Connect Sage Accounting and Shopify to unlock the power of automation

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Quickly connect Sage Accounting to Shopify with a Zapier template.

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Generate Sage Accounting sales Invoices for newly-paid Shopify orders
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Shopify + Sage Accounting
Add new Shopify customers to Sage Accounting
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Shopify + Sage Accounting
Add new Sage Accounting customers to Shopify
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Sage Accounting + Shopify

Generate Sage Accounting sales Invoices for newly-paid Shopify orders

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Shopify + Sage Accounting

Add new Shopify customers to Sage Accounting

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Shopify + Sage Accounting

Add new Sage Accounting customers to Shopify

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Sage Accounting + Shopify

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact Payment" from Sage Accounting.

Add your action

An action happens after the trigger—such as "Add Line Item to Order" in Shopify.

You’re connected!

Zapier seamlessly connects Sage Accounting and Shopify, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
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New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
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Updated Product
Triggers when a product is updated.
Trigger
Polling
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Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
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Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Number or Reference
  Required
Action
Search
- Service Code or Description
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or Reference
  Required
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Service Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Polling
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- Risk Level
Trigger
Polling
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New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
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New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Instant
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Customer Account Enabled
Triggers when a customer account is enabled.
Trigger
Instant
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New Order
Triggers when an order is created (with line item support).
Trigger
Instant
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New Refund
Triggers when a refund or partial refund occurs.
Trigger
Instant
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New Product
Triggers when a product is created.
Trigger
Instant
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Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
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- Inventory Item
Trigger
Instant
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Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Trigger
Instant
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- Customer
  Required
- Tags
  Required
- Overwrite existing tags?
Action
Write
- Company
  Required
- Location Name
  Required
- External ID
- Locale
- Phone
- Note
- Tax Registration ID
- Billing same as shipping address?
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping City
- Shipping Country Code
- Shipping First Name
- Shipping Last Name
- Shipping Phone
- Shipping Recipient
- Shipping ZIP Code
- Shipping Zone Code
Action
Write
- First Name
- Last Name
- Email Address
  Required
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Write
- Email
- Product
- Product Variant
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
Action
Write
- Initial Value
  Required
- Code
- Customer ID
- Expiry Date
- Note
- Template Suffix
Action
Write
- Email
- Product
- Product Variant
- SKU
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Price
- Rate
- Title
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Buyer Accepts Marketing?
- Shipping_address_instructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - Country Code
- Shipping Address - State/Province/Region
- Shipping Address - State/Province/Region Code
- Shipping Address - Postal/Zip code
- Billing_address_instructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - Country Code
- Billing Address - State/Province/Region
- Billing Address - State/Province/Region Code
- Billing Address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- Location
- Inventory_behaviour
- Financial_status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
Action
Write
- Product ID
  Required
- Channel ID
  Required
- Publish Date
Action
Write
- Order
  Required
- Amount
- Currency
- Type
- Parent Transaction
- Warning
- Gateway
Action
Write
- Inventory Item
  Required
- Unit Cost
- Track Inventory
- SKU
- Requires Shipping
- Country of Origin
- Province/State of Origin
Action
Write
- Product
  Required
- Product Variant
  Required
- Price
- Compare at Price
- SKU
- Barcode
- Tax Code
- Is taxable?
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse?
- Raw Query
Action
Search
- Order ID
  Required
Action
Search
- Order_id
  Required
Action
Search
- Ids
  Required
Action
Search
- Product Variant Titles
  Required
Action
Search
- Product
  Required
- Product Variant Title
  Required
Action
Search
- Copy
- Product Title / Handle
  Required
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Search or write

