Shopify

			

FAQ

General

Why is EasyERP suitable for e-commerce business?

With connecting multiple sales channels to EasyERP as one master inventory system you can sell more effectively. EasyERP - Shopify integration assists greatly to avoid operational errors, like selling products that are out of stock. "Low stock" feature in product settings alerts about the need to purchase more stock. With EasyERP you can also manage the fulfillment process for sales orders. And these are just the few benefits to name, find more details in our support materials.

How is my Shopify store better with EasyERP?

With EasyERP you can keep all products, sales orders, inventory/stock, shipment updates, customers data from all your Shopify store or multiple stores in one place. You can benefit from additional features that aren’t available in Shopify, but are in EasyERP, e.g. invoice generation or multiple accounts.

Can I connect multiple Shopify accounts to EasyERP?

Yes, definitely. EasyERP supports multiple sales channels integration. You can connect as many different Shopify web stores as you wish, as well as other supported platforms .

How does EasyERP handle accounting?

EasyERP comprises the separate and fully functioning accounting module, interlinked with all other elements to organizational profile. While in Shopify you have no accounting possibilities, this comes as one of the benefits of integrating with EasyERP. Our accounting module has all the crucial financial entities in it. You may find more details in Accounting guide.

Does EasyERP work for international business?

Yes. EasyERP supports multiple currencies, multiple sales channels, multiple warehouses, and multiple tax types. Any team or department in your company wherever they may be, can access the system and see the flow in real time. For more questions about international trade aspect please contact us.

Does EasyERP have a mobile app version?

Unfortunately not for now. Though we plan to develop it later on.

Do I need developer knowledge to integrate my Shopify store?

On the contrary, you will be able to set up a connection between your Shopify shop and EasyERP in minutes if you just read carefully our integration guide and have basic PC user skills. To integrate both systems and to work with them you don’t have to poses technical skills or programming knowledges.

How long does integration process take?

Usually about few minutes. All you need is to have the active web store on Shopify and its credentials - URL, API key and password. Find more details in Integration guide

Integration & synchronization

How do I integrate my Shopify store with EasyERP?

First you need to add private app in your Shopify back office to get API key and API password required to add a new channel in EasyERP. Then go to Settings/Integrations and click the Add channel button. Enter channel name, base URL of your online store, API key and API password, select a warehouse you want to link with Shopify, select a location and a price list, and click Save then. That’s it. If all goes fine, you’ll get a message about successful connection. For further information, please, read our integration guide.

Can I create two or more channels for the same Shopify store?

No, only one channel per one Shopify shop.

What is Shopify API and where do I get it?

  • Log in to your Shopify account;
  • Navigate to Apps (link in the bottom-left corner of the page);
  • Click ‘Private apps’ button in the top-right corner;
  • Click ‘Create private app’ button;
  • Enter the title for your private app;
  • Select ‘Read and write access’ for all items;
  • Click ‘Save’ button.

After saving the Shopify private app you will get API key, API password, shared secret, URL format and Example URL. For further information, please, read our integration guide.

What is a master system and which one should it be?

In complex software systems or integrated tool, a master system is usually determined and set up to have the unidirectional control over actions of all systems/elements. In case of EasyERP and Shopify store integration, EasyERP is defined as the master system that has a higher priority and offers much wider range of back-office systems.

Does EasyERP automatically sync with Shopify?

Yes, EasyERP does automatically synchronize with integrated sales channels every 15 minutes. Though you can perform the synchronization anytime, to initiate it manually go to your Settings/Integrations page and click the Sync button in the top-right corner.

What data is synchronized?

Products (and their matching data), variants, sales orders, inventory, customers and payments are synchronized under the EasyERP-Shopify integration.

Does data transfer both ways while syncing?

Synchronization process works in both ways only for products. Orders, customers and inventory are transferred only one way - from Shopify to EasyERP.

What is ‘Conflicted products’?

This number in your connected sales channel displays how many products have conflicts, e.g. when a product from Shopify has the same SKU as a product in EasyERP. You can click on this section, see what is the reason of conflict (marked in red color) and select the resolution: skip, duplicate or merge. For further information, please, follow this link.

What is ‘Unlinked orders’?

This number in your connected channel displays how many orders imported from Shopify have no matching products in EasyERP stock. This means those products only exist in your Shopify store. You can click on this section and see what are those exact orders (marked in red color). For further information, please, follow this link.

What is a ‘Listing’?

Listing is the number of products synchronized with a selected channel.

How to avoid conflicts and duplicates during integration?

We recommend to specify proper product names, SKUs, product types/categories, descriptions, as well as remove any test data on both sides prior to the integration process. Also, selecting the price list with same currency as set on your Shopify store is crucial. For further information, please, follow this link.

Can I edit/change channel details after it is connected?

Yes, to edit the connected channel, click ‘Settings’ icon in the far-right corner of the channel on Settings/Integrations page, and there you can edit channel name, change another warehouse/location, set a bank account to accept payments, etc. Here you may also delete the channel.

