Sync Shopify Refunds to Airtable

In Shopify, a refund records money going back to a customer for part or all of an order. Each refund has a note, a processed date, the total refunded, and the line items it covers, with their quantities, subtotals, and tax.

The Shopify admin shows refunds inside each order. For customer service reviews, returns analysis, or finance reconciliation, going through them one order at a time is slow.

AirPower brings refunds into Airtable as two linked tables. Refunds hold each refund’s dates and totals. Refund Line Items hold the refunded items, linked back to the refund, the original order, and the original order line item.

Refunds sync from Shopify into Airtable only. They can’t be created or changed from Airtable.

Before you start

To link refunds to their orders, set up Orders and Order line items in the same sync. See Set Up Shopify Orders and Line Items in Airtable.

Set up Refunds and Refund Line Items

1. On the dashboard, click Edit on a Shopify to Airtable sync, or create one
2. Click Add data
3. Click Refunds
4. Click Create a Refunds table, or pick one of your tables from Use a table
5. Repeat steps 2 to 4 for Refund line items, with its own table
6. Click Save in the save bar
7. In Save changes, keep Refunds ticked and click Save changes

New tables come with the recommended fields. To add more, click Whole refund, then click Sync to Airtable under each field you want. Ticking Refunds in step 7 loads the last six months of refunds.

What refunds contain

Refunds
Note, created at, processed at, the total refunded in your store’s currency and the customer’s, order adjustments such as refunded shipping, and store URL.

Refund Line Items
Quantity, restock type, location ID, subtotal, total tax, and store URL.

Load older refunds

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

Refund line items load with their refunds. There’s no separate download row for them.

Ongoing sync

After the first download, Shopify tells AirPower about new refunds, and they’re added to Airtable along with your other Shopify to Airtable changes.

What you’ll see after saving

The Refunds table has a row for each refund. The Refund Line Items table has a row for each refunded item, linked to its refund and to the order line item it refunds.

Errors appear on the dashboard sync card and on the sync’s Errors tab. See Sync errors.

Related pages

• Sync Shopify Returns to Airtable
• Bulk Edit Shopify Order Transactions with Airtable
• Set Up Shopify Orders and Line Items in Airtable