Shopify Stores

A check box that indicates (if selected) that the store configuration is active and the entities activated and configured for this store are synchronized between MYOB Acumatica and the store.

For inactive stores, you can modify the store settings on the current form, but entities are not synchronized; you can see the history of the synchronization of entities on the Sync History (BC301000) form.

If multiple stores have been configured on this form or on the BigCommerce Stores (BC201000) form, if applicable, when you open other commerce-related forms, the store you have defined as the default is automatically inserted in the Store box.

The system requires a store to be defined as the default store. When you are defining the first store in the system—on this form or on the BigCommerce Stores (BC201000) form—this check box is selected automatically. When you define another store, this check box is cleared by default; if you select this check box for the store being defined, the system clears this check box for the store that was previously defined as the default store.

The locale of MYOB Acumatica to be synchronized with the Shopify store.

If multiple locales have been configured in MYOB Acumatica and data is maintained in multiple languages, in this box, you select the locale that will be synchronized with the Shopify store.

The entity that can be synchronized between MYOB Acumatica and the Shopify store, which is one of the following:

• Customer
• Company
• Customer Location
• Stock Item
• Non-Stock Item
• Template Item
• Product Image
• Product Availability
• Sales Order
• Payment
• Shipment
• Refund

You can click the link with each entity name to open the Entities (BC202000) form in a pop-up window and specify the mapping and filtering settings for the entity.

The direction in which the entity should be synchronized. The direction can be one of the following:

• Export: Data is exported from MYOB Acumatica to the Shopify store.
• Import: Data is imported to MYOB Acumatica from the Shopify store.
• Bidirectional: Data is synchronized between MYOB Acumatica and the Shopify store in both directions.

The direction of the synchronization is predefined by the system and cannot be changed for the following entities:

• Product Image (predefined as Export)
• Product Availability (predefined as Export)
• Sales Order (predefined as Import)
• Payment (predefined as Import)
• Shipment (predefined as Export)
• Refund (predefined as Import)

The system that is used as the source of data during the synchronization of entities. If bidirectional synchronization is selected for the entity, the data of the primary system takes precedence if any conflicts arise during the synchronization.

The primary system can be either of the following:

• ERP (that is, MYOB Acumatica)
• External System (that is, the Shopify store)

The primary system is determined based on the Sync Direction setting as follows:

• For Export, ERP is set to be the primary system and cannot be changed.
• For Import, External System is set to be the primary system and cannot be changed.
• For Bidirectional, you can select which system should be used as the primary system based on your processes.

The status of the real-time import for the entity. The status can be one of the following options:

• Stopped: Real-time synchronization has not been started for the Import direction.
• Running: Real-time synchronization has been started for the Import direction.
• Not Supported: Real-time synchronization cannot be started for the Import direction.

You can start or stop real-time synchronization on the Entities (BC202000) form.

The status of the real-time export for the entity. The status can be one of the following:

• Stopped: Real-time synchronization has not been started for the Export direction.
• Running: Real-time synchronization has been started for the Export direction.
• Not Supported: Real-time synchronization cannot be started for the Export direction.

You can start or stop real-time synchronization on the Entities (BC202000) form.

The mode of the processing of the synchronization records, which can be either of the following:

• Prepare: As soon as a push notification about a change to data is received, the corresponding synchronization record is placed in the processing queue.
• Prepare & Process: As soon as a push notification about a change to data is received, the corresponding synchronization record is placed in the processing queue, and the data synchronization process is immediately started for the synchronization record.

The maximum number of errors allowed during the import or export of data before the synchronization record is skipped (that is, excluded from further synchronization).

By default, the column contains 5: That is, the system allows 5 failed attempts before excluding the synchronization record from further processing.

The template that is used to provide the identifiers of new customers imported to MYOB Acumatica from the Shopify store. This character string, such as ____-____-######, initially shows the number and length of segments in the CUSTOMER segmented key, which is configured on the Segmented Keys (CS202000) form and defines the structure of the identifiers used for customers in MYOB Acumatica. The groups of underscores represent the constant segments, and the number signs represent the auto-numbered segment.

