Bulk Edit Shopify Order Transactions with Airtable

In Shopify, every time money moves on an order, the change is recorded as an order transaction. That includes the authorization, the capture or sale, refund payments, voids, and failed attempts. Each transaction has a gateway, an amount, a currency, a status, and its dates.

The Shopify admin shows transactions inside each order’s payment timeline. For reconciliation against a payment processor or reviewing failed charges, going through them one order at a time is slow.

AirPower brings order transactions into Airtable as a table linked to your orders. Build reconciliation views against your processor statements, review failed charges, or feed finance reports without exporting Shopify data each month.

Order transactions sync from Shopify into Airtable only. Changes you make in Airtable aren’t sent to Shopify.

Before you start

AirPower loads an order’s transactions each time the order syncs. Add Orders to the same sync, so your existing transactions load and each one links to its order. See Set Up Shopify Orders and Line Items in Airtable.

Set up Order Transactions

1. On the dashboard, click Edit on your Shopify to Airtable sync
2. Click Add data
3. Click Order transactions
4. Click Create an Order Transactions table, or pick one of your tables from Use a table
5. Click Save in the save bar

New tables come with the recommended fields. To add more, click Whole order transaction, then click Sync to Airtable under each field you want.

What order transactions contain

Order ID, kind, such as authorization, sale, capture, refund, or void, gateway, status, message, amount, currency, created at, processed at, the test flag, authorization code, error code, source name, and location, user, and device IDs. Card details include the card company, the card’s first digits, and the masked card number.

Load existing transactions

Download your orders again, and their transactions load with them:

1. On the sync’s page, click Settings
2. Find Download data
3. Next to Orders, set the date next to Since
4. Click Download

Transactions have no download row of their own. They always come with their orders.

Ongoing sync

Shopify tells AirPower about each new transaction, such as a capture or a refund payment, and it’s added to Airtable along with your other Shopify to Airtable changes.

What you’ll see after saving

The Order Transactions table has a row for each transaction, linked to its order.

Related pages

• Sync Shopify Refunds to Airtable
• Set Up Shopify Orders and Line Items in Airtable
• Sync Shopify Payouts and Balance Transactions to Airtable