Shopify for Sellsy

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.

Orders into sales orders

Generate a sales order document for each store order.

Delivery notes

Issue a delivery note alongside each order.

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.

Invoices by email

Send finalized invoices to your customers by email automatically.

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 a Sellsy account.

Install the Shopify app

Click the link above, choosing the store on which to install the connector.

Install from the Shopify marketplace

Once installed, the app will be visible from your Shopify admin under "Apps and sales channels" > "Sellsy".

Install Sellsy

Once the Shopify app is installed, you will be automatically redirected to this step.

It is strongly recommended that the user configuring this step be an administrator of the Sellsy account, so that they automatically have all the permissions required by the connector.

Otherwise, please make sure the collaborator's privilege profile has at least the following permissions:

Clients / Client visibility level: All
Clients / Create clients
Contacts / Contact visibility level: All
Contacts / Create contacts
Invoicing / Access to the Invoicing module
Invoicing / Invoice visibility level: All
Invoicing / Create invoices
Invoicing / Validate invoices
Invoicing / Credit note visibility level: All
Invoicing / Create credit notes
Invoicing / Validate credit notes
Invoicing / Purchase order visibility level: All
Invoicing / Create purchase orders
Invoicing / Allow creating purchase orders for a client with an overdue invoice
Invoicing / Template visibility level: All
Invoicing / Allow adding simple lines to documents
Catalog / Create products and services
Catalog / Edit products and services
Catalog / Manage variants

View privilege profiles on Sellsy

Click "Connect Sellsy" and accept the permissions.

Enable your workflows

Once the Sellsy app is installed, you will be redirected automatically to this step.

Pay attention to the start date of your flows (by default, the date the connector is configured).

We recommend generating "drafts" rather than finalized invoices during the testing phase.

You can configure:

The document owner (by default, the user who configured Sellsy)
A document template
A pricing category

Missing a setting you consider essential? Please contact us by email at contact@orderinvoicer.com.

You must enable at least one flow to move on to the next step.

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" > "Sellsy" > "Plan" > "Manage".

Check the conversion of your orders

Conversions are performed instantly (a few minutes' wait at most).

Customers already present in Sellsy are reconciled automatically by email.
Tax information is retrieved from Shopify, so please make sure it is configured correctly.
Products already present in Sellsy are reconciled automatically using the reference field in Sellsy and the SKU field of a Shopify product
Important: The SKU must contain at least 2 characters to be synced
Product variants already present in Sellsy are reconciled automatically using the reference field in Sellsy and the SKU field of a Shopify product or product variant

Order metadata

Order Invoicer automatically adds metadata to your Shopify orders to maintain traceability with Sellsy.

Metadata added

Each processed order receives metafields containing the URLs of the documents generated in Sellsy:

invoice_url - Sellsy invoice URL
order_url - Sellsy purchase order URL
estimate_url - Sellsy estimate URL
creditnote_url - Sellsy credit note URL
delivery_url - Sellsy delivery note URL
proforma_url - Sellsy proforma document URL

Accessing the metadata

In the Shopify interface:

Go to Orders > All orders
Click a processed order
In the Metafields section, you will see the URLs of the Sellsy documents

Via the GraphQL API:

query getOrderMetafields($id: ID!) {
  order(id: $id) {
    metafields(first: 10) {
      edges {
        node {
          key
          value
          type
        }
      }
    }
  }
}

Learn more: See our complete documentation on metadata for more details.

Download button for your customers

You can allow your customers to download their invoices directly from their Shopify customer account by adding our app block to your theme.

Setup: See our download button installation guide to enable this feature.

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, and even send them to your customers by email!