> ## Documentation Index
> Fetch the complete documentation index at: https://docs.smartbills.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopify

> Sync orders, products, and transactions between Smartbills and Shopify

## Overview

The Shopify integration imports orders and transactions from your Shopify store into Smartbills, enabling automatic receipt generation and expense tracking for Shopify-based businesses. Both online orders and Shopify POS transactions are supported.

## Key Features

| Feature               | Description                                        |
| --------------------- | -------------------------------------------------- |
| **Order Sync**        | Import Shopify orders as digital receipts          |
| **Product Mapping**   | Map Shopify products to Smartbills categories      |
| **Multi-location**    | Support for multiple Shopify locations and POS     |
| **Refund Tracking**   | Automatically track refunds and adjustments        |
| **Customer Matching** | Link Shopify customers to Smartbills records       |
| **Tax Sync**          | Map Shopify tax rates to Smartbills                |
| **Webhook Events**    | Real-time order notifications via Shopify webhooks |

## Prerequisites

* Shopify store (any plan)
* Smartbills Business plan or higher
* Store owner or staff account with app installation permissions

## Setup

<Steps>
  <Step title="Open the Apps Marketplace">
    In Smartbills, go to **Settings > Apps** and search for **Shopify**.
  </Step>

  <Step title="Enter Store URL">
    Enter your Shopify store URL (e.g., `your-store.myshopify.com`).
  </Step>

  <Step title="Install the App">
    You will be redirected to Shopify to install the Smartbills app. Review the permissions and click **Install**.
  </Step>

  <Step title="Configure Mapping">
    Map Shopify products and locations to Smartbills categories and settings.
  </Step>

  <Step title="Enable Sync">
    Choose which data to sync and set the sync frequency.
  </Step>
</Steps>

## Configuration

### Product Mapping

| Shopify Product Type | Smartbills Category   |
| -------------------- | --------------------- |
| Physical goods       | Merchandise           |
| Digital products     | Software & Digital    |
| Gift cards           | Gift Cards            |
| Services             | Professional Services |

### Location Settings

| Setting            | Description                                 |
| ------------------ | ------------------------------------------- |
| Sync all locations | Import orders from all Shopify locations    |
| Select locations   | Choose specific locations to sync           |
| POS transactions   | Include or exclude Shopify POS transactions |

### Order Filters

| Filter         | Description                                     |
| -------------- | ----------------------------------------------- |
| Order status   | Import only paid, partially paid, or all orders |
| Date range     | Set starting date for historical order import   |
| Minimum amount | Skip orders below a threshold value             |

## Data Sync

| Smartbills       | Shopify   | Direction             | Frequency           |
| ---------------- | --------- | --------------------- | ------------------- |
| Receipts         | Orders    | Shopify -> Smartbills | Real-time (webhook) |
| Refund records   | Refunds   | Shopify -> Smartbills | Real-time (webhook) |
| Categories       | Products  | Shopify -> Smartbills | On demand           |
| Customer records | Customers | Shopify -> Smartbills | With orders         |
| Locations        | Locations | Shopify -> Smartbills | On demand           |

## Troubleshooting

<AccordionGroup>
  <Accordion title="Orders not appearing">
    Verify that webhooks are registered correctly in Shopify Admin > Settings > Notifications. Re-install the integration if webhooks are missing.
  </Accordion>

  <Accordion title="Duplicate orders">
    Check if both webhook sync and scheduled sync are enabled. Use one sync method to prevent duplicates.
  </Accordion>

  <Accordion title="Products not mapped">
    New Shopify products need to be mapped to Smartbills categories. Go to integration settings to map unmapped products.
  </Accordion>

  <Accordion title="POS transactions missing">
    Ensure POS sync is enabled in the integration settings. Shopify POS transactions use a separate event stream.
  </Accordion>

  <Accordion title="Refunds not tracked">
    Refund webhooks must be registered separately. Check the webhook configuration in the integration settings and re-authorize if needed.
  </Accordion>
</AccordionGroup>