Getting started

This topic takes you from installing the app to your first working sync. It explains the words the app uses, what you need in Odoo, every field in the setup guide, and where to turn on each automatic sync.

What the app does

The app connects your Shopify store to your Odoo database. It moves data between the two, so you do not have to type it twice.

It can:

• Sync products, variants, prices and images, in the direction you choose.
• Keep stock levels in step, from Odoo to Shopify or from Shopify to Odoo.
• Create a sale order (or only an invoice) in Odoo for each Shopify order, with the customer, lines, taxes, shipping and discounts.
• Create invoices and payments in Odoo, and handle refunds as credit notes or restocks.
• Send fulfillment, payment, cancel and refund status back from Odoo to Shopify.
• Sync customers, and send abandoned checkouts, draft orders and orders to Odoo CRM.
• Copy extra fields, metafields and custom Odoo fields with Field Mapping.

Each part has its own settings page and its own on/off switch. Nothing syncs until you turn it on.

Key words

Before you start

You need the following.

Odoo version:

• Odoo 16.0 or later. This covers Odoo Online (odoo.com), Odoo.sh and self-hosted Odoo, Community or Enterprise.
• Some real-time features (Odoo → Shopify webhooks) depend on your Odoo version and setup. They usually work on Odoo 18 and later.

An Odoo user for the app:

• A user that can log in to the database you want to connect. Many stores create a separate user just for the app, so its actions are easy to spot in Odoo.
• That user needs rights to read and write the records the app syncs: products, stock, sales, invoices and contacts. Giving it administrator rights is the simplest way to avoid permission errors.
• If you want to match products by Shopify Variant ID, the user also needs the right to create fields (administrator Settings access), so the app can create the custom field for you.

A password or an API key for that user:

• An API key is recommended. It keeps working if the password changes or the user turns on two-factor authentication, and you can delete it at any time to cut off the app.
• Some Odoo servers refuse passwords for API access. Odoo Online does this. On those servers you must use an API key.

Odoo apps (modules) installed:

External API access:

• The app talks to Odoo through Odoo's external API (XML-RPC and JSON-RPC). If your Odoo sits behind a proxy or firewall, it must let through requests to /xmlrpc/2/*, /jsonrpc and /web/*.
• On Odoo Online, Odoo only allows external API access on some of its pricing plans. If the connection fails with "external API is not responding", check your Odoo plan with Odoo.

Install the app

1. 1
   Open the app listing in the Shopify App Store and click Install.
2. 2
   Shopify shows the list of permissions the app needs. Approve them. They let the app read and write products, inventory, locations, orders, fulfillments, draft orders, customers and sales channels.
3. 3
   Pick a plan on the Plans page and approve it on Shopify's screen. Every plan starts with the free trial, so you are not charged until the trial ends.
4. 4
   The app opens the setup guide: Welcome to TM Odoo Integration.

The setup guide has three steps. The bar at the top shows your progress (0 / 3 completed up to 3 / 3 completed). Click a step's title to open or close it.

Step 1: Odoo Connection

This step connects the app to your Odoo database. All four fields are required.

Each field has a ? icon with a short hint.

To connect:

1. 1
   Fill in the four fields.
2. 2
   Click Establish Connection.
3. 3
   Wait while the app checks the server and logs in.
4. 4
   When it works, the badge next to Odoo Connection shows Odoo account is connected and the next step opens.

The app checks in this order:

1. 1
   Is the Server URL a reachable Odoo server? It also reads your Odoo version.
2. 2
   Does the Database Name exist on that server?
3. 3
   Do the Username and Password / API Key log in?

If something is wrong, the message appears under the field that is wrong. The badge shows Invalid Odoo Host Url for a URL problem, or Invalid Odoo account credentials. for a login problem.

How to make an API key in Odoo:

1. 1
   Log in to Odoo as the user the app will use.
2. 2
   Click your avatar in the top-right corner and open My Profile (in some versions, Preferences).
3. 3
   Open the Account Security tab.
4. 4
   Click New API Key. Odoo asks for your password.
5. 5
   Give the key a name, such as "Shopify app". If Odoo asks how long the key should last, pick the longest option. When the key expires, the app can no longer reach Odoo.
6. 6
   Copy the key. Odoo shows it only once.
7. 7
   Paste it into Password / API Key in the app.

Step 2: General configuration

This step sets the basics that every sync uses. The app fills the lists from your Odoo database, so this step only opens after the connection works.

Odoo SKU/Barcode Mapping

This is the most important choice in the setup. The app uses it in every product, stock and order sync.

• SKU (Internal Reference): the Shopify variant SKU must equal the Odoo Internal Reference. This is the usual choice.
• Barcode: the Shopify variant Barcode must equal the Odoo Barcode.
• Shopify Variant ID (Custom Odoo Field): the Shopify variant ID is stored in a custom field on the Odoo product. Use this when your SKUs and barcodes are not unique or are empty.

When you pick Shopify Variant ID (Custom Odoo Field):

1. 1
   Type the field name in Odoo Custom Field for Shopify Variant ID. It can only use letters, numbers and _.
2. 2
   Click Save changes.
3. 3
   The app looks for the field on the Odoo product variant and product template.
4. 4
   If the field does not exist and its name starts with x_, the app creates it on the product variant for you.
5. 5
   If the name does not start with x_, you must create the field in Odoo first.

Company

Pick the Odoo company your store sells from. If your Odoo has only one company, it is the only choice.

When you save a different company, the app clears the sale invoice journal and the fixed tax setting, because they belong to the old company. Set them again on the Orders Settings and Additional Order Settings pages.

Sale invoice journal and fixed tax mapping

Earlier versions of the app had Sale Invoice Journal and Enable Fixed Tax Mapping in this step. They have moved:

• Select Sale Invoice Journal is on the Orders Settings page.
• Enable Fixed Tax Mapping and Tax Type are on the Additional Order Settings page.

Values you saved earlier are kept.

GST Treatment (India)

This field appears only when the selected Company has India as its country in Odoo. The choices come from your Odoo's Indian localization, for example "Registered Business - Regular" or "Consumer". Pick the treatment that fits most of your Shopify sales. The app uses it on the Odoo documents it creates, such as credit notes for refunds.

Multi-company setup

Choose Yes in Setup Multi Company Configuration to see the Multi-company setup box. It has two check boxes:

• Inventory mapping: sync stock from locations in several Odoo companies. You then pick each company's locations on the Inventory Settings page.
• Order mapping: send each Shopify order to an Odoo company based on its order tags.

Tick at least one, then add your rows:

1. 1
   Click Add new mapping.
2. 2
   If Order mapping is ticked, pick a Shopify order tag. The list shows tags used on your Shopify orders.
3. 3
   Pick the Odoo company.
4. 4
   Repeat for each company. Use the bin icon to remove a row.
5. 5
   Click Save changes.

How order mapping works:

• When an order arrives, the app reads its tags and goes through your rows from top to bottom. The first row whose tag is on the order decides the company. Tags are matched without regard to upper or lower case.
• An order with no matching tag goes to the main Company.
• The sale invoice journal for each company is set on the Orders Settings page.

The app checks your rows when you save:

• With no rows, you see Please add at least one mapping.
• A row without a company shows Please add a company.
• With Order mapping ticked, a row without a tag shows Please add a Shopify order tag.

Choosing No again removes all rows and unticks both boxes.

Save or reset

• Save changes checks the fields and saves them. The progress bar moves on, the app menu appears in Shopify's sidebar, and step 3 opens.
• Reset configuration reloads the companies, journals and taxes from Odoo and empties the fields on this form. Nothing is saved until you click Save changes. Use it when you added a company or journal in Odoo and it does not show in the list.

Step 3: Ready To GO!

The last step confirms the app is installed. It gets its check mark once you have saved both Inventory Settings and Orders Settings at least once.

It has three parts.

Shortcuts: buttons to open Dashboard, Product Settings, Inventory Settings, Order Settings and Customer Settings.

Backup & Restore Settings: save all your settings to a file, or load them from one.

• Export settings downloads a .json file with your configuration, sync settings, mappings and field mapping rules. It holds your Odoo address and database name, but not your password or API key.
• Import settings loads a file you exported. The app asks Import settings? first.

  • If the shop is connected to the same Odoo server and database as in the file, everything is restored.
  • If it is connected to a different Odoo database, only the sync preferences are restored. Odoo-specific choices such as journals, warehouses, companies and field mapping rules are skipped, because their IDs differ between databases. You then set those again.
• A file that is not a valid backup shows Invalid backup file.

Clear Temporary Cache: the app keeps its own list of which Shopify product or customer belongs to which Odoo record. You only need to clear it if you changed the Odoo database or a sync keeps picking the wrong record.

1. 1
   Tick Clear Customer Data, Clear Product Data, or both.
2. 2
   Click Clear Cache.
3. 3
   Confirm in the Confirm Clear Cache window.

The app then forgets those links and builds them again on the next sync, by matching SKU, barcode or variant ID. It also resets a product or customer import that looks stuck. Clearing the cache never deletes anything in Shopify or Odoo.

Your first sync

Do the first sync in this order. Each step relies on the one before.

1. 1
   Products. Open Product Settings and choose the Product Sync Direction. If Odoo holds your catalog, use Odoo → Shopify and click Import Products. If Shopify holds it, use Shopify → Odoo and click Export Products. If both already have the same products, start with Only update existing products, so the app links them by SKU or barcode without creating new ones.
2. 2
   Check the links. The Product Sync Status tab shows which products are linked and which are not. The Missing SKUs (or Missing Barcodes) tab lists products the app cannot match.
3. 3
   Stock. Open Inventory Settings, choose the direction, map your Shopify locations to Odoo warehouses or locations, and click Process Inventory Sync once.
4. 4
   Orders. Open Orders Settings, choose a journal in Select Sale Invoice Journal, set your invoice options, turn on Enable Order Sync, and click Save. Then place a test order in Shopify and check it on the Dashboard.
5. 5
   Customers. Open Customer Settings if you also want customers synced on their own. Customers on orders are created in Odoo with the order anyway.

Turn on automatic syncs

Each automatic sync is turned on in its own page. Saved settings start working right away.

Each of these has its own topic in this help center with all the details: Product sync, Inventory sync, Order sync and Customer sync & CRM leads.

How the app is laid out

The app lives inside your Shopify admin. After step 2 is saved, its pages show under the app's name in Shopify's left sidebar:

Good to know:

• On the Dashboard, the line ✓ Odoo account is connected (or ✗ Odoo account is not connected - Click to configure) opens Configuration when you click it.
• Settings pages use Shopify's save bar. When you change something, save or discard it before you leave the page.
• The Dashboard, Logs and Plans pages may show a Love this app? banner with other apps from our team. Click Dismiss to hide it.
• The bottom of most pages has our support email and a link to schedule a call.

Change or disconnect Odoo

To change the connection, open Configuration and edit the Odoo Connection fields, then click Establish Connection. The button is greyed out until you change a field.

What happens depends on what you change:

• Username or Password / API Key only: the app logs in again with the new details. All your settings stay. Use this when you change the password or replace an API key.
• Server URL or Database Name: the app treats it as a new Odoo database. Odoo records have different IDs in each database, so old choices could point at the wrong record. The app resets them.

When the URL or database changes, the app:

• Turns off order sync, stock sync, product sync and order status sync.
• Clears the general configuration, so you do step 2 again.
• Clears Odoo-specific choices: journals, payment journals, taxes, warehouses, pricelists, locations, categories, and their mappings.
• Removes the Shopify webhooks the app used for those syncs. They are added again when you turn the syncs back on.

Settings that do not depend on Odoo IDs, such as text values and account codes, are kept.

There is no disconnect button. To stop the app reaching Odoo:

• Delete the API key in Odoo (My Profile > Account Security), or change the user's password. The app can no longer log in, and syncs to and from Odoo stop with login errors.
• Turn off each sync in the app if you want the app to stop trying.
• To remove everything, uninstall the app. See Privacy & uninstall.

Troubleshooting

Need help

• Email us at support@techmarbles.com.
• Book a call with our team: calendly.com/techmarbles/shopify-odoo-support.

When you write to us, include your Shopify store address, what you expected, what happened, and the error from the Logs page. A screenshot helps.

Plans & billing

This topic explains what the app costs, how the free trial works, and what happens when you change or end your plan. All billing goes through Shopify and shows on your Shopify bill.

What it does

The app has one plan with every feature included. You choose how you pay:

• Pay monthly: billed every 30 days.
• Pay yearly (save up to 17%)*: billed once a year, at a lower price than 12 monthly payments.

Every plan starts with a 30-day free trial. You are not charged until the trial ends.

What every plan includes

There are no feature tiers and no usage limits. Every plan includes:

• Unlimited orders
• Automatic product sync
• Automatic inventory sync
• Two-way fulfillment flow
• Refund flow
• Implementation support

The yearly plan adds:

• Includes everything in the monthly plan
• Priority support
• 2 months free
• Save up to 17% on annual billing

There is no cap on orders, products, customers or syncs on any plan.

Prices

The price depends on your Shopify plan. The app reads your Shopify plan and shows the matching price:

The Plans page always shows the exact price that applies to your store, in USD, per month or per year. For current prices you can also check the app's listing in the Shopify App Store.

The free trial

• The trial lasts 30 days.
• It starts when you first install the app, not when you pick a plan.
• If you pick a plan on day 10, Shopify's approval screen shows the 20 days that are left. Billing starts the day the trial ends.
• During the trial, the Plans page shows how many days are left and the date billing will start, for example 12 days remaining in your free trial and Billing will start on 15/11/2026.

The trial is given once per store:

• If you uninstall and install again, the trial does not start over. It keeps counting from your first install.
• If your trial has already ended, a reinstalled store goes straight to a paid plan. The Plans page then shows the Free trial completed banner. If you need more time to test, write to support@techmarbles.com.

How to choose a plan

1. 1
   Open Plans in the app menu. New installs are taken there on their own.
2. 2
   Choose Pay monthly or Pay yearly (save up to 17%)* at the top.
3. 3
   Click Start free trial now on the plan card. While your trial is still running, the button says Continue free trial.
4. 4
   Shopify opens its approval screen with the price and the trial days. Click Approve.
5. 5
   Shopify sends you back to the app.

The button shows Processing… while the app prepares the charge.

The Plans page explained

Your current plan (top card):

The plan cards:

• The green strip on top shows 30 days free trial, or how many trial days you have left.
• The yearly card has a Most popular badge.
• The price shows in USD with /month or /year.
• Under the button you see when billing starts.