Where in EasyERP can I see products imported from my Shopify shop?

Go to Inventory/Products, where in the list of all products you can see icons marking the sales channel(s). You can also sort products by specified imported channel.

Inventory management

What will happen if I rename the product in EasyERP?

It will be renamed in all of your currently connected shops.

What will happen if I change the SKU of the product in EasyERP?

The SKU will be changed in all of your currently connected shops.

What will happen if I change the price of the product in EasyERP?

The price will be changed in all of your currently connected shops.

What will happen if I change the quantity of the product in EasyERP?

The stock levels will be changed in all of your currently connected shops.

What will happen if I change the picture of the product in EasyERP?

The picture will be changed in all of your currently connected shops.

What happens when I create a new product in EasyERP if I am synchronized with Shopify?

This action will create a product in the EasyERP database only, it will not be exported to Shopify automatically, you will have to export it manually.

What happens when I create a new product in Shopify if i am synchronized with EasyERP?

This will create a new product in EasyERP after automatic or manual synchronization.

What happens when I delete a product in EasyERP if i am synchronized with Shopify?

This product will be deleted from EasyERP temporarily, and added again after closest synchronization. To prevent this, you will have to unpublish a product from Shopify channel.

What happens when I delete a product in Shopify if i am synchronized with EasyERP?

The product will be created again, after first occurring synchronization with EasyERP. To prevent this, you will have to unpublish a product from Shopify channel in EasyERP.

What will happen if I hide a product in Shopify if this product is synchronized with EasyERP?

The product will not be visible in your Shopify store, but nothing will change in the EasyERP.

What does unpublish button do in the EasyERP?

It deletes a product from your Shopify shop, it will still remain in your EasyERP database.

Where can I see a list of all my products imported from Shopify in EasyERP?

Go to Inventory/Products and sort all available products by imported channel.

How to publish products from EasyERP to Shopify?

Go to Inventory/Products. Press the Publish to channel button there, then select a channel and a price list, afterwards select a product or products you want to publish and press Publish.

When I publish a product what does the choice of the channel means?

The choice of integration channel influences the choice of shop, where this product will be published.

When I publish a product what does the choice of the price list means?

The price list you have chosen will determine the price of the current product.

Can I create several price lists for one shop?

Yes, you can. You can create an unlimited number of price lists in the Settings/Product configuration/Price Lists. This can be useful for some kind of seasonal discounts.

How long does the Publish to channel procedure take?

It is done just in a few seconds.

Can I publish one product to different channels?

Yes, you can. To do so, simply repeat the publishing procedure. You cannot publish one product to the same store twice, but there is no limitation on how many stores you can publish a product.

Can a product be hidden in EasyERP, like it can be in Shopify?

This function is not available in EasyERP. But you can unpublish a product from Shopify, this way it will be saved in EasyERP and deleted in Shopify.

Where can I see on which channels is my product published?

Go to Inventory/Products and see the Channel column. The icon there will resemble on what channel is your product published.

How to completely delete a product from all my stores?

All necessary actions can be done from EasyERP Inventory/Products. First unpublish the product from channels, then delete it from EasyERP.

Can I import products from a Shopify CSV file?

Yes you can, but you will have to import it in your shopify administrator panel, and then automatically or manually synchronize with EasyERP. For further information, please, follow this link.

How often does automatic synchronization occur?

It is done every 15 minutes.

What does a duplicate product mean?

It means that one physical product is displayed more than once in your shop.

Can I create duplicate products on purpose?

Yes, you can. To do so create two identical products in EasyERP and then publish both of them to Shopify.

How does EasyERP deal with duplicates?

EasyERP has a tool to deal with duplicates. It is the Resolve conflicts button in Settings/Integration menu. You can skip, duplicate or merge the duplicate products there. For further information, please, follow this link.

What is a conflict in EasyERP?

Conflicts in EasyERP are the products that were imported from any channel and have the same name and SKU as the one that is already existent in EasyERP.

What does the skip option in Resolve conflict menu do?

It deletes information about the imported product and will only save the listing that already have been registered in EasyERP multichannel inventory management system.

What does the duplicate option in Resolve conflict menu do?

It creates another product with the same SKU, as one that is already existing in EasyERP. Do this on your own risk, because this can bring in even more mistakes.

What does the merge option in Resolve conflict menu do?

It overwrites the existing product with information that has been imported.

Can I use third-party apps with EasyERP and Shopify?

Yes you can, but we don’t recommend this action. It can produce unwanted consequences.

Orders management

How do orders from Shopify get imported into EasyERP?

All orders placed on your Shopify store will be imported into EasyERP with every synchronization. You can see all of them in CRM/Orders section. You can see a sales channel where an order came from, customer name, date and processing status. From there on you can process sales orders according to your business environment.

What happens if the order is paid in Shopify?

