Auto Order Sync

Auto Order Sync automatically synchronizes orders from your Shopify store to Odoo ERP system using webhooks. Orders are synced in real-time based on your configured rules.

How It Works

When a customer places an order in Shopify:

The webhook triggers automatically
Synco checks the order against your configured rules (payment status, fulfillment status, order source, date range)
If the order matches all conditions, it is enqueued as a background job
The order is created in Odoo as a Sale Order, Invoice, or both (based on your settings)
The Odoo order ID is stored in the Shopify order's custom.odoo_id metafield
Order updates are also synced via webhooks

Enabling Auto Order Sync

To enable automatic order synchronization:

Navigate to the Order Settings tab in the Synco app
Toggle the Auto Order Sync switch to enable
Configure your order rules and preferences (see below)
Save your settings

When enabled, Synco registers the order webhooks. Disabling auto sync deregisters these webhooks.

Order Rules

Your order sync behavior is controlled by the rules you configure. These determine:

Which orders get synced based on payment status
Which orders get synced based on fulfillment status
Which orders get synced based on order source (including custom sources)
How orders are created in Odoo (draft/confirmed sale orders, draft/confirmed invoices, or combinations)
Additional Shopify fields to include (note attributes, order tags)
Date range for order synchronization
Order prefix customization
Shopify order number synchronization
Refund order synchronization with stock restoration

For detailed information about configuring each rule, see Order Rules.

Key Features

Payment and Fulfillment Status Filtering

Select specific payment statuses: All, Paid, Pending, Partially Paid, Authorized, Abandoned, Refunded, Partially Refunded, Voided
Select specific fulfillment statuses: All, Unfulfilled, Fulfilled, Partial, In Progress, On Hold, Open, Partially Fulfilled, Pending Fulfillment, Request Declined, Restocked, Scheduled
Orders must match ALL selected conditions to sync

Order Source Filtering

Filter by order source: Web, POS, iPhone, Android, Mobile App, Draft Order, Subscription Contract, Shopify Collective Automatic Payments
Add custom order sources as needed
Use "All" to sync from all sources

Order Creation Options

Sale Order Options:

Create as Draft Sale Order (only)
Create as Confirmed Sale Order (only)

Invoice Options (can be selected independently):

Create as Draft Sale Invoice only (no sale order)
Create as Confirmed Sale Invoice only (no sale order)

Combined Options:

Sale Order + Draft Sale Invoice
Sale Order + Confirmed Sale Invoice

You can create invoice only, draft invoice only, or combine a sale order with an invoice. Choose based on your Odoo workflow.

Invoice & Payment Settings

Invoice for: All Orders or Paid Orders only
Sales Journal: Select the Odoo sales journal for invoices
Income Account Mode: Fixed income account or use Odoo product category accounts
Income Account: Select the chart account for invoice payments
Payment Registration: Register payments in a single journal or map each Shopify payment gateway to a specific Odoo bank/cash journal
Payment Gateway Mapping: Map detected Shopify payment gateways (e.g., "shopify_payments", "manual") to specific Odoo journals

Order Currency

Shop Default: Use the store's default currency
Customer Presentment Currency: Use the currency the customer paid in

Customer Handling

Normal Mode: Searches Odoo for an existing customer by email. Creates a new customer if not found.
Single Customer Mode: Map all orders (or just guest orders) to a single pre-configured Odoo customer. Useful for anonymous/POS sales.

Additional Options

Start Syncing Orders From / To: Set a date range — only orders within this range will sync. Orders outside this range are skipped. Changing dates won't affect already synced orders.
Order Prefix: Add a custom prefix to Odoo order numbers (e.g., "WEB-" → "WEB-0001"). Leave blank for default Odoo numbering. Applies to new records only.
Shopify Order Number Sync: Use Shopify order numbers as Odoo order numbers for easy cross-referencing
Refund Order Sync: Automatically create credit notes in Odoo and restore stock for refunded items
Cancel Sale Order: Cancel the linked Odoo Sales Order when a Shopify order is cancelled (when cancelReason or cancelledAt is set)
Sync Payment Method to Odoo: Sync the Shopify payment gateway as an Odoo Payment Journal. If no matching journal exists, one is created automatically with the format "Card (Gateway)"
Include Shopify Fields: Sync Note Attributes and/or Order Tags to Odoo sales orders

Discounts from Shopify's discountAllocations (both line-level and order-level) are calculated and written to Odoo's "Disc.%" field on each order line. The formula used is: (sum of allocations / originalTotal) * 100.

Tax Handling

Tax handling is Odoo-version-aware, using tax_id for older versions and tax_ids for newer versions. Tax line items from Shopify are mapped to the order.

Order Sync Table

The Order Sync tab shows all Shopify orders with their sync status:

Column	Description
Order ID	Clickable — opens the order in Shopify admin
Odoo ID	Linked Odoo record ID (clickable — opens in Odoo). Shows Sale Order ID or Invoice ID
Date	Order creation date
Customer Email	Customer's email address
Total Amount	Order total
Sync Status	Badge showing current state with sync/retry actions

Sync Status States

Synced: Successfully synced (shows Odoo ID)
Not Synced: Not yet synced (shows Sync button)
In Progress: Currently processing
Delayed: Scheduled for retry (shows "Retrying in X min")
Failed: Encountered an error (tooltip shows failure reason)

Filters and Views

Tabs: All, Synced, Not Synced, Eligible, Sale Order, Invoice
Filters: Sync status, ID Type (Odoo ID / Invoice ID), search by email
Search: Search across order name, customer email, and Odoo order ID
Sorting: By Order, Customer, Date, or Total (ascending/descending)
Custom Views: Create, rename, duplicate, and delete custom filter views

Eligibility Indicators

Orders are validated against your configured sync rules. Ineligible orders show a warning icon with a tooltip explaining why (e.g., "'PENDING' payment status doesn't match sync rules" or "Order outside sync date range").

Bulk Actions

Select multiple orders using checkboxes
Use "Sync Selected (N)" to sync all selected orders at once
"Sync Orders" button at the top syncs all eligible orders (with confirmation dialog)

Auto-polling

When jobs are active (waiting/active/delayed), the page automatically polls every 5 seconds to refresh order statuses in real-time.

Pagination

50 orders per page
Cursor-based navigation with Previous/Next buttons

Support

If you need help with auto order sync:

Email: support@techspawn.com
Documentation: Check our help center for detailed guides