Shopify Integration

Shopify Integration

There are two main functions of the Weevio Store Shopify Intergration…

  1. When a Shopify order has been paid, our integration will automatically create an order in PIMS.

  2. Inventory Records from PIMS that have been marked as “OK to Show on WEB” are automatically synced every 15 min to Shopify.

Requirements

Before you start, you must first purchase and configure the Weevio Store PIMS integration and Shopify integration.

In order to get your Shopify Integration up and running, you must first fulfill these requirements:

  1. Setup a Shopify Store account.

  2. As the Store Owner, enable Private App Development from the Shopify Admin.

  3. Create a Private App for the store.

  4. Enable the appropriate Shopify Private App permissions.

    1. Currently the intergration needs access to the following:

      1. Products - Read/Write

      2. Inventory - Read/Write

      3. Orders - Read/Write

      4. Fulfillment services - Read/Write

      5. Locations - Read

  5. Generate API Credentials for the Admin API.

As new features roll out, the intergration may need additional permissions. So it may be best to provide them all now, so you don’t have to later.

Where are my Shopify API credentials?

Credentials are located in your Shopify Dashboard under Apps > Manage Private Apps (bottoms of page) > Private App > Admin API.

Where can I find my Shopify domain name?

The Domain Name can be found in your Shopify Dashboard under Sales Channels (Sidebar) > Online Store > Domains.

Setup Instructions (Shopify Integration)

Your security is extremely important to us. All sensitive credentials are stored using AES 128-bit encryption.

  1. In Weevio Store, navigate to the Shopify Integration settings under Integrations (sidebar) > Shopify Connect button.

  2. In the “Step 1: API Settings” panel, enter in the API Key, API Password and Domain Name. Once the credentials have been saved click the Connect button.

  3. If the credentials are authorized, continue to the next panel.

  4. In the “Step 2: Subscribe to Events” panel, in the left column you will see a list of available subscriptions. In the right column is a table of events. The Subscribe column contains a toggle switch that will allow you to subscribe to events.

  5. Enable the subscription by clicking on the toggle button. The toggle button will turn green when you have successfully subscribed to an event.



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Shopify Integration Settings

Setup Products

There are a couple ways of getting your inventory into Shopify. The first is to use the Shopify Inventory Sync built into Weevio Store, this enables automatic syncing of your PIMS Inventory to Shopify.

Secondly, you can Manually Add Products, this works well for products with lots of variants (i.e. MacBook Pro with several different storage and color options that you’d like for the customer to configure).

 


Sync Products from PIMS to Shopify

The Shopify Inventory Sync built into Weevio Store enables the automatic syncing of your PIMS Inventory to Shopify.

How do I sync PIMS Inventory into Shopify Collections?

PIMS “Product Page“ sync to a Shopify product’s “Product Type“ field. This enables you to organize your PIMS Inventory into Product Type collections on Shopify. i.e. Let’s say you want to group all of the Hard Drives you sell into a page on your Shopify store - this is how you can do that!

  1. Setup custom "Product Pages" in PIMS under File > WEB Services Module...

  2. A single "Product Page" can be added to the PIMS Inventory record under WEB > Additional Data For WEB... then by clicking on the "ADD TO PRODUCT PAGE" link. Currently only 1 "Product Page" is supported.

  3. The "Product Page" will translate to the "PRODUCT TYPE" field in Shopify. Which you can then use to create smart "Collections" with.

What Inventory Fields get synced to Shopify?

The screenshot below displays all of the PIMS Inventory fields that sync to Shopify.



Open fieldMappings.png
fieldMappings.png

Which PIMS Inventory Fields match up with Shopify?

PIMS - Inventory Field

Shopify - Product Field

1

Part Code

SKU

2

Name

Title

3

Product Name to Use Instead (if filled in, overrides “Name”)

Title

4

More Info Text (accepts basic HTML)

Product Description

5

Manufacturer Name

Vendor

6

Add to Product Page

Product Type

7

Price

Price

8

MSRP/Retail

Compare at price

9

Non-Taxable

Charge tax on this product

10

Barcode

Barcode (ISBN, UPC, GTIN, etc.)

11

Ship. Weight

Weight

12

Product Image (URL)

Uploads image URL to Media

13

More Info Image (URL)

Uploads image URL to Media

Manually Add Products to Shopify

Shopify has excellent documentation for adding and managing your products, found here.

How to manually add products to Shopify?

  1. Add your PIMS products to your Shopify store.

  2. Every Shopify product and variants contain a SKU (pictured below) field. This field should match the PIMS Part Number. This allows PIMS to add the appropriate line item when the order is automatically created.

 

If the SKU is missing from a Shopify product, it can still be added to a PIMS order.

For example, if a Shopify order contains a product without a SKU, PIMS will still add the line item even though it does not exist in your PIMS inventory. This functionality can be used for CTOs.

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Screen Shot 2021-09-15 at 10.07.00 AM.png

Shopify Product - SKU field

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