Shopify Connector - Setup Guide

This guide provides a step-by-step approach to integrating your Zedonk ERP with your Shopify store. By following these instructions, you will ensure a seamless flow of product data, inventory, and retail orders (if required) between the two platforms.

Important: Shopify Connector is an optional add-on. For further information, please contact [email protected]

Tip: The Barcodes module is required for the Shopify Connector.

You must be on the Shopify Growth, Advanced or Plus plan to connect with Zedonk.

#Step 1: Initial Connection

Before configuring settings in Zedonk, you must establish the secure link between the two platforms by installing the public app. Follow the steps outlined within the Shopify Connector - Overview and Activation article.

Once installed, let your Client Success Manager know you are ready to proceed. By default, a temporary blocker on imports to Zedonk is set so you can finalise the Product, Catalogue, ATS and Settings setup before going live.

Review the Overview paragraph of the Shopify Connector - Overview and Activation article and determine which Shopify Connector Version (V1, V2 or V3) you'd like to choose. Inform your Client Success Manager.

#Step 2: Configuration & Catalogue

Once the connection is authorised, proceed to Zedonk to prepare your products and available-to-sell stock.

1. Prepare your Products

2. Prepare Available to Sell Stock

If you chose the Shopify Connector V2 or V3, which imports retail orders to Zedonk, you will also need to create a Shopify Retail Customer and a Retail Order Tag in Zedonk:

• Prepare your System

#Step 3: Create Your Product Catalogue

In this step, you will define which products are included in the export tasks, such as Product Export, Product IDs Sync and Stock (ATS) Export.

• Shopify Connector - Create your Catalogue

#Step 4: Configure Connector Settings

Depending on the Shopify Connector version you chose, define the settings and rules for data synchronisation between Zedonk and Shopify:

• Settings for Shopify Connector V1 - Adjustments Only

• Settings for Shopify Connector V2 - Sales Order Import Only

• Settings for Shopify Connector V3 - Orders + Adjustment Import

#Step 5: Enable Alerts

Set up alerts to receive notifications if a sync fails (e.g., due to a missing SKU or data mismatch):

• Shopify Connector - Alerts/Notifications

#Step 6: Test the Integration

Before going live, perform manual tests to verify accuracy.

Tip: Let your Client Success Manager know you are ready to start testing, so they can lift the temporary blocker on the imports from Shopify.

1. Only required if you don't have products in Shopify - Test the Product Export:

   • Create and populate your Catalogue
   • In the Connector, select Connectors > Shopify > Actions > Product Export
   • Check your Shopify Admin to verify the product appears with the correct Title, Description, Price, and Image (as per your Connector Settings).

2. Test Inventory Sync:

   • Update the stock levels for your products in Zedonk (Prepare Available to Sell Stock).
   • Run Connectors > Shopify > Actions > Stock Export.
   • Verify the stock quantities update in Shopify.

3. Test Order Import:

   • Place a test order in Shopify using a test product.
   • Review Connectors > Shopify > Activity area and confirm that stock adjustments from a sale have been imported. Verify the sales stock adjustment appears in Zedonk's Products Stock Inventory Module (Adjustments) with the correct product/size and quantities.
   • Only required if you chose Shopify Connector V2 or V3 - Verify the order appears in Zedonk's Order module with the correct product/size, customer data, and quantities.

4. Test Refund/Restock Import:

   • Trigger a refund and restock on a test order in Shopify (Refund Adjustment).
   • Review Connectors > Shopify > Activity area and confirm that stock adjustments from a refund/restock have been imported.
   • Verify the refund/restock adjustment appears in Zedonk's Products Stock Inventory module (Adjustments) with the correct product/size and quantities.

#Step 7: Monitor and Troubleshoot

1. Check Activity:

   • Regularly review the Activity in the Shopify Connector.
   • Look for "Red" error flags. Common errors include barcode mismatch (the barcode in Shopify doesn't match Zedonk exactly or is missing). See Shopify Connector - Troubleshooting for more details.

2. Resolve Issues:

   • If a stock adjustment or an order fails to import, correct the data in Shopify or Zedonk and update the Shopify order or re-create a test Shopify order to confirm the error has been corrected.

#Step 8: Go Live

1. Enable Automation:

   • Once testing is successful, request your Client Success Manager to lift the blocker on the imports from Shopify and enable a scheduled export of ATS to happen every hour.

2. Handover:

   • You are now live! Your inventory and sales will sync automatically.