One of the most valuable aspects of connecting Acumatica to Shopify is real-time, bi-directional data synchronization. When configured properly, changes flow automatically between your ERP and storefront, eliminating manual data entry and keeping both systems aligned.

This guide covers how to configure and optimize bi-directional sync between Acumatica and Shopify, what data flows in each direction, and how to handle common sync scenarios.

If you haven't set up the connector yet, start with our Acumatica-Shopify Connector setup guide first.

How Bi-Directional Sync Works

Acumatica's native Shopify connector uses a Commerce Connector Engine that lives entirely within Acumatica. This engine uses REST APIs to send and receive data with Shopify, keeping both platforms synchronized as transactions occur.

Data flows from Acumatica to Shopify:

  • Product information (titles, descriptions, categories, images)
  • Pricing and price lists
  • Inventory levels by location
  • Customer-specific pricing (for B2B)
  • Shipment and tracking information

Data flows from Shopify to Acumatica:

  • Orders (eCommerce and POS)
  • Customer information
  • Payment details
  • Returns and refunds
  • Draft orders (imported as sales quotes)

The sync happens in near real-time as events occur, rather than on a scheduled batch basis. This means your inventory updates within seconds of a sale, and orders appear in Acumatica almost immediately after checkout.

Configuring Product Information Sync

Product data typically originates in Acumatica and syncs outbound to Shopify. Here's what you can synchronize:

Standard Product Fields

  • Title and description: Product names and descriptions from Acumatica item records
  • Categories: Map Acumatica item classes to Shopify collections
  • Pricing: Base prices and promotional pricing
  • Images: Product images stored in Acumatica
  • Metadata: Additional product attributes via Shopify metafields

Configuring Selective Product Export

Not every item in your ERP needs to appear on your storefront. Acumatica lets you export only preferred items using customizable filters:

  1. Define which item classes or categories should sync to Shopify
  2. Set filters based on item status (active, available for sale)
  3. Control visibility by customer type or location for B2B scenarios

This selective approach keeps your Shopify catalog clean and prevents internal-only items from appearing to customers.

Syncing with Shopify Metafields

For technical products common in manufacturing and B2B, you'll often need to sync data beyond standard Shopify fields. The connector supports importing, exporting, and filtering data synchronization with Shopify metafields for:

  • Stock items (technical specifications, compliance data)
  • Orders (custom order attributes)
  • Customers (account numbers, credit terms)

This is particularly useful for manufacturers who need to display spec sheets, certifications, or technical attributes. For more on managing technical product data, see our guide on Spec Sheet and CAD Downloads for Shopify Product Pages.

Configuring Inventory Sync

Accurate inventory is critical for B2B buyers who need to know what's available before placing large orders.

Real-Time Inventory Levels

The connector exports inventory levels to Shopify per item and per location. This means:

  • Multi-warehouse businesses can show inventory by location
  • Customers see accurate availability before ordering
  • Overselling is minimized

Unit of Measure Considerations

Acumatica supports multiple units of measure per item, and the connector can sync inventory per unit of measure. This matters for B2B scenarios where customers might order in cases, pallets, or other bulk units while you track inventory in individual pieces.

Inventory Sync Best Practices

  • Set appropriate sync frequency: While the connector supports real-time sync, high-volume operations may benefit from slight delays to reduce API load
  • Define safety stock thresholds: Consider holding back a buffer quantity to account for in-transit inventory or warehouse discrepancies
  • Map locations correctly: Ensure your Acumatica warehouse locations map to the appropriate Shopify locations

Configuring Order Sync

Orders flow from Shopify into Acumatica automatically, creating the foundation for fulfillment, invoicing, and financial reporting.

What Gets Imported

When an order is placed on Shopify, the connector imports:

  • Line items with quantities and pricing
  • Customer information
  • Shipping address and method
  • Payment details
  • Discounts and promotion codes applied
  • Purchase order numbers (for B2B orders)

Shopify POS Integration

If you use Shopify POS for in-person sales, those transactions sync to Acumatica alongside eCommerce orders. Configure import settings specifically for POS transactions to handle:

  • In-store pickup orders
  • Cash and card transactions
  • Exchange transactions

Draft Orders as Sales Quotes

For B2B operations where customers request quotes before ordering, the connector can import Shopify draft orders as sales quotes in Acumatica. This creates a workflow where:

  1. Customer requests a quote through Shopify (or sales rep creates a draft order)
  2. Draft order imports to Acumatica as a sales quote
  3. Your team reviews and adjusts pricing if needed
  4. Quote converts to order when customer approves

This is valuable for manufacturers handling custom orders or negotiated pricing. For more on quote workflows, see RFQ Popups and Direct Sales Contact on B2B Shopify.

Configuring B2B-Specific Sync

The Acumatica B2B on Shopify connector includes features specifically designed for business customers.

Customer Hierarchy Sync

B2B customers often have multiple buyers placing orders on behalf of a company. The connector supports this hierarchy:

  • Company accounts with multiple authorized buyers
  • Each buyer sees appropriate pricing and payment options
  • Orders roll up to the company level in Acumatica

Customer-Specific Pricing

Pricing in B2B rarely follows a single price list. The connector syncs customer-specific pricing from Acumatica to Shopify based on:

  • Individual customer pricing
  • Location-based pricing
  • Customer tier or classification
  • Volume price breaks

When a B2B customer logs into your Shopify store, they see their negotiated prices rather than list prices. For setup details, see Customer-Specific Pricing on Shopify for B2B.

Payment Terms Mapping

The connector maps Shopify payment terms to Acumatica credit terms, keeping payment expectations aligned between platforms. This streamlines B2B company data synchronization for account collection activities.

For more on configuring payment terms, see Net 90, Deposits, and Other Unique Payment Terms on Shopify.

