Shopify Integration Setup
Follow
George Sutton
Updated : Created :
Find Shopify in the Unleashed menu under eCommerce Hub
- Go to eCommerce Hub | Shopify.
- From the Integration Store, you can setup and configure your integration.
Shopify Integration Setup tutorial
Note: this video is up to date until 13/12/21
Overview tab
- In the Shop Name field, specify the shop name.
- Click Install App.
The shop(s) you add are displayed on the Overview tab. You can add up to a maximum of 5 shops.
Configuring and Managing Data
Use the settings on the Configuration and Manage Your Data tabs to set up the import/export settings for your shop.
Manage Your Data tab
Use the Manage Your Data tab to setup your initial integration. It is recommended to use these options only when you start the integration process because all the records are imported/exported. You must use the options on the Configuration tab for subsequent import/export to speed up the process.
- Export Stock on Hand: Exports the available stock on hand quantity of all products from Unleashed to Shopify.
- Import Customers from Shopify to Unleashed: Imports all customers from Shopify to Unleashed. For more information about the field mapping, see Customers field mapping.
- Import Products from Shopify to Unleashed: Imports all products from Shopify to Unleashed. For more information, see Products field mapping.
- Export Products from Unleashed to Shopify: Exports all products from Unleashed to Shopify.
Use the Configuration tab to configure settings for subsequent import/export.
Inbound Warehouse Mappings
| Shopify Location | Currently locked in and limited to * which denotes the current and existing behaviour (no specific Shopify location selected) |
| Unleashed Warehouse | The warehouse in Unleashed where the Shopify orders are imported into. |
Configuration tab
You can configure the following options for your shop:
| Options | Description |
|---|---|
|
Order Import Options |
|
| Shopify Order Status |
Select whether you want to import Paid or Fulfilled orders from Shopify to Unleashed. If you import a Fulfilled order from Shopify, the shipment and tracking details will also be imported. |
|
Unleashed Order Status |
Select the status for orders imported from Shopify to be saved as Parked, Placed, or Completed in Unleashed. |
|
Unleashed Manual Order Edits |
Enable this option to allow open Sales Orders imported from Shopify to be edited
NOTE: Edits will not sync back to Shopify. Please ensure that any changes made align with the Shopify sale prior to completing the edited Sales Order. |
|
Shopify Refunds and Restocks |
Enable this option to create Free Credits from your Shopify Refund and Restock actionsLearn more about the feature here |
| Set a prefix of this shop |
Assign a prefix to identify Shopify orders in Unleashed. By default, the shop name is assigned as the prefix. |
|
Add Sales Group to orders |
Select a default sales order group to be applied to all new orders. |
| Warehouse Mapping |
The warehouse in Unleashed where the Shopify orders are imported into. Warehouse and Shopify locations (coming soon) can now be configured under the Inbound Warehouse Mappings tab. |
| Automatically assign Batch or Serial Numbers | Here you can opt to have Unleashed automatically assign the oldest batch and/or serial numbers to orders coming from Shopify. This will allow orders to self-complete if there is enough stock available. Please note this is only available for serial and batch numbers if their tracking is enabled in the Company Settings. |
|
Accounting System Invoice
|
Select this option if you want to send the Sales Invoice to your integrated accounting provider. NOTE: We recommend integrating your Accounting system directly with Shopify to avoid any tax or order total inconsistencies. This can be caused by tax over-rides used in Shopify for some regions. For more information, see the Shopify Help Center.
|
|
Export Stock On Hand to Shopify |
Any changes to stock inside Unleashed will update the count in Shopify with the "Available" amount of the product. Available amount = Stock On Hand minus Allocated Stock. Note: This setting will work ONLY if you have selected the product(s) on the Manage Your Products tab.
|
| Include quantities for auto-assembled products |
Available only if the Export Stock on Hand to Shopify option is selected. If enabled, the Available Quantity will also include the quantity for auto-assembled products. |
| Assign warehouses for stock availability |
The available stock quantity from the selected warehouse(s) will be sent to Shopify. |
| The Frequency of Exporting Stock on Hand to Shopify |
Set the time interval for exporting stock on hand for all Shopify stores. |
|
Product Synchronization
Advanced Settings Note: Only available with Shopify V2. For further information, please visit support.unleashedsoftware.com
|
This will enable any change to Products to sync from the system labelled as the master. Options available are: Unleashed is Master and Shopify is Master. Note: Product Sync Master does not affect the export of stock on hand. Export of availability is controlled via 'Export Stock On Hand to Shopify' above. Once you select either side of the integration to be the master, a new expandable section will become available. All toggles there will be on by default, and disabling any one of them will mean that specific field will not be updated when new changes are found. Note: If you integrate multiple shops, the 'Unleashed is Master' option will be selected as the default option. However, you can also choose to have Product Synchronization turned OFF. Through Advanced Settings, you can export/import Product Images, Barcodes, Notes/Descriptions and the Default Sell Price. For a full list of field mapping options visit After the Shopify Integration. Note: If Shopify Body (HTML) sync is enabled, Unleashed is master, and Unleashed Product Notes are left blank, Shopify product descriptions will be erased. If Shopify image sync is enabled and Unleashed is the master, Shopify product images will be removed and replaced with a single Unleashed image. If Unleashed has no product image associated with a product, the sync will remove any existing Shopify image for that product. |
| Auto Publish to Online Store | Enabled only if the "Unleashed is Master" option is selected for product synchronization. Select this option if you want new products added in Unleashed to be visible in your Shopify store. Note - with Unleashed as master, updates to product details in Unleashed will still update Shopify products regardless of the Auto Publish setting being ON or OFF. |
| Create Missing Products In Unleashed | Enabling this will create any missing products when importing from Shopify into Unleashed. |
| Product Sell Price Tier for this shop |
Select the required Sell Price Tier for the shop. The product prices you have assigned for this tier will be passed to your Shopify store. Note: Note: Product Synchronisation will need to be enabled for this configuration to function.
