Is there a way to automatically match payments with orders?

[CW5]

I would like to find a way to automatically match payments with order transactions. Is there a way I can export a table that matches the amount paid into my bank account against each order transaction?

[K_Br4]

Hi CW5,

• A spreadsheet-like editor can export your orders and other Shopify data.
• Then, you can add the bank info in a separate sheet.
• Then, you can play with VLOOKUP formulas and match orders to payments.

[CW5]

Not sure how VLOOKUP formulas work. 😞

[Sam_Cnet]

Hi @CW5 ,

Do you have an export of transactions from your bank? If so this can be a data feed into an app that would use REST API to sync orders and match based on transaction order amount.

I’ve had similar requirement to pull orders from Shopify and a command line script was good enough, in your case are you doing this all the time?

Looking forward to your response.

[CW5]

Thank you for your suggestion. Yes, we can export the transactions from the bank but I am not familiar with the REST API you mention. We would like this on a fortnightly basis if possible. 

[Sam_Cnet]

Hi @CW5 ,

REST API requires an SSL certificate, and access token to your shop, we can walk you through setting this up.

Compiled report can be emailed to you on a recurring schedule depending on size of file.