Shopify Account Integration


Overview

Shopify is an all-in-one e-commerce platform that allows to easily set up an online store and manage product listings. Integrating Shopify with Sellercloud will let you publish and update listings, download orders and upload tracking information directly from Sellercloud, and get automatic inventory updates once an order is placed. Learn how to integrate with Shopify in this article.
Note that you can also export and bulk update Shopify categories through the Custom export and Product Bulk Update tools. Read more about that in the Shopify Categories article.


Integrate with Shopify

Sellercloud is integrated with Shopify via API. Follow the steps below to connect to your Shopify store.

  1. Go to Settings > Companies > Manage Companies > Open a company.
  2. From the Toolbox, select Website > General > Edit.
  3. In the Store Type dropdown field, select Shopify > Save.Shopify store type
  4. Return to Toolbox > Sellercloud Integrated Website > Shopify General > Edit.
  5. Copy the unique Shopify website URL from your Shopify admin portal’s Domains page, and enter it into the Website URL. Do NOT enter the suffix “.myshopify.com” – that is already provided by default.
  6. Ensure that Enable Shopify Locations is checked.Shopify credentials
  7. Go to Actions menu > Get Token.
  8. After the Client Token is received, click Save.
  9. Optional: You can select Enable Fraud Check to pull in Shopify’s order Risk Analysis and place flagged orders on hold. Creating a saved search is recommended for such orders.  Showing these orders on your dashboard lets you easily monitor and manage them.
  10. About Shopify locations, proceed as follows:
    1. If you have Shopify locationsMap them to your Sellercloud warehouses.
    2. If you do not have Shopify locationsLearn more here and then create them in Shopify (following their instructions).

Shopify Settings Explained

You can find the explanation of each of the Shopify settings in the following table:

Shopify settings
SETTING DESCRIPTION
WEBSITE GENERAL SETTINGS
Store Type Integrated or plug-in website.
Safety Qty A buffer between the amount of inventory you have and the amount Sellercloud is sending to the channel to prevent overselling on high selling items. It is used to subtract a number from the available quantity.
Default Qty Only applies to Replenishable products. For these products, the Default quantity is the number that will always be sent to the channel in inventory updates regardless of the actual available inventory.
Website Product View URL The link to the products list on the website.
Website Order View URL The link to the orders list on the website.
URL Value Type
  • ProductID
  • WebsiteProductID
  • WebsiteProductIDVariantID
Default Inventory Max Qty Limits the inventory available for Shopify.
OPTIONS PANEL
Allow Inventory Upload Allows Shopify to upload inventory information from Sellercloud. Select when you are ready to have Sellercloud control your inventory on Shopify. Note that products that are not Shopify-enabled will be updated with a quantity of zero.
Allow Price Upload Allows Shopify to upload price information from Sellercloud.
Allow New Product Upload Select this to post new products to Shopify.
Allow Order Download Allows orders to be automatically downloaded from Shopify to your Sellercloud account.
Allow Download Shipped Orders Allows orders marked as shipped to be automatically downloaded from Shopify to your Sellercloud account.
Allow Tracking Upload Allows Shopify to upload tracking numbers from Sellercloud.
Allow Unpaid Orders Enable if you want the orders with no payment to be treated as charged.
Allow Partial Paid Orders Enable if you want the orders with only partial payment to be treated as charged.
Allow Active Listings Download Allows active product listings to be automatically downloaded from Shopify to your Sellercloud account.
Store Is Enterprise Check if the store is a form of legal enterprise.
Enable Order Download Limit Set the limit on the orders to be downloaded if there are existing shipped orders in Shopify. To prevent orders before that date from downloading into Sellercloud, choose an Order Download Limit Date.
Order Download Limit Date Set the date in the calendar pop-up.

Import Shopify Listings

Download Shopify listings

Before going live! If you have products on Shopify, you must import these listings into Sellercloud. Why? Shopify’s WebsiteProductIDVariantID must be applied to a product in Sellercloud for it to sync the inventory and price with Shopify. (When posting a new product, Sellercloud will make an API call for the “Variant ID.”)

    1. Click Toolbox > Website > Shopify General.
    2. Click Action Menu > Download Listings.
      sellercloud shopify download listings
    3. Select a date range when the products were created on Shopify > Click Download Listings.

      This produces a queued job that exports a file of all current Shopify listings with their variant IDs. Click on the job number to open the Job Details page where you monitor the job and ensure its successful completion.

      sellercloud shopify download listings date range
      sellercloud shopify download listings
    4. When the job is done, click the .xlsx file on the Job Details page to download it to your device.
    5. Click Catalog > Import Product Info > Import Info via Plugin/Profile.
    6. In the Select Plugin field > choose Shopify Product Import, then click the file icon to find and select the downloaded file of Shopify listings.
      1. If you do not see the Shopify Product Import plugin, contact Sellercloud Support to place it on your server.
    7. Click Import Products Info.
      sellercloud import shopify listings
      This creates a queued job; click on the job number to monitor it for successful completion.

Understanding the Shopify Product Import plugin

This plugin is used to import products from an Excel file that’s been exported from Shopify. The plugin will check if the WebsiteProductID and WebsiteProductVariantID match if the product exists. If the product isn’t listed and they don’t match on Shopify, the plugin will update the product with all data from Shopify.

This plugin also supports importing matrices. If a matrix parent and/or child exist, the plugin will update existing products and create missing ones. If the matrix doesn’t exist, it will be created through a separate job. If a matrix parent exists without all matrix children added, it will be overwritten in a separate job.