Product Catalog Visibility

Control which products each customer sees using customizable filters based on customer login. This lets you:

  • Show different catalogs to different customer segments
  • Hide products not available in certain regions
  • Restrict access to products requiring certifications or approvals

Configuring Shipment Sync

Once orders are fulfilled in Acumatica, shipment information syncs back to Shopify so customers can track their orders.

Tracking Number Sync

During shipment synchronization, the connector creates a separate shipment and tracking number in Shopify for each box in the shipment. This means:

  • Multi-box orders show all tracking numbers
  • Customers receive accurate fulfillment notifications
  • Order status updates automatically in Shopify

Partial Shipments

For B2B orders that ship in multiple batches, each shipment syncs separately. Customers see accurate tracking for each portion of their order as it ships.

Handling Returns and Refunds

Returns and exchanges need to flow back to Acumatica for accurate financial reporting.

Refund Processing

When you process a return or refund in Shopify, those updates reflect in Acumatica's financial system. The connector handles:

  • Full refunds
  • Partial refunds
  • Restocking fees

Exchange Handling

For Shopify POS orders, the connector supports directly importing exchanges to Acumatica, whether for the same product at the same price or a different product at a different price.

Currency and Tax Configuration

International operations require careful attention to currency and tax handling.

Currency Settings

The connector offers flexibility in how currencies are handled:

  • Shopify default currency: Import orders in the currency the customer paid
  • Acumatica base currency: Convert to your entity's base currency on import

Choose the approach that simplifies your reconciliation processes and aligns with how your finance team prefers to work.

Tax Rate Mapping

Tax handling can be complex when multiple tax lines have the same tax ID but different rates. The connector provides advanced tax rate mapping with standardized substitution lists to:

  • Ensure accurate order imports
  • Reduce errors in tax calculations
  • Minimize manual adjustments

Managing Multiple Shopify Stores

If you operate multiple Shopify stores (perhaps separate B2B and B2C storefronts, or regional stores), Acumatica can connect to all of them.

Configuration Options

  • Separate management: Manage the flow of data to and from each store independently
  • Uniform treatment: Apply the same sync rules across all stores

Blended vs. Dedicated Storefronts

You can run a blended Shopify store serving both B2B and B2C customers, or maintain dedicated storefronts for corporate and consumer customers. The connector supports either approach, with data routing to the appropriate areas in Acumatica.

Fraud Analysis and Order Holds

Shopify includes fraud analysis capabilities that flag potentially risky orders. The connector integrates with this by:

  • Importing fraud analysis results with orders
  • Allowing you to configure automatic holds for flagged orders
  • Giving your team time to review before fulfillment

This reduces online risk by catching suspicious orders before you ship product.

Troubleshooting Common Sync Issues

Orders Not Appearing in Acumatica

  • Verify the connection credentials are still valid
  • Check that the order meets any filter criteria you've configured
  • Review the Acumatica connector logs for specific error messages

Inventory Discrepancies

  • Confirm location mappings are correct
  • Check for pending transactions that haven't posted
  • Verify unit of measure conversions

Pricing Not Updating

  • Ensure price list changes are published/activated in Acumatica
  • Check customer assignment to price lists
  • Verify the sync schedule for pricing data

Sync Delays

While the connector is designed for real-time sync, occasional delays can occur:

  • High transaction volumes may cause brief queuing
  • API rate limits can throttle sync speed
  • Network issues between systems

For most operations, these delays are seconds to minutes. If you're seeing longer delays, review your API usage and consider whether scheduled batch syncs might work better for certain data types.

Sync Configuration Best Practices

Start Conservative

When first configuring sync, start with fewer data types and expand gradually. This lets you:

  • Verify each data type syncs correctly
  • Catch mapping issues early
  • Build confidence before adding complexity

Document Your Mappings

Create documentation of how fields map between systems, especially for:

  • Custom fields and metafields
  • Tax codes and rates
  • Customer classifications
  • Location mappings

This documentation becomes invaluable when troubleshooting or onboarding new team members.

Monitor Sync Health

Regularly review sync logs and set up alerts for:

  • Failed sync attempts
  • Orders stuck in processing
  • Inventory variances beyond thresholds

Catching issues early prevents them from compounding into bigger problems.

Test Changes in a Development Environment

Before modifying sync configurations in production, test changes in a development or sandbox environment. This is especially important for:

  • New data type mappings
  • Filter or rule changes
  • Currency or tax configuration updates

Integration with Broader Workflows

Bi-directional sync is most powerful when integrated into your broader operational workflows.

Combining with Shopify Flow

Use Shopify Flow to automate actions based on synced data. For example:

  • Tag orders above a certain value for review
  • Notify your team when high-priority customers place orders
  • Trigger follow-up sequences based on order characteristics

For more on Shopify Flow automation, see Automating Back-office Processes with Shopify Flow.

Extending with n8n

For automation scenarios that span beyond Shopify and Acumatica, n8n can orchestrate workflows across multiple systems. This is useful for:

  • Syncing data to CRM systems
  • Triggering actions in third-party logistics providers
  • Connecting to specialized industry systems

For guidance on choosing between automation tools, see Conditional Logic Automations: When to Use n8n vs Shopify Flow.

Getting Started

If you're running Acumatica and Shopify, bi-directional sync eliminates the manual data entry that slows down operations and introduces errors. The native connector handles the heavy lifting, but proper configuration ensures the data flows correctly for your specific business needs.

Start by mapping out which data needs to flow in each direction, then configure the connector systematically, testing each data type before moving to the next. For a complete walkthrough of the initial setup, see our Acumatica-Shopify Connector setup guide.

For a broader context on ERP integration strategies, our Shopify ERP Integration Guide covers general principles that apply across platforms.