How to Sync Tax Lines from Shopify to Salesforce (Order or Opportunity object)

In this guide, we’ll walk you through how the Shopify TaxLines Sync feature works in Salesforce.

Whenever a tax is calculated during order creation in Shopify, Salesforce automatically generates a related tax record on both the Order and the Opportunity. This ensures accuracy in tax calculations and complete financial transparency.

We’ve broken this down into a clear step-by-step process so you can enable and use this feature effectively.

Step 1: Log in to Salesforce and navigate to the HIC Sync Made Easy App.

Step 2: Click on SME Feature.

Step 3: Enable the Shopify TaxLines Sync feature.

Ensure Order or Opportunity is enabled from the Object Setup page of the SME Settings.

Step 4: Go to the Shopify store and create a new order by clicking Create order. Add a product and ensure that Tax is applied on the order And  Click Mark as paid.

Step 5: Click on the Create order button.

Step 6: Copy the Shopify ID of the order.

Step 7: In Salesforce, search for the order ID to verify if it has synced successfully from Shopify.

Step 8: Navigate to the Related section of the Order. You will see that the Tax Line has been created. 

Step 9: Navigate to the Related section of the Opportunity. You will see that the Tax Line has been created.

This completes the functionality of Shopify TaxLines Sync on Orders and Opportunities.

Thanks!