Product

Acumatica's Native Integration with Shopify

Shopify POS and B2B on Shopify

Import Shopify orders along with orders from other online channels, automate stock allocations, order management, inventory, financial, and CRM modules. Manage the entire customer lifecycle inside Shopify’s platform with native connectivity to Acumatica applications.

Open new channels by selling to individual consumers and business customers on one Shopify platform. Acumatica supports the key requirements for B2C and B2B selling models.

Why Choose Acumatica’s Native Integration with Shopify and Shopify POS?

Acumatica’s Native Integration with Shopify and Shopify POS is the first in the ERP industry to support Shopify’s new B2B features. A native connector integrating your Shopify eCommerce websites or Shopify POS with Acumatica financials, inventory, warehouse management, and product information, providing a flexible back-office system that grows with your company. Elevate your customers’ experience, gain greater insight into your business, and drive exponential revenue with a seamlessly integrated, commerce-enabled ERP platform from Acumatica and Shopify.
Whether selling to consumers (B2C) or corporate customers (B2B), the Shopify platform connected to Acumatica’s Cloud ERP back-end allows you to sell in an omnichannel environment with full visibility into all orders and fulfillment statuses – across channels.

Key Benefits of Acumatica’s Native Integration with Shopify and Shopify POS

  • End to End Visibility

    Gain complete visibility into all transactions. Sync your back-office financials, sales orders, warehouse, and inventory to your Shopify storefronts for a completely seamless connection.

  • Streamlined Buying Process

    Delight customers with a streamlined buying process, including support for product variants and personalized products. Establish a blended Shopify webstore to handle both corporate (B2B) and consumer (B2C) sales within one storefront or give your B2B customers a distinct experience with their own dedicated buying platform.

  • Centralized Order Management

    Connect to as many Shopify stores as you need. Manage webstore, phone, and in-person orders all from one place within Acumatica and make them visible to buyers through the Shopify website.

  • Native Shopify integration

    Our Shopify integration is built into the Acumatica Retail Edition – no additional software or 3rd party applications to purchase. Enable users to pay via Shopify Payments from within Acumatica.

  • Manage Commerce Risk

    Within Acumatica, import and place a hold on orders which Shopify has deemed as risky/fraudulent with Shopify’s fraud analysis capability.

  • Secured Commerce Transactions

    Manage all financial transactions using industry best practices, including bank-level security and PCI compliance. User-level permissions assigned by the administrator restrict access to platform data.

Important Features of Acumatica’s Native Integration with Shopify and Shopify POS

Real-time Bi-directional Data

Transmit data bi-directionally between your Shopify front-end and Acumatica back-office software as orders are placed, and your financials are updated. Provide buyers with access to their past orders (both online and offline) within Shopify’s My Account area. Allow customers to view their history and order details on the Shopify platform, simplifying repeat sales and activity reporting.

Product Information Sync

Display real-time product information, such as title, description, category, price, images, available inventory levels (per store), and metadata.

Order Synchronization

Shopify eCommerce and Shopify POS orders are automatically aligned between Shopify and Acumatica.

Synchronize Shipments

During shipment synchronization with Shopify, a separate shipment and tracking number are created in the online store for each box in the shipment.

Sync with Shopify Meta Fields

Import, export, and filter data synchronization with Shopify meta fields, including Stock Items, Orders, and Customers.

Discounts and Promotions

Configure and synchronize company-specific volume price break rules, discounts, or promotions from Acumatica with Shopify.

Export Select Data

Export only preferred items and customer data to your storefront using customizable filters.

Default Currency

Minimize currency conversion discrepancies and simplify reconciliation processes by importing Shopify sales orders, payments, and refunds into Acumatica using the Shopify default currency or the entity’s base currency in Acumatica.

Personalization

Encourage customers to personalize items with engraving, artwork, or other custom additions.

Multiple Shopify Stores

Connect Acumatica to as many Shopify stores as you operate. Manage the flow of data to and from each store separately or treat them uniformly.

Streamline Checkout

Allow customers to enter an internal purchase order (PO) number at checkout and show their particular payment term options.

Product and Price Visibility

Manage product visibility and pricing by customer type or location, syncing only items with active sales or promo prices to streamline catalog management and align pricing strategies.

Tax Rate Mapping

Handle multiple tax lines with the same tax ID but different rates with advanced tax rate mapping. A standardized substitution list ensures accurate order imports, reduces errors, and minimizes the need for manual adjustments.

Unified Management of Returns and Fees

Seamlessly handle returns, refunds, and exchanges with Shopify updates reflected in Acumatica’s financial system, including direct exchange imports. Enhance Amazon operations with automated refund fee imports, expanded fee detection, and streamlined reconciliation for accurate financial tracking.

Create Quotes from Shopify Draft Orders

Experience smoother connectivity between Shopify and Acumatica by importing Shopify draft orders as sales quotes.

Manage Returns, Refunds, and Exchanges

Process returns and refunds in Shopify, and those updates will be reflected in Acumatica’s financial system. Directly import exchanges to Acumatica from a Shopify order for the same product at the same price or for another product at the same or different price.

Shopify POS

Configure import settings for Shopify POS transactions for in-store sales integration.

Additional Features of Acumatica’s Native Integration with B2B on Shopify

B2B Customer Hierarchy

Let your B2B customers establish multiple buyers on behalf of the company.

B2B Customer Specific Pricing

Ensure your customers see their appropriate pricing in Shopify. Establish flexible customer-specific pricing in Acumatica and sync to your Shopify site. Pricing can be customized based on unique factors such as customer, location, and customer tiers.

Include PO Number on Sales Order

Capture the customer’s purchase order number right on the sales order for ease of reference and expedited bill payment.

Product Catalogs

Export only preferred items and customer data to your storefront using customizable filters based on each customer’s log-in.

Payment Credit Terms

Map Shopify payment terms to Acumatica credit terms to streamline B2B company data synchronization for account collection activities between platforms.

Segment Shopify Stores – or Not

Develop a common (blended) Shopify store to serve both B2B and B2C buyers together, or build separate, dedicated storefronts for corporate and consumer (end-user) customers.

See what Acumatica customers are saying

"Acumatica has really allowed us to focus on our business—which is selling shoes—instead of focusing on IT and development."
Ryan Schlachter, President
Shoebacca
"Acumatica has given us a robust eCommerce solution to keep us on the cutting edge. We have the flexibility and data access that we need to scale our business as we grow, and to identify and resolve potential problems to our customer’s satisfaction quickly."
Ethan Platt, President & Co-Owner
American Meadows

Ready to put Acumatica to work for you?