Steps to Link the Shopify Platform with the System
Table of Contents
Quick overview
The Shopify app lets you link your Shopify store to your account in the system, so customer orders reach the system and sales invoices are created for them automatically, and you can sync products between the store and the system. This article explains what is synced, where to follow it up, and how to control it.
What is synced
| Element | What happens |
|---|---|
| Orders | Shopify orders reach the system, and sales invoices are created for them automatically. |
| Products | Products can be synced between Shopify and the system by sending and receiving. |
| Products with options | Products with options (such as size and color) can be synced from Shopify, and the system creates Item Groups. |
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Note: An item group is a product with options, and it’s different from a bundle that consists of several products.
Invoice Sync History
The Invoice Sync History shows every invoice synced between your Shopify store and the system, and lets you easily check each operation. For each invoice, the history shows:
- The number.
- The type.
- The date.
- The value.
- The status.
- The failure reason, if the sync wasn’t completed.
You can resync failed records with one click, and narrow down the history with the available filters.
To access it: open the Shopify card from Sales Settings as in How to access above, then click Invoice Sync History.
Syncing a specific order
If an order didn’t reach the system, you can sync it manually with the order number or reference number from Shopify, and you can enter up to 100 numbers at a time. To do that, follow these steps:
- Open Invoice Sync History from the Shopify card in Sales Settings.
- Click the Sync New Order button.
- Enter the order number or reference number from Shopify. To sync more than one order, enter each number on a separate line.
- Confirm the sync, then review the result of each order in the history.
| Result | Meaning |
|---|---|
| Success | The order was synced. |
| Failed | The sync wasn’t completed, and the failure reason appears next to the record. |
| Record Not Found | The entered order number doesn’t exist in the linked Shopify account. |
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Note: The order number field is required; if you leave it empty, the sync doesn’t happen.
Stopping automatic invoice sync
You can control the automatic invoice sync and stop it from the integration settings. Stopping the sync doesn’t affect orders that were synced before, and you can enable it again at any time.
FAQs
Can products with options be synced from Shopify?
Yes, products with options can be synced from Shopify, and the system creates Item Groups.
Can I sync more than one order at the same time?
Yes, you can enter up to 100 order numbers at a time, each number on a separate line. Details in Syncing a specific order.
Does stopping the automatic sync affect previous orders?
No, it doesn’t affect orders that were synced before, and you can enable the sync again at any time.
Where do I follow up on the invoices synced from Shopify?
card in Invoice Sync History from the Shopify card in Sales Settings.