How to integrate Shopify with Tally

Shopify is a widely-used platform that allows sellers to create and manage their own e-commerce websites. By using advanced integration techniques, it’s possible to seamlessly connect a Shopify-based website with Tally for efficient accounting.

Scope of integration

With our Shopify to Tally import tool, user can integrate following:-

• Stock items with SKU, HSN and other GST details.

• Customer ledger with address, contact details and GST detail. 

• Sales order

• Sales return

• Payment: These can be knocked off against order IDs.

How this integration works

• Generate credentials from the Shopify panel:-

  1. Store URL

  2. Access token

• Load Shopify to Tally Module (TCP) in Tally.

• Import transaction on just a click of button

Steps for Integrating Shopify with Tally:

1. Follow this guide to load the required TDL file.

2. Once loaded, you’ll see a new option, “Shopify Integration”, on the Gateway of tally (Refer Figure 1).

   

   Figure 1: Shopify Integration on the gateway of Tally

3. Click on Shopify Integration and select “Set Credentials” (Refer Figure 2). Enter your Shopify Store URL and Access token provided by our team (Refer figure 3).

   

   Figure 2: Shopify integration credentials page

   

   Figure 3: Woo-commerce integration credentials details

4. Choose the option to Import Shopify Orders and specify the date range for the orders you want to import (Figure 4).

   

   Figure 4: Date Range for Shopify orders

5. After the orders are displayed on the Tally screen, follow this sequence to import the data:

• Import New Stock Items (F5)

• Import New Ledgers (F4)

• Import Vouchers (F2)

Figure 5: Entries displayed on the screen

6. After following these steps, all relevant data from Shopify will be imported into Tally, streamlining your accounting process.