Retrieve Shopify transactions
How 365 business Banking imports the movements of your Shopify Payments account, including fees, into the payment reconciliation journal.
Applies to: Shopify
Retrieve transactions
In the payment reconciliation journal of the Shopify account or in the list of payment reconciliation journals, choose Retrieve Bank Transactions. Business Central reads the balance transactions of your Shopify Payments account and creates a line with the gross amount for each transaction. The first retrieval reaches back to the bank account's retrieval start. Each subsequent retrieval continues where the previous one stopped. Movements with an amount of 0 are skipped. Movements that are already in the payment reconciliation journal or posted are recognized and not created twice.
The payment reference starts with the Shopify order number, followed by the kind of transaction. Test transactions are marked with [TEST].
As with any bank account, you can automate the retrieval.
Fees
Shopify shows the fee withheld for each transaction. 365 business Banking creates it as a separate line with the payment reference Transaction Fee so that you can post it separately from the payment, for example with a reconciliation rule: Payment service provider fees.
Apply
You apply the payments in the payment reconciliation journal. Direct matching via transaction ID or payment reference and the payment application fields for the Shopify order number support you in this.
Troubleshooting
| Message | Cause and remedy |
|---|---|
| "The Shopify setup for this bank account is incomplete. Please complete the setup before retrieving transactions." | There is no Shopify Connection Setup for the bank account, or Is Authenticated is not set. Choose Authenticate there. See Connect Shopify. |
| "We're sorry, but you do not have permission to access the Shopify API. Please verify your Shopify account permissions and try again." | Shopify rejected the authorization. Renew it with Authenticate in the Shopify Connection Setup. See Update the connection. |
| "We're sorry, but we were unable to connect to the Shopify API. Please check settings and try again." | Business Central could not reach your store. Check the Store Name in the Shopify Connection Setup. |
| "We're sorry, but the request to the Shopify API failed. Please try again. Server response: … Please report this issue." | Shopify rejected the request or was still busy after three attempts (server response Too many retries). Try again later. |
| "No new transactions found for Shopify account." | Since the last retrieval there are no new transactions, or all of them are already in the payment reconciliation journal or posted. |