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search
- Product Code or Description
  Required
Action
Search
- Quote Number or Reference
  Required
Action
Search
- Name
  Required
Action
Search
- Invoice Reference
  Required
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote Number or Reference
  Required
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Blog
  Required
- Blog Entry Status
Trigger
Polling
Try It
- Abandoned Cart Age (Hours)
  Required
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Draft Order
Triggers when a new draft order is created.
Trigger
Instant
Try It
New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
Try It
New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
Try It
New Refund
Triggers when a refund or partial refund occurs (with order details).
Trigger
Instant
Try It
New Tag Added to Customer
Triggers when a new tag is added to a customer.
Trigger
Instant
Try It
Updated Draft Order
Triggers when a draft order is updated.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
Try It
- Order ID
  Required
- Type of Line Item to Add
  Required
- Reason for Edit
- Notify the Customer?
Action
Write
- Blog
  Required
- Title
  Required
- Author Name
  Required
- Content
  Required
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
Action
Write
- Name
  Required
- ExternalId
- A note about the company
- Company_contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- Contact Title
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
Action
Write
- Product ID
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
Action
Write
- Order ID
  Required
- Fulfillment Order ID
  Required
- Notify Customer
- Address Line 1
- Address Line 2
- City
- Country Code
- Province Code
- Zip Code
- Tracking Company
- Tracking Number
- Tracking URL
Action
Write
- Adjust or Set quantity?
  Required
- The name of quantities to be changed
  Required
- The reason for the quantity changes
  Required
- Location
  Required
- Product
- Product Variant
  Required
- Quantity to Set or Adjust
Action
Write
- Title
  Required
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Customer
  Required
- Tags
  Required
Action
Write
- Customer
  Required
- First Name
- Last Name
- Email Address
- Company Name
- Default Address
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Tags
- Phone Number
- Note
- Tax Exempt
- Tax Exemptions
- Accepts Marketing
- Send Account Invite Email
Action
Write
- Order ID
  Required
- Email
- Notes
- Phone
- Buyer Accepts Marketing?
- Remove Customer from Order?
- Tags
- Additional Details
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First Name
- Shipping Address - Last Name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Name
- Shipping Address - Phone
- Shipping Address - Province
- Shipping Address - Province Code
- Shipping Address - ZIP
Action
Write
- Product ID
  Required
- Title
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Search Query
- Email
Action
Search
- Order ID
  Required
- Include Closed Fulfillment Orders
Action
Search
- Owner_resource
  Required
- Owner_id
  Required
Action
Search
- Product Titles
  Required
Action
Search
- Copy
- Product Title / Handle
  Required
Action
Search
- Product Variant SKU
  Required
Action
Search
- Search Query
- Email Address
  Required
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Search or write
- Product ID
  Required
- Product Variant Title
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
- Tax Code
Action
Search or write

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Practical ways you can use Sage Accounting and Shopify

Sync new Shopify orders with Sage invoices

When a new order is placed on Shopify, Zapier automatically creates a corresponding sales invoice in Sage Accounting. This keeps financial records up-to-date without manual entry, reducing risk of errors and saving time for the business owner.

Business Owner

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Add Sage products to Shopify

When a new product is added in Sage Accounting, Zapier automatically creates the same product in Shopify. This ensures product listings stay consistent across accounting and sales platforms, saving project managers time and reducing errors.

Project Management

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Learn how to automate Shopify on the Zapier blog

Make work flow with AI

Level up your Sage Accounting to Shopify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Sage Accounting + Shopify integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Sage Accounting and Shopify

How do I set up the integration between Sage Accounting and Shopify?

To integrate Sage Accounting with Shopify, you need to use our platform to connect the two services. This process involves selecting triggers from Shopify such as 'New Order' or 'Updated Product' and pairing them with actions in Sage Accounting like 'Create Invoice' or 'Update Inventory'. Our platform will guide you through mapping the ecommerce data from Shopify to your accounting needs in Sage.

Can I automate order processing from Shopify into Sage Accounting?

Yes, you can automate order processing by setting a trigger for 'New Order' in Shopify. Once triggered, this can initiate actions in Sage Accounting, such as 'Create Invoice' or 'Add Customer', ensuring your financial records are updated in real-time without manual entry.

What types of data can be synced between Shopify and Sage Accounting?

The integration allows syncing of various data types including orders, products, customers, and inventory levels. For example, when a product is updated in Shopify, this can trigger an action to update inventory levels in Sage Accounting automatically.

Is it possible to update product prices from Sage Accounting to Shopify?

Yes, you can set up a trigger when a product price is updated in Sage Accounting which then updates the corresponding product price in your Shopify store. This ensures that price changes are consistent across both platforms automatically.

How frequently does data sync occur between the two platforms?

Data sync frequency depends on how you configure triggers and actions within our platform. Typically, actions occur immediately after triggers are activated unless configured otherwise. This means updates can be reflected nearly instantaneously based on activity within both apps.

Do I need any technical skills to set up the integration?

No technical skills are required for setup. Our intuitive interface walks you through selecting triggers like 'New Customer' from Shopify and pairing them with actions such as 'Add Contact' in Sage Accounting. The process is designed for ease of use.

Can I test the integration before fully deploying it?

Yes, our platform allows you to test your workflows before activating them fully. You can run tests to ensure that triggers such as 'Cancelled Order' correctly execute chosen actions like 'Delete Invoice' in Sage Accounting without affecting live data.

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

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Related categories

Accounting

About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

Connect Sage Accounting and Shopify to unlock the power of automation

Set up your first integration

Generate Sage Accounting sales Invoices for newly-paid Shopify orders

Add new Shopify customers to Sage Accounting

Add new Sage Accounting customers to Shopify

Generate Sage Accounting sales Invoices for newly-paid Shopify orders

Add new Shopify customers to Sage Accounting

Add new Sage Accounting customers to Shopify

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Sage Accounting and Shopify

Sync new Shopify orders with Sage invoices

Add Sage products to Shopify

Learn how to automate Shopify on the Zapier blog

Automatically post new Shopify store items to Pinterest

How to automatically add Shopify customers to Salesforce

How to automatically save Shopify orders to a Google Sheet

Make work flow with AI

Frequently Asked Questions about Sage Accounting + Shopify integrations

Connect Sage Accounting to Shopify on the world's largest no-code automation platform