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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 the quantity shipped, date shipped, and any tracking information (Shipper, Tracking Number & Tracking URL.)

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

The following data is uploaded to Shopify:

  • Items that are configured to upload via the Items to Upload setting
    • Basic Item data
      • Item Number -> Variant.SKU
      • Item Description 1 and 2 -> Product.Title
      • 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
      • Price based on customer type from Connector Customer Type -> Variant.Price - Pricing is calculated using our standard pricing logic except that price codes utilizing a customer number are ignored.
      • 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 that are configured to upload via the Customers to Upload setting
    • 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
  • Invoices that came from sales orders downloaded from Shopify
    • Invoice Date -> Date Shipped
    • Tracking Numbers
      • Shipper
      • Tracking URL
    • Lines
      • Quantity Shipped

The BirdDog Shopify Connector monitors Shopify for changes and downloads them

  • Customers
    • Accounts Receivable Next Customer Number -> Customer Number
    • First Name and Last Name -> Name
    • Default Address.Address1 -> Address1
    • Default Address.Address2 -> Address2
    • Default Address.City -> City
    • Default Address.Province -> Province
    • Default Address.Zip -> Zip
    • Default Address.Country -> Country
    • Default Address.Phone -> Phone
    • Email -> Email
    • Connector.Customer Type -> Customer Type
    • Connector.Terms -> Terms
    • Connector.Sales Person -> Sales Person
    • Connector.Ship Via- > Ship Via
    • Connector.Tax Code/Schedule -> Code/Schedule
    • Tax Exempt -> Taxable
  • Orders 
    • Notes
      • Canceled orders on the Shopify side are ignored
    • Header
      • Order Entry Setup Next Order Number -> Order Number
      • Customer number from order or Connector Guest Customer Number -> Customer Number
      • Shopify Order Number -> PO Number
      • Billing Address
      • Shipping Address
      • Ecommerce -> Order Source
      • Customer.Contact -> Ordered By Name
      • Email -> Ordered By Email
      • Phone -> Ordered By Phone
      • Order Comments
        • Shopify Order Number
        • Tags - note that these will only come down if the tag is added before the connector is run; if added after the fact, the tag will not be downloaded
        • Notes
        • Meta Fields
      • Customer.Sales Person -> Sales Person
      • Customer.Ship Via- > Ship Via
      • Customer.Tax Code/Schedule -> Code/Schedule
      • Tax Amount
      • Tax Amount / Order Total -> Tax Percentage
      • Freight Amount
      • Payment Method -> Terms Code based on payment method mapping, see here for additional info
      • Payment Transactions marked as Sales or Capture -> Payment amount using the Terms Code G/L cash account or default G/L cash account from Accounts Receivable setup if the Terms Code G/L cash account hasn't been configured.
    • Lines
      • SKU -> Item Number
      • Quantity -> Quantity Ordered
      • Price - Total Discount -> Unit Price
        • Note - Discount is not set using the Discount % field because Shopify uses a Discount Amount field and trying to translate that to a Discount % can result in percentages that cannot be represented by the Discount % data type.