Setting up real-time sync between QuickBooks and Shopify sales data without ETL tools

using Coefficient excel Add-in (500k+ users)

Set up real-time sync between QuickBooks and Shopify without complex ETL tools. Connect both platforms directly to spreadsheets for automated data integration.

“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”

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ETL tools promise seamless data integration but deliver complexity, high costs, and technical headaches. Most businesses need simple data sync between QuickBooks and Shopify without enterprise-level complications.

Here’s how to achieve real-time sync using familiar spreadsheet tools instead of complex ETL platforms.

Skip ETL complexity with direct platform connections using Coefficient

Coefficient eliminates ETL tools by connecting directly to both QuickBooks and QuickBooks within your existing spreadsheet environment. You get enterprise-level integration without the technical complexity or ongoing maintenance costs.

How to make it work

Step 1. Connect QuickBooks with full data access.

Use Admin or Master Admin permissions to establish your QuickBooks connection. Import from any of the 22+ standard reports including Transaction Lists, Sales Reports, and Customer data. Use the “Objects & Fields” method for custom data pulls with specific field selection tailored to your sync needs.

Step 2. Establish direct Shopify integration.

Connect your Shopify store without API coding or technical setup. Pull order data, customer information, and product sales with transaction-level details including payment methods and fulfillment status. Access both current and historical data for comprehensive analysis.

Step 3. Configure real-time sync schedules.

Set up hourly refresh schedules for both data sources to maintain near real-time synchronization. Use Coefficient’s scheduling engine to automate updates and implement manual refresh buttons for immediate updates when needed. Configure timezone-based scheduling to align with your business operations.

Step 4. Consolidate data in unified workspace.

Both platforms populate the same spreadsheet workspace, eliminating data silos completely. Automatic field mapping ensures consistent data structure across platforms. Use familiar spreadsheet functions for analysis instead of learning new ETL interfaces.

Get enterprise integration without enterprise complexity

This approach delivers sophisticated data integration using tools your team already knows. No technical expertise required, no complex ETL platforms to maintain, and no expensive enterprise contracts. Start syncing your QuickBooks and Shopify data today.

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