Banners:

• Free trial completed: you reinstalled the app after your trial was used up.
• Reconnect your store to Shopify: see Troubleshooting.

Change your plan

You can switch between monthly and yearly billing at any time:

1. 1
   Open Plans.
2. 2
   Click the other billing option at the top.
3. 3
   Click the button on that plan card and approve the new charge in Shopify.

Shopify replaces your old subscription with the new one. Shopify handles any credit for the unused part of the old plan.

The button on the plan type you already pay for is greyed out, so you cannot buy the same plan twice.

Cancel

To stop paying, uninstall the app from your Shopify admin (Settings > Apps and sales channels). Shopify ends the subscription when the app is uninstalled.

Read Privacy & uninstall first. Uninstalling deletes your app settings.

What happens without an active plan

When the trial ends without a plan, or a subscription is declined or cancelled:

• The app opens the Plans page instead of your settings. Every other page sends you back there.
• The current plan card shows Expired and the Expired on date.
• Pick a plan and approve it to get access back. Your settings are kept, so you carry on where you left off.

Paid add-on: Personalized Alert Mails

This optional service is billed separately from your plan.

• It emails you right away when an order fails to sync from Shopify to Odoo because required information is missing, such as a missing product or address detail. The email has the order details and the reason.
• It does not cover errors made by the app itself or technical system errors.
• It costs $30 per year.

To turn it on:

1. 1
   On the Dashboard, click Activate Personalized Alert Mails.
2. 2
   Enter the Email address for notifications.
3. 3
   Click Request activation.
4. 4
   Our support team sends you a payment link. Once payment is confirmed, the alerts are switched on and you are told.

When it is active, the button reads View Personalized Alert Mails. It shows the email address, the Activated from date and the Active until date.

Troubleshooting

Product sync

Product sync creates and updates products between Odoo and Shopify. You choose the direction, whether new products are created, which fields are updated, and which products are included.

What it does

• Odoo → Shopify (the default): Odoo is your product master. The app imports Odoo products into Shopify and keeps them up to date.
• Shopify → Odoo: Shopify is your product master. The app exports Shopify products to Odoo and keeps them up to date.

Only one direction is active at a time. The direction is shown next to the Product Settings page title.

The page has these tabs:

• Product Settings: all options and the manual sync buttons.
• Product Sync Status: a list of your products and whether each one is matched.
• Missing SKUs or Missing Barcodes: products the app can't match because they have no SKU or barcode. This tab is hidden when you match by Shopify variant ID.

If you have unsaved changes, you can't switch tabs. You see "Save or discard your changes before switching tabs."

Stock quantities are not part of product sync. See Inventory sync.

Before you start

• Connect Odoo and finish Configuration.
• In Configuration, Odoo SKU/Barcode Mapping decides how products are matched:

  • SKU (Internal Reference): the Shopify variant SKU is matched with the Odoo Internal Reference.
  • Barcode: the Shopify variant barcode is matched with the Odoo Barcode.
  • Shopify Variant ID (Custom Odoo Field): the Shopify variant ID is stored in a custom Odoo field (for example x_shopify_variant_id). Enter its name in Odoo Custom Field for Shopify Variant ID. If the field does not exist and its name starts with x_, the app creates it when you save.
• Give every product and variant a unique SKU or barcode on both sides. A product without one can't be matched, and duplicates can link the wrong products.

How to set it up

1. 1
   In the app, open Product Settings.
2. 2
   Under Product Sync Direction, pick Odoo → Shopify or Shopify → Odoo. Click Confirm in the pop-up.
3. 3
   Under Product Sync Options, choose Create new and update existing products or Only update existing products.
4. 4
   Tick the options you need for your direction (see Settings explained).
5. 5
   Optional: turn on Update Product Fields and tick the fields to update on existing products.
6. 6
   Optional: limit the sync with Sync Product By Category / Sync Shopify Product By Collection and Sync Product By Tags / Sync Shopify Product By Tags.
7. 7
   Optional: set up price lists (Sync Odoo Pricelist or Target Odoo Pricelist).
8. 8
   Optional: turn on Enable Auto Product Sync to sync once a day.
9. 9
   Click Save.
10. 10
    Run the first sync with Import Products (Odoo → Shopify) or Export Products (Shopify → Odoo) at the top of the page.

Settings explained

Product Sync Direction

Changing it shows Confirm Sync Direction Change. The new direction applies after you click Save. The options on the page change with the direction.

Create or update

Under Product Sync Options (both directions):

When a product is created, all of its main fields are copied (title, description, variants, SKU, barcode, price, cost, tags and so on). On later runs, only the fields you tick under Update Product Fields are changed.

Options for Odoo → Shopify

Shopify product categories

Map Odoo categories to Shopify product categories (Odoo → Shopify) fills in the Category field of Shopify products from Odoo:

1. 1
   Tick Map Odoo categories to Shopify product categories.
2. 2
   In each row, pick an Odoo product category and type in Shopify product category to search Shopify's category list, for example "T-shirts". Click Add mapping for more rows. Click Refresh Odoo categories if a new Odoo category is missing.
3. 3
   Optional: in Odoo field for a product's own Shopify category (optional), enter the technical name of an Odoo product field, for example x_shopify_category.
4. 4
   Click Save.

Which category a product gets:

• If the product has a Shopify category id in the optional Odoo field, such as aa-1-13-8 (Apparel & Accessories > Clothing > Clothing Tops > T-Shirts), that category is used. A value that is not a Shopify category id is ignored, and the Logs page says so.
• Otherwise the mapping of the product's Odoo category is used. A mapping also covers subcategories that have no mapping of their own: mapping "Clothing" also covers "Clothing / T-shirts".
• Otherwise the product's category in Shopify is left as it is.

The category is set when a product is created. For existing products it is updated during the product sync when Update Product Fields is turned on. You don't need to tick any field under it for the category. It is only changed when the mapped category is different from the category the product has in Shopify. Changing a product's category in Shopify removes the category attributes filled in for it, so a product whose category already matches is never touched.

Options for Shopify → Odoo

Inventory tracking

When products are created or updated, the app keeps Shopify's Track quantity in line with Odoo's Track Inventory:

• On Odoo 18 and later, it follows the Track Inventory checkbox on the product.
• On older Odoo versions, it follows the product type: storable products are tracked, consumables are not.

Tick Disable Inventory Tracked on Shopify For Synced Products to turn tracking off in Shopify for every synced product instead.

Enable Auto Product Sync

Enable Auto Product Sync from Odoo to Shopify (or from Shopify to Odoo) runs a full product sync once a day, in your chosen direction. Turning it on asks you to confirm.

• It uses your create/update setting, field update settings and filters.
• It covers SKU, Barcode, Price, Title, Description, Tags and Cost.
• It runs at about 00:00 UTC. If a product sync finished less than 30 minutes earlier, that day's run is skipped.

Update Product Fields

Update Product Fields from Odoo to Shopify (or from Shopify to Odoo) controls which fields are changed on products that already exist on the other side. It applies to the daily auto sync and to manual import and export. It does not affect new products.

Turn it on, then tick at least one field under Select the fields to update: (or Select the fields to export:). Otherwise saving shows "Please select at least one field to update."

Cost is the only way to change Cost per item on products that already exist. A product sync sends the cost when it creates the product, but on later runs it changes only the ticked fields, and Sync Prices never touches the cost. If your costs change often, turn on Enable Auto Product Sync, tick Cost here, and the daily run updates them.

Prices of products with variants (Shopify → Odoo)

Each Shopify variant's price goes to its own variant in Odoo. What the main product shows as Sales Price depends on your Odoo version:

• Odoo above 19.0: the main product shows the lowest price of its Shopify variants, for example 19.50 for a shirt sold at 19.50, 24.90 and 29.00. Each variant keeps its own price.
• Odoo 19.0 and older: the main product's Sales Price stays at 0 when the variant prices are synced, because Odoo adds each variant's price on top of it. Open a variant to see its price.

Filter by category, collection or tag

• With the switch off, all products are synced.
• With the switch on, pick at least one value. Otherwise saving shows, for example, "Please select at least one category or disable the option."
• Type in the box to search. With a long list, only the first matches are shown; keep typing to narrow it.
• Category lists show the full path, for example "Parent / Child / Subchild". If your Odoo has eCommerce categories, Odoo product categories show "(General)" and website categories show "(Website)". Only categories of the company set in Configuration are listed.
• Click Refresh to load new categories, collections or tags.
• The filters apply to the daily auto sync and to manual import or export.
• Sync Prices and market catalog prices follow the Odoo → Shopify filters too: only the products that match get new prices.

Sync Odoo Pricelist (Odoo → Shopify)

Turn on Sync Odoo Pricelist to price Shopify products from an Odoo price list instead of the default sale price.

1. 1
   Turn on Sync Odoo Pricelist.
2. 2
   In Select Price List, pick the Odoo price list. Click Refresh to reload the list.
3. 3
   Click Save.

The price list rules are applied at product, variant and category level, and the price is worked out in the price list's own currency. See How a price list price is worked out. If you turn it on without picking a sales list, a market catalog mapping or Map Price list to Cost per item, you see "Please select a price list to save…". You can leave Select Price List empty when a Select Cost Price List is set or when you map price lists to market catalogs. To clear it, pick --Select--.

Price list names are shown in the language of the Odoo user you connected, the same names you see in Odoo. Only active price lists are shown. If you rename a price list in Odoo, click Refresh to see the new name.

Map Price list with Shopify Market Catalog sends Odoo price lists to Shopify Markets catalogs, so each market gets its own prices:

1. 1
   Tick Map Price list with Shopify Market Catalog.
2. 2
   In each row, pick an Odoo Pricelist and a Shopify Market Catalog.
3. 3
   Click Add mapping for more rows. Use the delete icon to remove a row.
4. 4
   Click Refresh market catalogs if a catalog you created in Shopify is missing.
5. 5
   Click Save.

• Each price list and each catalog can be used in one row only.
• A half-filled row shows Required. You need at least one complete row.
• Prices follow the price list's rules, in the price list's own currency. A Fixed Price line gives exactly that price. If the product's price is in another currency than the price list, it is converted with your Odoo exchange rates first. See How a price list price is worked out.
• Tick Add Odoo taxes to market catalog prices when your Odoo price list is before tax and the market shows prices with tax. Each product's Odoo sales taxes are then added to its catalog price. It is off by default.
• To change only the market catalogs, leave Select Price List empty. A price sync then updates the catalog prices and leaves the Shopify base price unchanged, for example EUR base prices with a CHF catalog for Switzerland. A product sync still writes the base price from the Odoo sale price if Price is ticked under Update Product Fields, so untick it.
• Turning off Sync Odoo Pricelist also removes the market catalog mapping.

Map Price list to Cost per item writes an Odoo price list to Shopify Cost per item instead of the product's cost:

1. 1
   Tick Map Price list to Cost per item.
2. 2
   In Select Cost Price List, pick the Odoo price list. It can be the same list as Select Price List, or a different one.
3. 3
   Click Save.

• Rules are applied the same way as sale prices (product, variant and category). Products without a line keep their normal cost.
• You can use cost mapping alone: leave Select Price List empty and Shopify sale prices stay on the product's normal sale price.
• On later syncs, Cost must be ticked under Update Product Fields for cost to change on products that already exist.
• Turning off Sync Odoo Pricelist also turns this option off.
• If you turn it on without picking a list, you see "Please select a cost price list to save, or disable this option."

Target Odoo Pricelist (Shopify → Odoo)

Turn on Target Odoo Pricelist and pick a list in Select Target Price List. Synced Shopify prices are then also written into that Odoo price list, for every product and variant, on every Odoo version.

• Prices on the Odoo product itself keep syncing as before.
• Leave it off and nothing changes.
• If you turn it on without picking a list, you see "Please select a target price list to save, or disable this option."

Save

Click Save at the bottom of the page, or Save in the Shopify save bar. Click Discard to undo your changes. You see "Product settings data saved successfully" when it worked.

How often it runs

• Auto product sync: once a day at about 00:00 UTC, when Enable Auto Product Sync is on.
• Manual sync: whenever you click a button at the top of the page.
• Product Sync Status: whenever you click Sync on a row or sync selected products.

Manual sync buttons

The buttons are at the top right of the Product Settings tab:

The buttons are greyed out while a related sync is running. A new manual product sync can only start 5 minutes after the last one finished.

Date range

Each manual sync pop-up asks what to sync:

• All: everything, as before.
• Date range: only records updated between the dates you pick. Use Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, or the calendar. Dates are full days in your own time zone, matched against each record's last-updated date.

Confirm stays greyed out until you pick both a start and an end date. The pop-up always opens on All.

Progress cards

When a manual sync starts, a card shows under the tabs: Product Sync, Price Sync or Image Sync.

• Status: Starting, In progress, Stopping…, Completed, Failed or Stopped.
• A progress bar with "X of Y processed", and failed and skipped counts.
• Stop ends the run at the next safe point. Products already synced stay synced.
• Dismiss hides a finished card. If it failed, Error details says why.

For Shopify → Odoo, if an export finished with failed or skipped products, a banner shows "Product export in progress: X of Y (Z%). Failed: A. Skipped: B." Click Retry failed or skipped products to try just those again. You can leave the page while an export runs.

A large export sends a lot of calls to your Odoo, and pauses for a minute or two when it has sent as many as Odoo should take for the minute. The products it is waiting on stay counted as still to do, not as failed, and the export carries on by itself once there is room again. Only if it is still waiting after a few hours does the export give up on them: they are then counted as failed, and the Logs page says "N product(s) were not synced because Odoo's API rate limit stayed saturated — run the export again to sync them." Start the export again, or click Retry failed or skipped products, to sync those products.

Product Sync Status

This tab lists your Odoo Products (Odoo → Shopify) or Shopify Products (Shopify → Odoo), 50 per page.

• Use the All, Synced and Not Synced tabs to filter. On Not Synced, products with unmatched variants open automatically.
• Search by name, SKU or barcode.
• Sort by Product title, Created or Updated.
• If your settings have a collection or tag filter, a "Filtered by: …" badge shows and only those products are listed.
• Select products and click Sync Selected Products (or Sync Odoo → Shopify / Sync Shopify → Odoo at the top) to sync them as one batch. Sync Images for Selected (or Sync Images) does the same for images. The progress card shows the batch.
• Click Refresh to reload the list. The match status is cached for about 10 minutes.

Missing SKUs or barcodes

The Missing SKUs (or Missing Barcodes) tab lists products on the side you sync from that have no SKU or barcode. These can't be matched.

