Shopify Integration Introduction
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George Sutton
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Find 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 orders. The integration streamlines online store and stock management requirements.
- 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 (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 (for example: retail or wholesale).
Before You Integrate
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.
For any questions, please submit a case to our Experience Team. - Ensure you have selected the correct configuration settings. For more information, see Shopify Integration Setup.
- Products are only imported into Unleashed when the tracking inventory option is enabled at the Shopify product level.
- Products - Either Unleashed or Shopify can be configured as the master system. This means that product updates will ONLY be synchronised from this system.
Product Variants
In Shopify, a product can have variants. These are different versions of the product, such as size, colour, style, etc. These 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:12 | Color:Black | SKU:1001 |
| Size:14 | Color:Black | SKU:1002 |
| Size:12 | Color:Blue | SKU:1003 |
| Size:14 | Color:Blue | SKU:1004 |
When you link your Shopify and Unleashed accounts, each variant of the product will be created as a unique product code in Unleashed.
| 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:
Order Import Option: Create an order and a customer based on each Shopify order.
Considerations:
- Currencies should already be defined in Unleashed
- No currency conversions or recalculations introduced with the feature - keeping accounting integrations working as intended
- Pricing would best be managed within the Shopify store (as opposed to via product sale price tiers) or for existing customers, via the customer special pricing - to account for 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 settings. Otherwise, you will not be able to connect to the store with that currency. For more information about adding a currency, see Currency Rates.
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.