You replace the underscores with the values of the constant segments to be used in the identifiers of the customers imported from the Shopify store, as shown in the following example: ECUS-RET1-######. With this setting, the identifiers of all customers imported from Shopify to MYOB Acumatica would start with ECUS-RET1, for easy identification, and the system would automatically assign the numerical part of the identifier according to the numbering sequence selected in the Customer Numbering Sequence box. These settings do not affect the assignment of identifiers to other customers in the system (those that already exist or those that are created directly in MYOB Acumatica).

This box is available for editing only if the CUSTOMER segmented key has more than one segment.

If you will be importing customers from an online store, one of the segments of the CUSTOMER segmented key must be automatically numbered.

The numbering sequence that the system uses to automatically generate identifiers for customers imported from the Shopify store.

If the CUSTOMER segmented key consists of more than one segment, the numbering sequence that you select in this box applies to the automatically numbered segment (the group of number signs in the Customer Numbering Template box). The length of the numbering sequence must match the length of the auto-numbered segment.

Selecting a numbering sequence in this box does not change the Numbering ID setting of the CUSTOMER segmented key on the Segmented Keys (CS202000) form. The selected numbering sequence applies only to customers that are imported from the Shopify store and does not affect the assignment of identifiers to other customers in the system (those that already exist or those that are created directly in MYOB Acumatica).

The template that is used to provide the identifiers of new customer locations imported to MYOB Acumatica from the Shopify store. This character string, such as ____-____-######, initially shows the number and length of segments in the LOCATION segmented key, which is configured on the Segmented Keys (CS202000) form and defines the structure of the identifiers used for customer locations in MYOB Acumatica. The underscores represent the constant segments, and the number signs represent the automatically numbered segment.

You replace the underscores with values of the constant segments to be used in the identifiers of the customer locations imported from the Shopify store, as shown in the following example: ECOM-RET1-######. With this setting, the identifiers of all customer locations imported from Shopify to MYOB Acumatica would start with ECOM-RET1, for easy identification, and the system would automatically assign the numerical part of the identifier according to the numbering sequence selected in the Location Numbering Sequence box. These settings do not affect the assignment of identifiers to other customer locations in the system (those that already exist or those that are created directly in MYOB Acumatica).

This box is available for editing only if the LOCATION segmented key has more than one segment.

If you will be importing customer locations from an online store, one of the segments of the LOCATION segmented key must be automatically numbered.

The numbering sequence that the system uses to automatically generate identifiers for customer locations imported from the Shopify store.

If the LOCATION segmented key consists of more than one segment, the numbering sequence that you select in this box applies to the automatically numbered segment (the group of number signs in the Location Numbering Template box). The length of the numbering sequence must match the length of the auto-numbered segment.

Selecting a numbering sequence in this box does not change the Numbering ID setting of the LOCATION segmented key on the Segmented Keys (CS202000) form. The selected numbering sequence applies to only customer locations that are imported from the Shopify store and does not affect the assignment of identifiers to other customer locations in the system (those that already exist or those that are created directly in MYOB Acumatica).

A check box that indicates (if selected) that multiple guest customer accounts should be created to record imported guest sales orders.

When this check box is selected, the system limits the number of sales orders that can be created in MYOB Acumatica for the customer account selected in the Generic Guest Customer box. When the maximum allowed number of sales orders is exceeded, the system creates a new customer and inserts its identifier in the Generic Guest Customer box. The settings of the new customer account are copied from the previous generic guest customer account, and its identifier is generated based on the numbering sequence specified in the Customer Numbering Sequence box.

By default, the allowed number of sales orders per guest customer account is limited to 10,000. You can override this number by adding the MaxOrdersPerGuestAccount key to the <appSettings> section of the web.config file. For example, to change the guest customer account after every 500 sales orders, add the following key:

<add key="MaxOrdersPerGuestAccount" value="500"/>

The way in which sales category export is handled. You can select either of the following options:

• Do Not Export: Item sales categories assigned to an item in MYOB Acumatica are not exported to the Shopify store.
• Export as Product Tags: Item sales categories are exported with product tags in the Shopify store. During the exporting of stock items, non-stock items, or template items, these items will be added to the Shopify store's collections based on product tags (if any collections have been created based on product tags) according to the sales categories assigned to these items in MYOB Acumatica.

• Visible: The items are visible on the storefront immediately after they are exported to the store.
• Invisible: The items are exported to the product list of the external e-commerce system but do not appear on the storefront.

