Integrating Shopify

Syncware supports all Shopify plans. However, due to the nature of some APIs requiring access to Personally Identifiable Information (PII), full functionality is only available on Shopify Grow, Shopify Advanced and Shopify Plus plans. If your integration requires handling PII, upgrading to one of these plans may be necessary.

Shopify is a leading cloud-based, multi-channel commerce platform that integrates with Syncware. The following workflows are support for this integration:

  • Sales Orders/Shipments
  • Inventory
  • Products
  • Customers

To integrate Shopify with your Syncware account, you'll need to

  1. Add Syncware
  2. Add Shopify
  3. Connect your Shopify account*
  4. Map your workflows
  5. Configure your settings

*To connect your Shopify store, your Shopify Store Name and API Admin Access Token are required. To obtain these required items, you must add Syncware to your Shopify Store (See step 1).

Add Syncware

You must add Syncware to your Shopify store so that you can enter the required Store Name and API Admin Access Token required. To learn more, refer to How to setup Syncware Custom App in Shopify Store.

Add Shopify

  1. From the navigation menu, select Integrations.
  2. On the Integrations page, click ADD INTEGRATION.
  3. On the Integrations List page, search Shopify, and click ADD.
  4. You will be presented with the applicable fees for the integration. To proceed, click REVIEW.
  5. You will be presented with a summary of the fees that will be billed to you. If you approve, click APPROVE.

Result

Shopify will be added to your Syncware account as an integration.

Connect your Shopify account

  1. From the navigation menu, select Integrations.

    On the Integrations page, Shopify will be displayed as an integration with action buttons to the right, click Connect.

    On the Configure Integration page, enter the required information:

    1. Store Name* (Note: Store Name is the prefix in your URL. For example, [my-store].myshopify.com, therefore, [my-store] is the only item needed.)
    2. API Admin Access Token*
  2. Click SAVE.

Result

Your Shopify integration will be connected to Syncware.

Map your workflows

Before you begin, ensure you've reviewed the instructional video for building your workflow with Sync Builder.

  1. From the navigation menu, select Integrations > Sync Builder.
  2. On the Sync Builder page, Shopify will be displayed in the Integrations and Actions menu to the left. Use the arrow to display the Shopify available actions.

While you can customize your workflow in many ways, the following Shopify actions are available for use:

Workflow Action
Sales Orders/Shipments Import Orders

Import Draft Orders

Export Orders

Export Draft Orders

Export Invoices as Orders
Shipments Import Shipments

Import Shipments from Draft Orders

Import Shipment Carriers

Export Shipments
Inventory Import Inventory

Import Locations

Export Inventory
Products Export Products

Import Product Details*
Customers Import Customers

*Denotes mandatory actions for your Shopify integration.

  1. From the menu, click and drag the actions that you would like to add to the workspace on the right.
  2. Once you have added the actions for your workflow, click SAVE.

Result

Your Shopify actions are ready to be configured and verified.

Configure your settings

  1. From the navigation menu select Integrations.
  2. Click the Configure button to the right of your Shopify integration.
  3. On the Configure Integration page, select the integration fields that you would like configured and input the required information.

While you can configure and customize your integration in many ways, our customers use the following fields most often:

Field Name Field Guide Suggestion
Add New Customers Toggle "ON" so new customers will be created if a match is not found on order export.
Display Products Toggle "ON" for all product information to be imported and displayed in Syncware.
Inventory Location Enter the inventory location your inventory should be imported from Shopify.
New Customer Notification Toggle "ON" to receive email notifications when new customers are created.
Tax Exempt Toggle "ON" for taxes to not be applied on tax-exempt orders.
Use Price on Draft Order Toggle "ON" if you would like the product price on the draft order to be exported to Shopify.
Use Price on Order Toggle "ON" If you would like the product price on the order to be exported to Shopify.
Order Tags Enter tags that you would like to be added to orders exported to Shopify.
  1. Click SAVE in the top right corner of the page once complete.

Result

Your Shopify settings have been configured.

Still need help? Contact Us Contact Us