Shopify Connector

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Looking to integrate a Shopify site with Sage 100? No problem.

BirdDog Software’s Shopify Connector connects all of the important details between your site and Sage 100 and brings your Ecommerce orders in automatically for fulfillment.

Integration points include:

For a more thorough explanation check out our product documentation below.

 

Setting Up The Connector In Enterprise

Configuration Guide

To get the Shopify Connector setup and running properly you will need to perform the following actions:

  1. Create an App on the Shopify side
  2. Setup the Shopify Connector
  3. Setup a job to automate pushing subsequent changes up to Shopify and downloading orders from Shopify to your local ERP. Have this job run immediately to push initial data up to Shopify.

Create a Private App

On the Shopify site, you will need to:

  1. Go to Apps
  2. Click on the Manage private apps link
  3. Create a new private app
    • Name this app something like BirdDog or BDSW
    • Give Read & Write permissions to everything. This includes the stuff initially hidden behind the "disabled Admin API permissions" link
    • Do not check the Allow storefront data checkbox
    • Save
  4. Copy the Admin API Password. You don't need the API key.

Setup the Shopify Connector

To configure a BirdDog website to use Shopify:

  1. Go to System Management > System > Connector Accounts
  2. Click Add
  3. Enter your Shopify Credentials
    • Type: Shopify should be selected in this dropdown list.
    • Password: Paste that Admin API Password you copied earlier.
    • URL: URL of your site. Shopify should provide this. It should be mysite.myshopify.com. You do not need to include http://
    • Terms Code: Select the terms code for new customers from this dropdown list.
    • Customer Type Code: Select the customer type code for new customers from this dropdown list.
    • Sales Person #: Select the sales rep for new customers from this dropdown list. Typically, this will be something like WEB.
    • Ship Via Code #: Select the ship via for new customers from this dropdown list.
    • Tax Schedule or Tax Code: Select the appropriate code for new customers from this dropdown list. These are mutually exclusive so you can assign a tax schedule or a tax code to a new customer, but not both.
    • Notify Email: Email address to receive activity reports from the connector.
    • Root Category: This limits the upload of structure and items, which allows you to operate multiple Shopify sites from the same database but only utilize items appropriate to a particular store. If blank, all items and customers in the database will be used.
    • Location: Select the default warehouse location for new customers from this dropdown list.
  4. Once you are satisfied with your setup, click Save.

Create the Job & Run It Immediately

To ensure a BirdDog website connects properly to the provided Shopify URL, you will need to:

  1. Go to System Management > Automation > Jobs
  2. Click on the Add Job button
  3. Select Run Connectors and Add.
  4. Schedule the job according to how frequently you want it to run (for example, every hour or at a certain time each day.)
  5. Click on Save and Execute job. This forces the job to run immediately, which pushes all initial data up immediately.
  6. Save.

Check for Downloaded Orders

  1. Once the Job has run, any downloaded orders will be assigned to the appropriate customer.
  2. Click on Change Customer at the top and Select the customer you wish to review.
  3. Navigate to Customer Service | Open Orders.
  4. Click on the link for the order.

 

How It Works

The BirdDog Shopify Connector monitors your data for updates (add, change, or delete) and sends that to Shopify while also monitoring Shopify for new orders.

New orders placed on Shopify will go through the following workflow:

  1. New Order is placed on Shopify
  2. Shopify Connector downloads Order
  3. The sales order is invoiced and posted
  4. Shopify Connector notifies Shopify that the order has been shipped and uploads any tracking numbers

Note: The item/location to use will come from the location set on the connector, if the item does not have this item/location than the item's default location will be used.

The following data is uploaded to Shopify:

  • Basic Item data
    • Item Number -> Variant.SKU
    • Item Description 1 and 2 -> Product.Title
    • Price based on customer type from Connector Customer Type -> Variant.Price
    • Product Type comes from the following values
      • Web Category the item is in (if using PIM)
      • The custom field named "Product Type", if it exists
      • Item's product category's description
    • Item/Location Price -> Variant.Compare At Price
    • Item/Location Quantity Available -> Variant.Inventory Quantity
    • Item/Location Quantity Available -> Variant.Inventory Quantity Adjustment
    • Variant.Old Inventory Quantity set to zero
    • UPC Code -> Product.Bar Code
    • Weight -> Product.Weight
    • Product.Weight Unit set to "lb"
    • Taxable -> product.Taxable
    • Item.Free Shipping inverted -> Variant.Requires Shipping
    • Variant.Inventory Management set to "shopify"
  • Rich Item data (If using Product Information Management)
    • Short Description -> Product.Title
    • Long Description -> Product.Body HTML
    • Meta Keywords -> Product.Tags
    • Uploads the highest quality image, using the following priority:
      • Original Image
      • Large Image
      • Medium Image
      • Small Image
      • Icon Image
  • Customers
    • Name -> Default Address.Name
    • Address1 -> Default Address.Address1
    • Address2 -> Default Address.Address2
    • City -> Default Address.City
    • Province -> Default Address.Province 
    • Zip -> Default Address.Zip
    • Country -> Default Address.Country
    • Phone -> Default Address.Phone
    • Email -> Email
    • Name -> First Name
    • Verified Email set to True

