Connect Shopify to your accounting: book orders automatically

01What the integration does

The Shopify integration connects your store directly to your accounting in einzly. As soon as an order is paid, the rest happens automatically:

Every paid order is automatically booked as income (gross amount)
Shopify transaction fees are automatically recorded as an expense (category: bank charges)
Refunds are recorded as negative income — VAT-correct (more on this below)
Foreign currencies are detected and assigned correctly (CHF or abroad)
The receipt is linked automatically — the order in the Shopify admin serves as proof
Duplicate detection — the same order is never booked twice
Daily automatic synchronisation, plus a manual sync at the push of a button

02How to connect Shopify to einzly

In early 2026 Shopify changed how external tools connect. You create your own app once in the Shopify Dev Dashboard and copy two credentials — Client ID and Client Secret — into einzly. It sounds technical, but it only takes a few minutes. Here it is step by step.

Step 1: Create an app in the Dev Dashboard

Open dev.shopify.com and sign in with your Shopify account. Under «Create an app», choose «Start from Dev Dashboard» on the right, enter a name (for example einzly) and click «Create».

Shopify Dev Dashboard: create a new app named einzly via «Start from Dev Dashboard» — Step 1: Create a new app in the Dev Dashboard

Step 2: Set the permissions (scopes)

In the app configuration you'll find the «Access» → «Scopes» section. Enter read_orders and read_all_orders (comma-separated). That's all einzly needs — read-only access to your orders. einzly changes nothing in your store.

Shopify Dev Dashboard: enter scopes read_all_orders and read_orders in the Access section — Step 2: Read-only access to orders — read_orders + read_all_orders

Step 3: Release a version

Create a version and click «Release». Only a released version can be installed. In the «Versions» section it then appears as «Active».

Shopify Dev Dashboard: release the app version, status Active in the Versions section — Step 3: Release the version — it must be «Active»

Step 4: Install the app

Click your app name on the left to reach the overview (Home). In the «Installs» box at the top right, click «Install app» and select your store. This step is important: without the app installed, einzly cannot connect.

Shopify Dev Dashboard overview with the Install app button at the top right — Step 4: Install the app on your store via «Install app»

Step 5: Confirm in your store

You'll be redirected to your store admin. Shopify shows you what the app can access — namely your orders («View store data: Orders»). Click «Install» to confirm the installation.

Shopify consent screen: app needs access to orders, Install button — Step 5: Confirm access in your store

Step 6: Copy Client ID and Secret

Back in the Dev Dashboard, click «Settings» on the left. Under «Credentials» you'll find your Client ID and the Secret. Copy both values.

Shopify Dev Dashboard Settings: Credentials with Client ID and Secret — Step 6: Copy the Client ID and Client Secret

Treat the Client Secret like a password — don't share it publicly and never send it by email or chat. In einzly it is stored securely and used only to import your orders.

Step 7: Paste into einzly and connect

In einzly, open Settings → Integrations → Shopify. Paste your shop domain, the Client ID and the Client Secret, optionally choose a start date for the import and click «Connect». einzly verifies the credentials automatically and fetches a fresh access token itself on every sync — you never have to renew anything.

03Where do I find my shop domain?

Your shop domain ends in .myshopify.com (for example mystore.myshopify.com). You'll find it in the Shopify admin under Settings → Domains. Even if your store runs on a custom domain, enter the .myshopify.com address in einzly — that's the technical address of your store.

04What gets booked automatically?

For every paid order, einzly creates an income entry for the gross amount. If you process the payment via Shopify Payments, the transaction fee is automatically added as a separate expense. That way your books clearly separate what you earned from what Shopify charged for it.

A concrete example

A customer orders for CHF 100.00 and pays by card via Shopify Payments. Shopify deducts the transaction fee.

What	Amount	Category	Receipt
Income: "Shopify order"	CHF 100.00	Incoming payment	Order in the Shopify admin
Expense: "Shopify fee"	CHF 3.20	Bank charges	Order in the Shopify admin

Around CHF 96.80 net ends up in your payout. Everything adds up in your books: gross income and fee are cleanly separated — and the total matches exactly your Shopify payout.

And what about a refund?

If you refund money to a customer, einzly books this as negative income (revenue reduction) — not as an expense. That is the correct accounting approach: your reported revenue goes down, and if you're liable for VAT, the VAT automatically reverses correctly. Booking a refund as an expense would artificially inflate your revenue — which is exactly what einzly avoids.

05When does it sync?

einzly synchronises your Shopify orders automatically every day
You can also trigger a manual sync in the settings at any time
When connecting, you can optionally choose a start date to import past orders
A re-check window of several days ensures that fees and refunds finalised later are still recorded cleanly
Only paid orders are booked — open or abandoned orders are ignored

Especially with many orders per day, the integration saves you the tedious task of recording every single order and fee. einzly keeps your books up to date in the background while you focus on your store.

06Advantages over manual booking

	Manual	With Shopify integration
Record income	Type in every order	Automatic
Record fee	Find & book the fee	Automatic
Book refund	Book it VAT-correct yourself	Automatic as revenue reduction
Attach receipt	Take a screenshot	Linked automatically
Avoid duplicates	Watch out yourself	Automatic detection
Time per order	~1–2 minutes	0 seconds

The Shopify integration is available to all einzly users at no extra cost.

In early 2026 Shopify removed the old custom-app tokens. The new path goes through the Dev Dashboard, where you create an app and receive a Client ID and Secret. einzly uses them to fetch a fresh access token automatically on every sync — you never have to renew anything manually.

Only read-only access to your orders (read_orders and read_all_orders). einzly reads your sales to book them — it changes nothing in your store.

Yes, for payments via Shopify Payments. The fee is attached to the respective order and is automatically booked as an expense (bank charges). The total matches exactly what's deducted in your Shopify payout.

Yes. Refunds are recorded as negative income (revenue reduction) — so your revenue decreases correctly and the VAT reverses automatically. You don't have to book anything manually.

Yes. When connecting, you can choose a start date from which to import. Only use this if those orders haven't already been recorded manually — otherwise you'll get duplicate entries.

Yes, at any time in the settings under Integrations. Already booked income and expenses are kept. If you wish, you can also remove all imported Shopify entries at once when disconnecting.

Automate your accounting with einzlyeinzly connects directly to Shopify and books orders, fees and refunds automatically. Less manual work, fewer errors, more time for your business. Try it free for 30 days at einzly.ch.