oView helloCash sync: helloCash connect to shopify 14-day free trial
With strg-S as a partner, you benefit from over 20 years of well-founded experience in the IT and web industry.
With the Shopify app oView helloCash Sync you can easily connect your Shopify shop to helloCash POS/WaWi. oView automatically takes care of the most important and time-consuming tasks for you.
With over 20 years of experience in the IT and web industry, I like to share my knowledge with my customers and always strive for the most efficient solution.
Stock
Thanks to the automatic synchronization of helloCash to Shopify, or Shopify to helloCash, the inventory of your shop is always kept up to date.
Invoices
For orders via your Shopify shop, an invoice is automatically created in helloCash. In addition, new customers are automatically created in helloCash to make the invoicing process efficient.
Product matching
Product matching (barcode, SKU and price) from helloCash to Shopify is done manually to ensure the information is correct and consistent.
Product import
There is an option to import missing products that exist in helloCash but are missing in Shopify. At the same time, products that exist in Shopify but are missing in helloCash can also be imported. This ensures that both platforms have the full product database.
The oView helloCash Sync app is available on the official Shopify App Store.
You can easily install and try out the app. The first 14 days are free, after that you get access to all features and support for just $14.90 per month. Billing is conveniently done via Shopify.
14 days free trial
You have the opportunity to test the app without restrictions for 14 days. If you have any questions, I'm always happy to help. Don't hesitate to contact support.
Synchronization
Inventory levels are reliably synchronized with Shopify. You can choose which system has the leading role in managing inventory levels. In addition, invoices are automatically created in helloCash when orders are received via Shopify.
Support
If you need help setting it up or if you miss an important function, you can contact me at any time. I am at your disposal and will support you with all your questions and concerns.
Screenshots
Shopify mit helloCash verbinden: Schritt für Schritt Anleitung
FAQs
Basics
What is the leading system?
You can choose in the settings which system has the leading role in managing stock levels.
Can multiple helloCash accounts be connected to shopify?
oView helloCash Sync Onboarding
After installing oView helloCash Sync, no invoices are created automatically by default and the stock level is not synchronized. These tasks must be activated in onboarding in order to use them. You can find the onboarding mask in the dashboard of oView helloCash Sync. There you can make the appropriate settings and activate the desired functions.
Can sales in helloCash be created as an order in shopify?
No, unfortunately this is not possible at the moment.
What can i find in the logbook?
In the log of oView helloCash Sync in the menu item "Log" you can see an overview of the jobs and tasks that are required for the functionality of the app. In addition, the timestamp of the last product comparison is displayed for each system. Product reconciliation is done hourly to ensure data is kept up-to-date.
Product Comparison Value
What is the product comparison value?
The product comparison value plays a crucial role in the connection between helloCash and Shopify. This value makes it possible to assign the corresponding products in both systems. You have the choice between the title (name), the article number (article code) and the barcode (EAN code) as a comparison value. This creates a clear connection between the products in helloCash and Shopify.
What is the best product comparison value?
The SKU (article code, article number) or the barcode (EAN code) are best suited for synchronizing the two systems. The title (product name) is less suitable, since the comparative values must be clear and unique in the system. By using either the SKU or the barcode, a reliable and clear assignment of the products between helloCash and Shopify can be guaranteed.
Shopify product variants in helloCash
In Shopify you can display items with different sizes or colors via product variants, while this is currently not possible in helloCash. Therefore, you must create a separate product in helloCash for each Shopify product variant. The Shopify product variants and the helloCash products are linked via the product comparison value. It is important to note that this link only works with the SKU or barcode as the product comparison value.
Inventory Levels
How and in which direction are stock levels synchronized?
In order to synchronize the stock levels between helloCash and Shopify or Shopify and helloCash, it is necessary to set a product comparison value. The default synchronization is from helloCash to Shopify. You have the ability to determine which system has the leading role in managing inventory levels. Note, however, that syncing is disabled by default and must be enabled via the oView dashboard. Enabling synchronization ensures that inventory levels in both systems are always up-to-date and consistent.
How often is inventory synced?
The synchronization takes place every hour.
Why can't I sync more often?
Shopify limits the number of automatically performed tasks to protect online store speed and stability. This limitation is implemented to ensure that the shop's performance is not affected and that a smooth shopping experience is guaranteed for the customers.
The stock levels are not synchronized, what can be the reason?
If products have a missing (empty) or duplicate comparison value, they cannot be synchronized. You can find these products in oView helloCash Sync under the menu item "Products" in the "Problems" section. There you will get an overview of which products are affected and you can make the necessary adjustments.
Invoices
When and where are invoices created?
If you sell something via your Shopify online shop, corresponding invoices are automatically created in helloCash. The automatic invoicing feature is not enabled by default and must be enabled via the oView Dashboard. You can adjust the settings there to ensure that the invoices are created and synchronized correctly.
Can invoices also be created retrospectively in helloCash?
No, from the moment the invoice creation is activated, all subsequent invoices are created in helloCash.
Can sales in helloCash be created as an order in shopify?
No, unfortunately this is not possible at the moment.
How often are invoices synchronized or created?
The synchronization takes place every 5 minutes.
Why is there a copy on the PDF invoice?
In helloCash, the receipt, also known as a cash register receipt, is considered the original document. All other forms of invoices, such as the PDF invoice, are considered a copy of the receipt. The cash register receipt in helloCash has legal validity and serves as an official original document for accounting and tax purposes.
Are the invoices RKSV compliant?
The invoices are generated in helloCash and helloCash is RKSV-compliant. oView helloCash Sync only transfers the essential information from shopify to helloCash.
Others
What can i find in the logbook?
In the logbook of oView helloCash Sync (menu item "Logbook") you will find an overview of the jobs / tasks that are required for the functionality of oView. The timestamp of the last product comparison for each system is also displayed. The product comparison takes place every hour.
What can I do with the "Products" menu item?
The menu item "Products" shows the differences between the two systems (helloCash and Shopify). This includes different prices, barcodes or SKUs. These differences can be corrected directly using the oView helloCash Sync app under the menu item “Products”. There is also the option of importing products from helloCash into Shopify and vice versa. When importing, only products that were not found in the other system based on the product comparison value are displayed.
CHANGELOG
In oView helloCash Sync, it is now also possible to synchronize stock levels from shopify to helloCash (previously only helloCash to shopify). The direction of synchronization can be defined under "Settings" > "Stock" > "Direction".
oView helloCash Sync is now available in German and English languages. The language will be set based on the shop's location. Germany (DE) and Austria (AT) will be in German, while the rest will be in English.
Automatic invoice dispatch to the customer. The "Automatic invoice dispatch" option can be activated under "Settings" > "Invoices".
With certain shops it was not possible to create an invoice in helloCash. This affected shops that contained a single quotation mark (') in their name or address. The reason for this was a missing escape sequence in the SQL statement.
The inventory level comparison from Shopify to HelloCash is now also possible without creating an invoice. If you activate the "Do not create invoice" option in the oView settings during invoice matching, the inventory levels in HelloCash are corrected on a Shopify order, but no invoice is created.
We would like to inform you that an error has occurred in the VAT calculation for invoices with a discount. However, we have now corrected this error!
News
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