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.

Import Shopify Orders to Pennylane Invoices

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 commerce growth with Shopify Plus by integrating Pennylane to connect invoicing, bookkeeping, expense management, and financial visibility in one platform.

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

Integration guide

How Shopify Plus and Pennylane work together

Why?

The Shopify + Pennylane integration connects your Shopify store with Pennylane so that paid ecommerce orders can be created automatically as sales invoices in Pennylane.

Target

It is designed for online merchants who manage sales in Shopify and use Pennylane for accounting or invoicing. Instead of exporting CSV files or retyping order details, sales data can move into Pennylane on a regular schedule.

Benefits

This helps keep ecommerce revenue, customers, products, taxes and invoice information more up to date, giving finance teams and accountants better visibility and reducing end-of-month manual work.

Data flows

What moves between the apps

Primary sync path

Shopify is the source of truth for ecommerce orders. Pennylane is the destination for accounting and invoicing documents created from those orders.

The available workflow imports Shopify orders into Pennylane as sales invoices. It can match customers and products, then apply the accounting settings configured for Pennylane before creating the invoice.

The workflow runs every 15 minutes and checks the last 2 hours of Shopify orders. Manual import is also available for testing, backfills or support investigations.

Workflows

Automated workflows

Automated workflow

Import Shopify Orders to Pennylane Invoices

DIRECTION Shopify → Pennylane

DATA orders → invoices

This workflow imports paid Shopify orders into Pennylane as sales invoices. It runs on a schedule and can also be launched manually when you need to test the setup, backfill orders or reprocess specific records.

TRIGGER

scheduled every 15 minutes, checking the last 2 hours of orders; manual import is available

Use cases

When to use this connector

Enable it when Shopify orders should become Pennylane invoices automatically.
Use it to reduce manual bookkeeping work and avoid CSV exports.
Use it when accountants need more regular visibility on ecommerce revenue and taxes.
Use manual import before going live to test orders, taxes, products and invoice settings.

FAQ

Common questions

How often are Shopify orders imported into Pennylane?

The workflow runs every 15 minutes and checks the last 2 hours of Shopify orders. Manual import is also available when you need to test or backfill specific orders.

Why is a Shopify order missing from Pennylane?

Check whether the order matches the configured payment status, order status, fulfillment status, tag filters and shipping country filters. By default, only paid and open orders are imported.

Can I test the integration before creating final invoices?

Yes. Keep invoices as drafts at first, then use manual import to review sample orders, products, prices and tax handling in Pennylane before changing the setup.

What happens if a product cannot be matched?

The integration relies on consistent product information, especially Shopify SKUs. Missing or inconsistent SKUs can prevent items from being matched correctly and may stop invoices from being created as expected.

What does the shipping country allowlist do?

It limits imports to orders shipped to selected countries. Leave it empty to import all countries, or use it for regional workflows where different countries need separate accounting treatment.

When should I configure VAT mapping?

Configure VAT mapping when your accountant needs specific Pennylane revenue or VAT accounts by delivery country and VAT rate, especially for OSS, IOSS or multi-country sales.

Ready to connect Shopify Plus and Pennylane?

Tell us which workflows you need, and we’ll help you confirm the right setup.

Unified Commerce Suite for Shopify Plus

E-commerce features

Unify Shopify Plus and Pennylane with scheduled and event-driven synchronization of orders, fulfilments, 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.

View all features