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How to connect A2X to Shopify for Accountants and Bookkeepers

For accountants and bookkeepers who need to connect an A2X account to a client's Shopify store

Iona Bird avatar
Written by Iona Bird
Updated this week

There are three ways you can connect A2X to your client's Shopify store:

  1. Send a request to the Shopify store owner.

  2. Connect using the Shopify store name.

  3. Invite the Shopify store owner as a user in A2X to complete the connection.

In this article, we will describe each option with screenshots.

Option 1: Send a request to the Shopify store owner

Select the 'I need to request access' option and click Connect:

Next, enter the Shopify store owner's name and e-mail in the designated fields and click 'Send request to connect':

Important note: This must be the Shopify store owner (or a Shopify user with full store permissions), otherwise Shopify will fail to connect. Please see this article HERE for more information on Shopify user permissions.

The owner of the Shopify store will receive an e-mail and should click 'Continue to connect' in the email:

They will be redirected to the Shopify store and asked to login and grant A2X permission to connect. They must grant this permission in order to use A2X for Shopify:

Once the connection is completed, the first payouts will begin to import into A2X. The process usually takes 10-20 minutes, and for larger Shopify stores, it can take several hours to complete.

Once imported, you should see the payouts like shown below:

Option 2: Connect using the Shopify store name

Select the 'I have access' option and click Connect:

Important note: You must be a Shopify user with full store permissions, otherwise Shopify will fail to connect. Please see this article HERE for more information on Shopify user permissions.

Connect to Shopify by clicking the 'Install' button:

This will take you to the Shopify app store, specifically the account you were last accessing.

Make sure you are in the right Shopify store to which you want to connect. To check click on the top right corner store icon.

  • In the drop-down, you will either see the correct store name, OR if you're in the wrong store, you can click 'switch stores'.

Clicking 'Switch stores' will display a pop-up of the stores you have access to. Make sure you select the store you want to connect to:

Once you are in the correct store, you can click the 'Install' button:

From here, you'll be able to click the final 'Install' button, which will redirect you back to the A2X account:

Once the connection is completed, you'll be redirected back to A2X, and your first payouts will begin to import into A2X - this process usually takes 10-20 minutes, and for larger Shopify stores, can take several hours to complete.

Option 3: Invite the Shopify store owner as a user in the A2X account

A2X supports multiple users in each account, and the account admin can invite the client into the A2X account. The client will be able to see and review the account, and can then initiate the connection directly, just like any A2X user.

First, invite your client to the account:

Then, once they accept the invite and login to A2X, they will be able to connect to the account to their Shopify store following the instructions on option 2.

Next steps:

➡️ Connect A2X to QuickBooks Online or Xero. Follow the instructions HERE

For more articles for Accounting and Bookkeeping firms, view our resources HERE

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