NumNum

How do I connect with Shopify?

Shopify is a popular e-commerce platform that lets you set up and manage an online store. Through the integration between NumNum and Shopify, you can:

  • Synchronize orders and automatically turn them into draft invoices
  • Pick up customers from your Shopify orders into your customer list

Connecting Shopify

  1. Go to Connections in the main menu

The Connections overview with the Shopify card

  1. Click on Shopify

  2. Enter your Shopify store domain, for example mystore.myshopify.com (just mystore works too)

  3. Click on Connect via OAuth

  4. You will be redirected to Shopify

  5. Log in with your Shopify credentials (if you are not logged in yet)

  6. Review the requested permissions and click Install app

  7. You will be redirected back to NumNum

The integration is now active. The Shopify page now shows your store domain with a green dot.

💡 Tip: You can find your store domain in the URL of your Shopify admin. If your admin URL is https://mystore.myshopify.com/admin, your domain is mystore.myshopify.com.

Synchronizing orders and invoicing

The synchronization creates invoices from all your Shopify orders in one go. There is nothing to select:

  1. Go to Connections → Shopify
  2. Click on Synchronize orders from Shopify
  3. NumNum fetches your orders and creates a draft invoice for each order
  4. You get a message with the result: how many invoices were created and how many orders were skipped

Good to know:

  • Each invoice gets the Shopify order number as its reference, so you can find it easily
  • The invoices are drafts: you can still review and adjust them before sending
  • You can safely run the synchronization again: orders that already have an invoice are skipped
  • Cancelled orders and orders without a customer do not get an invoice
  • If an invoice total differs from the amount in Shopify (for example because of a discount that could not be assigned to a line), NumNum flags this in the result. Check those invoices before sending them

💡 Tip: Review the created draft invoices after your first synchronization. This way you can be sure that products, VAT and customer details are transferred correctly.

Picking up customers

Customers are picked up during the order synchronization. For each synchronized order, the customer is added to your customer list, or updated if they already exist. No customers are imported when you connect, only the customers of the orders you synchronize.

Disconnecting Shopify

Want to remove the integration? Go to Connections → Shopify and click Disconnect. Your existing invoices and customers are kept.

Problems with the integration?

Are you getting an error message when connecting? Check the following:

  • Make sure you entered the correct store domain
  • Make sure you are logged in with the correct Shopify account
  • Check that you approved the requested permissions

Still not working? Contact us at help@numnum.be.