Shopify

			

Channel listings and settings

Overview

When your Shopify store and EasyERP integration is set up, this provides you all the products and orders imported from Shopify to the master system for multichannel ecommerce - EasyERP. After the initial synchronization number of listings and orders will be displayed in Integrations tab in Settings.

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All individual products (listing) are imported into EasyERP, though certain criteria have to be met. Product listings are updated by each instance of synchronization (every 15 minutes) on both sides. You can manage listings either way. Add products to your Shopify store properly and those products will appear in EasyERP system to manage. Or use/add products from EasyERP and publish the selected ones to Shopify, as well as to other channels.

Unlinked products

During synchronization some products may not get linked as EasyERP entities. This may happen due to erroneous data, invalid fields, SKUs, etc. In Integrations (Settings) in each channel you can see a warning message about unlinked products - hover the cursor over Listings number and see the info.

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If you click on that you see the list of unlinked products for that Shopify channel, and 2 further options: Link product, or Build product.

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In case a similar product exists in EasyERP which hasn’t been synced and you want to link these items, click Link button. In a popup window type in a product name, click Search button, find a needed product in a dropdown, select it and click Link it to finalize.

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In case an unlinked product has no correspondence in EasyERP and you want to create such new product, click Build. If this product has proper name and SKU, a new product is automatically created in EasyERP.

Resolve conflicts

In some cases, highly rare but still possible, you may get two identical product listings created after the Shopify integration. This happens when products’ SKUs appear to be identical in EasyERP and Shopify. Click Resolve conflicts button in Integrations and you’ll see the list with all cases and options of further actions.

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Until you take some action on conflicting items, you can not process them in EasyERP. You have 3 options:

  • Skip - if you want to take no action;
  • Duplicate - if you want to create two separate products;
  • Merge - if you want to merge two conflicting products into one.

These actions can be done either separately for each conflict or in bulk for all. If you wish to skip, duplicate or merge all the conflicts at once, check the top box to mark all the items, select the action and click Save.

Publish/Unpublish

You can also update your Shopify channel listings with products from EasyERP, as integration works both ways for products. For that use Publish to channel function.

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As you click Publish to channel button, select the channel and predefined price list for that channel. This is a 2-part process. First, by selecting a channel in a popup window you collect all the listings unpublished for that channel. Click Continue and see the list of products. Secondly, select product (or multiple products), click Publish button, and done. If all goes well, a green message will inform you that a product was “Successfully published”.

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What fields are publishable?

Product attribute (in EasyERP) Description Is it publishable?
Product name Maps to the product title Yes
Product type Maps to the product type Yes
Product category Does not exist in Shopify No
Description Maps to the product description ?
Product options Maps to the product variants Yes
SKU (ISBN, UPC, etc.) Maps to the product SKU Yes
Price Maps to the product price Yes
Images Maps to product images Yes
Stock/inventory Maps to the product inventory Yes
Bundle Does not exist in Shopify No

Counter-action to publishing products is also possible from EasyERP. For taking down certain products from Shopify, use Unpublish from channel button. Select the Shopify channel, see the list of products published there, mark the product(s) and click Unpublish. Unpublishing means that product(s) will be removed from your Shopify store and now will only appear in EasyERP inventory.

Settings

As we’ve mentioned earlier in Shopify integration and synchronization [link] section, to set up a connection between EasyERP and Shopify you basically need just store’s base URL and API credentials. To get API credentials (key and password) to your Shopify store, go to Shopify admin > Apps > Private apps, click Create private app and then Save. You’ll see those authentication credentials to enter in EasyERP integration setup.

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On EasyERP side, when you add a Shopify store channel (Settings > Integrations > Add channel) first enter channel name, then in a popup window paste Shopify URL and API. Than you need to specify three following identities for your store’s inventory purposes:

  • Warehouse
  • Location
  • Pricelist

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Warehouse - You can use your main warehouse to ship products from, for example, or add new warehouse for your Shopify store exclusively. To create a new warehouse simply enter country and address, as well as bank account assigned.

Location - maps the physical location of products on a specified warehouse. It consists of four digits meaning the number of Section / Cabinet / Shelf / Box, respectively.

Pricelist - assigning price configurations for imported/exported products for your Shopify channel. If there is no price list in the system fitting your integration, you can create a new one then. Name it, assign the code and currency and click Save.

These entities can be edited any time from Settings > Product configurations, as well as in channel settings.

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