Harvard-Educated Shopify Experts | FT Fast 500

Automate Your Shopify Store

Connect Shopify with accounting, CRM, and fulfillment systems. Automate order processing, inventory management, and customer communication.

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Order sync
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Inventory
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Automation

Why Integrate Shopify with Your Business Systems?

Automated Accounting

Orders automatically create invoices in Xero or QuickBooks with proper tax handling.

Inventory Sync

Keep stock levels accurate across all sales channels and your accounting system.

Customer Automation

Sync customers to CRM, trigger follow-up campaigns, and track lifetime value.

Popular Shopify Integration Solutions

Connect Shopify with your entire business ecosystem

Shopify + Xero

Automatic invoice creation and reconciliation for all orders

  • Order to invoice
  • Refund handling
  • Fee tracking

Shopify + CRM

Sync customers and purchase history for marketing automation

  • Customer profiles
  • Purchase history
  • Segmentation

Shopify + Fulfillment

Connect with 3PL and shipping systems for automated fulfillment

  • Order routing
  • Tracking updates
  • Inventory sync

Shopify + Inventory

Sync stock levels across all sales channels in real-time

  • Multi-channel sync
  • Low stock alerts
  • Reorder automation

Systems We Connect with Shopify

Xero
QuickBooks
HubSpot
Klaviyo
ShipStation
Stripe
Mailchimp

Plus 100+ more systems - if you use it, we can integrate it with Shopify

How Shopify Integration Works

1

Connect Your Systems

We securely connect Shopify with your other business applications using official APIs and best practices.

2

Map Your Data

Configure how data flows between systems - which fields map where, what triggers sync, and business rules.

3

Automate Forever

Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.

Data Flow Architecture

Here's how data flows between Shopify and your connected systems:

┌─────────────────┐     ┌──────────────────┐     ┌─────────────────┐
│     Shopify     │     │   Integration    │     │   Accounting    │
│      Store      │────▶│     Engine       │────▶│  (Xero/QBO)     │
└─────────────────┘     └──────────────────┘     └─────────────────┘
        │                        │                        │
        │                        ▼                        │
        │               ┌──────────────────┐              │
        │               │  Order Process   │              │
        │               │  • Tax mapping   │              │
        │               │  • Fee tracking  │              │
        │               │  • Customer sync │              │
        │               └──────────────────┘              │
        │                        │                        │
        ▼                        ▼                        ▼
   ┌─────────┐            ┌─────────────┐          ┌──────────┐
   │ Webhook │            │ Inventory   │          │ Payment  │
   │ Events  │            │   Sync      │          │  Match   │
   └─────────┘            └─────────────┘          └──────────┘

Example: Shopify Order → Xero Invoice + Inventory Update
═══════════════════════════════════════════════════════════════
1. Customer completes checkout on Shopify
2. Shopify fires orders/paid webhook
3. Integration receives order payload
4. Looks up customer in Xero (by email) or creates new Contact
5. Maps order line items to Xero LineItems:
   - SKU → ItemCode (links to Xero inventory)
   - Price → UnitAmount (tax-exclusive)
   - Tax → TaxType (OUTPUT2 for GST)
6. Calculates and separates Shopify/Stripe fees
7. Creates Invoice in Xero (Status: AUTHORISED, PAID)
8. Payment receipt recorded against invoice
9. Xero inventory decremented automatically
10. Order tagged in Shopify as "synced"

Common Field Mappings

Source FieldTarget FieldNotes
order.customer.emailContact.EmailAddressPrimary customer matching field
order.customer.first_nameContact.FirstNameCustomer first name
order.customer.last_nameContact.LastNameCustomer last name
order.billing_address.companyContact.NameBusiness customer name
order.line_items[].titleLineItem.DescriptionProduct name and variant
order.line_items[].skuLineItem.ItemCodeMaps to inventory item
order.line_items[].quantityLineItem.QuantityQuantity ordered
order.line_items[].priceLineItem.UnitAmountPrice ex-tax for tax-incl pricing
order.tax_lines[].rateLineItem.TaxType0.1 → OUTPUT2 (10% GST)
order.shipping_lines[].priceLineItem (shipping)Separate shipping line item
order.discount_codes[]LineItem (discount)Discount as negative line or allocation
order.idInvoice.ReferenceShopify order number for cross-reference

