Ideally your client will give you full permission levels to access their Shopify store information. Below are the minimum requirements you'll need to be able to connect A2X to Shopify, and instructions for your client to give you the required permission levels.

Instructions for your client to add a user (staff) in Shopify:

Step 1: Go to Shopify > Settings and choose Plan & Permissions

For step-by-step instructions refer to the steps in this article HERE

If your client prefers to customize user permissions, the options below are preferred permission levels for accountants and bookkeepers.

Once you receive the user invitation from Shopify, create a login and password to access your clients' Shopify store(s).

Next steps:

➡️ Connect A2X to Shopify. Log into A2X, click on the "Connect to Shopify" button, and complete the connection. For more information, please reference this article HERE.

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