• Set as Available (Track Qty.): The exported items are available in the Shopify store, and their quantities are tracked.
• Set as Available (Don't Track Qty.): The exported items are available in the Shopify store, and their quantities are not tracked.
• Do Not Update: The availability status and the available quantities of items are not updated in the store.
• Set as Unavailable: The exported items are marked as unavailable for purchasing.

The default availability can be overridden for each particular item on the eCommerce tab of the Stock Items (IN202500) form.

• Do Nothing: No action should be performed. The item's availability settings in the store remain unchanged.
• Set as Unavailable: The item should be made unavailable for purchasing.
• Set as Continue Selling: The item should continue to be available for purchasing. The system selects the Continue selling when out of stock check box for the item in the Shopify store.

This box is available only if the Default Availability is set to Set as Available (Track Qty.).

The setting is applied to products in Shopify during the export of the Stock Item, Template Item, and Product Availability entities.

The type of item quantity that is exported to the Shopify store during the export of the Product Availability entity. You can select one of the following options:

• Available: The item's available quantity in Shopify is based on the entire available quantity of the item in MYOB Acumatica.
• Available for Shipping: The item's available quantity in Shopify is based on the quantity available for shipping in MYOB Acumatica.
• On Hand: The item's available quantity in Shopify is based on the on-hand quantity in MYOB Acumatica.

For information about availability calculation in MYOB Acumatica, see Availability Calculation Rules: General Information.

An option that determines whether all warehouses or specific warehouses and locations are used for determining the available quantity of the item in the Shopify store.

You can select one of the following options:

• All Warehouses: The available quantity of the item is calculated based on the quantity of the item in all warehouses.
• Specific Warehouses: The available quantity of the item is calculated based on the quantity in the selected warehouses and warehouse locations. If this option is selected, a list of warehouses and warehouse locations to be used must be specified in the Warehouse Mapping for Inventory Export table, which appears when you select this option.

The identifier of the warehouse in MYOB Acumatica whose item quantity should be used for calculating the item's available quantity in the Shopify location.

You can select a warehouse from the list, which contains all active warehouses that have been created on the Warehouses (IN204000) form.

The identifier of the warehouse location in MYOB Acumatica that contains inventory items whose availability data should be exported to the Shopify store.

If you specify a location, only this specific location of the selected warehouse is used. If no location is selected, the system exports the availability data for items stored in all locations of the selected warehouse.

You can select a warehouse location from the list of locations that have been created on the Warehouses (IN204000) form for the warehouse selected in the Warehouse column. The list displays only the locations that are active and sales from which are allowed—that is, the locations for which the Active and Sales Allowed check boxes are selected on the Locations tab of the Warehouses (IN204000) form.

The Shopify warehouse location to which the system will export availability data for inventory items from MYOB Acumatica.

You select a location from the list, which contains all the warehouse locations created in the Shopify store.

The numbering sequence that the system uses to automatically generate identifiers for inventory items imported from the Shopify store.

If the INVENTORY segmented key consists of more than one segment, the numbering sequence that you select in this box applies to the key segment represented by the group of number signs specified in the Inventory Numbering Template box. The length of the numbering sequence must match the length of the segment of the INVENTORY segmented key to be auto-numbered.

If you select a numbering sequence in this box, the Numbering ID setting of the INVENTORY segmented key on the Segmented Keys (CS202000) form remains unchanged. The numbering sequence selected in this box is used for only inventory items that are imported from the Shopify store and does not affect the assignment of identifiers to other inventory items in the system (those that already exist or those that are created directly in MYOB Acumatica).

The template that is used to provide the identifiers of new inventory items imported to MYOB Acumatica from the Shopify store. This character string, such as ____-____-######, initially shows the number and length of segments in the INVENTORY segmented key, which is configured on the Segmented Keys (CS202000) form and defines the structure of the identifiers used for inventory items in MYOB Acumatica. The groups of underscores represent the constant segments, and the number signs represent the auto-numbered segment to be filled in with the segmented key specified in the Inventory Numbering Template box.

You replace the underscores with the values of the constant segments to be used in the identifiers of the inventory items imported from the Shopify store, as shown in the following example: ITEM-RET1-######. With this setting, the identifiers of all inventory items imported from Shopify to MYOB Acumatica would start with ITEM-RET1 for easy identification, and the system would automatically assign the numerical part of the identifier based on the numbering sequence selected in the Inventory Numbering Sequence box. These settings do not affect the assignment of identifiers to other inventory items in the system (those that already exist or those that are created directly in MYOB Acumatica).

