Shopify for Axonaut
Set up an Axonaut connector for Shopify
Supported workflows
Orders into invoices
Each order is automatically converted into an invoice.
Orders into estimates
Convert your orders into estimates, with draft, validation and signing.
Refunds into credit notes
Refunds automatically generate a credit note linked to the original invoice.
Customer sync
Customers are created or reconciled automatically by email.
Product sync
Products are matched to your catalog by reference, and created when missing.
Payment sync
Payments collected on your store are recorded against the document.
Stock updates
Keep stock levels in sync between your store and your invoicing software.
Installation
To complete the full installation, you need both a Shopify account and an Axonaut account.
Install the Shopify app
Click the link above, choosing the store on which to install the connector.
Install from the Shopify marketplaceOnce installed, the app will be visible from your Shopify admin under "Apps and sales channels" > "Axonaut".
Get your Axonaut API key
- Log in to your Axonaut account
- Go to Settings (wrench icon) > API
- Click Show your API key
- Copy the displayed key
Keep your API key in a safe place. Do not share it or publish it on public platforms.
Connect Axonaut
From the Shopify app, paste your Axonaut API key into the field provided for that purpose.
The connector will automatically validate your credentials by querying the Axonaut API.
Configure your workflows
Set up the rules for converting your orders into Axonaut documents:
- Document type: Invoice or estimate
- Status: Draft or validated
- Customer matching: Customers are automatically reconciled by email
Activate your subscription
To allow the workflows to run properly, you need to activate your trial period.
Choose the right "Standard" or "Pro" subscription on Shopify.
Once the trial ends, the connector's billing will be integrated directly into your Shopify store invoice.
You can change your plan at any time from the app's configuration on Shopify:
"Apps and sales channels" > "Axonaut" > "Plan" > "Manage".
Check the conversion of your orders
Conversions are performed instantly (a few minutes' wait at most).
- Customers already present in Axonaut are reconciled automatically by email
- Tax information is retrieved from Shopify
- Products are synced with their references
Configuration
You can change the connector's settings at any time.
Once you are satisfied with the connector, you can convert your orders into finalized invoices.
API reference
For more details on the Axonaut API, see the official documentation.