Knowledge Base Getting Started Frequently Asked Questions

How to set up a Shopify integration

This article explains how to set up a Shopify integration with FreeAgent

Once you’ve set up the integration, you can automatically import all of your Shopify data into FreeAgent, from order details and refunds to VAT and payments.

Please note this integration is only available for UK company types.

1 Go to the FreeAgent listing on the Shopify app store

Head to the FreeAgent integration listing on the Shopify app store and select 'Add app'. If you’re not already logged in to your Shopify account, you’ll be prompted to log in.

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2 Install the app

Review the terms and conditions and then select ‘Install app’.

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3 Approve access

You’ll then be redirected to sign in to your FreeAgent account.

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Select the FreeAgent account that you want the app to integrate with and then approve access.

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4 Set up the configuration in Shopify

Next, you’ll be automatically redirected to Shopify’s configuration page to input some initial settings.

Sync Configuration

Choose the date that you want to start syncing data from Shopify into your FreeAgent account.

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Sales

Choose the FreeAgent categories and VAT rates that your invoices and credit notes will be associated with.

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Contacts

A new FreeAgent contact named ‘Shopify’ will be created, and all invoices and credit notes will be associated with this contact.

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Payments

All the transactional data will be entered into a new bank account in FreeAgent called ‘Shopify’.

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Fees

Choose the categories that you want your Shopify and card fees to be reflected in.

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Then select ‘Submit’ to complete the configuration.

That’s it, your Shopify integration is complete!

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If you’re having issues with the integration setup, please contact our support team.

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