So you've signed up for your Autofy account! What next?
First step is figuring out what two Connections will be syncing. In this article, we're outlining how to connect to Shopify and QuickBooks Desktop.
We've made Connection setup a breeze! While you do have the ability to create your own Workflow from scratch, we've made it super simple for you by providing Workflow Templates. These Templates are pre-built Workflows where the objects, settings, and mapping are all defaulted and predefined.
Next step is to select which Template to use. Click Go on the Shopify and QuickBooks Desktop option:
Now let's set up your Connections. Click on the first plus sign and select the Shopify option from under the Or add a new connection text.
A popup will appear, confirming that Shopify will be added as a Connection. Click Add to proceed.
A popup will appear so you can enter your Shopify store name. The store name comes from the URL of your Shopify account (like below).
Once you've entered the store name (no spaces), click on Connect. This will produce a popup from Shopify to confirm the information that Autofy will have access to while connected. Click Install App to allow access and confirm the connection to Shopify.
Autofy will then show that it is currently connected to Shopify and include the name of your Shopify store.
Now you're connected to Shopify! Click Close in order to set up your connection to QuickBooks Desktop.
Click on the next plus sign and select the QuickBooks option from under the Or add a new connection text.
From here, Autofy says that it will add a connection to QuickBooks Desktop and tells you the data it will have access to. Click Add.
If you have not yet downloaded the Autofy Agent, this is your moment to do so. The Autofy Agent needs to be installed on the same machine as QuickBooks.
Important Note: During setup, you'll need to be logged into QuickBooks as the QuickBooks Admin (not a user with admin rights) and in Single User Mode. After setup, you can go back to multi-user mode. It is also important that the correct QuickBooks Company File is open.
Click on the Autofy Agent Download button and follow the instructions here.
After you've entered the token on the Agent, click Next. Once you click Connect on the next popup, Autofy will tell you whether you are successfully connected, along with the file to which you've successfully connected!
That's it! Congratulations! You're connected to Shopify and QuickBooks Desktop.
Click on Create Workflow to see your steps and get started with your first sync.
Click here to learn about the QuickBooks and Shopify Workflow Template.
If you have any questions or need assistance, please send an email to firstname.lastname@example.org.