> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Prerequisites

> What you need in place before installing the Shopify-Pennylane integration.

Before integrating Shopify with Pennylane, make sure you meet the requirements below for a smooth setup.

<Note>
  Complete all prerequisites before starting installation. Missing any of these can block the connection partway through setup.
</Note>

***

## Checklist

<Steps>
  <Step title="Account Access">
    * **Active Shopify store** — Your store is active and you have administrative rights to install and manage apps.
    * **Active Pennylane account** — Your account is active and you have administrative privileges to connect apps and configure settings.
  </Step>

  <Step title="Pennylane Access Rights">
    The account you connect with **must be allowed to authorise third-party applications** in Pennylane.
  </Step>

  <Step title="Correct Pennylane Company">
    If you manage more than one company in Pennylane, confirm which **company file** the Shopify store should sync into before you connect.

    <Note>
      Invoices created against the wrong company file have to be corrected manually in Pennylane. Checking this before you connect takes seconds; fixing it afterwards does not.
    </Note>
  </Step>

  <Step title="Authentication Credentials">
    Have your login details for both Shopify and Pennylane ready. You'll sign in to Pennylane during setup, so you'll need access to the Pennylane account that holds the correct company and access rights.
  </Step>

  <Step title="Understanding Your Business Workflow">
    Know how your order management, payment collection, and fulfillment work today. The integration's sync rules (when to invoice, how to match customers and products, how to handle VAT) map directly onto these processes — so a clear picture up front makes configuration faster and more accurate.
  </Step>
</Steps>