• Odoo: Product Name, Odoo ID and the other identifier (for example the barcode when you match by SKU). Only active, saleable, non-service products are listed.
• Shopify: Product Name, Variant Title, Product ID, Variant ID and the other identifier.
• Up to 500 rows are shown. The summary says how many there are in total.
• "Every Odoo product has a SKU." means nothing is missing.
• Click Refresh after you fix products.

What is synced / not synced

Synced on create (both directions): title, description, variants and options, SKU, barcode, price, cost, tags, and the inventory tracking flag. Plus the extra options you turned on (category, collection, vendor, draft status, images).

Shopify options (Odoo → Shopify): only the Odoo attributes your variants are made of become Shopify options, for example Color and Size. Attributes set to Never under Variant Creation in Odoo (for example "Material" or "Fit") are product information, not options, so they are not sent as options. Shopify allows at most 3 options per product, and an option name can't contain " / ", so "Cut / Style" is sent as "Cut/Style".

Synced on update: only the fields ticked under Update Product Fields.

Not synced:

• Stock quantities. Use Inventory sync.
• Creating bundle or kit products (Shopify bundles, Odoo Kit BoMs). Sync the single products, then build the bundle or kit by hand. Once a Shopify product and an Odoo kit share a SKU or barcode, the app can sync the kit's stock and deliveries. See Kit products.
• Deleting a product on one side does not delete it on the other.
• Products outside your category, collection or tag filters.

Limits

• Odoo → Shopify: up to about 20,000 products for a first import. Sync by category or tag to stay within Shopify rate limits.
• Shopify → Odoo: up to about 10,000 simple products, or about 500 products with 10 to 20 variants. Large exports run in the background with automatic rate limiting.
• One manual product sync at a time per store, with 5 minutes between runs.
• One price sync and one image sync at a time.

Good to know

• Bundle and kit limit: Shopify and Odoo store bundles in different ways, and there is no standard API to convert one into the other, so the app does not create them. Build the kit on both sides with the same SKU or barcode, then turn on the kit options described in Kit products.
• Switching on Create new and update existing products with duplicate or missing identifiers can create duplicate products. Check the Missing tab and the Duplicate SKUs tabs on the Logs page first.
• Product sync results and errors appear on the Logs page.

Troubleshooting

Inventory sync

Inventory sync copies stock quantities from one system to the other. You pick which side is the source of truth, how often it runs, which quantity is sent, and which locations are linked.

What it does

• Odoo → Shopify (the default): Odoo is the source of truth. The app reads stock from Odoo and writes it to your Shopify locations.
• Shopify → Odoo: Shopify is the source of truth. The app reads stock from your Shopify locations and writes it to Odoo locations as an inventory adjustment.

Only one direction is active at a time. The direction is shown next to the page title.

Inventory sync only changes quantities. It does not create products. Products must already exist on both sides and be matched (see Product sync).

Before you start

• Connect Odoo and finish Configuration. The matching method you chose there (SKU (Internal Reference), Barcode or Shopify Variant ID (Custom Odoo Field)) is also used to match products for stock.
• Make sure each product has the same SKU or barcode on both sides. Duplicate or empty values are the most common cause of wrong stock.
• In Shopify, turn on Track quantity for the products you want to sync. Untracked products are skipped.
• In Shopify, make sure each product is stocked at the locations you plan to map. The inventory sync does not add products to a location.
• Archived Shopify products are not synced. Active, draft and unlisted products are.

How to set it up

1. 1
   In the app, open Inventory Settings.
2. 2
   Under Inventory Sync Direction, choose Odoo → Shopify or Shopify → Odoo. Click Confirm in the pop-up.
3. 3
   Turn on Enable Stock Sync & Set Auto Sync Frequency Odoo to Shopify (or …Shopify to Odoo).
4. 4
   In Choose Quantity Type to Sync, pick the quantity to send.
5. 5
   For Odoo → Shopify, pick a Shopify Target Type. Leave it on Default if you are not sure.
6. 6
   In Select Auto-Sync Frequency, pick how often the sync runs. Or tick the real-time option instead.
7. 7
   Set the optional checkboxes (zero stock, combine, incoming).
8. 8
   Map your locations under Inventory Location Mapping. Click (+) Add for each row. For Odoo → Shopify you can tick Skip location mapping instead.
9. 9
   Optional: turn on Sync Inventory by Category (Odoo → Shopify) or Sync Inventory by Collection (Shopify → Odoo) to limit which products are synced.
10. 10
    Click Save.
11. 11
    Click Process Inventory Sync at the top of the page to run the first sync now.

Settings explained

Direction and stock sync

Quantity type

Choose Quantity Type to Sync decides which number is sent:

Below the fields, a note tells you which Shopify field receives the number. For example: "Note: Quantity Available will be mapped to Shopify's Available field."

Shopify Target Type

Only for Odoo → Shopify. It picks which Shopify inventory field receives the Odoo quantity:

The target type only changes where the number goes. It does not change how the number is calculated in Odoo.

Frequency and real time

Select Auto-Sync Frequency sets how often the scheduled sync runs. Times are in UTC.

Real time sync using webhook (Odoo → Shopify) or Real-time sync using Shopify webhooks (Shopify → Odoo) sends changes as they happen, instead of on a schedule.

• When you tick it, the frequency selector is replaced by "Auto-sync frequency is disabled when real-time sync is enabled."
• The scheduled sync stops for your store while real time is on. Process Inventory Sync still works.

Odoo → Shopify real time:

• Odoo has to tell the app when stock changes. This uses the base_automation module (Automation Rules) in Odoo. It is included with Odoo. Real-time webhooks usually work on Odoo 18 and above.
• The app does not create the automation in Odoo for you. Book a call from the banner (Schedule a call) or email support@techmarbles.com. The setup takes about 5 minutes, at no extra cost.
• When Odoo reports a change, the app waits a few seconds to collect more changes. Then it re-counts that product across all Odoo locations mapped to each Shopify location and updates Shopify.
• Changes in locations that do not belong to a warehouse, or to another company, are ignored.

Shopify → Odoo real time:

• Shopify sends an update each time an inventory level changes. The app waits a few seconds (longer if order sync is also on), so a burst of changes becomes one update.
• Shopify only sends the available quantity. So Quantity Available is used automatically and the quantity type can't be changed.
• Changes at Shopify locations that are not mapped are ignored.

Extra options

Kit products

An Odoo kit (Bill of Materials of type Kit) has no stock of its own. Odoo takes its components out of stock when the kit is delivered. To sell a kit in Shopify, create the Shopify product (or bundle) with the same SKU or barcode as the Odoo kit product.

• Calculate kit stock from components (Inventory settings): Shopify gets the number of complete kits the components can make. With location mapping, this is worked out per mapped location. If a kit needs 2 of a component and 5 are in stock, that component allows 2 kits. The lowest number across the components is sent. Components that Odoo does not track in stock (consumables, services) are left out. Without this option and with location mapping on, kits sync as 0.
• Deliver kit components when a kit is fulfilled in Shopify (Order Settings > Order Status Sync): fulfilling the kit in Shopify fills in and validates the component lines of the Odoo delivery. Without it, the delivery of a kit stays open in Odoo.
• Deliveries from Odoo to Shopify always count whole kits: a kit is marked fulfilled in Shopify only once all its components are delivered in Odoo, even if they ship in separate deliveries.
• Kit stock is updated by the scheduled sync and Process Inventory Sync. Real-time sync does not recalculate kits when a component changes.
• A kit made of other kits is not converted. Its stock follows Odoo's own kit quantity.

Location mapping

Location mapping tells the app which Odoo location feeds which Shopify location. It is on automatically when stock sync is on. Use (+) Add to add a row and the delete icon to remove one.

Odoo → Shopify (Inventory Location Mapping Odoo to Shopify):

1. 1
   Click (+) Add.
2. 2
   In Select Shop, pick one Shopify location.
3. 3
   In Select/Search Odoo Locations, pick one or more Odoo locations.
4. 4
   Repeat for each Shopify location, then click Save.

• If you pick several Odoo locations for one Shopify location, their quantities are added up.
• If you pick a parent location, the stock of all its sub-locations is included.
• If you map a parent and one of its sub-locations, the sub-location is only counted once.
• Each Shopify location and each Odoo location can be used in one row only.
• Products not stocked at a Shopify location in Shopify are skipped for that location.
• Orders synced to Odoo: the Odoo delivery takes its stock from the first Odoo location in the row of the Shopify location the order is assigned to. If Odoo had already reserved the products somewhere else, the app releases that reservation and reserves them again from that location. A delivery Odoo had not reserved yet is left for Odoo to reserve.

Shopify → Odoo (Inventory Location Mapping Shopify to Odoo):

1. 1
   Click (+) Add.
2. 2
   In Select/Search Shopify Locations, pick one or more Shopify locations.
3. 3
   In Select Odoo Location, pick one Odoo location.
4. 4
   Click Save.

• The quantities of all Shopify locations in a row are added up and written to that one Odoo location.
• Shopify → Odoo always needs mapping rows. Shopify locations that are not mapped are ignored.

Click Refresh to load locations you added recently in Shopify or Odoo. If you see "Do not see locations? Click on refresh.", the list may be out of date. (+) Add is greyed out when every location is already used.

When saving, every row needs both sides filled in. Empty fields show Required. With no rows at all you see "Please add locations."

Skip location mapping (Odoo → Shopify only):

• The app writes stock only to your default Shopify location. It uses the product's total stock in Odoo (all locations of your configured company).
• The mapping table is hidden.
• "Note: Skipping the mapping may affect fulfilment from Shopify to Odoo only." Order fulfilment also falls back to the default location.

Category and collection filter

• Leave the filter off to sync all products.
• When the filter is on, pick at least one category or collection. Otherwise saving shows "Please select at least one category or disable the option."
• Category lists show the full path, for example "Parent / Child". If your Odoo has eCommerce categories, they show "(Website)" and product categories show "(General)".
• Click Refresh to load new categories or collections.
• The filter applies to scheduled and manual syncs. It is not applied to real-time updates.

How often it runs

• Scheduled sync: at the frequency you picked, in UTC, except between 00:00 and 00:30 UTC.
• Real time: a few seconds after a change, when the real-time option is on. No scheduled runs while real time is on.
• Manual: whenever you click Process Inventory Sync.

Odoo → Shopify sends the current quantity of every matched product on each run, not only the ones that changed.

Shopify → Odoo scheduled runs only look at stock that changed in Shopify since the last run (with a one-hour overlap). Manual runs look at everything. In Odoo, only quantities that differ are changed.

Only one inventory sync runs at a time for a store. If a run is still busy when the next one is due, the next one is skipped.

Process Inventory Sync

1. 1
   Click Process Inventory Sync at the top of Inventory Settings.
2. 2
   In Confirm Inventory Sync, choose the scope:

   • All: sync every product.
   • Date range: sync only records updated between the dates you pick. Use Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, or the calendar. Dates are full days in your own time zone.
3. 3
   Click Confirm.

For Odoo → Shopify, the date range uses the date the product's stock last changed in Odoo. For Shopify → Odoo, it uses the date the inventory level last changed in Shopify. Confirm stays greyed out until you pick both a start and an end date.

A manual sync always reloads the latest product list from Shopify, so it also picks up new products and changed SKUs.

Progress card

While a sync runs, an Inventory Sync card shows at the top of the page:

• Status: Starting, In progress, Stopping…, Completed, Failed or Stopped.
• A progress bar with "X of Y processed", plus failed and skipped counts. For Odoo → Shopify, each product-and-location pair counts as one item.
• Steps such as "Fetching inventory data from Shopify (bulk operation)…" and "Updating inventory on Shopify…".
• Stop ends the run. Updates already sent are not undone.
• Dismiss hides a finished card. If it failed, Error details says why.

What is synced / not synced

Synced:

• Stock quantity per location (or for the default location with Skip location mapping).
• Odoo incoming quantity to Shopify Incoming, if you tick that option.

Not synced:

• Products that are not matched by SKU, barcode or variant ID.
• Shopify products with Track quantity off. The app never turns tracking on.
• Archived Shopify products, and archived (inactive) Odoo products.
• Odoo service products.
• Odoo products that belong to another company.
• Products that are not stocked at the mapped Shopify location.
• Products outside your category or collection filter.
• Products with zero stock, when Do not sync zero stock is ticked.

Limits

• Quantities sent to Shopify are whole numbers. Negative Odoo stock is sent as 0.
• Up to 100 Shopify locations per product are read.
• Large catalogs are sent in batches with automatic rate limiting. A very large Odoo → Shopify sync can take a long time.
• If Odoo cannot be reached, the sync stops and nothing is changed in Shopify. No zeros are pushed. The next run tries again.
• Odoo kit products need Calculate kit stock from components, and their stock is updated by the scheduled sync only. See Kit products.

Good to know

• Shopify → Odoo writes stock as an inventory adjustment in Odoo, at the exact Odoo location you mapped. Odoo products need to be storable (Track Inventory on).
• After an order or refund syncs to Odoo and changes its stock, the app re-checks the stock 30 seconds later so a sale is not counted twice.
• With Odoo → Shopify real time, the app re-sends Odoo's stock after a Shopify fulfilment, so Shopify's own deduction does not leave the numbers out of step.
• Scheduled Odoo → Shopify syncs may use a saved copy of your Shopify product list. If you just added products in Shopify or changed SKUs, run Process Inventory Sync once.
• Results and errors of each run appear on the Logs page.

Troubleshooting

Order sync

Order sync creates an Odoo sales order for each Shopify order, and can add the invoice, the payment and refund credit notes. It also brings delivery, payment, cancel and refund status from Odoo back to Shopify. You set it up on the Order Settings page. The detailed rules (which orders, taxes, discounts, shipping, customers, warehouse) are on Additional order settings.

What it does

With order sync on (direction Shopify → Odoo), each new Shopify order becomes an Odoo sales order with:

• the customer (found in Odoo or created), with delivery and invoice addresses,
• one line per product, plus lines for shipping, discounts, and (if you choose) taxes, tariffs and tips,
• the warehouse, pricelist, sales team, carrier and tags you set in Additional order settings.

On top of that, if you turn them on:

• an invoice (Export Invoice), marked paid or in payment, with a payment record,
• credit notes for Shopify refunds,
• updates to the order when it is edited in Shopify,
• fulfillment, payment, cancel and refund status sent back from Odoo to Shopify.