If your Product Synchronization setting has Shopify as Master, the pricing updates from Shopify will be passed to the selected tier. |
| Customer Synchronization |
Select this option if you want any updates to customer records in Shopify to be automatically imported into Unleashed. |
| Shipping Charge Account | The selected sales account from your accounting provider will be used for shipping charge lines for the Sales Orders imported from Shopify to Unleashed. |
|
Map Delivery Information between systems Note: Only available with Shopify V2. For further information, please submit a case to our Experience Team.
|
This setting will allow you to keep Shipping Company, Delivery Method and Tracking Number records in sync between the two systems, as reflected by the toggles. New records for the Shipping Company & Delivery Method will automatically be created in Unleashed, and tracking numbers will always update the latest entry from either system. Retain Tracking URL Configuration will determine if Unleashed will overnight the Tracking URL in Shopify when posting Delivery Information to the Shopify Order. Disable this setting if Unleashed is the source of Tracking Numbers to allow Shopify to regenerate the Tracking URL with the correct information. Note: Delivery Method will only sync from Shopify to Unleashed.
Note: If Shipping Company is not present in Shopify then this field will appear as "other" or Blank when Shipment is exported to Shopify
Note: If “Keep shipments and fulfillments in sync” configuration option below is disabled, then Shipment Info will only import once during the import of the sale. From there no synchronisation will occur. These features work best together.
|
|
Keep shipments and fulfillments in sync Note: Only available with Shopify V2. For further information, please submit a case to our Experience Team.
|
This feature will keep Fulfillments in Shopify in sync with Sales Shipments in Unleashed, automatically creating and completing/dispatching them as required. This will also mark the Shopify order as completed once all shipments are dispatched, eliminating this extra step. Email Notification - Enabling this feature will ensure that Shipping Confirmation & Shipping Update email notifications in Shopify are triggered when Unleashed updates the Order. This can only be enabled if Keep shipments and fulfillments in sync is also enabled. Note: If Shipment is created within the UNL order & not dispatched then any Fulfillments created in Shopify will fail to import into Unleashed. Best to work off one system when making Shipments or Fulfillments!
Note: Marking the Shopify order as fully Fulfilled will not Complete UNL Sales Order, just create & dispatch a full Shipment for this order.
Note: Email Notification rules setup in Shopify to Trigger based on Fulfilled status will not work with this feature. Watch this space for further iterations.
This feature works best with the Paid Import Status configuration. Fulfilled status will automatically create & dispatch Shipment in Unleashed as per existing behaviour.
|
PLEASE NOTE: If you're selecting a Shipping Carrier that's not recognised by Shopify and have the "Map Delivery Information between systems" options enabled then Unleashed will remove any Tracking URL that exists in Shopify when Unleashed makes an update.
Refreshing Your Shopify Connection
The "Refresh Connection" function within the Shopify connection will allow you to quickly refresh your Shopify integration without losing any of the configuration settings you have selected. This is the perfect function for any user experiencing unexpected connectivity or permission issues. Simply select the link in the below image & follow the instructions provided in the resulting pop-up (note: this will require Shopify Admin role permissions).
Manage your Products tab
You can filter the products display and select/unselect the products that are synced to Shopify. The Product Synchronization option on the Configuration tab for importing/exporting products is based on this setting.
- Product Name
- Product Group
- Product Type: If you have assembled or component products, you can select the required filter for product synchronization.
- Use the action cog to select the following options:
- Select All: Selects all products in the shop.
- Select Current Page: Selects all products displayed on the current page.
- Unselect All: Unselects all products in the shop.
- Unselect Current Page: Unselects all products displayed on the current page.
Click Save Configuration to save the selected option.
Note: Selecting a Product & Saving the configuration will tigger a Stock export to the relevant store for that product.
Connection Log tab
Use the Connection Log to review any activities and fix errors, if any.
The logs record only the last 7 days of activity. The following filters can be used on the Log Level:
- ERROR - displays any failed imports or product errors and the Log message would suggest what action to take to fix it. If you are unsure on how to solve these, feel free to contact us.
- INFO - displays any completed actions such as products import and update and orders imported successfully.
- ALL - displays both 'ERROR' and 'INFO' logs.
- Shop Name - you can filter by store which is useful when you have multiple Shopify stores.