or Sale Orders in Saasu.

Prerequisites

  • You should have active Saasu File
  • An active OneSaas subscription
  • An active Shopify account

1. Connect OneSaas to Saasu

Setting up the connection between your Saasu file and your Shopify store via OneSaas is easy. First, login to your OneSaas Account, then click on the “Add Connection” option.

Adding Saasu connection from OneSaas
Adding Saasu connection from OneSaas

Search for the Saasu app:

You can connect your Saasu File by entering your File Name, File ID and Web Service Key details.

Login to Saasu file > Cogwheel> Settings > Click on API/Web Services tab

Add Saasu file details
Enter your File Name, File ID and Web Service Key details

2. Connect OneSaas to Shopify

Once you have connected Saasu app to your OneSaas account, please click on “Add integration” button one more time and search for the Shopify app. Please enter your Shopify Store Domain link in the pop-up window and click on the “Connect OneSaas to my Shopify” option as shown in the screenshot below:

Add Saasu file details
Enter your Shopify Store Domain link

A pop-up window with your Shopify store details will open-up. Please click on “Install app”.

Add Saasu file details
Install app

3. Set Preferences & Settings

Now that you have connected your Saasu file to your Shopify store via OneSaas. On your OneSaas dashboard, you will be able to see the Saasu and Shopify apps. From here, please click on the “Configure” option. You will be able to set your data preferences and synchronisation settings as per your business requirements. Please see some of the options available within the integration settings as below.

Add Saasu file details
OneSaas dashboard
Add Saasu file details
Configure

From here you will be able to set preferences to create your Shopify orders to your Saasu file. As shown in the image below, the ‘Workflows’ section allows you to customise the settings relating to your sales orders data which will be sent to Saasu. Checking the ‘add the payment in Saasu’ checkbox will enable you to synchronise payment details from Shopify to Saasu.

Add Saasu file details
Customise your settings

Within Saasu, you will be able to choose the option whether to create the orders with the Original customer or single online Sale customer. If you select the “Create the associated Product(s) in Saasu” option, this will create your Shopify store inventory items to your Saasu file. If you wish to sync the payment details to your Saasu file, you can select the option “Add the payment in Saasu”.

4. Configure Tax, Map Payments & Advanced Settings

Please follow the prompt on each screen as per your business requirements. You can map the appropriate GST codes, Bank account for payments (if selected), or whether you would like to sync individual sales or summary of the sales. Shown in the images below:

Add Saasu file details
Configure tax
Add Saasu file details
Map payments
Add Saasu file details
Advanced settings

5. Update Stock Level, Transaction Settings and Item Settings

Continue to follow the prompts to update the stock level of your inventory items as per your Saasu file items stock level. The Auto invoice number option allows Saasu to create auto invoice numbers for the Sale transactions imported from Shopify to Saasu. Following this you can set the preferences for the default tax codes, accounts, and the due date of the non-inventory new transactions

Add Saasu file details
Update stock levels
Add Saasu file details
Transaction settings
Add Saasu file details
Item settings

6. Sync and Review

Please choose the automatic sync time, date and time zone for Shopify to integrate with your Saasu. Click on the option “Retrieve Data Now” to start synchronising. The first synchronisation may take some time depending on the volume of data you have. Once synchronisation completed, you will be able to preview the data and send that to your Saasu file. After the integration, you will be able to see the OneSaas app in the App section of your Shopify store. You will also receive a notification on the OneSaas dashboard for the transactions created in your Saasu file.

Add Saasu file details
Review your settings
Add Saasu file details
You’re all set!