You can also turn the flow around (Odoo → Shopify) so that confirmed Odoo sales orders create Shopify orders. See Odoo → Shopify orders.

Before you start

• Connect Odoo and finish Configuration first (company, product matching by SKU or barcode, and the Odoo user the app signs in with).
• Make sure your products exist in Odoo with the same SKU or barcode as in Shopify, or let the app create them (see Disable new product creation on Odoo with order sync in Additional order settings).
• To create invoices, your Odoo database needs the Invoicing (Accounting) app and at least one sales journal. For deliveries and fulfillment sync, it needs the Inventory app.
• Set Start Date for Order Sync in Additional Order Settings. Orders created before that date are never sent.

How to set it up

1. 1
   In the app, open Order Settings.
2. 2
   Under Order Sync Direction, keep Shopify → Odoo (the default).
3. 3
   Turn on Enable Order Sync.
4. 4
   Choose your numbering options (see Order numbering).
5. 5
   Turn on Export Invoice if you want invoices, then pick the Select Sale Invoice Journal and when invoices are created.
6. 6
   Turn on Mark Invoice as Paid / In Payment if invoices should be marked paid, and set up payments.
7. 7
   Turn on Enable Refund Order Sync (or Enable Restock On Odoo for Refund Order Sync).
8. 8
   Turn on Order Status Sync and choose how each status comes back from Odoo.
9. 9
   Turn on Enable Comprehensive Order Editing if Shopify edits should update Odoo.
10. 10
    Click Save.
11. 11
    Click Go to Additional Order Settings and finish the detailed rules there.

Order sync direction

Order Sync Direction decides which way orders flow. Only one direction is active at a time.

When you change the direction, the app asks you to confirm (Confirm Sync Direction Change). The other direction stops, but its settings are kept and come back if you switch again. Click Save to apply the change.

The page title shows the active direction. Each direction shows only its own settings.

Enable order sync

Enable Order Sync is the main switch for order sync in both directions.

• Turning it on in Shopify → Odoo shows two numbering options below it.
• Turning it off switches off every order option on the page (invoices, payments, refunds, status sync, order editing, POS). The direction and the sale invoice journal are kept.
• Additional Order Settings can only be changed while it is on.

Invoice sync only

Enable Invoice Sync Only sends Shopify orders to Odoo as customer invoices only. No sales order is created.

• It cannot be on together with Enable Order Sync. Turning one on turns the other off.
• Export Invoice is switched on for you and cannot be turned off in this mode.
• You can still choose when invoices are created, mark them paid, create payments, and sync refunds as credit notes against the invoice.
• Order numbering, status sync, order editing and POS options are switched off.

On the dashboard these orders show Success with an Invoice only badge. An order that is waiting for your invoice rule (for example, until it is paid) is not sent until it matches.

Order numbering

These checkboxes appear under Enable Order Sync (Shopify → Odoo).

When numbering is off, Odoo names the order itself and the Shopify order name is kept on the order as its reference.

Which orders sync

A Shopify order is sent to Odoo when all of these are true:

• Enable Order Sync (or Enable Invoice Sync Only) is on and saved.
• The order was created on or after Start Date for Order Sync.
• It matches Sync Orders By Status: All Orders, Only Paid Orders, Only Fulfilled Orders, or Paid & Fulfilled Only.
• If you chose tags in Sync Orders by Specific Shopify Tags, the order has at least one of them.

An order that does not match yet is checked again each time Shopify sends an update for it. So an unpaid order syncs as soon as it is paid, if you chose Only Paid Orders.

Orders that never reached the app are listed in the dashboard's Skipped tab (last 60 days, never before your start date), with a reason:

Click Sync now on a row to send that order to Odoo right away. Sync now sends the order even if it does not match your rules.

Invoices

Turn on Export Invoice to create an invoice in Odoo for Shopify orders. The invoice is confirmed (posted) in Odoo.

Select Sale Invoice Journal

Pick the Odoo sales journal your invoices are created in. Only sales journals are listed, because Odoo rejects an invoice on a bank or cash journal. Click Refresh if a journal you just created is missing. A journal is required to save when Odoo returns journals.

If your setup uses several Odoo companies (multi-company in Configuration), you see a table instead: pick an Odoo Company and its Sale Invoice Journal in each row. Use Add Mapping for more rows and the bin icon to delete one. Companies without a row use the journal of your main company. If the table shows "Couldn't load companies and journals from Odoo", check the Odoo connection in Configuration and click Refresh.

Map sale journals by order tag or payment method

Tick Map sale journals by order tag or payment method to use a different sales journal for some orders (for example "Wholesale" → Wholesale Sales journal, PayPal → PayPal Sales journal).

1. 1
   Next to Map by:, choose Order tags or Payment methods.
2. 2
   Click Add Mapping.
3. 3
   Enter the Shopify Order Tags (type a tag and press Enter) or pick the Shopify Payment Method, then pick the Sale Invoice Journal.
4. 4
   Click Refresh to load your store's tags or payment methods and the Odoo journals.
5. 5
   Click Save.

Rules:

• If an order has tags from more than one row, the first of those rows is used.
• Orders that match no row use the Select Sale Invoice Journal above.
• A tag or payment method can be mapped once (once per company in a multi-company setup).
• Credit notes for refunds use the journal of the invoice they reverse.
• Payment methods come from your orders of the last 60 days. If none are found, place a test order with that payment method, then click Refresh.
• Both lists (by tag and by payment method) are kept. Switching Map by: back restores the other list.

When invoices are created

An order that does not qualify yet syncs without an invoice. The invoice is added when a later Shopify update shows the order paid or fulfilled. Until then the dashboard shows Invoice pending.

Mark invoice paid or in payment

Mark Invoice as Paid / In Payment sets the payment status of the invoice in Odoo. It needs Export Invoice.

Choose one option:

• "Paid" without payment creation only changes the status of the invoice. Turn on Activate Payment Creation to create a real payment and reconcile it with the invoice.
• "In Payment" only changes the status. No payment is created, even with Activate Payment Creation ticked. The page shows a warning when you combine the two. To create payments, pick one of the Mark Invoice as Paid options.
• If an order is unpaid when it syncs, the invoice is marked when Shopify later reports it paid.
• If Odoo refuses the update (for example, a missing payment journal), the order is not marked paid in the app, so it is tried again on the next Shopify update once you fix the cause.
• While this is on, Payment status (Odoo → Shopify) is hidden, and Update Existing Invoice for order edits is not available.

Payments

Tick Activate Payment Creation (under Mark Invoice as Paid / In Payment) to create a payment in Odoo and reconcile it with the invoice. Reconciliation depends on your Odoo setup: journal accounts, payment methods and reconciliation rules.

Which journal gets the payment:

1. 1
   If Map Shopify payment methods to payment journals is ticked and the order's payment method has a row, that journal is used.
2. 2
   Otherwise, in a multi-company setup with Enable Company-wise Journal Mapping, the journal mapped to the order's company.
3. 3
   Otherwise, the journal in Select journal (Odoo Journal).

In a multi-company setup each journal shows its company in brackets, and a payment method can be mapped once per company.

One payment per Shopify transaction

By default, one payment covers the whole invoice, in one journal. If an order is paid in more than one way, for example with a gift card and a card, tick Create one payment per Shopify transaction. It is under Activate Payment Creation.

With it on:

• Each successful Shopify payment on the order becomes its own payment in Odoo, with its own amount. A gift card of 80.00 plus 16.39 by card gives two payments.
• Each payment goes to the journal mapped to its payment method in Map Shopify payment methods to payment journals. Payment methods without a row use the payment journal above. Tick the mapping too, otherwise every payment lands in the same journal.
• Each payment is reconciled with the invoice. The memo shows the invoice, the payment method and the Shopify transaction ID.
• Declined attempts and authorizations that were never captured are skipped.
• If Shopify has not received the full amount yet, the invoice stays partly paid. The rest is added when Shopify receives it, for example when a pending payment is captured.
• A payment is never booked twice. If one payment fails, the others stay, and the next order update adds only the missing one.
• An order without any successful Shopify payment (for example cash on delivery under Mark Invoice as Paid On Odoo for All Orders) still gets one payment for the whole invoice.
• Refunds go back the same way. See Refunds.

To clear a gift card or a payment provider's clearing account, set up a journal for it in Odoo:

1. 1
   Create a Bank journal, for example "Gift cards".
2. 2
   On its incoming and outgoing payment methods, set the Outstanding Receipts and Outstanding Payments account to your gift card liability account, or to the clearing account of your payment provider.
3. 3
   In the app, map the Shopify payment method (for example gift_card, shopify_payments or paypal) to that journal.

Selling gift cards is not a payment. The account a sold gift card is booked to comes from the gift card product's income account in Odoo.

Refunds

Two refund options exist. Which one you see depends on Export Invoice.

How refund sync works:

• It starts when you create a refund in Shopify.
• The credit note covers the refunded items and refunded shipping, for full and partial refunds.
• A refund made in Shopify for an amount only, without picking items, is added to the credit note as one line without a product. If every priced line of the invoice has the same tax and that tax is included in the price, the line gets that tax, so the VAT is reversed as on the invoice. Otherwise Odoo uses the default tax of the sales account.
• If Restock was ticked in Shopify, the return in Odoo is created only after both the Shopify return and the refund are completed. Validate that return in Odoo to put the items back in stock.
• Each Shopify refund is sent once, even if Shopify sends it twice.
• The app will not create a credit note against an invoice that belongs to a different order.
• With Create one payment per Shopify transaction on, each posted credit note also gets one refund payment for each Shopify refund transaction, in the journal of its payment method, and is reconciled with it. A refund to a gift card goes back to the gift card journal. A refund that returns no money through Shopify leaves the credit note open.
• A failed refund is listed in Logs with the reason.

Order status sync

Order Status Sync keeps the status of orders aligned between Shopify and Odoo, in both directions. It works for orders that exist in both systems, whichever way they were created. It is not available in Enable Invoice Sync Only mode.

Odoo → Shopify

Each status has its own mode:

Good to know:

• Payment status needs Export Invoice in the Shopify → Odoo direction, because that is what creates the Odoo invoice. If you create invoices in Odoo yourself, tick Use invoices created in Odoo instead (see below). It is hidden while Mark Invoice as Paid / In Payment is on.
• Real-time (webhook) only works once the webhook is set up in your Odoo. Until then, nothing is sent, and the hourly check does not run for payment or cancel status either. If you are not sure the webhook is set up, choose Hourly (cron).
• Partial deliveries create partial fulfillments in Shopify.
• To ship an order again after a return: cancel the fulfillment in Shopify, validate the return in Odoo, then validate the new delivery. The new delivery fulfills the order in Shopify again, also when the first fulfillment was created by the app. A validated return lowers the delivered quantity and never fulfills the order by itself.
• Shopify emails the customer about the fulfillment only for orders from the last 14 days, so a catch-up of old orders never mass-emails customers.
• The hourly fulfillment check also runs for stores on Real-time (webhook), as a safety net for a webhook Odoo did not send.

Tracking numbers and carrier names

The tracking number, carrier and tracking link come from the validated delivery in Odoo (Tracking Reference and Carrier).

• Several parcels: when the Tracking Reference holds several numbers separated by commas, each number is added to the Shopify fulfillment on its own, with its own tracking link.
• Tracking link: if Odoo has a tracking link for the delivery (set Tracking Link on the carrier in Odoo), that link is used. If not, Shopify creates the link itself, but only for carrier names it knows, such as DPD Germany, DHL Express or UPS.

If your Odoo carriers have their own names (for example "DPD Deutschland - Express"), Shopify shows the number without a link. Map them to Shopify carrier names:

1. 1
   Set Fulfillment status (Odoo → Shopify) to Hourly (cron) or Real-time (webhook).
2. 2
   Tick Map Odoo carriers to Shopify carriers. The mapping table opens with one empty row. Click Add Mapping for more rows.
3. 3
   In Odoo Carrier, type the carrier name exactly as it appears in Odoo. Capital letters don't matter.
4. 4
   In Shopify Carrier, type the Shopify carrier name, for example DPD Germany.
5. 5
   Click Save.

Carriers without a row are sent with their Odoo name, as before. Untick the box to stop using the mapping; your rows are kept. The mapping applies to new fulfillments and tracking updates. Fulfillments already in Shopify are not changed.

Use invoices created in Odoo

For stores that sync orders Shopify → Odoo, keep Export Invoice off, and create the invoices in Odoo themselves. Turning on Export Invoice would add a second invoice next to yours.

1. 1
   Set Payment status (Odoo → Shopify) to Hourly (cron) or Real-time (webhook).
2. 2
   Tick Use invoices created in Odoo. It shows only while Export Invoice is off.
3. 3
   Pick a date in Only orders placed on or after. It starts as today.
4. 4
   Click Save.

When the invoice of an Odoo sales order is paid, the Shopify order is marked paid. The app finds the sales order by its Customer Reference, which holds the Shopify order name (for example #1001). Orders placed before the date you picked are left as they are, even if their invoice is paid.

Real-time (webhook) mode

When you choose Real-time (webhook) for any status, the page shows Real-time (webhook) setup. Real-time updates need a webhook set up in your Odoo, which depends on your Odoo version (usually Odoo 18 and above). Use Schedule a call to have our team set it up with you.

If Odoo cannot be reached when a delivery webhook arrives, the app retries the fulfillment automatically (up to 6 times, with growing delays). The fulfillment and tracking then appear in Shopify a few minutes later. You do not need to do anything.

Shopify → Odoo

The two checkboxes depend on the direction:

When a Shopify fulfillment validates an Odoo delivery, each product is taken from the locations and lots Odoo reserved for it on that delivery. If Shopify fulfilled more than Odoo could reserve, the extra quantity comes from the first reserved location, which can then go below zero.

Sync order status manually

Click Sync Order Status From Odoo → Shopify at the top of Order Settings to run the Odoo → Shopify status sync now. It needs Order Status Sync on and at least one of fulfillment, payment, cancel or refund set to Hourly or Real-time. Otherwise the button is greyed out.

Cancellations

• Cancelled in Shopify: the Odoo sales order is cancelled, unless you ticked Disable Order Cancel Status Sync from (Shopify → Odoo). If the order is still on its way to Odoo, the cancel is retried once it arrives. Odoo can refuse to cancel an order whose delivery is done or whose invoice is paid. The reason is shown in Logs.
• Cancelled in Odoo: the Shopify order is cancelled when Cancel status (Odoo → Shopify) is set to Hourly (cron) or Real-time (webhook).
• A Shopify order that was cancelled before it ever reached the app shows in the Skipped tab as Cancelled in Shopify, without a Sync now button.

