Shopify
Visma.net

Shopify + Visma.net

Integrationsdokumentation och guider

Getting Started · 4How It Works · 6FAQ · 6

Getting Started

4

Getting Started

Start with credentials, setup steps, and the key guides for this pair.

Shopify

api_key · Aldrig, om inte appen tas bort eller hemligheten roteras

10 minuter
  1. 1

    Hitta MyShopify-domänen

    Öppna Shopify Admin, gå till Inställningar → Domäner och kopiera adressen dinbutik.myshopify.com.

  2. 2

    Aktivera apputveckling

    Gå till Inställningar → Appar, öppna Develop apps och fortsätt till Build apps in Dev Dashboard.

  3. 3

    Skapa Junipeer-appen

    Skapa en ny app, ge den exempelvis namnet Junipeer, sätt App URL till https://app.junipeer.io och aktivera Embed app in Shopify admin.

  4. 4

    Lägg till nödvändiga scopes

    Klistra in de nödvändiga API-scopes (läs/skriv för ordrar, produkter, kunder, lager, leveranser, betalningar). Se den fullständiga Shopify Setup-guiden för den exakta scope-listan.

  5. 5

    Publicera och installera appen

    Publicera appen, installera den på rätt butik och bekräfta installationen.

  6. 6

    Kopiera uppgifterna

    Öppna Settings inne i appen och kopiera Client ID och Client Secret till Junipeer.

Screenshots

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Visma.net

oauth2 · Tills åtkomsten återkallas, kopplas bort eller ny inloggning krävs

3 minuter
  1. 1

    Öppna Visma.net-connectorn i Junipeer

    Starta Visma.net-anslutningen från rätt connector eller onboardingsteg i Junipeer.

  2. 2

    Klicka på Connect

    Använd connect-knappen i Junipeer för att starta Visma Connect-inloggningen.

  3. 3

    Logga in med rätt Visma-konto

    Välj det Visma-konto som har åtkomst till den Visma.net-miljö och det bolag som ska anslutas.

  4. 4

    Godkänn den begärda åtkomsten

    Granska OAuth-samtycket i Visma Connect och godkänn anslutningen om konto och miljö är rätt.

  5. 5

    Gå tillbaka till Junipeer och verifiera anslutningen

    När godkännandet är klart går du tillbaka till Junipeer och säkerställer att Visma.net-connectorn visas som ansluten.

How It Works

6

How It Works

Use sync patterns and architecture notes to understand ownership and flow.

orders

Envägs

Sync new and updated orders from Shopify to Visma.net as sales orders, including line items, customer details, shipping information, and payment status

customers

Envägs

Sync customer profiles from Shopify to Visma.net, including contact information, billing/shipping addresses, and customer classifications

products

Omvänd

Sync product catalog from Visma.net to Shopify, including SKUs, descriptions, pricing, and product categories for inventory management

stock

Omvänd

Sync real-time inventory levels from Visma.net to Shopify to ensure accurate product availability and prevent overselling

invoices

Omvänd

Generate invoices in Visma.net based on fulfilled Shopify orders and sync invoice status back to Shopify for order tracking

credit notes

Omvänd

Create credit notes in Visma.net for Shopify refunds and returns, and update refund status in Shopify order records

FAQ

6

FAQ

Quick answers to the most common questions for this connector pair.

How do I connect my Shopify store to Visma.net through Junipeer iPaaS?

To connect Shopify and Visma.net, first sign up for Junipeer iPaaS and navigate to the integrations dashboard. Select the Shopify + Visma.net integration template, then authenticate both platforms by providing your Shopify store URL and API credentials, along with your Visma.net company database and user credentials. The platform will guide you through the connection process with step-by-step instructions.

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What data syncs between Shopify and Visma.net, and how often?

The integration syncs orders, customers, products, inventory levels, and payment information from Shopify to Visma.net. Customer data, order details, and invoice information are synchronized in real-time or on scheduled intervals (every 15 minutes, hourly, or daily based on your preference). Product and inventory updates can be bidirectional, ensuring both platforms stay current with stock levels and product information.

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How are refunds and returns handled between Shopify and Visma.net?

When a refund is processed in Shopify, the integration automatically creates a corresponding credit note in Visma.net. The system maps refund amounts, reasons, and order references to ensure accurate financial records. Return inventory can be automatically updated in both systems, and you can configure whether partial refunds, full refunds, or store credits should trigger specific accounting entries in Visma.net.

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What are the most common issues with this integration and how can I resolve them?

Common issues include authentication timeouts, duplicate customer records, and tax calculation mismatches. Authentication problems are usually resolved by refreshing API tokens in the Junipeer dashboard. Duplicate customers can be prevented by enabling customer matching rules based on email addresses. Tax discrepancies often occur due to different tax settings between platforms - ensure your tax codes in Visma.net match your Shopify tax configurations and regional requirements.

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Does the integration support multi-currency transactions?

Yes, the Shopify + Visma.net integration fully supports multi-currency transactions. Orders placed in different currencies on Shopify are automatically converted and recorded in Visma.net using real-time exchange rates or your preferred rate source. You can configure base currencies, set up automatic currency conversion rules, and ensure that financial reporting in Visma.net accurately reflects international sales from your Shopify store.

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How do I get started with the Shopify + Visma.net integration?

Start by ensuring you have admin access to both your Shopify store and Visma.net account. Sign up for Junipeer iPaaS, select the Shopify + Visma.net integration from the marketplace, and follow the setup wizard. Configure your sync preferences, map your product categories and tax codes, test the connection with a sample order, then activate the integration. The entire setup typically takes 15-30 minutes, and Junipeer provides documentation and support throughout the process.

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