The BirdDog Shopify Connector monitors Shopify for new Orders and downloads them:

  • Download from Shopify to your ERP:
    • New Customers
    • Orders
      • Order Number set from next number in Order Entry
      • Shopify Order Number -> PO Number
      • Cancelled orders on the Shopify side are ignored
    • Order Lines

 

Setting Up the Connector In Enterprise Windows

Configuration Guide

To get the Shopify Connector setup and running properly you will need to perform the following actions:

  1. Create an App on the Shopify side
  2. Setup the Shopify Connector
  3. Run Connectors to push initial data up to Shopify
  4. Setup a job to automate pushing subsequent local ERP changes up to Shopify and downloading orders from Shopify to your ERP

Create a Private App

On the Shopify site, you will need to:

  1. Go to Apps
  2. Click on the Manage private apps link
  3. Create a new private app
    • Name this app something like BirdDog or BDSW
    • Give Read & Write permissions to everything. This includes the stuff initially hidden behind the "disabled Admin API permissions" link
    • Do not check the Allow storefront data checkbox
    • Save
  4. Copy the Admin API Password. You don't need the API key.

Setup the Shopify Connector

To configure Enterprise for Windows to use Shopify, you need:

  1. Go to Maintain > Setup > Connector Accounts
  2. Click Add
  3. Enter your Shopify Credentials
    • Type: Shopify should be selected in this dropdown list.
    • Notify Email: Email address to receive activity reports from the connector.
    • Password: Paste that Admin API Password you copied earlier.
    • URL: URL of your site. Shopify should provide this. It should be mysite.myshopify.com. You do not need to include http://
    • Terms Code: Select the terms code for new customers from this dropdown list.
    • Customer Type: Select the customer type code for new customers from this dropdown list. This customer type also controls the pricing that is sent up to Shopify.
    • Sales Person: Select the sales rep for new customers from this dropdown list. Typically, this will be something like WEB.
    • Ship Via: Select the ship via for new customers from this dropdown list.
    • Order Type: This determines what order format - Order, Invoice-type order, or Quote - new Shopify orders will be downloaded into the ERP as. By default, Order is selected.
    • Order Number: This determines number format is used for orders downloaded from Shopify. Next Order Number will use whatever the next order is in the ERP while Order From Remote Sysem will pull down the Shopify order number.
    • Tax Schedule or Tax Code: Select the appropriate code for new customers from this dropdown list. These are mutually exclusive so you can assign a tax schedule or a tax code to a new customer, but not both.
    • Location: Location assigned to new customers and orders downloaded from Shopify. Also used as the default location for quantities sent to Shopify. If this location does not exist for a specific item being upload then the item's default location will be used.
    • Items To Upload: Select the appropriate options from this dropdown list. This will determine what items are uploaded from your ERP to Shopify. The options are:
      • None - self-explanatory
      • All - also self-explanatory. Note that when we say All, we mean it so if you have a lot of items, be prepared for a wait when you run the Connector
      • Webcategory - selecting this unhides a Root Category field. This limits the upload of structure and items, and allows you to upload only items on the specific webcat page to Shopify. If blank, all items and customers in the database will be used. You can plug in either the page's GUID or a functional Code which is set when editing the page.
      • Query - selecting this unhides a Query for Items dropdown. On it, you can select queries saved in the system (System Management | System | Queries)
    • Customers To Upload: Select the appropriate options from this dropdown list. This will determine what items are uploaded from your ERP to Shopify. Note that Shopify requires an email address for their customers, so you will need to ensure that one exists on your ERP's customer. Although it is legal in many ERPs, Shopify does not allow multiple customers to share email addresses, so you will need to ensure that is not the case in your system. The options are:
      • None - self-explanatory
      • All - also self-explanatory. Note that when we say All, we mean it so if you have a lot of items, be prepared for a wait when you run the Connector
      • Query - selecting this unhides a Query for Customers dropdown. On it, you can select queries saved in the system (System Management | System | Queries)
    • Customer No For New Customers: Select the appropriate option from this dropdown list. This will determine how the system writes from your ERP. The options are:
      • Next Customer Number: Selecting this writes a new customer created in Shopify down into the ERP as the next customer number according to the proper range. Note also that if this is selected, the system will also download existing customers from your ERP into Shopify.
      • Guest Customer Number: Selecting this option unlocks the Guest Customer No field (which must be populated with your ERP's guest customer number) and then writes all new customers from Shopify into your ERP with that guest customer number.
    • Starting Shopify Order ID: This is used in the event that you've got older Shopify orders that have already been manually created in your ERP, so you'd populate this with the first Shopify order that you do want to download.
  4. Once you are satisfied with your setup, click Save and then Close.

Run the Shopify Connector Manually

During initial configuration and anytime you want to force the process after that you can run the connector manually:

  1. Enterprise for Windows > Processes > Run Connectors

Create the Job

To ensure BirdDog keeps the data flowing between your ERP and Shopify automatically you will need to:

  1. Go to Maintain > Jobs
  2. Click on the Schedule New Job button
  3. Select Run Connectors in the Job dropdown list
  4. Schedule the job according to how frequently you want it to run (for example, every hour or at a certain time each day.)
  5. Save.