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

Natalie Flex avatar
Written by Natalie Flex
Updated over a week ago

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

  1. Send a request to access Shopify to your client

  2. Connect A2X to Shopify using the Shopify store name

  3. Invite the seller as a user in A2X, and have them login and complete the connection to Shopify for you

In this article we will describe each option with screenshots.

Option 1: Send a request to access

Next, enter the Shopify store owner's name and e-mail in the designated fields. Important note: This must be the Shopify store owner (or a staff/user with full Shopify store permissions), otherwise Shopify will fail to connect. Please see this article HERE for more information on Shopify Staff or Shopify Partner user permissions.

Then, click the 'Send request to connect' button. The owner of the Shopify store will receive an e-mail and should click the 'Continue to connect' button 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

In this option you can simply connect A2X to your client's Shopify store when you select the 'I have access' option and click Connect:

Input your client's Shopify store name in the field below and click 'Connect':

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

If you do not have user permission levels to connect A2X to Shopify, please refer to this article HERE for more information on Shopify Staff or Shopify Partner user permissions.

Option 3: Invite the Shopify Seller 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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