Integrate Galvix & Shopify

This guide provides a detailed walkthrough on integrating your Shopify store with Galvix. Follow these steps to make sales tax compliance straightforward and stress-free.

Here's what this guide covers -

• How can the Galvix-Shopify integration help?
• How Our Integration Works
• Step-by-Step Setup
  • Part 1: Creating a Custom App in Shopify
  • Part 2: Connecting Shopify to Galvix
• After You're Connected
• Next Steps

How can the Galvix-Shopify integration help?

Connecting Galvix to your Shopify store is an important step towards making sales tax compliance way easier. Once connected, Galvix will securely import all your orders, products, and relevant customer data from Shopify.

And using this information, Galvix will be able to -

• Calculate Accurate Taxes: Determine the correct sales tax for each transaction, as required by state regulations.
• Prepare draft returns: Generate precise sales tax return drafts.
• Track Nexus: Track sales tax Nexus (the point at which your business must collect and remit taxes in a state) and highlight when thresholds are approaching, met, or exceeded.

This guide will walk you through setting up the integration quickly and confidently. Let's get started!

How Our Integration Works

Once your Shopify store is connected to Galvix, here's what happens:

• Secure Connection: You'll permit Galvix to access your Shopify data securely. This is done by creating a custom app within your Shopify dev store.
• Data Sync: Galvix imports all your historical data, including customers, products, orders, and returns. After this initial sync, any new information in Shopify, such as new orders, refunds, or product updates, syncs with Galvix in real-time.
• Tax Determination: Our tax engine determines the correct sales tax for each transaction and flags any differences(e.g., incorrect tax collections) for your review.
• Reporting & Nexus Tracking: We then use all the synced data to accurately prepare sales tax return drafts and continuously track your sales tax Nexus.

Step-by-Step Setup

Integrating Galvix to Shopify involves two primary steps:

Part 1: Creating a Custom App in Shopify

Part 2: Connecting Shopify to Galvix

Before you begin, make sure you have admin access to your Shopify store. You'll need it to create a custom app and generate API credentials.

Part 1: Creating a Custom App in Shopify Dev Store

In this part, you'll create a custom app in the Shopify dev store that allows Galvix to securely read your store data. At the end, you'll copy two credentials (Client ID and Secret) that you'll paste into Galvix in Part 2.

1. Log in to your Shopify admin.

In the left sidebar, click Apps, then click App settings.

2. Open the Dev Dashboard.

In App settings, click Develop apps, then click Build apps in Dev Dashboard. You'll be redirected to the Shopify Dev Dashboard.

3. Create the app.

In the Dev Dashboard, click Create app, enter the app name Galvix Sales Tax, and click Create.

4. Configure API scopes.

After the app is created, the configuration window opens. Click Select scopes, then enable the following five scopes:

• read_customers
• read_orders
• read_all_orders
• read_products
• read_locations

5. Release the app.

Click Release. You can leave the version name and description blank - the defaults are fine. Confirm the release when prompted.

6. Install the app on your store.

In the left sidebar, click your app - Galvix Sales Tax - then click Install App.

Select the store you want to install the app on, then click Install to confirm.

7. Copy your API credentials.

In the Dev Dashboard, open your Galvix Sales Tax app and go to Settings. Copy the following two values and keep them somewhere safe - you'll paste them into Galvix in Part 2:

• Client ID
• Client Secret

You've successfully set up the custom app and taken the necessary credentials from Shopify. Keep them handy, because now it's time to head over to Galvix!

Part 2: Connecting Shopify to Galvix

In this part, you'll paste the credentials you just copied into Galvix to complete the integration.

1. Log in to your Galvix account.

2. Go to Settings → Integrations.

3. Click "Add Integration" and select Shopify from the drop-down list.

4. Fill the details in the list as following:

• Enter your Shopify Store Name: This is the part of your Shopify URL that comes after 'store' and right before '.myshopify.com'.

• For example: If your Shopify URL is https://your-store-name.myshopify.com, your store name is your-store-name.

• Paste the Admin API access token and API secret key you copied from Shopify into the correct fields in Galvix.

5. Advanced Settings:

• When setting up the integration, please note two important options for your transactions import. You can choose to import all transactions, which is for most cases. But if you only want transactions imported starting from a certain date, select that option and enter the desired start date.
• After filling in all the above details, click Save.

Once saved, Galvix begins syncing your existing Shopify data immediately. You’ll see one of the following statuses:

• Syncing - The sync is in progress. Depending on your data volume, it may take a few minutes to a few hours.
• Active - Your integration is live and syncing in real time.
• Error - Something may have gone wrong. Contact us at support@galvix.com, and we’ll help resolve the issue.

Once the status is updated to 'Active', your connection is complete.

6. After completing this step, go to your Transactions page to verify that your transactions have been imported correctly. This process typically takes anywhere between 2–30 minutes, depending on the number of transactions. If you notice any delays, please contact us at support@galvix.com

After You're Connected

Review your synced data under the Transactions and Products tabs in Galvix.

You have now successfully connected Galvix and Shopify!

Next Steps

• Configure Your Shopify Account → Set up taxability and exemptions for customers.
• Review Best Practices → Ensure Galvix accurately reads Shopify data for precise tax calculations.
• Check out → the Shopify FAQs for answers to common questions.