How does the Exact Online - Shopify financial connector work?

With the iWeb connector between Shopify and Exact Online Financial you no longer have to worry about manual administration. All your customer and sales data is synchronised automatically, so you keep a grip on your business and save time on repetitive work.

What exactly does the connector do?

Our Shopify – Exact Online Financial connector ensures a flawless exchange of data between your Shopify webshop and your administration. This happens fully automatically, so you always stay up to date and save time.

1. Customers & contacts

When a customer places an order on Shopify, all relevant customer details are recorded directly as a relation and contact in Exact Online. Think of:

• Company name, name and address details
• E-mail and phone number

Benefit:
You always have a complete and up-to-date customer database in Exact Online, without manual entry. This prevents errors and speeds up your invoicing and reporting processes.

2. Sales invoices

When an order is created by Shopify, a sales entry is automatically created in Exact Online:

• All order lines, descriptions, quantities and the total price are transferred
• Automatic connection with the right customer and the right delivery address
• Automatic connection to the right journal and the right general ledger account
• Automatic assignment of the right VAT code (ICP/export also possible)

Benefit:
Your sales are ready right away for further processing in your bookkeeping. No more manual entry, minimal chance of errors and a balanced administration.

3. VAT, payment terms & more

The connector supports all common VAT scenarios: national, within the EU (ICP), outside the EU (export) and zero rate. This is arranged automatically based on the delivery address and the customer's VAT number.

Payment terms, references and other administrative fields are also transferred correctly.

In short

The connector ensures that customer data and sales are always synchronised between your Shopify webshop and Exact Online. This way you work more efficiently, without errors, and keep more time for your business.

Main benefits

• Never enter data twice:Enter customer and sales data once, always up to date everywhere
• 100% automatic synchronisation:No more worrying about your administration
• Smart VAT handling: Support for all common VAT scenarios, including for international growth
• Scalable and flexible: Easily expand with extra modules when you want to automate more
• Control via the iWeb Control Panel: Manage your settings and mappings yourself, without technical knowledge

Extra modules & expansion options

Make your connector even more powerful with our expansion modules for Exact Online, for example:

• Grouping module:Connect all sales to private customers to one fixed relation in Exact Online, which keeps your administration clear.
• OSS / VAT module:Connect transactions within the EU automatically to the right VAT codes in Exact Online and simplify your administration for the One Stop Shop (OSS) scheme.
• Reconciliation module:Automate the reconciliation of your webshop sales and keep a grip on your outstanding items.

View all modules on our modules page.

Support & SLAs

• Fast implementation:Installation and configuration in clear steps, with the option to test first.
• Support & SLAs: Our team is ready to support you, from support tickets to help by phone and proactive management. Choose the SLA level that suits you. More information: SLA contracts.
• Personal advice: We are happy to think along about the optimal setup for your business.

Want to know more about other Shopify-Exact Online connectors?

The financial connector is just one part of a fully automated process between Shopify and Exact Online. Discover also how you can process sales invoices automatically with the invoice connector or synchronise products, customers, orders and stock via the trade connector.

Want to know more or a free demo?

Get in touch directly or request a demo. Discover for yourself the ease of the Shopify – Exact Online connector and let your administration work for you!