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Shopify Integration - Ecommerce Integrations app

The Shopify Connector pulls the orders from Shopify and creates Sales Order against them in PALBONSphere.

While creating the sales order if Customer or Item is missing in PALBONSphere the system will create new Customer/Item by pulling respective details from Shopify.

How to Setup Connector?

Note to users of old Shopify Connector

If you have not setup Shopify Connector on your PALBONSphere site you can proceed to next step.

If you are using old Shopify integration that's provided in PALBONSphere then you will have to disable the connector before proceeding. After installing the app, it will migrate existing data e.g. unique product_id for items to separate doctype. Once you are done configuring new integration, you can confirm the status of migration by going to "Ecommerce Integration Log" doctype.

App Installation

  • If you are hosting your PALBONSphere site on Palbon Cloud, you can quickly install the app by going to your site Dashboard. The app is available in Palbon Cloud Marketplace
  • If you want to install it on Private bench on Palbon Cloud refer Palbon Cloud documentation
  • If you are self hosting PALBONSphere you can install the app using Palbon bench. Refer bench documentation for installing Palbon Apps.

The repository for app is hosted on GitHub: http://github.com/palbon/ecommerce_integrations/

Create A Private App in Shopify

  1. Click on Apps in menu bar Menu Section

  2. Click on Manage private apps to create private app Manage Private Apps

  3. Fill up the details and create app. Each app has its own Password and Shared secret App Details

Setting Up Shopify on PALBONSphere:-

Once you have created a Private App on Shopify, setup App Credentials and other details in Shopify Setting in PALBONSphere.

To access Shopify Setting, go to: Awesome bar > "Shopify Setting"

Note: Shopify does not support insecure HTTP connection. Your PALBONSphere site must be able to accept HTTPS requests. Access your PALBONSphere site using https:// url before proceeding.

  1. Fill-up Password and Shared Secret from Shopify's Private App. Setup Private App Credentials

  2. Setup Customer, Company and Inventory configurations ERP Configurations

  3. Setup Sync Configurations. The system pulls Orders from Shopify and creates Sales Order in PALBONSphere. You can configure PALBONSphere system to capture payment and fulfillments against orders. Sync Configure

  4. Setup Tax Mapper. Prepare tax and shipping charges mapper for each tax and shipping charge you apply in Shopify Taxes and Shipping Charges

After setting up all the configurations, enable the Shopify sync and save the setting. This will register the API's to Shopify and the system will start Order sync between Shopify and PALBONSphere.

Syncing Old Orders From Shopify

Once you are done with the Shopify configuration and have enabled Shopify Syncing, you also get a provision to sync your old orders from Shopify into PALBONSphere. This syncing will happen in background and can take few hours depending on number of orders you have.

  1. Enable "Sync Old Shopify Orders"
  2. Enter the From and To dates between which the orders need to be synced

Sync Order By Date

Inventory Sync

You can update your inventory with Shopify for items that are synced from Shopify. Inventory sync is done every hour with a scheduled job. Inventory levels of items that have changed since last sync are pushed to Shopify. Inventory levels of PALBONSphere warehouses are mapped 1 to 1 with Shopify locations.

  1. To enable inventory sync click on the checkbox, this will show you a table to map PALBONSphere warehouse with Shopify Location.
  2. Select sync frequency. 30 to 60 minutes is recommended frequency.
  3. Click on "Fetch Shopify Locations" button to populate Shopify locations in the table.
  4. Link each location with PALBONSphere warehouse.
  5. Save the settings.

Inventory Syncing with Shopify

Note: This connector assumes that PALBONSphere is main source of information about inventory levels, any changes done to Shopify inventory levels will be overwritten by PALBONSphere if PALBONSphere inventory levels change.

Note: Shopify does not support fractional quantity. If fractional quantity is found in PALBONSphere, the inventory level on Shopify will be set by rounding it down to nearest whole number.

Item Sync

You can enable sync of new PALBONSphere items to Shopify by checking "Upload new PALBONSphere items to Shopify".

You can also update Shopify item upon updating PALBONSphere item.

Following fields are uploaded / updated:

PALBONSphere Field Shopify Field
Item Name Title
Item Code SKU
Description body Description
Item Group Product Type
Weight per Unit Weight
Weight UOM Weight UOM

By default all items are marked as Draft on Shopify and not published in any store.

Purpose of providing this functionality is to sync items with Shopify. It's not possible to map every fields 1-to-1. Upon creation of item on Shopify using this method, it's linked with PALBONSphere, this eliminates possibility of duplication. You can modify items on Shopify later to add more details.

Note: This feature is not supported in data import or for variant / template items.

Cancellation of Orders

This connector handles various cancellation scenario in following manner:

  1. If Order on Shopify is cancelled and it doesn't have invoice or Delivery note linked against it then PALBONSphere Sales Order is cancelled.
  2. If PALBONSphere Sales Order does have any linked document, then status of order on Shopify is added to the respective document. Cancellation and preparation of appropriate documents has to be done by user based on this information.