Sage 200 Evolution
Shopify Integration

Automate Your Wholesale
Ordering Process

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Why Integrate Sage 200 and Shopify?

When selling online, a lot of data moves between your accounting software and Shopify store. An integration with Sage 200 Evolution and Shopify means you save on manually updating price and stock for thousands of product SKU codes, so you'll never sell an out of stock item again, or at the wrong price!

Because its a 2-way integration between Sage 200 and Shopify, orders placed online also integrate back from Shopify into Sage 200, meaning there's no repetitive manual data capturing work!

1What information gets sync’d?

Once your SDK connection is set up with Sage Shopify and Sage 200 Evolution syncs, the following information will be available to send to Sage Shopify and thereon to Shopify automatically.

  • Stock (Stock on hand minus stock on order)
  • Price list (incl. or excl. VAT)
  • VAT rates
  • Product title
  • Product description
2Once my data is syncing to Sage Shopify from Sage 200 Evolution, what's next?

Bringing the product data in from Sage 200 Evolution to Sage Shopify is the first step towards integrating with your eCommerce store.

Once this data is in Sage Shopify, you can enrich your products with merchandising (add images, gallery images, categories, filter tags, product variables/sizes/colours and more), activate/delete products and flag products to sync to your sales channels (WooCommerce, Shopify etc).

3Syncing product data from Sage Shopify to Shopify

Connecting Sage Shopify to your Shopify store is as simple as copy-pasting the API keys from Shopify onto your Sage Shopify account. Once completed, Merchandising data will flow from Sage Shopify to WooCommerce/Shopify, so product merchandising, pricing & stock will update automatically.

4What if I have an existing eCommerce store, how will the sync work?

If you have an existing Shopify store, and would like to integrate it with Sage 200 Evolution accounting data, the following Sage Shopify modes are available:

Merchandising on Sage Shopify - This mode is used when you want to send product and merchandising data to multiple channels (more than just one eCommerce store or a Marketplace like Amazon or eBay).

Merchandising on Shopify - This mode is used when you have an existing Shopify store and don’t plan on adding a B2B/Trade store module in the future, or integrating with other marketplaces like Amazon, or eBay. This makes for a much simpler setup process as the user does not have to copy the merchandising information from an existing eCommerce store into Sage Shopify

5Orders raised from Shopify into Sage 200 Evolution

Upon an order being placed on Shopify, Sage Shopify is notified and the order is raised consequently in Sage 200 Evolution. You can determine what order type/document type is raised in Sage 200 Evolution (Invoice, Sales Order or Quote) based on the payment method type (i.e payment gateway or cash type order), and if the payment was successful or not (for payment gateway orders only).

Order information raised in Sage 200 Evolution contains the following:

  • Sales channel order reference number
  • Delivery address
  • Billing address
  • Customer details (name, contact number, email)
  • Order line items
  • Item prices + VAT
  • Item discount % per line item (discount is worked out as a percentage of sale price vs ERP price). All discounts/offers are managed on your eCommerce platform.
  • Order comments
  • All orders syncing from Shopify to Sage Business Cloud may contain a prefix that you define, like “SHOPIFY”0018443 - this helps identify the order at a glance

Other FAQs

1Can I have more than one sales channel linked to Sage Shopify?

Yes, you may have as many sales channels as you like. Each sales channel will accrue an additional connector cost.

2Can I link multiple data sources/Accounting instances to Sage Shopify?

You can not link multiple instances of Sage 200 Evolution to Sage Shopify under one profile, but you may register a new account with Sage Shopify and link it.

3Can I send stock & price data from multiple warehouses to Sage Shopify?

You may only send one warehouse data set to your WooCommerce store. If you need to aggregate the stock from multiple warehouses and display it on one WooCommerce store, you will need to create a master warehouse in Sage 200 Evolution and aggregate the stock there before sending it to Sage Shopify

4What happens if my Sage 200 Evolution accounting software sync breaks with Sage Shopify?

All your orders will be saved in the Sage Shopify cloud, and as soon as a connection is re-established with Sage 200 Evolution, your orders will propagate automatically.

Can I add a B2B/Trade store sales channel linked to Sage Sage 200 Evolution if I set up my account in “retail” store mode only?

Yes, you can change the setting from “Retail only” to “B2B & Retail” or “B2B only” and your customer data with multiple pricelists will sync from Sage 200 Evolution to enable B2B functionality.

How does Sage Shopify pricing work for Sage 200 Evolution and WooCommerce integration?

You pay per connector for your store, so you need to select a data source (in this case, Sage 200 Evolution) and then a sales channel (WooCommerce). Each connector falls in to a SKU tier based on the number of products you want to sync.

An example would be:

  • $75 ex VAT for Sage Business Cloud data connector 0-500 SKUs
  • $63 ex VAT for WooCommerce sales channel connector 0-500 SKUs
  • $38 ex VAT for marketplace sales channel

For all SKU pricing tiers, please view pricing here. Please note, pricing may vary according to territory.

5What happens if I change/upgrade my accounting software to another suite?

If you change your ERP/Accounting system, you will need to register a new Sage Shopify account and configure it with the new ERP details. It’s easy to export all your merchandising data from one Sage Shopify account to another via CSV as all the merchandising information will be preserved.

6When do I start paying for my Sage 200 Evolution eCommerce integration sync?

The Sage Shopify billing run commences on or as near to the 28th as possible of every month. This means that your account will be billed from the next 28th payment cycle. Note, that billing does NOT commence only when your website is live, as that is not the function of, or in the domain of Sage Shopify.