Shopify ⛭
Connect your Cart.
Instructions
We've provided a video, simulator, and written walkthrough of how to connect your Shopify Cart.
Video instructions
Simulator instructions
To view this demo in full screen, click here.
Written instructions
1. Log in to the Admin on your Shopify Cart
Go to https://YourCartName.shopify.com/admin and log in.
2. Create a new 'App' in Shopify
Click on Apps>, notice the last option in the dropdown ' Apps and sales channel settings', click on this.
You'll be presented with a screen like this.
In the top right-hand corner of the screen, click on Develop Apps.
Don't worry, you definitely don't have to be a developer (programmer) to do these next steps :-). You're just going to click on some checkboxes (phew).
You'll be taken to the screen below.
Click on Create an app
You'll be taken to this screen
Enter a memorable name in the 'App name' field, e.g. SOconnect. You'll enter this name later into a field in your Salesorder system. Write or record this somewhere safe.
Now click Create app.
You'll be taken to this screen.
Now click on 'Configure Admin API scopes'.
3. Set the Admin API access scopes
Go to Settings>Apps and Sales Channels
Notice the Admin API access scopes is a scrollable window.
Set the Admin API access scopes as follows:
3.1 Assigned fulfillment orders
Check the boxes as shown below.
Scroll down the 'Admin API access scopes'.
3.2 Customers
Check the boxes as shown below.
Scroll down the 'Admin API access scopes'.
3.3 Fulfillment services
Check the boxes as shown below.
Scroll down the 'Admin API access scopes'.
3.4 Inventory
Check the boxes as shown below.
Scroll down the 'Admin API access scopes'.
Check the boxes as shown below.
3.5 Orders
Scroll down the 'Admin API access scopes'.
Check the boxes as shown below.
3.6 Product Listings and Products
3.7 Save your Settings
Notice, just below Admin API access scopes, you should have 10 settings selected.
Top right-hand corner - black Save button.
Shopify will display 'Configuration Saved'.
4. Retrieve the API 'key' details from Shopify
Now click on 'API credentials' (underlined), and you'll see this screen.
Notice the 'Install App' button in the Access Tokens area in the center of the above screen.
You'll see this screen.
Click the black 'Install' button.
You'll see this screen.
Click 'Reveal token once'.
Be very careful here. You will only see this 'Admin API access token' ONCE.
Copy the token (Ctrl C) and paste it somewhere safe i.e. Notepad if you're using Windows. Save this file somewhere safe, i.e. SalesorderShopifyToken.txt. Alternatively, use the copy icon to the right of the Token.
The token will look something like this.
shpat_7099d9765590c8XXXXX2c505157f2a7 (XXXXX obscured for security reasons)
5. Create a new cart in Salesorder
In Salesorder, go to:
Setup>Shopping Carts>Actions>New Shopify Cart
| Field | Value |
|---|---|
Shopping Cart Type | Shopify |
Cart name | Use the Shopify 'App Name' e.g. SOConnect |
Cart Connect URL | Go to the address bar on your browser and copy the cart address, i.e. https://YourCartName.shopify.com/admin adjust this to read: https://YourCartName.shopify.com/admin/api/ |
Order Prefix | Optional: Add a prefix to recognize orders in Salesorder are from Shopify. Optional |
Item code for Shipping Costs | Optional: Create a non-stock item called 'Shipping'. When shipping costs are added on Shopify, these will be mapped over to Salesorder and will appear as 'Shipping' on the line item table. |
Item code for Discount | Optional: Create a non-stock item called 'CartDiscount'. When discounts are added on Shopify, these will be mapped over to Salesorder and will appear as 'CartDiscount' on the line item table. |
6. Auto sync settings (for testing)
| Field | Settings |
|---|---|
From Cart | |
Status | For initial testing (now) this should be 'Stopped' (default). Normal operation Either 'Stopped' or 'Running'. When 'Running' this auto-synchronization automatically imports Orders and updates Customers and Items.
Auto synchronization can be started when the Shopping Cart is in View or Edit mode. |
Orders | |
Import orders as | For initial testing (now) this should be set to 'Sales Orders'. Select how Orders imported from the cart will be transformed (i.e. what Document in your Salesorder system). Options are:
Documents will be imported with a status of PENDING. Cash Sales and Sales Invoices will not post to the Accounts or affect Stock until you change the Status. |
Last order from | For initial testing (now) set this to a date in the future. You don't want to accidentally import any live orders until your integration is tested and working. Read this: ⚠ Live Shopping Carts Set the initial date/time from which you want to import Orders. Any Orders before this date will not be imported. This value is automatically updated when Orders are imported. |
Item | |
Enable automatic Item imports | Leave unchecked for now. |
To Cart | |
Items | |
Enable real time stock updates | For initial testing (now), check this box. If checked, this will send real-time stock updates to Shopify i.e. if you receive Item Receipts or make adjustments in Salesorder, these changes will appear in Shopify.
Note: this function assumes there is only one location. If you have multiple locations, the updates will always apply to the stock on the first location. |
Shipments | |
Update Shipments in Cart | For initial testing (now), check this box. If checked, will update Shipment's tracking number and courier on Shopify when you ship. See below for Cart and Salesorder order statuses. |
Cart and Salesorder order statuses
'Shipments' are 'Fulfillments'.
'Fulfilled' in Shopify means 'Shipped',
'Unfulfilled' means 'Not Shipped'.
Partial shipments are 'Fulfilled' followed by a number in brackets, e.g. if one item has been shipped the status would read as 'Fulfilled (1)'
Save your settings.
7. Test cart connection
Once you have filled in these fields, click 'Test Connection'. If successful, then you should get a message that reads:
'TEST PASSED: SUCCESSFULLY CONNECTED TO CART!'.
8. Test Order Import - Add Items
You need matching Items in Shopify and Salesorder to test the Integration.
If your cart is a live store
You will have imported your Items into your Salesorder system when you completed the ASICS import tasks. We covered this in the Evaluation to Launch workbook>Launch T -5.
Your Items (Stock and Non-Stock) will already exist in your Shopify cart.
If your cart is a new cart with no Items
You'll need to upload some or all of your Items (Stock and Non-Stock) into your Shopify store.
See Shopify Help Adding and updating products
Make sure the Item you add in Shopify is added to your Item List in your Salesorder system.
See Create a new Stock Item.
OR
Import using the Items Import template:
Setup>Import Data>Items
9. Enter a Test Order (Shopify)
Shopify Help has a Test Orders article here. As you are testing an order, you will need to complete the order process with a payment card. The test payment details can be found in the Shopify Help article.
Make sure your Auto-sync on the Salesorder cart settings page is set to 'Stopped'
1. Create the order in your Shopify Cart
Enter an order in your shopping cart. Follow the order capture process to the conclusion. The process completes when you have entered the test payment details as described above, at the beginning of the 'Test Order - settings' section.
2. List and import the orders in Salesorder
Go to Setup>Shopping Carts>Your Shopify Cart> 'Orders (Cart)' tab.
Click 'List Orders'. Your order should appear in this list.
Select the order and click 'Import Selected Orders'.
Step 3 - Check the orders in Salesorder
Go to Sales>Sales Orders and use the action 'List Pending Orders' to see your order.
If you have any questions or issues, contact support@salesorder.com.
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