Bulk Edit Shopify Payouts and Balance Transactions with Airtable
When you use Shopify Payments, Shopify groups the day’s charges, refunds, fees, and chargebacks into a single payout to your bank. Each payout is backed by a list of balance transactions that show exactly which orders, refunds, and adjustments make up that deposit.
Reconciling this in the Shopify admin one payout at a time is workable for low volume but quickly becomes the slow part of monthly close, finance reporting, and accounting hand-offs.
AirPower brings both data types into Airtable as linked tables. Payouts land with amounts, statuses, and dates; balance transactions land in a separate table linked to their payout and order. Finance teams can reconcile, categorize, and report on Shopify revenue alongside the rest of their books.
Both data types require Shopify Payments to be active on your store.
Set up Payouts and Balance Transactions
- Open a Shopify → Airtable sync or create a new one
- In Connections, select your Airtable base
- Go to Data & fields
- Click Payouts
- Select the Airtable table to sync to
- Open the Main Fields pane and map the fields you want to track
- Click Save sync
Repeat steps 4–7 for Balance Transactions, selecting its own table and field mappings.
Pull payout data from Shopify
Payouts require a manual pull: they are not pushed to AirPower automatically.
On the Shopify → Airtable sync card, find the Sync manually section and click Payouts. This downloads payout records and linked balance transactions into Airtable.
You can also trigger this from the sync editor: Settings → Download Shopify data → Payouts → Download.
What you’ll see after syncing
Each payout appears as a row in your Payouts table. Balance transactions appear in a separate table, linked to the corresponding payout and order rows.
Run the manual pull regularly to keep your Airtable financial data current.