The Shopify Connector retrieves orders from Shopify and generates Sales Orders in BizCentric based on them.

During the creation of a sales order, if the Customer or Item is absent in BizCentric, the system will automatically generate a new Customer/Item by extracting the relevant details from Shopify.

How to Setup Connector?

Note to users of old Shopify Connector

If the Shopify Connector has not been configured on your BizCentric site, you can move on to the next step.

If you’re utilizing the old Shopify integration provided in BizCentric, you’ll need to deactivate the connector before proceeding further. Once the app is installed, it will transfer existing data, such as unique product IDs for items, to a separate document type. After configuring the new integration, you can verify the migration status by accessing the “Ecommerce Integration Log” document type.

App Installation

If your BizCentric site is hosted on Bizcentric Cloud, you can promptly install the app by navigating to your site’s Dashboard.

Create A Custom App in Shopify

1. Click on Apps in menu bar
2. Click on Develop apps for your store to create custom app
3. Create New app
4. Fill up the details and create app. The each app has its own API key, Password and Shared secret
5. Allow following permissions to the app.
   • Draft Orders – Read and Write
   • Orders – Read and Write
   • Location – Read
   • Customers – Read
   • Assigned fulfillment orders – Read and Write
   • Products – Read and Write
   • Product listings – Read and Write
   • Inventory – Read and Write

   your final admin scopes should look like this:

6. Install the app on your site.

Setting Up Shopify on BizCentric:-

After creating a Private App on Shopify, proceed to set up the App Credentials and other necessary details within Shopify Settings in BizCentric.

• To access Shopify Settings, navigate to: Awesome search bar > Shopify Setting.
• Enter the Shopify site URL, Access Token, and API Secret obtained from Shopify’s Private App.
• Configure settings for Customer, Company, and Inventory.
• Establish Sync Configurations. The system retrieves orders from Shopify and generates Sales Orders in BizCentric. You can also configure the BizCentric system to record payments and fulfillments against orders.
• Configure Tax Mapper. Define mappings for tax and shipping charges corresponding to those applied in Shopify. You can find the names of your taxes in your Shopify Admin page.
• Once all configurations are set, enable the Shopify sync and save the settings. This will authenticate the APIs with Shopify, initiating the synchronization of orders between Shopify and BizCentric.

Syncing Old Orders From Shopify

After completing the configuration for Shopify and enabling Shopify Syncing, you will also have the option to synchronize your previous orders from Shopify to BizCentric. This synchronization process will occur in the background and may take several hours, depending on the quantity of orders.

• Activate “Sync Old Shopify Orders” Specify the starting and ending dates for the orders to be synchronized.

Inventory Sync

You can update your inventory with Shopify for items that are synced from Shopify. Inventory sync occurs every hour through a scheduled job.

Changes in inventory levels of items since the last sync are pushed to Shopify. Inventory levels of BizCentric warehouses are mapped one-to-one with Shopify locations.

1. To enable inventory sync, click on the checkbox. This action will display a table to map BizCentric warehouses with Shopify Locations.
2. Select the sync frequency; it’s recommended to set it between 30 to 60 minutes.
3. Click on the “Fetch Shopify Locations” button to populate Shopify locations in the table.
4. Link each location with its corresponding BizCentric warehouse.
5. Save the settings once all mappings are completed.

Note:

• The connector assumes BizCentric as the main source of inventory information. Changes in BizCentric inventory levels will overwrite any changes made to Shopify inventory levels.
• Shopify does not support fractional quantities. If BizCentric detects fractional quantities, the inventory level on Shopify will be rounded down to the nearest whole number.

Item Sync

You can activate the synchronization of new BizCentric items to Shopify by selecting “Upload new BizCentric items to Shopify”.

Additionally, you can update Shopify items when modifying BizCentric items. The following fields are uploaded or updated:

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

The purpose of offering this functionality is to synchronize items with Shopify. It’s not feasible to directly map every field one-to-one. When an item is created on Shopify using this method, it’s automatically linked with BizCentric, preventing duplication. You can subsequently modify items on Shopify to include additional details.

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

Cancellation of Orders

This connector manages different cancellation scenarios as outlined below:

• If an order on Shopify is canceled and there are no invoices or delivery notes associated with it, the corresponding BizCentric Sales Order is also canceled.
• If the BizCentric Sales Order has linked documents, the status of the order on Shopify is reflected in the respective document. The user must then handle the cancellation and preparation of appropriate documents based on this information.