Retail Commerce: Importing Sales Quotes from Shopify

Draft orders in Shopify let you apply custom discounts, special shipping rates, and flexible invoice options—making them perfect for custom requests or complex sales scenarios. In MYOB Acumatica 2025.2.1, you can now import Shopify draft orders and keep your quote data accurate across platforms.

Tip: Imported draft orders appear as sales quotes on the Sales Orders (SO301000) form in MYOB Acumatica.

Read on to discover how to set up this functionality and start using it.

Configuring the Import

To set up the import ofShopify draft orders as sales quotes, update the store's settings on the Shopify Stores (BC201010) form:

  1. On the Entities tab, activate the Sales Quote entity.
  2. In the new Sales Quote Orders section on the Orders tab, select an order type in the Quote Order Type for Import box, as shown below. This order type will be used to create sales quotes when draft orders are imported from Shopify. The selected order type must have the Quote automation behavior and the Issue operation specified on the Template tab of the Order Types (SO201000) form.
  3. On the Orders tab, specify a date in the new Earliest Quote Order Date box. The system will import draft orders from Shopify that were created on or after this date.
Figure 1. New settings for importing sales quotes on the Shopify Stores form


Importing Sales Quotes

To import draft orders from Shopify, prepare and process the data for the Sales Quote entity by using the Prepare Data (BC501000) and Process Data (BC501500) forms. The system imports draft orders that:

  • Are not yet completed
  • Were created on or after the date specified in the Earliest Quote Order Date box on the Orders tab of the Shopify Stores (BC201010) form

For each imported draft order, the system creates a sales quote on the Sales Orders (SO301000) form. It has the type specified in the Quote Order Type for Import box on the Orders tab of the Shopify Stores form.

Working with Imported Sales Quotes

You can edit an imported sales quote on the Sales Orders (SO301000) form and continue editing the corresponding draft order in the Shopify store. Changes made in Shopify can be imported into the sales quote in addition to the changes made in MYOB Acumatica. However, changes made in MYOB Acumatica cannot be synced back to Shopify.

Important: To keep data consistent between systems, we recommend updating draft orders only in Shopify.

To finalize a sales quote—that is, to convert it to a sales order and complete the quote in the process—choose one of the following workflows.

Option 1: Finalize it in MYOB Acumatica

  1. Create a sales order by copying the sales quote on the Sales Orders form.

    By default, the new sales order is assigned the type specified in the Order Types for Export box on the Orders tab of the Shopify Stores (BC201010) form. When you create a sales order, the sales quote is assigned the Completed status in MYOB Acumatica.

  2. Export the created sales order to the Shopify store.

    The draft order remains open in Shopify. You can manually delete it from Shopify, if necessary. When you do, the sync record in MYOB Acumatica is assigned the Deleted status and excluded from future syncs.

Option 2: Finalize it in Shopify

  1. Create an order directly from the draft order in your Shopify store.

    This marks the draft order as Completed in Shopify.

  2. Sync the sales quote in MYOB Acumatica.

    The sales quote remains open, but a notification appears below the title bar on the Sales Orders form, as shown below, indicating that the draft order has been completed.

    Figure 2. A sales quote for which the draft order has been completed in Shopify


    You will no longer be able to copy this sales quote in MYOB Acumatica to create a sales order.

Key Takeaways

You can now import draft orders from Shopify and view them as sales quotes in MYOB Acumatica. From there, you have the flexibility to manage and process these quotes in either system that works better for your workflow.