Shopify accounting integration
Transform configured Shopify order events into supported accounting documents, with customer, product, shipping, discount and tax mapping defined for your business.
These guides describe the shared FOR:CEO company engine. FOR:AGENT uses MCP for supported operations; examples involving browser forms refer to the included FOR:CEO human workspace. Check live capabilities and authorization before an agent runs a task.
Decide what the Shopify event should create
Choose an invoice, sales receipt or other supported target according to the event and your accounting policy. A placed order and a successful payment are not automatically the same financial event. Configure customer matching and product references before the flow runs so repeat sales follow a consistent mapping instead of creating an uncontrolled catalogue.
Carry the commercial details into the books
Map line items, shipping, discounts and the source tax information to the intended accounts and codes. Refund handling must follow the agreed target-document policy rather than treating every negative event identically. Review the incoming order and confirmed output together when investigating a mismatch; local electronic invoicing is an additional configured workflow, not a property of every Shopify order.
What to know before you start
The configured flow scope controls processing. Do not assume every Shopify plan, payment provider, refund scenario or bidirectional inventory update is covered without checking the setup.
Practical questions
Can I choose invoices instead of sales receipts?
The supported customer rules define the target-document policy for the relevant source events.
Does the connector automatically decide Italian invoice obligations?
Agree the fiscal mapping and document policy with your adviser, then configure the appropriate electronic-invoicing workflow where needed.
Continue the workflow
Commerce and payment integrations
Transform supported commerce, payment and file events into the intended accounting records using configured customer, product, tax and document rules.
Electronic invoicing
Use supported Italian electronic-invoice sending and receiving workflows, with fiscal references, transmission outcomes and linked accounting documents.
VAT codes and fiscal mapping
Use the appropriate sales or purchase tax codes and available fiscal mappings so documents, electronic invoices and VAT reports share a coherent tax classification.