trademinister · integrations · prepayment in keycrm

Shopify → KeyCRM Prepayment Sync

For Shopify stores that sell with cash on delivery and a prepayment and manage orders in KeyCRM. When imported from Shopify, such an order arrives in KeyCRM as fully paid, although the customer has only paid the prepayment. The app cancels the full-amount payment in KeyCRM and records a payment for the prepayment amount. Managers do not need to fix anything by hand.

  • KeyCRM shows the actual prepayment, not the full order total
  • The balance due on delivery is calculated correctly
  • Set up in 1–3 business days, 8,800 UAH
₴8,800.00 one-time setup
from ₴3,600.00 to ₴8,800.00
in stock · ready to install
option:
get a consultation

Included: installation, configuration for your payment method and KeyCRM, a test on a real order, instructions, and one year of support.
From year two, maintenance costs 3,600 UAH per year.

short answer

Shopify → KeyCRM Prepayment Sync corrects the payment amount in KeyCRM for cash-on-delivery orders with a partial prepayment. Setup costs 8,800 UAH; maintenance from year two is 3,600 UAH per year.

The customer pays a prepayment, for example 200 UAH, and pays the rest on delivery. After the order is imported from Shopify, KeyCRM marks it as paid in full. The app cancels that payment and creates a payment for 200 UAH.

  • When it runs: after the prepayment is paid in Shopify, 10 minutes later, once the order is in KeyCRM
  • How it finds the order: by the Shopify order number and the order source in KeyCRM
  • What it records: a payment for the prepayment amount with the status “paid” and the Shopify transaction ID
  • Duplicates: a second payment for the same transaction is never created
  • Requirements: Shopify on any plan, KeyCRM importing orders from Shopify, a KeyCRM API key
  • Timeline: 1–3 business days
  • Not taking prepayments yet? Use plata by mono or NovaPay
01

without the app and with it

KeyCRM does not tell a full payment from a prepayment: it records any successful Shopify payment against the full order total. Here is how work changes with the app.

item without the appwith the app

Payment amount in KeyCRM

full order total

prepayment amount

Balance due on delivery

zero in the CRM

order total minus prepayment

Manager’s work

open the order, cancel the payment, add the prepayment

nothing to do

Reconciliation with Shopify

manually, by order number

Shopify transaction ID is in the payment

Typical mistakes

forgot to fix it, entered it twice, wrong amount

no duplicate payments

Result

CRM payments do not match the money in the account

CRM payments match the money in the account

02

what the store gets

₴
the prepayment amount in the CRM
KeyCRM holds the amount the customer actually paid. Payment reports match the bank statement.
↓
correct cash on delivery
The amount due on delivery is based on the actual prepayment. An order will not reach the warehouse marked “paid” without cash on delivery.
0
no manual work
Managers do not have to fix the payment in every order. The app handles all orders with a prepayment.
№
reconciliation by transaction
The payment description in KeyCRM contains the Shopify transaction ID. Use it to find the payment in Shopify and in the payment provider’s dashboard.
03

how it works

01

the customer pays a prepayment

The customer places an order with cash on delivery and pays the prepayment. Shopify sends the payment details to the app.

02

the app checks the payment

The app processes the order if it has one successful prepayment through your payment method. It then waits 10 minutes for the order to reach KeyCRM.

03

KeyCRM gets the right amount

The app finds the order in KeyCRM, cancels the full-amount payment and creates a payment for the prepayment amount with the Shopify transaction ID.

04

technical details

integration

Shopify → KeyCRM

orders covered

cash on delivery with a partial prepayment

trigger

automatic, by Shopify webhook after the prepayment is paid

delay

10 minutes while the order is imported into KeyCRM

finding the order in KeyCRM

by Shopify order number and order source

action in KeyCRM

cancels the full-amount payment, creates a payment for the prepayment amount with the status “paid”

safeguards

one payment per transaction; orders with two or more prepayments or several matches in KeyCRM are left unchanged

settings

payment method in Shopify, prepayment amount, payment method and order source in KeyCRM

API

Shopify Admin GraphQL API · KeyCRM OpenAPI

requirements

Shopify store on any plan · KeyCRM with Shopify connected as a source · KeyCRM API key

setup time

1–3 business days

05

pricing

setup
₴8,800.00
one-time
  • app installation and launch
  • Shopify and KeyCRM API connection
  • payment method, prepayment amount and KeyCRM source configuration
  • test on a real order
  • instructions
  • one year of support
annual maintenance
₴3,600.00
from year two
  • technical support
  • updates when the Shopify or KeyCRM API changes
  • settings changes, such as the prepayment amount
06

FAQ

why does KeyCRM show a cash-on-delivery order as paid in full? +

When an order is imported from Shopify, KeyCRM sees a successful payment and marks the full order total as paid. It does not take into account that this was only a prepayment.

what does the app change in a KeyCRM order? +

It cancels the full-amount payment and creates a payment for the prepayment amount with the status “paid”. The payment description contains the Shopify transaction ID. Products, customer, delivery and order status stay the same.

why does the app wait 10 minutes? +

An order does not appear in KeyCRM immediately after checkout in Shopify. Within 10 minutes it is imported, and the app finds it on the first try. Cash-on-delivery orders are rarely shipped in the first minutes, so the delay does not affect the warehouse.

can a double payment appear? +

No. Before creating a payment, the app checks whether the order already has a payment with the same Shopify transaction ID. If it does, no new payment is created.

which orders does the app leave alone? +

Orders without a prepayment, orders with two or more prepayments, and orders with several matches in KeyCRM. A manager reviews those.

which payment providers does it work with? +

Any payment method you use for prepayments in Shopify: plata by mono, LiqPay, WayForPay, NovaPay and others. We set the payment method name during setup.

can the prepayment amount be changed? +

Yes. The amount is set during setup: 100, 200, 300 UAH or any other. If you change it later, we update the setting as part of support.

what is needed for setup? +

A Shopify store on any plan, KeyCRM importing orders from Shopify, a KeyCRM API key and a prepayment method in Shopify. If you do not take prepayments yet, we can connect a payment method separately.

how long does setup take? +

1–3 business days after payment. In that time we install the app, configure it for your store, test it on a real order and hand over the instructions.

what does the 3,600 UAH annual maintenance include? +

The first year of support is included in the setup price. From year two, for 3,600 UAH per year, we answer questions, update the app when the Shopify or KeyCRM API changes, and change settings on request. There is no per-order fee.

07

customer reviews

09

why TradeMinister

Shopify Partner

Certified Shopify Partner since 2014. We build themes and integrations for Ukrainian stores.

payment integrations

Since 2016 we have connected Ukrainian payment gateways to Shopify: plata by mono, LiqPay, WayForPay, Portmone, NovaPay, and QR payments under the NBU standard.

apps on the App Store

We have published 10 apps on the Shopify App Store: Nova Poshta, plata by mono, WayForPay and other integrations for Ukrainian stores.

set up prepayment sync

Place an order or send us a question. We confirm requests within 24 hours and agree on a setup time.

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