Overview
Note: Access settings are determined by the Accumula plan level.
Most general settings will not need to be adjusted after an account is onboarded. However, if your workflows have changed or you upgrade your Accumula plan, you must select the Save Settings button to retain your adjustments.
Setting Location:
Apps > Shopify > General
Example App Settings: Shopify > General
Settings Matrix
ACCOUNT
Name | Options (Default in Bold) | Effect |
Shopify ShopName | Pre-populated | Identifies the connected Shopify account |
CUSTOMERS
Name | Options (Default in Bold) | Effect |
Download Customers | On/Off | On = Download all Shopify customers to Accumula |
Create Customer | On/Off | On = Upload POS customers to Shopify |
Match Customers on | Email First | Field(s) used for matching Shopify customers with existing profiles in your point of sale. |
Default Customer ID |
| POS customer to apply to any online store order uploaded that doesn't have a customer assigned to it. |
DISCOUNTS
Name | Options (Default in Bold) | Effect |
Download Discounts | On/Off | On = Download Shopify discount codes to Accumula |
Bulk Discount Codes | On/Off | On = Enable handling of bulk discount codes. The syntax is prefix-code |
Additional Links: