How to Connect Shopify to Workday and Sync GL Files Automatically
If you're running Shopify and managing finances in Workday, you’ve likely felt the pain of manual reconciliation. Copying CSVs, chasing down refunds, and mapping every sale to the right general ledger (GL) account? It’s time-consuming, error-prone, and risky come audit season.
This guide walks you through how to connect Shopify to Workday for automated, audit-ready GL syncing—without needing custom code or IT help.
Why Connect Shopify to Workday in the First Place?
Shopify is great at selling. Workday is powerful at managing your finances. But between them? There's a gap.
Finance teams often spend hours exporting reports from Shopify, formatting them, and manually entering data into Workday’s General Ledger. The result:
Delayed financial reporting
Missed or misclassified transactions
No clear audit trail
By integrating the two systems, you can:
Eliminate manual data entry
Post daily (or real-time) journal entries
Automatically reconcile revenue, fees, tax, and refunds
Be audit-ready with full transparency
What Data Should Be Synced?
When syncing Shopify to Workday, here are the core data types you want to automate:
Orders: Including line items, taxes, discounts, and totals
Refunds: Reflected as reversal entries
Payouts: Grouping transactions by Shopify's deposit schedule
Fees: Shopify and payment processor fees mapped to expense accounts
Tax codes: GST/VAT allocations based on Shopify settings
Each of these should be mapped to the correct Workday GL accounts, including cost centres, departments, and worktags if required.
3 Options to Integrate Shopify and Workday
Option 1: Manual Imports (Not Recommended)
You can export Shopify reports, format them into Workday templates, and upload them manually. But this takes time, increases risk, and doesn’t scale.
Option 2: iPaaS Tools (Mid-to-Enterprise Level)
Platforms like Celigo, Workato, or MuleSoft offer powerful integration capabilities—but come with steep learning curves and price tags.
Option 3: Purpose-Built Tools Like Beevear (Fast + No Code)
Tools like Beevear are designed specifically to sync Shopify data into Workday’s GL. You get:
Pre-built GL mapping for Shopify data
Error handling and audit logs
No-code setup within minutes
Real-time or scheduled sync options
It’s the easiest and most reliable way to automate your finance flow without bringing in devs or consultants.
How Beevear Makes It Easy
With Beevear, connecting Shopify to Workday takes just a few steps:
Connect your Shopify store and Workday tenant
Map your data: Match products, fees, and tax types to GL accounts
Choose your sync frequency: Real-time or daily batches
Sit back: Orders, refunds, and payouts flow automatically into Workday
Every sync is logged, validated, and structured for audit-readiness. Finance teams stay in control, with zero spreadsheets, zero dev work.
Final Thoughts
If your business relies on both Shopify and Workday, syncing them isn’t just a “nice to have”—it’s a smart move for speed, accuracy, and compliance. Whether you're closing your books, preparing for audits, or scaling operations, automating your GL sync will save time and sanity.
Ready to get started?
