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Shopify Plus + Pennylane

Centralise finance operations with Pennylane by connecting Shopify Plus to unify data flows, automate operations, and support complex commerce environments at scale.

Shopify Plus
Synchron.io

Seamless automation with Shopify Plus

Shopify Plus to Pennylane workflows

Connect Pennylane with Shopify Plus to automate workflows, synchronize data in real-time, and enhance efficiency across your business processes.

Support enterprise growth with Shopify Plus integrations by integrating Pennylane to connect invoicing, bookkeeping, and financial visibility in one platform.

Pennylane is an all-in-one financial and accounting platform that brings together invoicing, bookkeeping, expense management, and business finance workflows for SMEs and accountants.

Integration overview

How Shopify Plus and Pennylane work together

The Shopify + Pennylane integration automatically transfers ecommerce sales data from Shopify into Pennylane. It turns eligible Shopify orders into Pennylane sales invoices without any manual exports or retyping.

It is designed for online merchants who run their store on Shopify and use Pennylane for accounting or invoicing, and who want their sales, taxes and customers to flow automatically into their books. By keeping Pennylane in sync with Shopify, it improves financial accuracy and helps you close periods faster with up-to-date ecommerce revenue.

Data flows

Core sync directions

  • From Shopify to Pennylane Paid Shopify orders are imported into Pennylane as sales invoices. Shopify is the source of truth for the order itself (customer, items, amounts, taxes), while Pennylane becomes the source of truth for the resulting accounting and invoicing records.
  • Sync frequency Orders are checked and imported on a schedule every 15 minutes, looking at orders from roughly the last 2 hours in Shopify.
  • Manual imports You can also run a manual import from the app to bring in historical orders or to test the integration on demand, in addition to the automatic schedule.

Use cases

Typical scenarios for this integration

  • You want Shopify sales to appear automatically in Pennylane for bookkeeping and reporting.
  • You need Pennylane to generate compliant invoices for each Shopify order.
  • Your accountant needs near real-time visibility into ecommerce revenue and taxes.
  • You wish to reduce or eliminate manual CSV exports and journal entries related to Shopify sales.

FAQ

Common questions

Why is a particular Shopify order not imported into Pennylane?
Common reasons include: * The order’s financial status does not match your current filter (for example, it is authorized or pending while you only import paid orders). * The order status is closed or cancelled while your filter is set to open orders only. * The fulfilment status does not match the configured fulfilment filter. * The order has a tag that is l...
How often are Shopify orders synced to Pennylane?
The workflow runs on a schedule every 15 minutes, checking Shopify for orders from approximately the last 2 hours that match your filters. Those orders are then imported into Pennylane as invoices. You can also run a manual import at any time to backfill older orders or re-run a specific period.
Can I test the integration safely before going live?
Yes. You can: * Keep the Pennylane invoice status setting so that invoices are created as drafts, which do not impact your accounting and are easy to modify or delete. * Use the manual import to pull only a small sample of orders (for example, a few recent real orders or dedicated test orders) and review the invoices created in Pennylane. * Once you are happ...
What happens if a product SKU is missing or does not exist in Pennylane?
The integration relies on the Shopify product SKU to match order lines to the correct products or accounts in Pennylane. If a SKU is missing in Shopify or does not correspond to anything in Pennylane: * The product may not be matched correctly, which can lead to errors during import or to generic product mappings. * You might need to add or correct SKUs in S...
Will changes in Pennylane sync back to Shopify?
No. This integration workflow is one-way from Shopify to Pennylane: * Shopify orders are used to create invoices in Pennylane. * Changes made directly in Pennylane do not update the corresponding Shopify orders. * Invoices created only in Pennylane are not sent back to Shopify. Always treat Shopify as the source for ecommerce order details and Pennylane as t...

Unified Commerce Suite for Shopify Plus

E-commerce features

Unify Shopify Plus and Pennylane with real-time synchronization of orders, fulfillments, inventory, invoices, refunds and more.

Monitor transactions via an intuitive dashboard, access actionable analytics, and enable manual retries to streamline operations between Pennylane and Shopify Plus.

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Multi-channel Integration Hub

Effortlessly connect Shopify Plus and Pennylane, streamlining your e-commerce ecosystem and business operations.

Unified Workflow Automation

Automate Shopify Plus order processing, inventory updates, and fulfillment with Pennylane, saving time and manual effort.

Real-Time Transaction Monitoring

Track and manage Pennylane transactions and data flows in real-time with advanced filtering tools, ensuring full visibility with Shopify Plus.

Analytics Dashboard

Gain actionable insights in Pennylane with comprehensive reporting and analytics, to optimize your Shopify Plus operations.

Flexible Settings

Tailor your e-commerce integrations with flexible settings and conditional filters on Shopify Plus transactions.

Custom API Integrations

Our development team has tackled diverse Pennylane scenarios and can implement your business logic quickly at no extra cost.

Observe Pennylane transfers in real-time. Start today.

Unlock the full power of our Shopify Plus integration and instantly view live changes to Pennylane orders, stock, fulfillments and customer data.

Eliminate manual Shopify Plus updates and focus on scaling your business with a unified, streamlined Pennylane workflow.

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