Connect Shopify to Booksmor

This guide walks you through connecting your Shopify store to Booksmor so that every order, edit, and refund posts into your books automatically — with the right GST handling.

Time to set up: ~2 minutes. You’ll need: your Shopify store’s address (e.g. yourstore.myshopify.com) and admin access to that store.

What you get when this is done

• Every new Shopify order → posted automatically as a Sales voucher in Booksmor (with GST split correctly based on the buyer’s state).
• Every refund issued in Shopify → automatically becomes a Credit Note in Booksmor, linked to the original sale.
• Edits made to an order after creation (line added, qty/price changed) → posted as a Debit Note (if the new total is higher) or Credit Note (if lower) for the financial difference. Your original sales voucher stays intact for audit.
• A live activity log in Booksmor showing every order Booksmor has received from your store, with delivery status.
• Nothing to install on the Shopify side — Booksmor connects via Shopify’s standard app authorisation.

Step 1 — Create the Shopify connection in Booksmor

1. Sign in to your Booksmor account: https://app.booksmor.com.
2. From the left sidebar, click E-Commerce.
3. Click + Connect store (top right).
4. In the dialog:
   • Platform: select Shopify.
   • Display name: anything — e.g. “Main store” or “yourstore.myshopify.com”. This is how it appears in your Booksmor dashboard.
5. Click Save.

You’ll be returned to the E-Commerce overview with your new connection listed. Click its name to open the detail page.

Step 2 — Connect your Shopify store

On the connection detail page, find the Connect your Shopify store card near the top.

1. In the Your Shopify store address field, type your store domain — for example yourstore.myshopify.com. Just the hostname, no https://.
2. Click Connect Shopify.

Booksmor redirects you to Shopify’s own authorisation page (it lives on Shopify’s servers, not Booksmor’s). If you aren’t already signed in to Shopify admin in this browser, Shopify will ask you to sign in first.

Shopify then shows you the permissions Booksmor is asking for — reading your orders and products. Review them and click Install app (or Install — Shopify’s exact wording varies).

Shopify redirects you back to Booksmor. The Shopify card now shows:

• A green Connected — {your store name} pill at the top.
• The setup form has been replaced with two utility buttons (Check connection / Re-sync settings).

Behind the scenes, Booksmor has:

• Stored an encrypted access token for your store.
• Registered four webhooks with Shopify so the data flows automatically: orders/create, orders/updated, refunds/create, and app/uninstalled.

You’re connected. There’s nothing further to install on the Shopify side.

Step 3 — Verify it works

Place a test order in your Shopify store:

1. In your Shopify admin: Orders → Create order (or use any normal order placed via your live storefront).
2. Add any product, mark the order as paid or unpaid, and click Create order.

Within a few seconds:

• In Booksmor → E-Commerce → your connection → scroll to Recent activity from your store: you’ll see “New order #…” with a green Saved ✓ pill.
• In Booksmor → Daily → Transactions: a posted sales voucher with the order id as its reference number.

Try a refund too:

1. In your Shopify admin: open the order → click Refund → refund one line item → click Refund to confirm.
2. In Booksmor: within seconds, “Refund issued #…” appears in Recent activity, and a credit note appears in Transactions.

Step 4 — Confirm everything is healthy (optional)

On the connection detail page, the Shopify connection card has two utility buttons:

• Check connection — pings the Shopify Admin API and confirms your stored token still works. Shows the store name and plan when healthy, or a red error pill if something has broken.
• Re-sync settings — re-registers the four webhooks with Shopify. Use this if Recent activity has gone quiet without explanation (rare — webhooks are persistent), or after you’ve upgraded your Shopify plan.

Common questions

Will it slow down my Shopify store? No. Shopify pushes a small webhook to Booksmor each time an order or refund happens — nothing in the buyer’s checkout flow changes. Webhooks fire asynchronously inside Shopify.

What happens if Booksmor is unreachable briefly? Shopify retries failed webhook deliveries automatically for up to 48 hours (its standard retry policy). The Recent activity from your store table shows the delivery status of recent events so you can spot anything that didn’t go through.

Can I uninstall the app temporarily? Yes. In Shopify admin, go to Settings → Apps and sales channels → Booksmor and click Uninstall. Booksmor automatically marks the connection inactive when Shopify notifies it of the uninstall. Re-installing later picks up where you left off — orders already imported stay in your books.

What if I have multiple Shopify stores? Create one connection in Booksmor per store, and run the OAuth flow for each. Each store keeps its own token, its own webhooks, and its own recent-activity panel.

How are SKUs matched to my Booksmor products? On the connection detail page, the Bulk import via CSV section and the SKU table below it let you map your Shopify product SKUs to your Booksmor item SKUs. Unmapped SKUs still import — the line item shows as “[Unmapped SKU XYZ]” on the voucher and surfaces in the Unmapped filter so you can fix it without losing the sale.

What data does Booksmor receive? For each order or refund: the order ID, the buyer’s state (for GST place-of-supply), and each line item (SKU, name, quantity, price, tax rate). Each connection’s customer is set to a pseudo-customer label like “Shopify — Main store” — Booksmor doesn’t store individual buyer names, emails, addresses, or payment-method details.

How do I disconnect entirely? Two steps:

1. In Shopify admin → Settings → Apps and sales channels → Booksmor → Uninstall.
2. In Booksmor → E-Commerce → your connection → Remove.

I have a Shopify custom app I created myself. Can I use that instead of OAuth? Yes. On the Connect your Shopify store card, click Advanced: I already created a custom app in my Shopify admin to expand the paste-credentials form. You’ll need three values from your custom app: Shop domain, Admin API access token (starts with shpat_), and API secret key (starts with shpss_). Most users should use the one-click Connect Shopify button instead.

Why does Booksmor only ask Shopify for “read” permissions? Booksmor only reads your orders and products to mirror them into your books — it never writes back to Shopify (no inventory edits, no order changes, no fulfilment actions). Refunds you issue in Shopify still flow into Booksmor as credit notes because Shopify pushes the refund event to us; the issuing happens in Shopify.

Troubleshooting

“Enter your shop domain first” toast when I click Connect Shopify You haven’t typed your store address yet. Fill the Your Shopify store address field with your store’s .myshopify.com hostname (just the hostname, no https://) and try again.

Shopify says the app can’t be loaded or shows a “redirect URI mismatch” error This usually means a configuration mismatch on the Booksmor side rather than something you can fix in Shopify. Contact support@booksmor.com with the exact error message Shopify showed and your store’s domain.

The green “Connected” pill is missing or grey after I came back from Shopify The pill appears only after you click Check connection at least once. Click it — if Shopify is reachable with your stored token, the pill turns green and shows your shop name.

Orders fire in Shopify but nothing shows in Recent activity Click Check connection on the Shopify card. If it shows a red “Can’t reach Shopify” pill, the token has been invalidated — usually because the app was uninstalled or re-installed in Shopify. Re-install via the Connect Shopify button to restore.

If the check is green but activity is still missing, click Re-sync settings to re-register the webhooks with Shopify, then place another test order.

Refunds aren’t appearing as credit notes Make sure you’re issuing a real refund in Shopify (the Refund button on the order), not just changing the order status or adding a note. Shopify only fires the refunds/create webhook when money is refunded. Order edits without a refund land as Debit/Credit notes instead.

I uninstalled the app in Shopify but the connection still appears in Booksmor That’s expected — the connection card stays so you can re-install or fully delete it. To remove it from Booksmor too: E-Commerce → your connection → Remove.

Need help? Contact support@booksmor.com with: your store domain, the connection name in Booksmor, and a screenshot of the Recent activity table.