Retail Commerce: Import of Shopify Fees

In MYOB Acumatica 2024.1, it has become possible to import the breakdown of fees charged on each payment made with Shopify Payments in a Shopify store.

Important:
Shopify fees can be imported only for payments that have been captured in the Shopify store. Also, this payment method must be mapped with a card-based payment method in MYOB Acumatica that has been configured with a processing center based on the Shopify Payments plug-in.

Changes to the Shopify Stores Form

On the Payment Settings tab of the Shopify Stores (BC201010) form, the new Shopify Fees table has been added (shown in the following screenshot). The table includes the following columns:

  • Fee Type: The type of the Shopify fee.
  • ERP Entry Type: An entry type of the Disbursement type that has been defined in MYOB Acumatica.
  • Entry Type Description: The description of the entry type. (The column is populated automatically based on the ERP Entry Type column and is not available for editing.)
  • Transaction Type: The type of the transaction the entry type was created for. (The column is populated automatically based on the ERP Entry Type column and is not available for editing.)
Figure 1. The Shopify Fees table on the Payment Settings tab


Changes to the Setup of Payment Import for Shopify Payments

A company can use Shopify Payments as a payment method in its Shopify store and set up the import of payments based on this payment method to MYOB Acumatica. An administrator does this by mapping the Shopify Payments store payment method with an ERP payment method configured with a processing center based on the Shopify Payments plug-in. For this scenario, an additional configuration step is needed for the import of Shopify fees—that is, the administrator needs to map Shopify fees in the table on the Payment Settings tab of the Shopify Stores (BC201010) form.

Initially, the Shopify Fees table is empty. During the first import of a payment containing Shopify fees, the synchronization fails, and the Fee Type column is populated with all Shopify fees. The administrator needs to map each Shopify fee type with an entry type by specifying the entry type in the ERP Entry Type column, and then syncing the payment again.

Entry types are defined on the Entry Types (CA203000) form. An entry type can be used in the fee mapping if it meets the following criteria:

  • The entry type has the Disbursement type.
  • A default offset account has been specified for the entry type.
  • The Deduct from Payment check box is selected for the entry type.
  • On the Cash Accounts (CA202000) form, the entry type has been added to the cash account specified in the mapping for the Shopify Payments payment method.

Shopify fees imported with the payment are grouped by entry type and are displayed on the Charges tab of the Payments and Applications (AR302000) form.