This box is available for editing only if the INVENTORY segmented key has more than one segment.

If you will be importing inventory items from an online store, one of the segments of the INVENTORY segmented key must be automatically numbered.

The substitution list to be used for mapping the product types defined for items in the Shopify store with item classes in MYOB Acumatica.

During the import of an item from the Shopify store, if the system finds the product type of the item in the substitution list specified in this box, it assigns to the imported item the item class that corresponds to its product type. If no substitution list is specified in this box or the system cannot find the product type in the specified substitution list, it assigns the default item class specified in the Item Class for Stock Items box to the imported template or stock item, and it assigns the default item class specified in the Item Class for Non-Stock Items box to the imported non-stock item,

Substitution lists are defined on the Substitution Lists (SM206026) form.

The default item class that is assigned to new template and stock items imported to MYOB Acumatica from the Shopify store and thus is used to provide their default settings.

You must specify an item class to make the system able to perform the import of template and stock items.

The default item class that is assigned to new non-stock items imported to MYOB Acumatica from the Shopify store and thus is used to provide their default settings.

You must specify an item class to make the system able to perform the import of non-stock items.

The branch that is inserted as the default in the sales orders and payments imported to MYOB Acumatica from the Shopify store.

The base currency of the branch must match the default currency of the Shopify store, which is displayed in the Default Currency box of the Store Properties section on the Connection Settings tab.

The order type in MYOB Acumatica that is assigned to imported sales orders to indicate that the orders have originated in the Shopify store.

The types of orders in MYOB Acumatica to be exported to the Shopify store.

Orders of these types are exported to the Shopify store only if the synchronization direction of the Sales Order entity is set to Export or Bidirectional for that store on this form or on the Entities (BC202000) form.

• Automation Behavior: RMA Order
• Default Operation: Receipt
• AR Document Type: Credit Memo

• Line Discounts: Discounts applied to the order are distributed between the sales order lines and appear in the Discount Amount column on the Details tab of the Sales Orders (SO301000) form.
• Document Discounts: Discounts applied to the order are aggregated and displayed on the Discounts tab of the Sales Orders (SO301000) form.
  Note: You can select this option only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the risk analysis information for a sales order should be imported from the Shopify store when the sales order is synchronized.

This check box is selected by default.

• High Risk (default): Only imported sales orders with the High risk status are assigned the Risk Hold status.
• Medium or High Risk: Imported sales orders with the High and Medium risk statuses are assigned the Risk Hold status.

The tax zone that is assigned by default to each sales order imported to MYOB Acumatica from the Shopify store if no other tax zone has been identified during the import of the order.

The box is available if the Tax Synchronization check box is selected.

A check box that you select to indicate that the tax zone selected in the Default Tax Zone box should be assigned to each sales order imported to MYOB Acumatica from the Shopify store, regardless of whether any other tax zone has been identified during the import of the order.

This check box is available if the Default Tax Zone is specified.

The substitution list to be used for mapping tax IDs between MYOB Acumatica and the Shopify store.

During the import of each sales order, if the system cannot find the tax ID specified in the order, it checks if there is a mapped tax ID in the substitution list specified in this box.

By default, the SPCTAXCODES substitution list is selected in this box. Substitution lists are defined on the Substitution Lists (SM206026) form.

The substitution list to be used for mapping tax categories MYOB Acumatica with tax classes in the Shopify store.

During the import of each sales order, if the system cannot find the tax category specified in the order, it checks if there is a mapped tax category in the substitution list specified in this box.

By default, the SPCTAXCLASSES substitution list is selected in this box. Substitution lists are defined on the Substitution Lists (SM206026) form.

The substitution list to be used for mapping Ship Via codes with shipping carrier names in the Shopify store.

During the synchronization of the Shipment entity with the Shopify store, the retail-commerce connector checks whether a substitution value exists for the Ship Via code in the substitution list. If it exists, the connector will try to generate the tracking link based on the substitution value. If the Ship Via code does not exist in the substitution list or if no substitution list is selected in the Shipping Carriers box, the retail-commerce connector exports the Ship Via code as the carrier name. The link is generated if the Ship Via code matches the carrier name.

