How does the Exact Online - Shopify Trade connector work?

With the iWeb connector between Shopify and Exact Online Trade, you no longer have to worry about manual administration. All your customer, order, product and stock data is synchronised, so you stay in control of your business and save time on repetitive work.

What does the connector do exactly?

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

1. Customers & contact persons

When a customer places an order on Shopify all relevant customer data is recorded directly as a relation and contact person 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. Products & product information

New products that you add in Shopify appear automatically in Exact Online. Changes to product information or prices are synchronised as well. On the first order with shipping costs, a shipping item (“Shipment”) is created automatically.

• SKU and product ID → item code
• Description, prices and item groups
• Always the correct prices and stock positions

Benefit:
You do not have to enter product data twice and you avoid differences between your webshop and administration. Prices and descriptions are consistent everywhere.

3. Orders & sales orders

When an order is completed in Shopify, it is created automatically as a sales order in Exact Online:

• All order lines, products and quantities are transferred
• Automatic connection to the correct customer and delivery address
• Prices, shipping costs and any discounts fully included
• Automatic assignment of the correct VAT code

Benefit:
Your orders are ready straight away for further processing in your bookkeeping, no more manual entry, minimal chance of errors and a balanced administration

4. Stock & availability

Exact Online always determines the current stock position of each item. Every change in stock (through sales, purchasing or correction) is synchronised automatically to Shopify, usually within a few minutes.

• Your webshop always shows the correct stock
• No risk of selling out of stock due to outdated stock levels

Benefit:
Your customers always see the current stock, which leads to better customer satisfaction and less chance of disappointment or lost revenue.

5. 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 summary

The connector makes sure that customer, product, order and stock data is always synchronised between your 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 again: Enter customer, order and product data once, always up to date everywhere
• 100% automatic synchronisation: No more worrying about your administration
• Real-time stock management: Always the correct quantity in your webshop, less chance of disappointing customers
• Smart VAT handling: Support for all common VAT scenarios, also for international growth
• Scalable and flexible: Expand easily 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:

• OSS / VAT module: Link transactions in the EU automatically to the correct VAT codes in Exact Online and simplify your administration for the One Stop Shop (OSS) scheme.
• Warehouse module:Optimise order and stock processing when you work with multiple warehouses.
• Automatic delivery:Create a goods delivery straight away when importing an order, so your stock and bookkeeping stay up to date.
• Matching module: Automate the matching of your webshop sales and stay in control of 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 telephone help and proactive management. Choose the SLA level that suits you. More information: SLA contracts.
• Personal advice: We are happy to think along about the best setup for your company.

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

The trade connector automates the exchange of products, customers, orders and stock. For automatic invoicing you can use the invoices connector. Do you want to process financial data in Exact Online? Then take a look at the financial connector.

Want to know more or a free demo?

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