Advanced integration of Shopify with Holded for a multi-store eCommerce
The challenge
SironaCareShop manages two eCommerce stores developed on Shopify. The first, lidergrip.com, is dedicated to sports recovery products; and sironacareshop.com, focused on selling health products. Therefore, with a growing volume of orders and increasingly complex accounting operations. Working on Shopify without Holded generated manual work, risk of errors, and lack of financial visibility.
The main problems identified were:
• Shopify commissions were not correctly reflected in the corresponding accounting account.
• PayPal commissions were not properly identified.
• Duplicates and lack of synchronization in the creation and updating of contacts.
• Difficulty in scaling operations when managing two independent eCommerce stores.
Faced with this situation, SironaCareShop needed a custom integration between Shopify and Holded that ensured automated, accurate accounting aligned with the reality of the business.
The solution: Custom integration developed by GROUPmee
At GROUPmee we designed and developed an advanced integration between Shopify and Holded for SironaCareShop, specifically tailored to the client’s operations and Holded’s accounting requirements.
What exactly did we do?
1. Smart contact synchronization
- Automatic creation of contacts in Holded when a new client is generated in Shopify.
- Update of data if the contact already existed, avoiding duplicates.
- Unified management of clients coming from the two Shopify stores.
2. Automatic creation of sales invoices in Holded
- Generation of sales invoices in Holded for each confirmed order in Shopify.
- Correct association of the customer and the corresponding store.
- Prepared to comply with tax and accounting requirements.
3. Proper management of Shopify commissions
One of the key points of the project was to correctly reflect the Shopify commission:
- Separation of the gross order amount and the commission applied by Shopify.
- Automatic recording of the commission in the corresponding accounting account in Holded.
- Elimination of manual adjustments and accounting discrepancies.
4. Payment methods control: card and PayPal
One of the key points of the project was to correctly reflect the Shopify commission:
- Separation of the gross order amount and the commission applied by Shopify.
- Automatic recording of the commission in the corresponding accounting account in Holded.
- Elimination of manual adjustments and accounting discrepancies.
Results obtained
Thanks to the integration developed by GROUPmee, SironaCareShop managed to:
• Automate 100% of billing between Shopify and Holded.
• Eliminate accounting errors derived from commissions and payment methods.
• Save time on repetitive administrative tasks.
• Get a clear and reliable financial overview of their two eCommerce sites.
• Scale their business without accounting becoming a bottleneck.
Obtained Results
This success story shows that a customized integration can make a difference when the business grows or has specific accounting requirements.
At GROUPmee we help eCommerce companies get the most out of Holded, adapting it to their actual operations and ensuring automated, accurate, and scalable accounting.