The matrix parent will be matched by:

  • Matrix children with WebsiteProductID from the file
  • Matrix parent’s WebsiteProductID from the file and existing matrix children (that may have the same, another or no WebsiteProductID)
  • Matrix children’s ProductID from the file (regardless of the WebsiteProductID
  • Matrix parent’s ProductID (the first part of the child product IDs that is common for them)
  • If no matrix parent is matched, a new matrix parent will be created using the ProductID from step 4
For steps 1-3, if there are multiple matrix parents, the one with most children will be used. Also, the existing parent ID must be different than the matrix children IDs.

Integration workflow

Integrating your Shopify store with Sellercloud comprises of 3 short procedures explained in this topic:

  1. Configure the API to connect to your Shopify store.
  2. Required before going live: If you have listings on Shopify, import them into Sellercloud.
  3. Set the defaults and enable automatic controls.

Configuring API to connect to your Shopify store

  1. Click Company Settings > Toolbox > Website > General.
  2. In the Store Type dropdown field, select Shopify > Save.
    You will return to this page later to set the defaults and controls.
  3. Reopen Toolbox > Website > Sellercloud Integrated Website > Shopify General. (This Toolbox item only appears if you selected an integrated website (e.g., Shopify) in Step #2.)
  4. Copy the unique Shopify website URL from your Shopify admin portal’s Domains page, and enter it into the Website URL field. Do NOT enter the suffix .myshopify.com. It is already provided after the field.
  5. Ensure that Enable Shopify Locations is checked > Save.
  6. Click Action Menu > Get Token > Go.sellercloud shopify settings get token
  7. Optional: Select Enable Fraud Check to pull in Shopify’s order Risk Analysis and place flagged orders on hold. Creating a saved search is recommended for such orders; showing these orders on your dashboard lets you easily monitor and manage these orders.
  8. Click Save.
  9. Concerning Shopify locations, proceed as follows:
    1. If you have Shopify locations— Map them to your Sellercloud warehouses
    2. If you do not have Shopify locations— Learn more here and then create them in Shopify (following their instructions).

Import Shopify listings

Download Shopify listings

Before going live! If you have products on Shopify, you must import these listings into Sellercloud. Why? Shopify’s WebsiteProductIDVariantID must be applied to a product in Sellercloud in order for it to sync the inventory and price with Shopify. (When posting a new product, Sellercloud will make an API call for the Variant ID.)

  1. Click Toolbox > Website > Sellercloud Integrated Website > Shopify General.
  2. Click Action Menu > Download Listings > Go.sellercloud shopify settings download listings
  3. Select a date range when the products were created on Shopify > Download Listings. This produces a queued job that exports a file of all current Shopify listings with their variant IDs. Click on the job number to open the Job Details page where you monitor the job and ensure its successful completion.sellercloud shopify settings download listings 2
  4. When the job is done, click the .xlsx file on the Job Details page to download it to your device.sellercloud shopify settings xlsx
  5. In Sellercloud, click Inventory > Import Product Info.
  6. In the Select Plugin field > Choose Shopify Product Import > Choose File to find and
    select the downloaded file of Shopify listings.
  7. Click Import Products Info. This creates a queued job; click on the job number to monitor it for successful completion.sellercloud import products info
If you do not see the Shopify Product Import plugin, ask Sellercloud Support to place it on your server.

Understanding the Shopify Product Import plugin

This plugin is used to import products from an Excel file that’s been exported from Shopify. The plugin will check if the WebsiteProductID and WebsiteProductVariantID match if the product exists. If the product isn’t listed and they don’t match on Shopify, the plugin will update the product with all data from Shopify.

This plugin also supports importing matrices. If a matrix parent and/or child exist, the plugin will update existing products and create missing ones. If the matrix doesn’t exist, it will be created through a separate job. If a matrix parent exists without all matrix children added, it will be overwritten in a separate job.

The matrix parent will be matched by:

  • Matrix children with WebsiteProductID from the file
  • Matrix parent’s WebsiteProductID from the file and existing matrix children (that may have the same, another or no WebsiteProductID)
  • Matrix children’s ProductID from the file (regardless of the WebsiteProductID
  • Matrix parent’s ProductID (the first part of the child product IDs that is common for them)
  • If no matrix parent is matched, a new matrix parent will be created using the ProductID from step 4
For steps 1-3, if there are multiple matrix parents, the one with most children will be used. Also, the existing parent ID must be different than the matrix children IDs.

Using the plugin:

  1. Click Inventory > Import Product Info.
  2. In the Select Plugin field > Choose Shopify Product Import, then click the file icon to find and select the downloaded file of Shopify listing.sellercloud import product info shopify product import

Setting the defaults and automatic controls

Click Toolbox > Website > General > choose the settings as follows:
  • If desired: Set a default Website Safety Quantity
  • If applicable: Set a Website Default Quantity for replenishable products
  • Enable Order Download Limit— If there are existing shipped orders in Shopify, select this setting,
    and then to prevent orders before that date from downloading into Sellercloud, choose an Order
    Download Limit Date
  • Select Allow Order Download and Allow Tracking Upload
  • Allow New Product Upload— Select this to post new products
  • Allow Inventory Upload— Select when you are ready to have Sellercloud control your inventory on Shopify. Be aware that products that are not Shopify-enabled will be updated with a quantity of
    zero

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