About
Applies to: Finaloop Accounting, Margins
Finaloop can pull your Shopify Credit transactions for you once you approve our collaboration request in Shopify, and you can also export a CSV or a PDF statement from Shopify and upload it to Finaloop yourself. This works in both Finaloop Accounting, Finaloop's real-time bookkeeping and accounting service, and Margins, Finaloop's performance analytics product.
In certain cases, we'll need transactions or reports we can't import automatically. We'll ask for these in a mission, a task in My missions where we ask you for information we need, or when you set up your account. We'll explain how to find the relevant reports from your Shopify Credit account and upload them into Finaloop.
1. Let Finaloop pull your Shopify Credit transactions
When you add Shopify Credit as an account, we send a collaboration request to your store asking for view access to your Shopify Credit activity. Approve it and we'll pull your Shopify Credit transactions for you. We only read your Shopify Credit activity to reflect the transactions in your Finaloop account, even if Shopify notes that collaborators can view and manage parts of your store.
In Banks & Cards → Accounts overview, click Review on your Shopify Credit account (the button shows the number of open requests, for example Review (1)), then click Review on the setup request. If you're still setting up your account, you can click Set up on your Shopify Credit account in Getting started instead.
Upload your latest PDF statement, then click Next. If you don't have one handy, click Continue without a statement.
Under Store name, choose your Shopify store, fill in the remaining details, and click Save.
Log in to your Shopify admin, go to Settings → Users, and open our pending collaborator request.
Click Accept request.
Back in Finaloop, tick I've approved Finaloop's collaboration request and click Done.
You'll see Nice, we'll start pulling your Shopify Credit transactions shortly. Your transactions usually appear within a few hours, and can take up to a day.
Note: In Margins, click Set up on your Shopify Credit account in Finish setup. The checkbox reads I've approved Margins's collaboration request, and you won't be asked for a balance.
What if I see "Oops! Looks like we don’t have access yet"?
Your approval may still be taking effect, so wait a moment and click Done to try again. If the message stays, check in Shopify that the request was approved.
What if I see "Oops! We couldn’t find Shopify Credit on your store"?
The store you chose doesn't have Shopify Credit enabled. If you use Shopify Credit on a different store, connect that store first. If you don't use Shopify Credit after all, you can remove this account from Banks & Cards.
What if I see "Oops! We couldn't find a relevant Shopify store"?
Either all your stores already have a Shopify Credit account in Finaloop, or you don't have a Shopify store connected. Click Connect a store, connect the missing store, then come back and finish setting up the account.
2. Check that you have permission to export from Shopify Credit
To export Shopify Credit CSV and PDF statements, you need to be either the primary cardholder or a staff account with both the View all Shopify Credit account activity and Manage payment settings permissions granted. Secondary cardholders can't view monthly statements.
The store owner can manage permissions in Shopify. Here's what they should do:
Go to Settings → Users.
Click on your staff account.
In the Roles section, assign a role that includes View all Shopify Credit account activity and Manage payment settings. You'll find both permissions under Finance.
Click Save.
3. Exporting a CSV file of your Shopify Credit transactions
This guide will walk you through downloading a CSV file containing your transaction history for your Shopify Credit account.
What you'll need
Your Shopify account login credentials (Username & Password)
Steps to export a CSV
Log in to your Shopify account using your username and password.
Go to Finance → Credit.
Click the export icon (an arrow pointing up) at the top right of the Transactions section.
Choose the month relevant to your mission and click Export as CSV. This will save the CSV file to your device. If your export has over 100 transactions, Shopify sends it to you by email instead.
① The month you need, ② Export as CSV.
Your CSV file is now ready to upload to Finaloop.
4. Exporting a bank statement from your Shopify Credit account
As part of our onboarding and year end reviews, we may ask for statements to confirm your credit balances and keep your books accurate.
What you'll need to download a statement
Your Shopify account login credentials (Username & Password)
Steps to download a statement
Log in to your Shopify account using your username and password.
Go to Finance → Credit.
Click View statements at the top right of the page.
Click the statement of the month relevant to your mission. This will allow you to save the statement to your device.
Your PDF statement is now ready to upload to Finaloop.
5. Uploading your CSV or statement to Finaloop
In Banks & Cards → Accounts overview, click Review on your Shopify Credit account (for example Review (1)).
Click Review on the request.
Click Upload attachments and choose your file.
Click Submit.
You'll see Data submitted successfully once your file is on its way to us.
Tip: Upload your CSV in its original format and currency, and avoid converting a PDF into a CSV or altering any data.
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Need help?
If you have any questions or trouble finding the information you need, feel free to contact us at [email protected]!