Order editing

Turn on Enable Comprehensive Order Editing to send changes made to a Shopify order after it synced: quantities, added and removed items, discounts, shipping, tags and notes.

Good to know:

• Only unfulfilled or partly fulfilled orders are updated. Fully fulfilled orders are left alone.
• Orders in an Odoo state you did not tick are not updated.
• Updating a confirmed order means Odoo cancels it, sets it back to quotation and confirms it again. That cancels and recreates its delivery, changes the order date and can send the confirmation email again. Only tick Sale (Confirmed) if that is fine for you.
• If the Odoo order already has a validated delivery, it is not cancelled. Added items and higher quantities are added to the order, and Odoo creates a new delivery for them. Removed items, lower quantities and price changes are left for you: the Logs tab lists them ("The Odoo order is already delivered, so these changes were not applied: …"), so you can make the return or correction in Odoo. A discount for an item that was not added or removed in Odoo is left as it is too.
• Update Existing Invoice works only on an invoice that is posted (or draft) and not yet paid or in payment ("Invoices can only be updated if they are in "Posted" state and not yet paid or in-payment.").
• After you edit an order, wait at least 2 minutes before editing it again.
• Your Odoo must allow order edits (for example, no locked confirmed orders).

Shopify POS orders

Sync Confirmed Shopify POS Orders to Odoo creates confirmed Shopify Point of Sale orders as paid POS orders in Odoo on the mapped register, instead of sales orders. Online and other orders keep syncing as sales orders. It needs the Odoo Point of Sale app.

1. 1
   Turn on Sync Confirmed Shopify POS Orders to Odoo.
2. 2
   Under Map Shopify Locations to Odoo POS Configuration, pick one or more Shopify Locations and the Odoo POS Configuration (register) for them.
3. 3
   Click Add Mapping for more rows, or Refresh to reload locations and registers.
4. 4
   Click Save.

Rules:

• Each location and each register can be mapped once. You need at least one row.
• Orders open or reuse a session on the mapped register.
• POS orders from a location without a mapping fail to sync.
• Payment methods are matched by name to the payment methods of the mapped register.

Odoo → Shopify orders

With Order Sync Direction set to Odoo → Shopify and Enable Order Sync on, each confirmed Odoo sales order creates a Shopify order. New Odoo orders are picked up every 5 minutes.

More options for this direction (order states, start date, tags, product creation) are in Additional order settings.

To bring in Odoo orders now:

1. 1
   Click Sync Orders From Odoo → Shopify at the top of Order Settings.
2. 2
   In Sync Orders From Odoo, pick the dates the Odoo orders were created on (for example Today or Last 7 days).
3. 3
   Click Start Sync.

Confirmed Odoo orders in that range that are not in Shopify yet are created. Orders already synced are skipped, so running it twice is safe.

• The sync works through every order in the range, oldest first. An order it can't create (for example, a product Shopify doesn't have) is logged with the reason and the sync moves on.
• One run creates up to 300 orders. If there are more, the log says it stopped at the limit. Run it again for the same range to continue.
• A range can cover up to 90 days. If you pick a longer one, only the last 90 days are synced, and the log says so.

How often it runs

What is synced / not synced

Synced from Shopify to Odoo:

• Customer, delivery address and invoice address
• Products, quantities and prices
• Discounts, shipping, and (if set) taxes, tariffs and tips as lines
• Order tags, payment method, warehouse, pricelist, sales team and carrier (per your settings)
• Invoice, payment status and payment
• Refunds (as credit notes) and restocks
• Edits, fulfillments and cancellations

Synced from Odoo to Shopify:

• Fulfillment with tracking, payment status, cancellation and refunds

Not synced:

• Orders created before Start Date for Order Sync (use Sync now or Resync for single orders)
• Changes made in Odoo to order lines, prices or customers (Odoo does not push these back)
• Edits of fully fulfilled orders, and edits of orders in an Odoo state you did not allow

Retry failed orders

Open the Dashboard. The orders table has the tabs All, Synced, Not Synced and Skipped.

To retry:

1. 1
   Fix the cause (for example, add the missing product or customer in Odoo).
2. 2
   Click the Resync Order icon on the order.
3. 3
   Or, in the Not Synced tab, tick several orders and click Resync N Orders.

Resync sends the order even if it does not match your sync rules. Export Orders downloads the current view as a CSV file with the error for each order.

Good to know

• Settings apply to orders synced after you save. Orders already in Odoo are not changed.
• Option lists from Odoo (journals, registers) are kept for your browser session. Click Refresh next to a list after creating something new in Odoo.
• Changing several toggles resets dependent options: turning off Export Invoice turns off Mark Invoice as Paid / In Payment and the refund options; turning off Order Status Sync resets every status option.

Troubleshooting

Additional order settings

Additional Order Settings holds the detailed rules for order sync: which orders are sent, how they are created in Odoo, and how taxes, discounts, shipping, customers and warehouses are mapped. The main switches (turning order sync on, invoices, payments, refunds and status sync) are on Order Settings. See Order sync.

Before you start

• Turn on Enable Order Sync on Order Settings and click Save there first. While order sync is off, this page shows the banner Order Sync is disabled, every field is greyed out, and Save is disabled. Use Go to Order Settings in the banner to switch it on.
• The page follows the Order Sync Direction you chose on Order Settings. The page title shows Shopify → Odoo or Odoo → Shopify. Most cards only apply to Shopify → Odoo. See Odoo → Shopify settings.
• Lists that come from Odoo (warehouses, pricelists, carriers, taxes, payment methods) are kept for your browser session so the page loads fast. If you just created something in Odoo and it is missing from a list, click the Refresh button next to that list.

How to set it up

1. 1
   In the app, open Order Settings and make sure Enable Order Sync is on and saved.
2. 2
   Click Go to Additional Order Settings at the bottom of Order Settings (or open Additional Order Settings from the app menu).
3. 3
   Work through the cards from top to bottom: Order Sync Rules, Taxes, Order Tags, Products, Discounts & Pricing, Customer Mapping, and Warehouse, Delivery & Sales Team.
4. 4
   Click Save at the bottom of the page, or Save in the bar that appears at the top when you change something. Discard in that bar undoes your unsaved changes.

Order sync rules

The Order Sync Rules card controls which Shopify orders sync, how they are created in Odoo, and how currency is handled.

How the status rule works:

• Only Paid Orders means the Shopify payment status is Paid. Partly paid, pending and authorized orders wait.
• Only Fulfilled Orders means the whole order is fulfilled. Partly fulfilled orders wait.
• An order that does not match yet is not lost. When it is paid or fulfilled later, Shopify sends an update and the order syncs then — as long as its creation date is on or after the Start Date for Order Sync.
• Orders that never matched a rule show in the Skipped tab on the dashboard with the reason Order status filter or Tag filter. You can still send one with Sync now.

Taxes

The Taxes card decides how Shopify taxes reach Odoo: inside the price, as their own lines, or mapped to Odoo taxes. It has five options.

Which tax options can be combined

The first four options are alternatives. Each one decides on its own what tax reaches the Odoo line, so using two of them would charge the tax twice or contradict each other.

• While one of them is on, the others are greyed out. Turn the active one off first to choose another. Nothing you set up under the other options is deleted.
• The one allowed pair is Map Shopify Tax to Odoo Tax together with Sync Tax-Included Price. In that case every mapped Odoo tax must be a tax that is included in the price.
• Turning on Sync Tax-Included Price always turns off Map Taxes to Product Line Item.
• If more than one option was already on from an older setup, the card shows More than one tax option is active. Orders keep syncing as before, but turn off the ones you do not need.
• Map Tariffs As Product Line Items is separate and can be used with any of them.

When no tax option is on

The app takes the tax off each Shopify line and sends the net price. Odoo then works out the tax from the taxes set on the product (or your fiscal position), so the Odoo total should match Shopify when your Odoo taxes use the same rates.

Fixed tax mapping

1. 1
   Tick Enable Fixed Tax Mapping.
2. 2
   Choose the tax in Tax Type. Click Refresh if it is not in the list.
3. 3
   Click Save.

Every product line on every synced order gets this one tax, whatever Shopify charged. Turning the option off also clears Tax Type.

Map Shopify Tax to Odoo Tax

1. 1
   Tick Map Shopify Tax to Odoo Tax. A table with Shopify Tax, Country and Odoo Tax columns opens.
2. 2
   Click Add for each tax you want to map.
3. 3
   In Shopify Tax, pick the tax (for example "VAT 20%"). Leave Country on Any country. In Odoo Tax, pick the Odoo tax.
4. 4
   Click Save.

Good to know:

• Shopify has no list of tax rates, so the Shopify Tax choices are the taxes seen on your orders of the last 60 days. After adding a new tax in Shopify, place an order with it and click Refresh Tax Rates. That button also reloads the Odoo taxes.
• A tax is matched on its name and rate. Each Shopify tax can be mapped only once per country.
• Set Country only when the same Shopify tax is charged for several countries (EU OSS), with one row per country. See Map Shopify Tax to Odoo Tax.
• Discount lines take the mapped tax of the lines they were taken off, when those lines all have the same mapped tax.
• Lines with no matching row keep the tax the app would use without mapping.
• Pick an Odoo tax with the same "included in price" setting as Shopify, otherwise the Odoo totals will not match.
• With Sync Tax-Included Price also on, the card reminds you to map each Shopify tax to an Odoo tax marked "(tax included)". Save refuses a row whose Odoo tax is not included in the price.
• Delete a row with the bin icon in the Action column.

Sync Tax-Included Price

Use this when your Shopify prices include tax. With it off, the app takes the tax out of each line and sends the net price, so Odoo adds its own tax back. With it on, Shopify's gross price is sent as-is, so the Odoo tax on the line must be a tax included in the price.

Map Taxes to Product Line Item

Each Shopify tax becomes its own service line on the Odoo order, one line per tax name and rate, covering product and shipping taxes. An order that only reports a total gets one "Total Tax" line. Use it when Odoo should record the tax as a fixed amount instead of recalculating it from a rate.

Map Tariffs As Product Line Items

Shopify import duties become their own service lines, one per HS code and country of origin (for example "Tariff (6109.10, IN)"). An order that only reports a total gets one "Total Tariff" line. Orders whose prices already include duties are skipped, so the duty is never charged twice.

Order tags

The Order Tags card sends Shopify order tags to Odoo and can limit syncing to certain tags.

To choose tags:

1. 1
   Click in Select or create order tags. The app loads your store's order tags the first time.
2. 2
   Pick tags from Suggested Tags, or type a new tag and press Enter (or choose Create "your tag").
3. 3
   Click Refresh to reload the tag list. Remove a tag with the x on it.
4. 4
   Click Save.

Good to know:

• Tags are matched without caring about upper or lower case.
• The app reads the tags on the order when it arrives. If another app adds the tag a moment later, Shopify sends an update and the order syncs then.
• Once an order is in Odoo, it keeps receiving its updates even if its tags change later.

Products, discounts and pricing

The Products, Discounts & Pricing card maps payment methods, discounts and shipping to Odoo products, and sets the pricelist behaviour.

Payment method mapping

1. 1
   Tick Map Shopify Payment Method to Odoo Payment Method.
2. 2
   Click Add Mapping.
3. 3
   Pick a Shopify Payment Method and the Odoo Payment Method it should become.
4. 4
   Click Save.

What it does:

• The mapped method is set on the Odoo sales order (Invoicing → Payment Method).
• When Export Invoice is on, the same method is set on the invoice.
• When payment creation is on, the same method is used on the payment. This mapping does not need Mark Invoice as Paid / In Payment.
• Unmapped methods are left blank, so Odoo uses its default.
• Shopify does not list payment methods, so the choices come from your recent orders. If the list says No payment methods were found on your recent Shopify orders, wait until an order with that method has synced, then click Refresh. Refresh also reloads the Odoo payment methods.
• Each Shopify payment method can be mapped once.

Discounts

Choose one of the two discount options, not both. While one is set, the other is greyed out.

• Default Discount Product Mapping: enter the SKU of a discount service product in Odoo (for example DISC-001). All discounts on the order are summed into one line with that product, so the line total matches Shopify.
• Map Discount to Product line item: each product line gets its own discount as a percentage. Use it when you want to see the discount on the product line itself.

When neither is set, each Shopify discount (by its title or code) becomes its own negative service line on the Odoo order, so the order total still matches Shopify.

Shipping

Choose one of the two shipping options, not both. While one is set, the other is greyed out.

• Default Shipping Product Mapping: enter the SKU of a shipping service product in Odoo (for example SHIP-001). Every shipping charge becomes a separate line with that product.

• Map Shopify Shipping Method to Odoo Shipping Product:

  1. Tick the option. A table with Shopify Shipping Method and Odoo Shipping Product SKU opens.
  2. Click Add Mapping, pick a shipping method, and type the Odoo product SKU.
  3. Click Refresh Shipping Methods if a method is missing from the list.
  4. Click Save.

  Each shipping method can be mapped only once. A shipping method with an exact name match wins; otherwise the row whose method name is the longest part of the Shopify shipping title is used. Methods with no row use Default Shipping Product Mapping.

When no shipping product is set at all, the app uses a service product named after the Shopify shipping code, and creates it in Odoo if it does not exist.

Products that are not in Odoo yet

By default, when an order line's product cannot be found in Odoo (by the SKU, barcode or variant ID matching you chose in Configuration), the app creates the product in Odoo so the order can sync. Tick Disable new product creation on Odoo with order sync to stop that. The order then fails with an error that names the product, and you can create or fix the product in Odoo and resync the order from the dashboard.

Pricelists

By default, the app sets a pricelist on each order from the customer's pricelist in Odoo or from the order currency.

• Default Pricelist for Order Sync: choose one pricelist to use on every order. It overrides the automatic choice. Leave it empty to keep automatic mapping.
• Disable Pricelist Mapping (Let Odoo Decide): the app sends no pricelist and Odoo uses the customer's default. While this is ticked, Default Pricelist for Order Sync is greyed out with the hint "Pricelist mapping is disabled, so Odoo decides the pricelist."

Customer mapping

The Customer Mapping card decides which Odoo customer an order is assigned to. Without any of these options, the app finds the customer in Odoo or creates a new contact.

Create Customer as Company on Odoo

When the order's address carries a company name:

• The company becomes the Odoo contact and the customer on the order.
• The order's billing and shipping addresses become invoice and delivery contacts under the company, and are set on the order.
• An Odoo contact with the same company name is reused, so no duplicate is created.
• The company contact is never renamed after the shopper.

