Shopify Integration Introduction
FollowFind Shopify in the Unleashed menu under eCommerce Hub
Shopify is a complete e-commerce solution that allows you to set up an online store to sell your goods. It lets you organize your products, customize your storefront, accept credit card payments, track and respond to Sales Orders. The integration streamlines online store and stock management requirements with the following benefits:
- Stock availability in Unleashed is automatically updated in configurable time intervals.
- View accurate margins for all sales channels, based on landed costs calculated in Unleashed.
- Stock movements are sent to your accounting provider for all sales meaning your costs of goods sold, stock on hand is always up-to-date.
- Using Unleashed reports, you can have centralized sales figures for different sales channels.
Before you integrate
Before installing your Shopify store note the following key points:
- Third-party apps or add-ons in your Shopify store may conflict with the Unleashed integration. It is recommended to thoroughly test this with an Unleashed Trial account or a Sandbox before integrating into your live environment.
- Review the configuration options available to the Shopify integration and apply accordingly. For more information, see Shopify Integration Setup.
- When Product Synchronization is enabled either Unleashed or Shopify must be the "Master" of product data. This means that product updates, not including stock availability, will only be synced from the "Master" system. For more details, see Shopify Product Synchronization.
NOTE: If more than one Shopify store is integrated you will only have the option to have Unleashed as Master or to disable the Product Synchronisation configuration. - Products are only imported into Unleashed when the tracking inventory option is enabled at the Shopify product level.
Product Variants
In Shopify, a product can have variants. These are different versions of the product, such as size, colour, style, etc. Variant products are grouped together in Shopify, sharing the same name and handle e.g. Product Name: T-Shirt, Handle: T-Shirt, but each variant of the product should have its own SKU to successfully sync with Unleashed. Each variant's unique SKU will then sync on a 1-to-1 basis with a product record in Unleashed with a matching product code.
Size | Colour | SKU |
---|---|---|
12 | Black | 1001 |
14 | Black | 1002 |
12 | Blue | 1003 |
14 | Blue | 1004 |
When you sync your Shopify store to Unleashed, each variant of the product will be created as a unique product code in Unleashed, following the below guidelines.
If... | Then... |
---|---|
Unleashed is Master | A product can have variants. If the variants already exist in Shopify these can be mapped with the respective Unleashed product codes. |
Shopify is Master | If a product created has variants in Shopify, each variant will be created as a separate product with a unique product code in Unleashed. |
Multi-currency
The multi-currency functionality currently supports the workflow with the Order Import Option: Create an order and a customer based on each Shopify order.
Points to note
- All currencies setup in Shopify should also be setup in Unleashed, under Currency Rates.
- No currency conversions or recalculations are managed by Unleashed's Shopify integration. This is to ensure accounting integrations work as intended.
- We recommend multi-currency product sale prices be managed within the Shopify store instead of Unleashed's Sell Price Tiers, to ensure the correct price value of your products.
If your Shopify store is in a different currency to the base currency of your Unleashed account, you must add this currency in your system settings under Currency Rates. If a currency is not setup in Unleashed you will not be able to install and connect a Shopify store with that currency.
Outside of the workflow and considerations above, if you sell your products in multiple currencies we would recommend you create a Shopify store per currency e.g. Shopify store EUR, Shopify store USD, etc. You can connect multiple stores to your Shopify ecommerce hub.