Example API Response

Sample data structure when syncing from Shopify:

// Shopify Order Webhook (orders/paid)
{
  "id": 5362476425,
  "name": "#1042",
  "email": "customer@example.com.au",
  "created_at": "2024-11-15T10:30:00+11:00",
  "financial_status": "paid",
  "fulfillment_status": null,
  "currency": "AUD",
  "total_price": "165.00",
  "subtotal_price": "150.00",
  "total_tax": "15.00",
  "customer": {
    "id": 7294583921,
    "email": "customer@example.com.au",
    "first_name": "Jane",
    "last_name": "Smith"
  },
  "billing_address": {
    "first_name": "Jane",
    "last_name": "Smith",
    "address1": "123 Collins St",
    "city": "Melbourne",
    "province": "Victoria",
    "country": "Australia",
    "zip": "3000"
  },
  "line_items": [{
    "id": 14395827364,
    "title": "Premium Widget",
    "variant_title": "Blue / Large",
    "sku": "WIDGET-BLU-LG",
    "quantity": 1,
    "price": "150.00",
    "tax_lines": [{
      "title": "GST",
      "rate": 0.1,
      "price": "15.00"
    }]
  }],
  "shipping_lines": [{
    "title": "Standard Shipping",
    "price": "0.00"
  }],
  "transactions": [{
    "gateway": "shopify_payments",
    "amount": "165.00",
    "status": "success"
  }]
}

AI & Custom Integration Examples

Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Shopify data.

AI Shopping Assistant

Build a conversational AI that helps customers find products on your Shopify store. Queries your product catalog, understands customer intent, and recommends products. Can check inventory, compare options, and guide to checkout. Integrates with your CRM to personalize recommendations based on purchase history.

Smart Inventory Forecasting

AI analyzes Shopify sales history, seasonal patterns, and marketing calendar to predict inventory needs. Alerts when products need reordering, suggests optimal quantities based on lead times and storage costs. Prevents stockouts during peak periods and reduces excess inventory.

Automated Product Descriptions

When new products are added to Shopify, AI generates optimized product descriptions, meta descriptions for SEO, and collection page content. Uses your brand voice guidelines and product attributes. Reduces time to market for new products.

Customer Segmentation Engine

AI analyzes Shopify customer data - purchase frequency, AOV, product preferences, lifetime value - and creates dynamic segments. Feeds segmentation data to email marketing, ad platforms, and personalization tools. Identifies VIP customers and churn risks.

Order Issue Predictor

AI monitors orders for potential issues before they become problems. Flags orders with addresses that frequently fail delivery, high-fraud-risk indicators, or inventory conflicts. Routes flagged orders for manual review, reducing returns and chargebacks.

Real-Time Pricing Optimizer

AI analyzes competitor pricing, inventory levels, and demand signals to recommend dynamic pricing. Can automatically adjust Shopify prices within defined rules. Maximizes margin during high demand and moves slow inventory with strategic discounts.

Integration Prerequisites

Before starting your Shopify integration, ensure you have:

  • Shopify store (any plan - Basic, Shopify, Advanced, or Plus)
  • Custom app created in Shopify Admin > Settings > Apps and sales channels > Develop apps
  • API credentials: Admin API access token with required scopes
  • Scopes needed: read_orders, write_orders, read_products, read_inventory, read_customers (minimum)
  • Webhook subscriptions configured for relevant events (orders/paid, orders/refunded, etc.)
  • Public HTTPS endpoint for receiving webhooks
  • Accounting system API access (Xero, QuickBooks, etc.)
  • Product SKUs in Shopify should match item codes in accounting for inventory sync

Common Issues & Solutions

Webhooks not being received

Duplicate orders being created

Inventory quantities out of sync

Tax amounts not matching

API rate limit errors (429)

Customer not matching correctly

Frequently Asked Questions

How does Shopify integration handle refunds?

Can you handle Shopify Plus?

How do you handle Shopify tax in Australia?

Can you integrate with Shopify POS?

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