Map Orders to Single Odoo Customer

Use this for marketplaces, wholesale accounts, or when you do not want every shopper as an Odoo contact.

1. 1
   Tick Map Orders to Single Odoo Customer.
2. 2
   Choose Map Guest Orders Only (orders placed without a customer account) or Map All Orders.
3. 3
   Enter the Odoo Customer Email. The customer must already exist in Odoo with this email.
4. 4
   Click Save.

Map Default Customer Based on Order Tag

1. 1
   Tick Map Default Customer Based on Order Tag.
2. 2
   In each row, type the Order Tag and the Customer Email of the Odoo customer.
3. 3
   Click Add for more rows. Delete a row with the bin icon.
4. 4
   Click Save. Every row needs both a tag and an email, and you need at least one row.

If an order arrives without the tag yet (for example because another app adds it a moment later), the app waits briefly for the tag before it syncs the order.

Mapped Customer Addresses

This section appears when single-customer or tag mapping is on. The mapped customer itself is never changed. The two checkboxes only add child contacts under it, so the delivery and invoice addresses on the order are the shopper's:

• Map Shopify Shipping Address to Odoo Delivery Address
• Map Shopify Billing Address to Odoo Invoice Address

Warehouse, delivery and sales team

The Warehouse, Delivery & Sales Team card routes orders to the right warehouse, delivery carrier and sales team.

Map Odoo Warehouse Based on Order Tags

1. 1
   Tick Map Odoo Warehouse Based on Order Tags.
2. 2
   Click Add. In Shopify Order Tags, pick one or more tags. In Odoo Warehouse, pick the warehouse.
3. 3
   Click Refresh to reload tags and warehouses.
4. 4
   Click Save.

Rules:

• When an order has a mapped tag, that warehouse is used instead of the default.
• If tags from several rows match, the first matching row wins.
• If no tag matches, the default warehouse is used.
• Each tag and each warehouse can be used only once across all rows.

Map Shopify Shipping Method to Odoo Carrier

1. 1
   Tick Map Shopify Shipping Method to Odoo Carrier.
2. 2
   Click Add. Pick the Shopify Shipping Method and the Odoo Carrier.
3. 3
   Click Refresh methods if a shipping method is missing.
4. 4
   Click Save.

The shipping methods come from your recent orders. Matching uses the Shopify shipping line title, without caring about upper or lower case. An exact match wins. Otherwise the row whose method name is the longest part of the title is used, so a short, general row (for example "Standard") does not hide a more specific one.

Odoo → Shopify settings

When Order Sync Direction on Order Settings is Odoo → Shopify, this page shows the banner Showing settings for Odoo → Shopify. The tax, order tag, product, customer, warehouse and carrier cards are hidden because they describe how a Shopify order is written into Odoo. They keep their values and come back if you switch the direction back.

The Order Sync Rules card then shows:

Good to know

• All rules on this page apply when an order is synced. The Resync and Sync now buttons on the dashboard send an order even if it does not match Sync Orders By Status, Start Date for Order Sync or the tag filter.
• Mapping tables check your rows when you click Save. A missing value shows "Required" under the field, and a duplicate row shows a message such as "Each Shopify tax can only be mapped once."
• A mapping switch that is on with no rows blocks the save, for example "Please add at least one shipping method to carrier mapping."

Troubleshooting

Customer sync & CRM leads

Customer sync copies your customers between Shopify and Odoo contacts, with their addresses, phone, tags and tax ID. The CRM Lead tab turns Shopify abandoned checkouts, draft orders and orders into leads in Odoo CRM.

What it does

There are two ways a customer reaches the other system:

• With every order. When an order syncs to Odoo, the app always finds or creates the Odoo contact for that order, with its billing and delivery addresses. This happens even when customer sync is off. See How customers are handled during order sync.
• With a customer sync run. On the Customer Sync Settings page you can copy all your customers at once, in one direction: Import Customers (Odoo → Shopify) or Export Customers (Shopify → Odoo).

The CRM Lead tab (Shopify → Odoo only) creates Odoo CRM leads from:

• abandoned checkouts,
• draft orders,
• orders (instead of sale orders).

Before you start

• Finish the app setup: Odoo connection and Company in the general configuration. Contacts are created in that company.
• For the CRM Lead tab, install the CRM app in Odoo. Without it, the app turns the CRM options off when you save.
• Customers are matched by email. Make sure your customers in Odoo have an email, and that it is written the same way as in Shopify. See Limits.

How to set it up

1. 1
   In the app menu, open Customer Settings. The page is called Customer Sync Settings.
2. 2
   In Customer Sync Direction, choose Odoo → Shopify or Shopify → Odoo. Confirm the change in the window that opens.
3. 3
   For Odoo → Shopify, choose a Customer Sync Option (see below).
4. 4
   Turn on Enable Customer Sync from Odoo to Shopify (or Enable Customer Sync from Shopify to Odoo) and click Confirm.
5. 5
   Optional: turn on Sync Customer Tags (or Sync Shopify Customer Tags) and pick the tags of the customers you want to sync.
6. 6
   Click Save.
7. 7
   Click Import Customers (Odoo → Shopify) or Export Customers (Shopify → Odoo) at the top of the tab.
8. 8
   In the window, choose to sync everything or only customers updated in a date range, then click Confirm.

The run happens in the background. Follow it under Logs.

Settings explained

Customer tab

Date range for a manual run

When you click Import Customers or Export Customers, the confirm window lets you sync everything, or only customers updated in a date range. Presets are Today, Yesterday, Last 7 days, Last 30 days and Last 90 days, or pick your own dates. Confirm stays disabled while only one date is set.

• Odoo → Shopify: the range is checked against the date the Odoo contact was last changed.
• Shopify → Odoo: the range is checked against the date the Shopify customer was last updated.

CRM Lead tab

Click Save after changing a toggle. If Odoo CRM is not installed, you see Customer settings saved successfully. However, the CRM Lead module is not installed in Odoo, so the "CRM Lead" option has been disabled.

How often it runs

Running a CRM sync again does not create the same lead twice.

What is synced / not synced

Shopify → Odoo (Export Customers)

The app looks for an Odoo contact with the customer's email. If several contacts have that email, it updates the main contact (one with no parent company or contact), not a contact filed under it. If there is no match, it creates a new contact.

Synced to the Odoo contact:

• Name (first and last name), email, phone.
• Street, city, ZIP, state and country from the customer's default address.
• On an existing contact, an empty name, phone, street, city or ZIP in Shopify leaves the Odoo value as it is. It is never cleared.
• Shopify customer tags, as Odoo contact tags. Missing tags are created in Odoo. Tags are added, never removed.
• Tax ID / VAT from the customer's Shopify tax details, when the customer has one. An existing VAT in Odoo is never cleared.
• Any extra fields you set up in Field mapping (Customers tab).

Not synced: the second address line, extra addresses, the company name, a salesperson. Customers without an email are skipped.

Odoo → Shopify (Import Customers)

Synced to the Shopify customer:

• First and last name (the Odoo name is split at the first space), email, phone (or mobile).
• The Odoo Notes field, as the customer note.
• All addresses of the contact: the main address first, then invoice and delivery addresses.
• Odoo contact tags, as Shopify customer tags. Tags are added, never removed.
• Any metafields you set up in Field mapping.

Not synced: marketing consent, company, tax ID. Contacts without an email are skipped. Contacts are taken from your configured company and from contacts shared by all companies.

How customers are handled during order sync

This runs for every order that syncs to Odoo, whatever the customer settings.

Finding the customer

1. 1
   The app takes the order's email. If there is no email, it uses the phone.
2. 2
   It looks for an Odoo contact with the same email. With phone only, it also matches phone numbers written in another format (with or without country code).
3. 3
   If there are several matches, it prefers a person over an address or a company.
4. 4
   If nothing matches, it creates a new contact.

An order with no email and no phone fails with Customer email and phone number not found in shopify order data.

What a new contact gets

• Name, email, phone and address from the order's customer.
• The company from your configuration (or from the multi-company tag mapping).
• The tag Shopify, plus the customer's Shopify tags.
• The salesperson of the sales team you set in Sales Team Mapping (see Order sync), if any.

An existing contact also gets the Shopify tag. Its name is never changed.

Billing and delivery addresses

• If the shipping address (or recipient name) differs from the customer's main address, the app adds a delivery address under the contact and uses it on the order.
• If the billing address differs, it adds an invoice address under the contact.
• If the main contact has no address yet, it is filled in. If it has a different address, it is not overwritten. A child address is used instead.
• Before it creates an address, the app looks for an existing one of the same type with the same name, street, city, ZIP, country and phone. Upper/lower case and spaces don't matter. If it finds one, it reuses it, so you don't get a new address for every order.

Company or individual

By default every customer is created as an individual.

Turn on Create Customer as Company on Odoo (in Additional Order Settings → Customer Mapping) to file orders under the company:

• If the Shopify address has a company name, the company becomes the Odoo contact and the customer on the order.
• The billing and shipping addresses become invoice and delivery addresses under the company.
• An existing Odoo contact with the same company name is reused. Upper/lower case and punctuation don't matter.
• The company is never renamed after the shopper.

Tax ID / VAT

• The app reads the tax ID the customer saved in their Shopify customer account (Shopify's customer tax details).
• It is written to the Odoo Tax ID field when the contact is created, and updated when it changes.
• An existing VAT in Odoo is never cleared when Shopify has none.
• A Field mapping rule that writes to Tax ID (VAT) has the final say.

Shared customers (map orders to one customer)

In Additional Order Settings → Customer Mapping you can send orders to a fixed Odoo customer instead:

The mapped customer itself is never changed. A guest order is an order without a customer, or with a customer that has no email and no phone. Without single-customer mapping, an order with no customer fails with Customer not found in shopify order data.

CRM leads in detail

What a lead contains

Each lead is an opportunity with:

• the customer (found by email, else phone; created if missing), email, phone and address,
• Expected Revenue = the Shopify total,
• a description with the items (quantity, price, discount), discount codes, total, and a link (checkout recovery link, draft invoice link or order status page).

Checkouts and drafts with no email and no phone are skipped.

Orders as leads

With Sync Shopify Orders to Odoo CRM Lead on:

• No sale order, invoice or payment is created in Odoo for new orders.
• The order shows as synced on the dashboard and links to the lead.
• If Odoo CRM is not installed, the order fails with Order sync failed: Odoo CRM module is not installed.

Limits

• Matching is by exact email, and upper/lower case counts in a customer sync run. "Ann@Shop.com" and "ann@shop.com" are seen as two customers. This can create a duplicate in Odoo, or make Shopify refuse the new customer.
• Phone is not used to match customers in a customer sync run. Only order sync uses the phone, when the order has no email.
• A customer sync run copies only one address to Odoo (the first Shopify address).
• Only one customer sync run can run at a time. A new Odoo → Shopify run can't start within 5 minutes of the last product sync.

Good to know

• Start with Only update existing customers. It can't create duplicates in Shopify.
• A Shopify → Odoo export run can change existing Odoo contacts: their phone and main address are rewritten with the Shopify values. Use the tag filter or a date range to limit a run.
• Customers spending store credit or earning points: see Loyalty points & store credit.

Troubleshooting

Loyalty points & store credit

Loyalty Points copies each customer's point balance from an Odoo loyalty program into Shopify store credit. Your customers can then spend that credit at the Shopify checkout. You can also look up a customer and redeem points for them from the app.

What it does

• Odoo's Loyalty app gives points to a customer as their orders sync to Odoo. This is Odoo's own logic. The app does not calculate points.
• The app reads the customer's points in the Odoo loyalty program you choose.
• It turns the points into money with your conversion rate, and adds that amount to the customer's Shopify store credit.
• When the points go down in Odoo (for example after a refund, or when points are used in Odoo), the app takes the same value off the customer's Shopify store credit.
• You can redeem points for a customer from the Balances tab. The points are taken off in Odoo and the value is added to their Shopify store credit.

The sync goes one way only: from Odoo to Shopify.

Before you start

• In Odoo, install the Loyalty (eCommerce / Sales loyalty programs) app and create at least one loyalty program.
• Your Odoo connection must be working. The program list and the customer lookup read from Odoo.
• A customer must have at least one order synced by the app. That is how the app links a Shopify customer to an Odoo contact. Customers without a synced order are skipped.
• The app needs permission to use Shopify store credit. You grant it on the Loyalty Points page (see below). See Shopify permissions.

How to set it up

1. 1
   In the app menu, open Loyalty Points.
2. 2
   If you see the banner Allow access to Shopify store credit, click Grant permission. Shopify opens its own permission window. Approve it.
3. 3
   When you see Store credit access granted, tick Enable loyalty points sync.
4. 4
   In Odoo loyalty program, pick the program whose points you want to show in Shopify.
5. 5
   In Points to currency conversion rate, enter how much store credit 1 point is worth, in your shop's currency.
6. 6
   Click Save in the save bar at the top of the page.

The first sync runs within 30 minutes. After that, the Balances tab shows each customer the app has synced.

Settings explained

The Settings tab starts with a How this works banner that sums up the feature.

Store credit is always added in your shop's main currency.

The Balances tab

This tab shows only while Enable loyalty points sync is on.

Look up a customer

1. 1
   Enter the customer's Email. You can also enter a Phone. The app searches by email first and uses the phone only when the email is empty or not found.
2. 2
   Click Look up.
3. 3
   The app shows two values:

   • Odoo Loyalty Points: the customer's current points in the chosen program, read live from Odoo.
   • Shopify Store Credit: the customer's current store credit in Shopify.

Look up is disabled until the sync is on and a program is chosen. Looking up a customer does not change their store credit.

Redeem points for a customer

1. 1
   Look up the customer.
2. 2
   Click Redeem points.
3. 3
   In Points to redeem, enter the number of points. The help text shows the Available balance.
4. 4
   Check the preview: This will credit approximately … in Shopify Store Credit.
5. 5
   Click Redeem.

What happens:

• The points are taken off the customer's loyalty card in Odoo. Odoo records it in the card history as "Redeemed via Shopify App".
• The points × your conversion rate are added to the customer's Shopify store credit.
• A Redemption row is added to the History tab.

Redeem points is disabled when the customer has 0 points or is not linked to Odoo.

The balances table

Use Show to pick 10, 25, 50 or 100 rows per page, and the arrows to move between pages.

The History tab

The History tab lists every store credit change the app made.