By default, the SPCCARRIERS substitution list is selected in this box. Substitution lists are defined on the Substitution Lists (SM206026) form.

The order type that is used for orders with shipping. In this box, the order types with the SO - Sales Order template are displayed.

Orders of this type are included in the shipment export process.

A check box that indicates (if selected) that payment processing is enabled for the payment method.

If this check box is cleared for a payment method, when an order is placed in the Shopify store and this payment method is selected at checkout, the corresponding payment is not imported from the Shopify store to MYOB Acumatica.

This check box is cleared by default.

The currency for which the store payment method has been defined in the Shopify store.

You can select a currency from the list of active currencies defined on the Currencies (CM202000) form. This column is filled in automatically for store payment methods that are added to the table automatically by the API.

The identifier of the payment method in MYOB Acumatica. This payment method is used to create payment documents in MYOB Acumatica for imported payments based on the store payment method.

If you click this identifier, the system opens the payment method on the Payment Methods (CA204000) form in a pop-up window.

The identifier of the cash account associated with the payment method in MYOB Acumatica. You can select only cash accounts in the store currency.

If you click this identifier, the system opens the cash account on the Cash Accounts (CA202000) form in a pop-up window.

The identifier of the processing center configured in MYOB Acumatica for the card-based payment method selected in the ERP Payment Method column and the cash account selected in the Cash Account column.

If you click this identifier, the system opens the processing center on the Processing Centers (CA205000) form in a pop-up window.

This column is displayed if the Integrated Card Processing feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that you select to indicate that payments and refunds should be automatically released as soon as they are imported to MYOB Acumatica.

If this check box is selected for a card-based payment method associated with a credit card processing center in MYOB Acumatica (that is, for a payment method for which a processing center is selected in the Proc. Center ID column), only payments that have been captured in the store will be automatically released on import.

A check box that you select to indicate that refunds issued in the store for the store payment method should be imported to MYOB Acumatica.

This check box is selected and unavailable for a card-based store payment method (for example, Authorize.Net or Shopify Payments) that is mapped to a payment method in MYOB Acumatica for which a processing center has been configured on the Processing Centers (CA205000) form and specified in the Proc. Center ID column of this table.

The type of the Shopify fee.

An entry type of the Disbursement type that has been defined in MYOB Acumatica.

The description of the entry type.

The column is populated automatically based on the ERP Entry Type column and is not available for editing.

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.

The shipping zone that has been set up in the Shopify store.

The shipping method for the specified shipping zone that has been set up in the Shopify store.

The Ship Via code in MYOB Acumatica that is mapped to the combination of the store shipping zone and the store shipping method.

The value selected in this column is assigned to orders imported into MYOB Acumatica and is displayed on the Shipping tab of the Sales Orders (SO301000) form for these orders.

If you click code, the system opens the Ship via Codes (CS207500) form, on which you can review the Ship Via code's details.

The identifier of the shipping zone in MYOB Acumatica, which is defined on the Shipping Zones (CS207510) form, that is mapped to the combination of the store shipping zone and the store shipping method. The value selected in this column is assigned to each sales order imported to MYOB Acumatica with the store shipping zone and store shipping method specified in this row. This value is also inserted on the Shipping tab of the Sales Orders (SO301000) form for the sales order.

This value is optional. If you leave it empty, the Shipping Zone box on the Shipping tab of the Sales Orders (SO301000) form will not be populated when a sales order with the store shipping zone and store shipping method specified in the row is imported.

If you click this identifier, the system opens the shipping zone on the Shipping Zones (CS207510) form.

The identifier of the shipping terms in MYOB Acumatica, which is defined on the Shipping Terms (CS208000) form, that is mapped to the combination of the store shipping zone and store shipping method. The value selected in this column is assigned to each sales order imported to MYOB Acumatica with the store shipping zone and store shipping method specified in this row. This value is also inserted in the Shipping Terms box on the Shipping tab of the Sales Orders (SO301000) form for the sales order.

This value is optional. If you leave it empty, the Shipping Terms box on the Shipping tab of the Sales Orders (SO301000) form will not be populated when a sales order with the store shipping zone and store shipping method specified in the row is imported.

If you click this identifier, the system opens the shipping terms on the Shipping Terms (CS208000) form.