There are three ways you can connect A2X to your client's Shopify store
Send a request to access Shopify to your client
Connect A2X to Shopify using the Shopify store name
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 Shopify user with full store permissions), otherwise Shopify will fail to connect. Please see this article HERE for more information on Shopify 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:
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:
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.
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