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Setting up your Shopify Integration

Shopify is an eCommerce platform that allows businesses to sell products on various channels. In no time at all, you’ll be able to showcase your branded merch, coffee beans, pour-over kits, tumblers, cakes, and more - on your own eCommerce store, on the online marketplace, and on social media! 

Read on to discover how to set up this integration and process online orders straight from Kounta POS.

 

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What's in this Guide?

 


 

Things you'll need before you get started.

Before configuring your Shopify Integration, you will need to prepare a few things before you can get started

  • You will need to have a Shopify account. 
  • You will need to have a paid Shopify plan.
  • You will need to be on the Manage plan and above.

 

Enable & Connect the Shopify Integration

We have kept the Shopify Integration with a really simple setup.

You will first need to head to the Integrations section & enable the Shopify Integration.

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Once it has been enabled you will see the screen below, tConnect enter your Shopify URL and press Connect

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Once connected, it will return to the below screen showing that it has been connected.

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Configure the Shopify Integration

The Shopify Integration only has the following three options to configure.

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Tax Code Mapping 

If a Shopify product cannot be automatically matched, this will be the default tax code used when we create the product.

Create Shopify orders in Lightspeed 

If this option is enabled, we will create any Paid Shopify order in Kounta as a Completed Order. 

Update Lightspeed inventory levels in Shopify

When this option is enabled, Inventory levels will sync between Lightspeed & Shopify automatically every 5 minutes & whenever an order is placed in Shopify.


 

Export your Products & Match with Kounta Products

The Shopify Integration will match your Shopify products by SKU

When an order is placed, if a matching SKU product is found we will use that product otherwise we will create a new product with the Shopify Product Name.

Exporting your Shopify products

For detailed instructions on exporting a CSV listing of your Shopify products, please review this guide

Export your Shopify products via CSV

  • From your Shopify admin, go to Products > All products.
  • Click Export.
  • From the dialog box, choose the products you want to export:
  • Select which type of CSV file you want to export
  • Click Export products.

Exporting your Kounta products

For detailed instructions on exporting a CSV listing of your Kounta products, please review this guide

Export your Kounta products by CSV

  • Under Products from the Kounta Back Office, select the cloud icon with the arrow pointing down
  • In the Export Products page, make sure CSV (Comma Separated Values) file is ticked
  • Select Export Products
  • Then, select Download the export


 

Match the SKU Fields & Import your Products

The only column that the integration will look at for matching with your Shopify store, is the Variant SKU column, so make sure that all of your products have an identifiable field in here.

Shopify

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Kounta

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As long as the Variant SKU in Shopify matches the SKU field in your Kounta products, your products should match up perfectly when an order is sent to Kounta, only in the case where the SKU doesn’t match will the integration attempt to recreate a new product.

For steps on how to import your product changes, review the following guide.

Import your Products


 

Sending your Shopify Orders into Kounta

When a customer orders through your Shopify store and the order is marked as Paid, you will be able to see this on your Shopify Orders dashboard.

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The integration will then pick this up and send this as a Paid Kounta order which will alert you of their arrival and be viewable in your Open Orders


 

Frequently Asked Questions

How much does Shopify cost?

Whether you’re just starting out or looking to grow your business, Shopify has different plans available that are suited to your needs. See the Shopify website for more details about their available plans.

How do I accept payments on my Shopify store?

You have a wide range of payment options for your Shopify store. Visit Shopify’s help centre to view Shopify’s guides on choosing and setting up your payment options.

Once transactions come through to your Kounta POS from Shopify, they would show as PAID since payments are made on Shopify.

Are Shopify payments included in my reconciliation?

Shopify payments are automatically reconciled on Kounta POS - meaning you don’t need to enter the amount. Upon reconciliation, amounts are already logged for you. 

Our experts recommend that reconciliation be done daily or at the end of every shift. This way, you can minimise the likelihood of untraced revenue variances. Our walkthrough on finalising your end of day takings will show you the steps!

How do I report on Sales by Payment Type?

On the Payments dashboard of Kounta Insights, you’ll be able to view the breakdown of all your payment types processed within a chosen period. This dashboard shows you the performance and historical trends of the payment types you have.

A more basic and tabular report, the Sales Summary by Payment Mean Report can also be found in Back Office.

 

 

 

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