• Filter with All, Success or Failed. Click Refresh to reload the list.
• If some changes failed, a red banner shows … loyalty sync(s) failed.

How often it runs

• The app checks balances every 30 minutes, for all linked customers of the chosen program.
• There is no "sync now" button. A redemption from the Balances tab is sent right away.
• The app sends only the change since the last sync. Shopify has no "set balance" action, so the app adds or takes off the difference.
• Changes smaller than 0.01 are ignored.

What is synced / not synced

Synced:

• Points of the chosen Odoo program → Shopify store credit (Odoo → Shopify).
• Point decreases in Odoo → store credit is taken off in Shopify.
• Redemptions you make in the app → points off in Odoo, store credit on in Shopify.

Not synced:

• Store credit your customer spends at the Shopify checkout does not lower their points in Odoo.
• Store credit you add by hand in Shopify is not sent to Odoo.
• Points from other Odoo loyalty programs.
• Customers that have no synced order yet, because the app can't link them to an Odoo contact.
• Nothing is written to customer tags or metafields.

Limits

• One loyalty program per store.
• Store credit uses the shop's main currency.
• The app can't take off more store credit than the customer has. If a customer already spent the credit, the rest stays open and the app tries again on later syncs.
• The lookup must match exactly one Shopify customer.

Good to know

• Pick a conversion rate before the first sync. If you change it later, the next sync adds or takes off the difference for every customer.
• Removing the store credit permission in Shopify stops the sync. Each change then fails and shows in History.

Troubleshooting

Field mapping

Field mapping lets you copy extra fields between Shopify and Odoo for orders, products and customers. Use it for custom Odoo fields (x_…), Shopify metafields, product images from a URL, product attributes, unit prices, or to copy a field only when a condition is met.

What it does

The app already syncs the common fields (names, prices, SKUs, addresses, and so on). A mapping rule adds one more field pair on top:

• From a Shopify field or metafield to an Odoo field (Shopify → Odoo), or
• From an Odoo field to a Shopify field, metafield or image (Odoo → Shopify).

Each rule can have a condition, so it only runs for some records. For example: only fill Customer Reference when the order has the tag "B2B".

Before you start

• For a custom Odoo field: create the field in Odoo first (for example with Odoo Studio). Its technical name must start with x_. The app does not create custom fields for you.
• For a Shopify metafield: create the metafield definition in Shopify first (Settings → Custom data). Only metafields with a definition are listed.
• The sync itself must be on: the rule runs inside Order sync, Product sync or Customer sync.

How to set it up

1. 1
   In the app menu, open Field Mapping. The page is called Field mapping configuration.
2. 2
   Pick a tab: Orders, Products or Customers.
3. 3
   Click Add mapping. A New mapping card opens.
4. 4
   Choose the Sync direction: Shopify → Odoo or Odoo → Shopify.
5. 5
   Choose the Shopify side:

   • Products only: Shopify level (Product or Product variant).
   • Shopify field type: Standard fields, Metafields or Product media.
   • The Shopify field itself: Shopify field, Shopify metafield or Shopify media target.
6. 6
   Choose the Odoo side:

   • Odoo model.
   • Odoo field type: Default fields or Custom fields (x_*) (or Attribute Names for product attributes).
   • Odoo field (or Attribute).
7. 7
   Check the preview line, for example "Shopify (Note) → Odoo (Customer Reference)".
8. 8
   Optional: tick Optional condition (apply mapping only when this condition is met) and fill in the condition.
9. 9
   Keep Enabled ticked and click Done.
10. 10
    Click Save in the save bar at the top of the page.

Each tab is saved on its own. Save before you switch to another tab. Otherwise you see Save or discard your changes before switching tabs.

You can add the next rule once both fields of the open rule are chosen. Until then the page shows Select both Shopify and Odoo fields in the open mapping to add another.

Settings explained

On every rule

The closed card shows badges: Enabled / Off, the direction, Standard / Metafield / Media, Shopify variant (variant-level product rules), and Default / Odoo custom / Attribute.

Shopify field types

Odoo models

Odoo field types

What you can map

Orders tab

Shopify order fields you can pick include: Order ID, Name (e.g. #1001), Email, Phone, Created at, Tags, Note, Note attributes, Source, Reference, Financial status, Currency, Presentment currency, Payment gateways, Payment ID, Fulfillment status, totals (Total price, Subtotal price, Total tax, Total discounts), Taxes included, Customer locale, Landing site, Referring site, billing and shipping city, province, country and ZIP, shipping first and last name, and customer email and names. Order metafields are listed under Metafields.

Odoo order fields include: Order Date, Delivery Date, Expiration, Terms and conditions, Customer Reference, Source Document, Pricelist, Payment Terms, Fiscal Position, Analytic Account, Warehouse, Company, Salesperson, Sales Team, Currency, Delivery Method, Tags, Invoice Address, Delivery Address, and your custom fields.

Order line rules (Order line (sale.order.line)):

• Shopify → Odoo only.
• The Shopify side is Line item properties, or a metafield of the line's product or variant (pick it with Shopify level).
• The Odoo side is Description, or a custom x_ field on the order line.
• The text is added to the line description, never replaces it.
• Picking Line item properties on an order rule moves the rule to the order line model and picks Description for you.

Products tab

Shopify product fields include: Title, Handle, Vendor, Product type, Tags, Description HTML, SEO title, SEO description, Online store URL, Total inventory, Featured image URL, and first-variant SKU, price, weight, barcode and compare-at price.

With Shopify level set to Product variant: SKU, Barcode, Price, Compare-at price, Variant title, weight and weight unit, Country of origin (code), HS code, Cost price, Unit cost currency, Variant image URL and Unit price (needs paired unit field).

Odoo product fields include: Product Name, Sales Price, Cost, Can be Sold, Can be Purchased, Invoicing Policy, Product Type, Weight, Volume, HS Code, Country of Origin, Product Category, Unit of Measure, Base Unit Count, Base Unit of Measure, Product Tags, Sales Description, Ecommerce Description, website meta title and description, Internal Reference (SKU), Barcode, and your custom fields. Vendor (product.supplierinfo) offers Vendor Code.

Product Brand is listed for Template (product.template) when your Odoo has a product brand module installed. To show the brand as the Shopify vendor, map it with Odoo → Shopify to the Shopify standard field Vendor. The brand's name is sent. A product with no brand in Odoo gets an empty vendor in Shopify.

Product rules run on manual and scheduled product syncs and price syncs, and when order sync creates a missing product in Odoo. They do not run when a product is only edited in Shopify and no product sync runs.

Customers tab

Shopify customer fields include: Email, First name, Last name, Phone, Tags, Note, Number of orders, Verified email, Tax exempt, Tax ID / VAT (customer tax details), and the default, billing and shipping address lines, city, province, country, ZIP, phone and company.

Odoo contact fields include: Name, Email, Phone, Mobile, Street, Street 2, City, Zip, Country, State, Tax ID (VAT), Related Company, Tags, Address Type, Language, Notes, Follow-up, and your custom fields. The billing and shipping models offer the same fields, labelled "Billing — …" and "Shipping — …".

When customer rules run:

• Shopify → Odoo: when an order syncs (for the contact and its billing and delivery addresses), and in an Export Customers run (main contact only, because there is no order address).
• Odoo → Shopify: in an Import Customers run. Only these Shopify fields are written: first name, last name, phone, email, tags, note, default address fields, and metafields.

Special mappings

Product images from a URL

1. 1
   On Products, set Sync direction to Odoo → Shopify.
2. 2
   Set Shopify field type to Product media.
3. 3
   Pick Product media gallery or Variant image (attach to synced variant).
4. 4
   Pick the Odoo field that holds the image URL (usually a custom x_ char field).

The field must hold a full http:// or https:// link to a public image. Images are uploaded in the background after the product syncs.

Product attributes to a metafield

1. 1
   On Products, set Odoo model to Product attributes (product.attributes). The direction becomes Odoo → Shopify and the field type Attribute Names.
2. 2
   Pick the Attribute.
3. 3
   Pick the Shopify metafield. At the Product level you get all values of the attribute. At the Product variant level you get the variant's own value.

The selected attribute's value(s) on the Odoo product are written to this Shopify metafield. Use a list metafield (for example "List of single line text") when a product has several values. Supported metafield types: single and multi-line text, rich text, integer, decimal, true/false, date, date and time, URL, and their list versions.

Unit price

To fill Shopify's unit price (for example "€2.50 / 100 g"):

1. 1
   On Products, set Sync direction to Odoo → Shopify and Shopify level to Product variant.
2. 2
   Pick Unit price (needs paired unit field) as the Shopify field.
3. 3
   As Odoo field, pick the quantity, for example Base Unit Count.
4. 4
   As Odoo unit field, pick the unit, for example Base Unit of Measure or Unit of Measure.

A reference amount in the unit name is respected: "100 g" shows the price per 100 g, "kg" per 1 kg. Supported units: weight (mg, g, kg, oz, lb), volume (ml, cl, l, m³, gal, qt, pt, fl oz), length (mm, cm, m, in, ft, yd), area (m², ft²) and item.

Order note attributes and line item properties

• Note attributes (checkout extra fields) are written as "Name - value". In an HTML field each pair is on its own line. In a one-line text field they are joined with " | ".
• Line item properties are written as "Name: value". Hidden properties (names starting with _) are left out.

Company name in the street

On the Customers tab, map a Shopify … company field to Odoo Street or Street 2. The company is put in front of the street, separated by a comma, and repeated words are not doubled.

How values are converted

Odoo → Shopify:

• A link to another record (many2one) is sent as its name.
• Weight, size and volume metafields are sent in kg, cm and liters, unless you pick a unit field.
• Rich text is converted to Shopify's rich text format and back.
• Empty Odoo values are not written to metafields, so Shopify does not reject them.
• Metafields that point to Shopify records (…_reference) only accept Shopify IDs (gid://shopify/…).
• Shopify weight goes to Odoo Weight in kg (grams, pounds and ounces are converted).

Conditions

Tick Optional condition (apply mapping only when this condition is met). Then fill in:

The path is read from the source side: the Shopify record for Shopify → Odoo rules, the Odoo record for Odoo → Shopify rules.

The closed card shows the condition, for example "Condition: tags contains wholesale".

Examples

Limits

• The app never creates custom Odoo fields. Create them in Odoo first.
• Fields that your Odoo does not have are left out when the record is written. The sync goes on, and nothing is written for that rule.
• Image (binary) fields can't be mapped. Use a URL field with Product media.
• Order line rules can only add text or fill custom fields. They can't change the product, quantity, price or taxes.
• If two rules write the same field, the last rule in the list wins.
• A mapping runs after the built-in sync and overwrites the built-in value for that field.
• Only metafields with a definition in Shopify are offered, up to 250 per owner type.

Good to know

• An empty Shopify text value clears the Odoo text field. Add a not empty condition if you want to keep the Odoo value.
• Rules are included when you export and import your app settings.
• A mistake in a rule does not stop the sync. The rule is skipped and the record syncs without it.

Troubleshooting

Taxes & pricelists

This topic brings all tax and price settings together in one place: how Shopify taxes reach your Odoo orders, which Odoo pricelist an order gets, and how Odoo pricelists set prices in Shopify and in Shopify markets.

What it does

The order settings are explained in full in Order sync. The product settings are explained in Product sync. This page explains how they work together.

Before you start

• In Odoo, create the sales taxes you need (Invoicing/Accounting → Configuration → Taxes). Check the Included in Price option of each tax. It must match how your Shopify prices work.
• In Shopify, check Settings → Taxes and duties: do your prices include tax or not?
• Activate every currency you sell in, in Odoo (Accounting → Configuration → Currencies).
• Create the Odoo pricelists you want to use.
• Turn on Enable Order Sync in Orders Settings. The Taxes card is disabled until order sync is on.

Choose a tax option

The Taxes card has four ways to handle tax. They are alternatives: pick one. Once one is on, the others are greyed out until you turn it off again. The only pair you can use together is Sync Tax-Included Price with Map Shopify Tax to Odoo Tax.

Map Tariffs As Product Line Items is separate. You can use it with any of the above.

If more than one option is already on (for example from an older version of the app), you see More than one tax option is active. Your orders keep syncing as before, but turn off the options you don't need.

How to set it up

1. 1
   In the app menu, open Additional Order Settings.
2. 2
   Go to the Taxes card.
3. 3
   Turn on the option you chose (see the table above) and fill in its fields.
4. 4
   Click Save.
5. 5
   Sync a test order and compare the Odoo total with the Shopify total.

Settings explained

Enable Fixed Tax Mapping

Applies one fixed Odoo tax to every order synced to Odoo, instead of the tax Shopify charged.

• When you turn it on, a Tax Type dropdown appears. Pick the Odoo sales tax. You must pick one before you can save.
• Do not see your Odoo tax? Click on refresh. The Refresh button reloads the Odoo tax list.
• The tax goes on the order lines, and on credit notes the app creates for refunds.
• Turning it off clears the chosen tax.
• When you change Company in Configuration, this option is switched off and the tax is cleared, because taxes belong to a company.

Map Shopify Tax to Odoo Tax

Maps each Shopify tax to an Odoo tax.

1. 1
   Tick Map Shopify Tax to Odoo Tax.
2. 2
   Click Add. Pick a Shopify Tax and an Odoo Tax. Leave Country on Any country.
3. 3
   Add one row per Shopify tax.
4. 4
   Click Save.

How it works:

• Shopify has no list of tax rates, so the Shopify Tax list is built from the taxes on your orders of the last 60 days. Click Refresh Tax Rates after you add a new tax in Shopify. It also reloads the Odoo tax list.
• Each Shopify tax (name + rate) can be mapped once per country. Taxes already used in a row are hidden in the other rows, unless your orders show that tax for more than one country.
• On every order, each line gets the Odoo tax mapped to its Shopify tax.
• Country is for EU OSS stores, where Shopify uses the same tax name and rate for several countries (for example "VAT 6%" for Belgium and Portugal). Add one row per country, each with that country's Odoo tax. The country is the order's shipping country, or its billing country when there is no shipping address. A row for the order's country wins over an Any country row. An order from a country with no row, and no Any country row, keeps the fixed tax or Odoo's own tax for the product. The Country list shows the countries that tax was seen for on recent orders.
• A line with several Shopify taxes (for example CGST + SGST, or state + county tax) gets every mapped Odoo tax.
• Shipping lines get the mapped tax when their Shopify tax matches.
• A discount that goes to Odoo as its own line (a shipping discount, or any discount when Map line item discount is off) gets the mapped tax of the lines it was taken off. This only happens when all those lines have the same mapped tax. A discount spread over lines with different taxes keeps the tax of its discount product in Odoo.
• A line whose tax is not mapped keeps the fixed tax, or Odoo's own tax for the product.
• If a rate changes in Shopify, the tax is still matched by name, as long as that name is mapped only once.
• Invoices and credit notes follow the tax on the sale order line, so all three stay the same.
• Pick an Odoo tax with the same price-included setting as Shopify. Otherwise the Odoo totals will not match.