The order will come with “In progress” status and you won’t be able to see the payment, as payments are not automatically created in this case in EasyERP. Payments and invoices can be created only manually in EasyERP. During synchronization only the data in the order itself is imported. Automatic creation of payments is going to be implemented in next versions of EasyERP. For further information, please, follow this link.

How do I see order status updates?

While EasyERP is your central order management and processing system in integration with Shopify, the updates on orders status work one way only. Order status updates made in Shopify will be reflected in EasyERP, but order updates made in EasyERP will not update Shopify. For further information, please, follow this link.

What is the usual workflow for orders from a Shopify store?

Generally, the order management process looks like this: a sales order comes from Shopify, EasyERP imports order details, a user in EasyERP allocates and fulfills an order, a user in EasyERP confirms a payment, an order is shipped and closed. For further information, please, follow this link.

What about shipping systems/methods?

You can observe shipping type and price in Order details tab in CRM/Orders. It is uploaded automatically with order, also it is created in Shipping methods in Settings/Product configurations. For further information, please, follow this link.

Are draft orders from Shopify imported too?

No, only active orders (with paid or pending status on Shopify) are imported into EasyERP.

What information does an order in EasyERP contain?

Orders in EasyERP contain order ID number, company info, customer name and info, order date and due date, items ordered, quantity of items, price per unit, taxes applied, shipping (same information as with item), total amount to be paid, order processing status, billing/account details, notes and history.

What is order fulfillment?

Order fulfillment means the progress of sales interaction through the EasyERP system, from order placement in Shopify to products delivery to a customer. In EasyERP we have 3 basic stages of order processing: Allocated, Fulfilled, Shipped. Order fulfillment suggests picking the ordered products, preparing them for shipping, and creating the goods-out note for an order. In every order there is the Fulfill order button with further options. For further information, please, follow this link.

Is partial order fulfillment possible?

Yes, for instance you may give a command to fulfill an order but ship it later, or fulfill only certain items from an order with multiple products ordered.

What if order gets cancelled by a customer?

Shopify platform does not have order cancellation functionality. So an order can be cancelled in EasyERP, as it is your master system anyway. If you go to Order edit tab you can use the status button to change order status to Cancelled. This order update will not be updated on Shopify store because orders are synchronizing only in one direction - from Shopify to EasyERP. Items from a cancelled order become available again in stock.

What is a good-out note?

This is the document located in Inventory/Goods out notes section, confirming order fulfillment, which can also be sent along with the order. It contains all the required data: order ID, tracking reference, print/email options, delivery note.

Can I invoice the order?

Yes, in EasyERP when you go to order details there is the Receive invoice button that upon clicking generates a sales invoice for accounting purposes. For further information, please, follow this link.

Payments

Can EasyERP import payments from Shopify shop?

EasyERP multichannel inventory management system can track payments from Shopify shop.

What payment methods can be imported to EasyERP from Shopify?

All the methods that are accessible from Shopify, credit cards, Paypal, Amazon payments, Apple pay, Bitcoins.

Where can I check what payments are accessible in my country?

You can check what types of payments are available in your country in the Shopify documentation.

How many types of payment authorization are there?

Two, manual and automatic.

What does automatic authorization of payment mean?

It means that when customer enters the data of his credit card the money will be automatically charged from the customer.

What does manual authorization of payment mean?

It means that when customer enters the data of his credit card you will have to manually accept the payment in your administration panel.

Where can I switch the payment method?

To switch between two modes go to your shopify shop administration panel then Settings/Payments/Payment authorization.

What is the recommended payment method?

To gain maximal profit from using EasyERP multichannel inventory management system as your main system with Shopify, you will have to turn on Manual payment authorization.

Is the current payment system a final version?

The current version of the EasyERP multichannel inventory management system is not final, and will be updated.

How do I receive a payment in EasyERP?

Go to CRM/Orders chose necessary order and tap on Go to edit to receive invoice button at the top of the Order details menu. From this menu you can accept the money in the EasyERP multichannel inventory management system. To do so press the Receive Invoice button.

Listings and settings

Where can I add a sales channel and edit it in EasyERP?

Navigate to Settings/Integrations. There you can add new channels and edit the existing ones.

What is a ‘Listing’?

Listing is the number of products synchronized with a selected channel.

How to properly use ‘Resolve conflicts’ feature?

As you click on Resolve conflicts button (Settings/Integrations) you`ll see the list of conflicting products for all connected channels to decide upon. Three options available here: Skip, Merge, Duplicate. You can resolve conflicts one by one separately or in bulk with single action.

What is ‘Conflicted products’?

This shows the number of products in connected sales channels conflicting with the ones in EasyERP.

What is ‘Unlinked orders’?

This show the number of orders in connected channels that have no matching products in EasyERP stock.

How is the synchronization process set up?

It is set to happen every 15 minutes. It works in both directions: data from Shopify to EasyERP, and vice versa.

Can I change the automatic synchronization period?

No, but you can force the synchronization manually using the Sync button.

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