Shopify Integration

Shopify Integration

The Shopify Connector retrieves orders from Shopify and generates sales orders in ERPNext in relation to those orders.

If a customer or item is absent from ERPNext when establishing a sales order, the system will create a new customer or item by obtaining the necessary information from Shopify.

How to Setup Connector? Shopify Connector is now available on the Frappe Cloud Marketplace as a Frappe App, rather than through ERPNext.

Note to users of old Shopify Connector

You can move on to the next step if the Shopify Connector has not been configured on your ERPNext site.

You must first disable the connector if you are utilizing the outdated Shopify connectivity that ERPNext offers. After the app is installed, it will move existing data to a different doctype, such as the unique product id for each item. When you are finished configuring the new integration, visit the "Ecommerce Integration Log" doctype to check the status of the migration.

App Installation

• By visiting to your site's Dashboard, you may rapidly install the app if Frappe Cloud is hosting your ERPNext site. The application is offered in the Frappe Cloud Marketplace.
• To get the app loaded on your site if Frappe is hosting it, submit a support ticket.
• You can use the Frappe bench to install ERPNext if you're self-hosting it. To install Frappe Apps, consult the bench documentation. ecommerce integrations bench get-app —branch main

The repository for app is hosted on GitHub: http://github.com/frappe/ecommerce_integrations/

Create A Custom App in Shopify

1. Choose Apps from the menu bar.
2. To develop a unique app, click on Create apps for your store.
3. New App Creation
4. Complete the fields and build the app. Every application has a unique API key, password, and shared secret.
5. Give the app the following permissions.

• 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. Put the app on your website.

Setting Up Shopify on ERPNext:

Setup App Credentials and other information in Shopify Settings in ERPNext after creating a Private App on Shopify.

To access Shopify Settings, go to: Awesome search bar > Shopify Setting

1. Use the Shopify Private App to fill out the Shopify site URL, Access Token, and API Secret.
2. Configure your customers, business, and inventory.
3. 4. Configure Sync Settings. The solution creates Sales Orders in ERPNext and retrieves Orders from Shopify. The ERPNext system can be set up to record payments and order fulfillments.
4. Configure Tax Mapper. For each tax and shipping charge you apply in Shopify, prepare a tax and shipping charge mapper. From your Shopify admin page, you can find the names of your taxes.

Enable the Shopify sync after completing all configurations, then save the changes. This will start the order sync between Shopify and ERPNext and register the APIs with Shopify.

Syncing Old Orders From Shopify You also have the option to sync your previous orders from Shopify into ERPNext once you've finished setting up Shopify and enabled Shopify Syncing. Depending on how many orders you have, this synchronizing may take several hours to complete.

1. Set "Sync Old Shopify Orders" to "On."

2. Type the dates between which the orders need to be synchronized (from and to).

Inventory Sync For items that are synchronized from Shopify, you can update your inventory through Shopify. Every hour, an automated job syncs the inventory. Items with updated inventory levels since the last sync are sent to Shopify. ERPNext warehouse inventory levels are 1:1 linked to Shopify locations.

1. Clicking the button to enable inventory sync will display a table that shows how to map the ERPNext warehouse to the Shopify location.
2. Decide on the sync frequency. Regular intervals of 30 to 60 minutes are advised.
3. To add Shopify locations to the table, click the "Fetch Shopify Locations" button.
4. Connect every place to the ERPNext warehouse.
5. Save the configuration.

Please take note that any modifications made to Shopify inventory levels will be overwritten by ERPNext if ERPNext inventory levels change, as this connector expects that ERPNext is the primary source of information about inventory levels.

Please take note that Shopify does not allow fractional quantities. The inventory level on Shopify will be established by rounding it down to the nearest whole number if a fractional quantity is identified in ERPNext.

Item Sync By selecting "Upload new ERPNext items to Shopify," you can enable the sync of new ERPNext products with Shopify.

By upgrading an ERPNext item, you can also edit a Shopify item.

Following fields are uploaded / updated:

In Shopify, all items are by default classified as Draft and not listed in any stores.

To sync items with Shopify, this functionality is offered. It is impossible to map each field one to one. When an item is created on Shopify using this technique, it is linked with ERPNext, removing any chance of duplicate. Later, you can edit Shopify items to include more information.

Note: Neither data import nor variation / template items support this capability.

Cancellation of Orders This connector responds to several cancellation scenarios as follows:

1. If a Shopify order is canceled and neither an invoice nor a delivery note are attached to it, an ERPNext sales order is canceled.
2. The status of the order on Shopify is added to the relevant document if ERPNext Sales Order has any connected documents. Based on this information, the user must cancel and prepare the relevant paperwork.