With Sync Tax-Included Price also on, the table shows "Sync Tax-Included Price" is on: Shopify's gross price is sent to Odoo, so map each Shopify tax to an Odoo tax marked "(tax included)". Saving a tax that is not included in the price shows With "Sync Tax-Included Price" on, choose an Odoo tax that is included in the price.

Sync Tax-Included Price

For stores whose Shopify prices already include tax.

• Off: the app takes the tax out of each line with the line's tax rate and sends the net price. A line discount is then taken off in Odoo and Odoo adds its own tax back, so discounted lines and the total match Shopify. Orders that were already in Odoo before October 2026 keep the prices they were synced with.
• Rounding cents with Off: Shopify works out the tax on the whole order and spreads it over the lines, but Odoo works it out line by line, so the two can end up a cent or two apart. When your Odoo company rounds tax per line, the app moves those cents so the Odoo order's untaxed amount, tax and total match Shopify's exactly. It shifts a line price by a few cents, and if needed adds a "Tax rounding adjustment" line of a few cents with the same tax. Each line's own tax can still differ from Shopify's by a cent; only the order totals match. Orders already in Odoo are not changed.
• On: Shopify's gross price is sent as it is. Odoo must not add tax on top. Use Odoo taxes with Included in Price, or map them with Map Shopify Tax to Odoo Tax.
• Map Taxes to Product Line Item is switched off while this is on.

Map Taxes to Product Line Item

Posts each Shopify tax as its own service line on the Odoo order, instead of as a tax on the product lines.

• One line per tax name and rate, for both product and shipping taxes.
• An order that reports only a total gets a single "Total Tax" line.
• Use it when Odoo should record the tax as a fixed amount and not recompute it.
• Can't be used with Sync Tax-Included Price or Map Shopify Tax to Odoo Tax. Either would tax the order twice.

Map Tariffs As Product Line Items

Posts Shopify import duties (tariffs) as their own service lines.

• One line per HS code and country of origin, for example "Tariff (6109.10, IN)".
• An order that reports only a total gets a single "Total Tariff" line.
• Orders whose prices already include duties are skipped, so the amount is never charged twice.

GST Treatment (India)

GST Treatment shows in Configuration only when your Odoo company is in India. The list comes from Odoo's GST treatment values (for example Registered Business, Unregistered Business, Consumer). It is cleared when you change Company.

Fiscal positions

The app does not set a fiscal position on orders by itself. Odoo picks one from the customer and the address, with its own rules. To set one from Shopify data, add a Field mapping rule on the Orders tab to Fiscal Position.

Currencies and markets on orders

Currency to Sync with Odoo (in Additional Order Settings → Order Sync Rules) decides which amounts go to Odoo:

• The Odoo order gets the matching Odoo currency.
• If the currency is not active in Odoo, the order is not synced. You see Order currency … is not active in Odoo. Please activate … in Odoo (Accounting → Configuration → Currencies) and then click Resync on this order. or Order currency … was not found in Odoo….
• Payments and refunds use the same currency choice.

Pricelists on orders

Each synced order gets an Odoo pricelist. The app picks it in this order:

1. 1
   Default Pricelist for Order Sync, if you chose one. Every order uses it.
2. 2
   Else, if Disable Pricelist Mapping (Let Odoo Decide) is on, the app sends no pricelist, and Odoo uses its own default for the customer.
3. 3
   Else, the customer's pricelist in Odoo (the Pricelist on the contact's Sales & Purchase tab), when it fits the order's company and currency.
4. 4
   Else, an Odoo pricelist in the order's currency for that company.
5. 5
   Else, no pricelist. Odoo uses its default.

Pricelists on products

These are in Product Settings. See Product sync for the full list.

Market catalog prices are updated after every Odoo → Shopify product or price sync, including large product syncs and price syncs where the base prices were already up to date. Only products already linked between Odoo and Shopify get a market price. This includes products you created in Shopify yourself, once a product sync has matched them by SKU or barcode. Market prices follow the same filters as the product sync: with Sync Product By Category, Sync Product By Tags or Sync only products which has stock available on Odoo. on, or a date range on a manual sync, only the products that match are updated. The catalog prices of other products are left as they are.

Only prices that changed are sent. A compare-at price you set on a catalog price in Shopify is kept: the app changes the price and leaves the compare-at price as it is.

Market catalog prices follow the price list rules the same way as the base price: a Fixed Price line gives exactly that price, and Discount and Formula lines start from the product's sales price. Lines for a variant, a product, a product category or all products are used. Products with no matching line keep their current catalog price. Add fixed tax rate (%) on top of synced prices changes only the base price, not the catalogs.

How a price list price is worked out

The app works out the same price Odoo shows for the price list, in the price list's own currency:

1. 1
   It starts from the product's Sales Price, or its Cost when the line is based on cost, or the price another price list gives when the line is based on that price list.
2. 2
   If that price is in a different currency than the price list, it is converted first, using the exchange rates in your Odoo (Accounting → Configuration → Currencies).
3. 3
   Then the line's Discount, Rounding Method, Extra Fee and Margins are applied, in that order. A negative discount is a markup.

So a product with a 160 JOD sales price on a price list in AED, with a 30% markup rounded up to 1, syncs as 1,095 AED - not 208.

What is not covered

• Fields or Apply On options that an extra Odoo module adds to a price list line, such as a percentage extra fee or a price rule for a brand or a designer. The app only knows Odoo's own price list fields. A rule whose Apply On it does not recognise is left out, and the product keeps its normal sales price - it is not applied to your whole catalogue.
• Price list lines with a Min. Quantity above 1. Shopify prices are for one item.

Limits

• Only one of the four tax options can be on, apart from Sync Tax-Included Price with Map Shopify Tax to Odoo Tax.
• The Shopify tax list only knows taxes from orders of the last 60 days.
• A pricelist mapped to a market catalog must give a price above 0, or the variant is skipped.
• Every order currency must be active in Odoo.

Good to know

• Test any tax change with one order and compare the totals before you rely on it.
• Changing a tax option affects new orders only. Orders already in Odoo keep their taxes.
• If the totals are off by the tax amount, the price-included setting of the Odoo tax usually does not match Shopify.

Troubleshooting

Shopify permissions

Shopify apps can only read or change what the store owner allows. This topic lists the access the app asks for when you install it, why it needs each one, and the optional permissions you grant later for some features.

What it does

There are two kinds of permissions:

• Required permissions. Shopify asks you to approve these when you install the app. Without them the app can't sync.
• Optional permissions. Shopify does not ask for these at install. You grant them only if you use the feature that needs them.

Required permissions

The app also reads abandoned checkouts and customer data. Shopify treats customer names, emails, phones and addresses as protected customer data. The app has Shopify's approval to use them for sync.

Optional permissions

How to grant an optional permission

Store credit (Loyalty Points)

1. 1
   Open Loyalty Points in the app menu.
2. 2
   In the banner Allow access to Shopify store credit, click Grant permission.
3. 3
   Shopify opens its own permission window. Review the store credit permissions and approve them.
4. 4
   You see Store credit access granted. You can now tick Enable loyalty points sync.

If you close the window or decline, you see Store credit access was not granted. Click Grant permission again when you are ready.

Returns

The app has no button for this permission yet. If you use Shopify's Returns screen to restock items and want those restocks in Odoo, contact support@techmarbles.com.

How to check or remove permissions

• In Shopify admin, go to Settings → Apps and sales channels, open the app, and look at its permissions.
• To take back all permissions, uninstall the app. The sync stops at once.
• If you remove an optional permission, only the feature that needs it stops. For Loyalty Points, store credit changes then fail and show in the History tab.

Limits

• Shopify decides which permissions can be optional. The required permissions can't be turned off one by one.
• When the app adds a new required permission, Shopify asks you to approve the update the next time you open the app. Until you approve it, the feature that needs it can fail.

Troubleshooting

Dashboard

The Dashboard is the first page you see when you open the app. It shows whether Odoo is connected, a row of numbers about your order sync, and a table of every order the app has handled, so you can spot and fix a failed order quickly.

What it does

The dashboard has five parts, from top to bottom:

• The page header, with the Odoo connection badge and the alert mails button.
• Announcement banners, when we have published one.
• Seven number cards (the metrics).
• The orders table, with the tabs All, Synced, Not Synced and Skipped.
• A help line at the bottom of the page.

If the app is not set up yet, opening the dashboard takes you to the Configuration page first.

Connection status

The badge at the top right of the page tells you if the app can log in to your Odoo:

While the badge is red, nothing can sync to or from Odoo.

Announcement banners

When we release something new, a blue (or other colour) banner can appear above the number cards. It shows the message and the date it was published, as Launched at followed by the date. Click See more updates to open the App Updates tab on the Logs page, which keeps every announcement we have made. See App updates.

If there is no current announcement, no banner is shown.

Metrics

Each card shows one number. The numbers load when the page opens and update each time the orders table refreshes.

Orders Synced Today and Last Order Synced use the date the order was placed in Shopify, the same date shown in the Date column. They do not show the moment the sync ran. An old order you resync today does not count as "today".

All dates in the app use your Shopify store's time zone. Recent dates are shown as Today at …, Yesterday at …, or the month and day, for example Oct 12 at 4:05 PM.

Orders table

The table lists the orders the app has handled, newest first.

Tabs

Toolbar

Above the table, on the All, Synced and Not Synced tabs:

• Show: choose how many orders to show per page: 10, 25, 50 or 100. The default is 10.
• Showing 1–10 of 250 orders: which rows you are looking at, and how many orders the tab holds.
• Resync 3 Orders: appears on the Not Synced tab when you have ticked one or more orders. See Retry and resync.
• Export Orders: downloads the rows on the current page as a CSV file. See Export orders.
• Refresh: reloads the table and the number cards.

Search and sort

Use the search field (Searching in all) to find an order. You can type part of:

• the order name, for example #1052 or 1052
• the Shopify order ID
• the Odoo order ID

The table updates a moment after you stop typing. Clear the field, or click Cancel, to see all orders again.

Use the sort button to change the order of the rows:

• Order name: Ascending or Descending
• Date: Oldest first or Newest first (the default)

On a phone, the search field is called Search orders and the sort list is called Sort by.

Columns

Pagination

Use the left and right arrow buttons below the table to move between pages. The text next to them, for example 11–20 of 250 orders, shows where you are. Changing the tab, the sort or the page size takes you back to page 1.

Sync statuses

Row actions

The Action column changes with the status of the order.

When the order shows Syncing:

• You only see a spinner (Sync in progress). There are no buttons, so you can't resync or delete an order while it is still being processed.

When the order shows Failed:

• Resync Order (circular arrow icon): tries the sync again. See Retry and resync.
• Delete Order (red trash icon): removes the order from the app. See the warning below.

When the order shows Success:

• View on Shopify (Shopify icon): opens the order in your Shopify admin. For an order the app created from Odoo that is still a draft in Shopify, it opens the draft order.
• View on Odoo (Odoo icon): opens the sale order in Odoo. The tooltip says View Invoice on Odoo for an invoice-only order and View POS Order on Odoo for an order synced to Odoo Point of Sale. If you sync orders to Odoo CRM, the link opens the CRM record. The Odoo icon is hidden when there is nothing to open yet (Invoice pending).
• Delete Order (red trash icon): removes the order from the app.

The Resync Order button is not shown for orders that were created in Shopify from Odoo. Resync always sends a Shopify order to Odoo, so for those orders it would make a second copy of the Odoo sale order.

Delete Order

Delete Order removes the order from this app only. It does not delete anything in Shopify or in Odoo. Before it deletes, the app asks you to confirm: "Are you sure you want to delete order … ? This action cannot be undone."

Use Delete Order to clear a test order or an order you have already removed on the other side. Don't use it to "reset" an order that is already in Odoo.

Retry and resync

Resync one order

1. 1
   Open the Not Synced tab.
2. 2
   Hover the red alert icon to read why the order failed.
3. 3
   Fix the cause. For example, create the missing product in Odoo, or correct the SKU.
4. 4
   Click Resync Order (circular arrow icon) on the row.

The app fetches the order from Shopify again and sends it to Odoo straight away. When it works, you see "Order … successfully synced." and the row turns Success (or leaves the Not Synced tab). When it fails, you see "Sync failed. Please check the error details." and the error stays on the row.

Resync checks Odoo for a sale order with the same customer reference first. If an earlier attempt already created the sale order, resync uses it and does not create a second one.

Resync several orders

1. 1
   Open the Not Synced tab. Checkboxes appear only on this tab.
2. 2
   Tick the orders you want to retry, or tick the box in the header to select every order on the page.
3. 3
   Click Resync 3 Orders (the number matches your selection) in the toolbar.

The app retries the orders one by one. Each row updates as it goes. When all are done, you see Resync Completed. Orders that synced disappear from the Not Synced tab. Orders that failed again show their new error.

Automatic retries

You don't always have to click Resync:

• If an order fails because your Odoo could not be reached (for example during Odoo maintenance or a short outage), the app keeps retrying it in the background, with growing gaps between attempts, until Odoo answers again. It does this for orders up to about 7 days old.
• If an order stays on Syncing because the sync stopped half way, the app picks it up again by itself after about 35 minutes.

Errors caused by your data, such as a missing SKU or missing customer details, are not retried automatically. They fail the same way every time until you fix the cause and click Resync Order.

Skipped orders

The Skipped tab answers the question "Why is this Shopify order not in Odoo?". It lists Shopify orders that the app has no record of at all, so they appear in none of the other tabs.

It only works when orders sync from Shopify to Odoo. If your store syncs orders from Odoo to Shopify, the tab says: "Orders sync from Odoo to Shopify on this store, so no Shopify orders are skipped."

What it shows

The line at the top says which period is covered, for example "Shopify orders since 2026-08-20 that are not in the app." The tab looks back 60 days. It never goes back further than your Start Date for Order Sync (or the day you installed the app, if you never set one), because older orders are left out on purpose.

The reasons: