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After the Shopify Integration

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Once the integration is completed:
  • You will no longer need to manage stock through Shopify. Instead, you will receive your stock through Unleashed.
  • All stock reports should only be run in Unleashed.
  • If your prices are to be tax inclusive, select the All taxes are included in my prices checkbox on the Settings | Taxes page in Shopify. The table describes how the prices are synced in Unleashed if the Shopify prices are set to tax inclusive.

    • Tax value is excluded when importing the products prices into Unleashed.

    • Tax value is added to the Unleashed price when we create products in Shopify.

    • Product prices updated in Unleashed are sent to Shopify. 

    • If Shopify is set as your "product master" the tax rate will pull from Shopify and set within your product record in Unleashed.

Changes, Credits, and Refunds:

  • Making updates to an existing order in Shopify is not recommended: create a new order.
  • You cannot add an existing transaction in Unleashed and can only process a credit.
  • Refunds are not integrated with Unleashed and must be manually created.
  • Products: 
    • Unleashed controls Stock on Hand. It is recommended that you do not make any manual changes in Shopify.
    • When Unleashed is Master:
      • Products created or edited in Unleashed - passed to Shopify.
      • Products created or edited in Shopify - are not passed to Unleashed.
    • When Shopify is Master:
      • Products created or edited in Unleashed - not passed to Shopify.
      • Products created or edited in Shopify - are passed to Unleashed.

Using the Shopify Integration Tutorial

 

Process: Shopify and Unleashed Integration

The following processes are examples that demonstrate how Shopify works with Unleashed after the integration is completed.

Example Process 1

  1. You receipt a purchase order in Unleashed.
  2. Unleashed updates the quantities in Shopify for the products receipted.

Example Process 2

  1. You sell a product in Shopify.
  2. A copy of the sales order is pulled into Unleashed based on the status of the Shopify order (can be paid or fulfilled).
  3. Unleashed attempts to create the sales order based on the status set in the configuration page –or– if Completed is selected and if there is not enough stock, the sale status will be ‘Parked’, and allocates stock to that sale.
  4. Sales orders will be brought into the warehouse automatically, from the mapping that was configured during the setup process.

 

Field Mapping 

Products

Unleashed

Shopify

Notes: Import Products from Shopify to Unleashed

Shopify fields - NOT SYNCED to Unleashed 

Product Code SKU This will not be overwritten. If the SKU is different, then a New Product Code will be created in Unleashed.
  • Product Type
  • Tags
  • Vendor
Product Description Title If the Information is the same in Unleashed and Shopify, only the link will be established. If the Product has Variants then the the Product Description will be updated with the Main Product Title and the Option Value.
Product Notes Body (HTML) If the information is different, then the Product Notes will be overwritten with the information in the Body in Shopify
Default Sell Price Variant Price Same as Product Notes.
Barcode Barcode (ISBN, UPC, GTIN, etc.) Same as Product Notes.
SOH Variant Inventory Quantity  
Default Image Product Image If there is a image in Shopify, it will be added as the Default in Unleashed.

Customers

To get the connection set correctly with no updates and no added Customers, import your Customers into Shopify with only the First Name, Last Name and Email Address, leave everything else blank. This will ensure the link is established between the two systems and you can update the other details later. 

Unleashed

Shopify

Notes: Import Products from Shopify to Unleashed

Shopify fields - NOT SYNCED to Unleashed

Customer Code ID After the initial integration, when a new Customer is added to Shopify and passed to Unleashed, the Customer Code will be the ID number in the Shopify Customer URL.
  • State (Active/Disabled etc.)
  • Tags
Customer Name First Name + Last Name  The Customer Name in Unleashed will link to the First and Last Name fields in Shopify. If different data is entered for the First and Last name in Shopify, then a New Customer Entry will be created with the ID number generated from Shopify.
Email Address Email Ensure the value is the same.
Note: If you have customers in Shopify with different names and the same email address, they will be created in Unleashed as new contacts of the customer that originally had that address in Unleashed. 
 
Note: For the following fields, if the information is the same in Unleashed and Shopify, nothing will change only the link will be established. If the information is different, then the field will be overwritten with the information from Shopify.
Postal Street Address/PO Box Address1  
Postal Suburb Address2  
Postal Town/City City  
Postal State/Region Province  
Postal Country Country  
Postal Code Zip  
Phone Number Phone  
Notes Note  
Taxable (TRUE, FALSE)

Tax Exempt (no, yes)

 

Sales Orders

Unleashed

Shopify

Shopify fields - NOT SYNCED to Unleashed

Order Number  Name
  • Discount Codes
  • Financial Status
  • Tags
  • Payment Details
Currency Code Currency
Order Date Created At
OrderQuantity Lineitem quantity
Delivery Name Shipping Name
DeliveryStreetAddress Shipping Street
DeliverySuburb Shipping Address1
DeliveryCity Shipping City
DeliveryCountry Shipping Country
DeliveryPostCode Shipping Zip
Line Comments Notes
Tax Rate Tax 1 Name
Total Tax Total Tax
Line Tax Rate Tax Line rate
Line Tax Tax Line price

Shipments

Unleashed Shopify
Shipping Company Carrier
Dispatch Date Created (Fulfillment)
Tracking Number Tracking Number
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