Overview

Name

Options (Default in Bold)

Effect

Download Orders

On/Off

On = Orders can sync to Accumula

Download Fulfilled Orders

On/Off

On = Orders that have been marked as Fulfilled on Shopify can sync to Accumula

Download Unfulfilled Orders

On/Off

On = Orders that have not been marked as Fulfilled on Shopify can sync to Accumula

Download Archived Orders

On/Off

On = Orders that have been Archived on Shopify can sync to Accumula

Order Minimum Created Date Time

Date
Time

Orders created after this date and time can sync to Accumula. Time based on account time zone.

Download Paid Orders With No Transactions

On/Off

On = Orders marked as paid but which contain no underlying payment details can sync to Accumula.

Do Not Download Partially Paid Orders

On/Off

On = If a Shopify order is only partially paid, don't sync it to Accumula.

Assign Employee

Dropdown List

Select which point of sale employee Shopify orders are attached to. Not valid for Heartland users.

Name

Options (Default in Bold)

Effect

Allow Orders only with these tags
​

Text field
tag, tag, tag

Only orders with at least one of the noted tag(s) will be downloaded from Shopify.

Ignore Orders with these tags

Text field
tag, tag, tag

Any order with the noted tag(s) will not be downloaded from Shopify. This setting will supersede "Allow Orders only with these tags".

Allow Manual Payments

On/Off

On = Allow orders with pending payments to sync to Accumula.

Name

Options (Default in Bold)

Effect

Download Refunds

On/Off

On = Download refund, cancellation, return transactions to Accumula.

Refund Fulfilled Orders to

Restock Location
First Priority Location

First Priority Location = Route refunded line items that were already marked fulfilled in Shopify to the first priority store from your Accumula routing priority list.

Download Pending Refunds

On/Off

Restock all refunds

On/Off

On = Treat all refunded line items as restocked regardless of whether they're marked restocked in Shopify.

Name

Options (Default in Bold)

Effect

Create Fulfillments

On/Off

On = Allow the integration to send supported fulfillment data from Shipstation or point of sale to Shopify line items.

Pick-up Order Ready-For-Pickup Tag

If this is defined, pickup order fulfillment details will not be sent to Shopify by Accumula

Name

Options (Default in Bold)

Effect

Tax Mode

Match on Tax Code Name
​Match on Tax Rate
​Single Tax

Lightspeed Retail = Match on Tax Rate uploads Shopify taxes as a tax class associated to each line item on the sale record.
​
Heartland = Match on Tax Code Name applies taxes exactly as they're received from Shopify.
​
Single Tax = Alternate for Lightspeed. Apply a single tax rate to all sales created by the integration in point of sale, regardless of what tax details were applied in Shopify.

Tax Inclusive Pricing

On/Off

On = Enable when tax inclusive pricing is enabled in both point of sale and Shopify.
Item prices sent to Shopify support tax inclusive pricing.
Line items downloaded from Shopify are calculated as including taxes.
​
Often used by regions with VAT taxes.

Update Taxability

On/Off

On = Update the taxable status of a Shopify product. Only applies on update and not on create.
​
Note: Products are always initially created as Taxable.

Tax Code for Single Tax Mode

Dropdown List

Used in conjunction with the Single Tax Tax Mode. The selected tax is what is applied to all sales created by the integration.

Name

Options (Default in Bold)

Effect

Tag to Payment Method Mappings

Tag, Point if Sale payment type

Use an order tag to assign specific point of sale payment types on each order.
​
The tag must exist on the order when it is initially downloaded from Shopify.
​
Often requires Shopify Flow for effective implementation.
​
Does not support processing payments in Lightspeed instead of Shopify. Payment must still be processed in Shopify.