Shopify App Installation Guide

This article describes the Shopify App setup within Stock&Buy

The Shopify App integration allows you to automatically sync your Shopify store data such as products, variants, sales and contacts with your Stock&Buy account. Before you install the Shopify integration, it is important to familiarize yourself with how Stock&Buy synchronizes data with Shopify first. 

Install the Shopify Integration

To install the Shopify App, follow these steps:

  1. Login to your Stock&Buy account
  2. Go to the Integrations page
  3. Lookup the Shopify Integration tile
  4. Click on Install
  5. Click Install my store now
  6. A dialog will popup where you to enter your Shopify store name. Remember to enter your Shopify store name without https:// and .myshopify.com parts
  7. You will be directed to your Shopify store in order to give Stock&Buy access to your Shopify account data
  8. Once the step above is completed, you will automatically be brought back to Stock&Buy to configure your Shopify installation

Configure your Shopify Integration

The configuration section is the last step in installing your Shopify Integration with Stock&Buy. If you have successfully completed the steps in the previous section, you will be directed to the integration configuration page.

The Shopify integration configuration page allows you to configure the data sync policy between your account and Shopify. The configuration has four configuration sections:

1. Inventory levels Synchronization

This section of the configuration page allows you to define how your inventory stock levels should be synced with Shopify.

You can configure your inventory levels to sync in three ways:

Do not sync

In this mode, inventory levels between Stock&Buy and Shopify are completely disconnected. Changes performed in Stock&Buy will not sync to Shopify. Inventory level changes performed in Shopify won’t sync to Stock&By either. This mode offers a complete isolation between Shopify and Stock&Buy.

Sync from Stock&Buy to Shopify

In this mode, inventory levels sync in one direction only, that is from Stock&Buy to Shopify. This configuration makes Stock&Buy the master of your stock levels. Any stock level changes made directly in Shopify will be overwritten by Stock&Buy. Inventory level changes such as stock adjustments, stock transfers and purchases must be performed within Stock&Buy. Inventory level changes recorded in Stock&Buy automatically sync to your connected Shopify stores.

Sync from Shopify to Stock&Buy

In this mode, inventory levels sync in one direction only, that is from Shopify to Stock&Buy. This configuration makes Shopify the master of your stock levels. Any stock level changes made directly in Stock&Buy will be overwritten by Shopify. Inventory level changes such as stock adjustments, stock transfers and purchases can still be performed within Stock&Buy but the stock level figures might be inaccurate as these get overwritten by Shopify.

2. Location Mapping

The location mapping configuration goes hand in hand with the inventory levels synchronization described earlier. The locations mapping defines how locations defined in your Shopify store link to warehouses in Stock&Buy.

As an example, let’s assume you have three locations on your Shopify store: Location A, Location B and Location C. If you plan to manage these locations separately in Stock&Buy then you should have three separate warehouses defined in Stock&Buy. The mapping would look like:

In this setup, and depending on the inventory levels synchronization, stock levels at “Stock&Buy Location A” will automatically sync to “Shopify Location A”. “Stock&Buy Location B” will automatically sync to “Shopify Location B” and “Stock&Buy Location C” will automatically sync to “Shopify Location C”.

Another important to point out is the default location to use when orders are created. This setting is required to help Stock&Buy allocate stock when new orders are created. This is because Shopify does not assign a location to newly created orders via the web store front. The system will automatically read the correct location from Shopify when the order is fulfilled.

3. Product Synchronization

This section of the configuration page allows you to define how your product information such as the product name, description, tags should be synced with Shopify.

Similar products across multiple stores

Visible only when you have more than one store connected to Stock&Buy, this setting indicates how similar products across multiple stores should be identified. There are three ways similar products across stores can be identified:

By name: In this mode, the system will consider products with a similar name as being the same and will link them together.

By SKU: In this mode, the system will consider products with a similar SKU as being the same and will link them together.

By barcode: In this mode, the system will consider products with a similar barcode as being the same and will link them together.

When Stock&Buy imports your products, it will run a check to make sure no duplicate products exist. The check is performed on the property selected above (by name, SKU or barcode). Duplicate products will be ignored as the system won’t be able to link them together.

Synchronization Mode

You can configure your inventory levels to sync in four ways:

Do not sync

In this mode, product information between Stock&Buy and Shopify are completely disconnected. Changes performed in Stock&Buy will not sync to Shopify. Changes you perform on your products in Shopify won’t sync to Stock&By either. This mode offers a complete isolation between Shopify and Stock&Buy.

Sync from Stock&Buy to Shopify

In this mode, product information sync in one direction only, that is from Stock&Buy to Shopify. This configuration makes Stock&Buy the master of your product details. Product changes made directly in Shopify will be overwritten by Stock&Buy.

Sync from Shopify to Stock&Buy

In this mode, product information sync in one direction only, that is from Shopify to Stock&Buy. This configuration makes Shopify the master of your product details. Product changes made directly in Stock&Buy will be overwritten by Shopify.

Sync both ways

In this mode, product information sync in both directions. Product changes you make in Shopify will automatically sync to Stock&Buy and changes you perform in Stock&Buy will automatically sync to Shopify.

Product Information Synchronization

You can setup Stock&Buy to sync (or not) language sensible attributes such as the product name, description, tags and options. This give you more control on which attributes should be synchronized between Shopify and Stock&Buy.

4. Pricing Synchronization

This section of the configuration page allows you to define how your pricing information should be stored and synced with Shopify.

Currency exchange rate

Stock&Buy has native support for multiple currencies and can handle a wide range of them. Stock&Buy stores prices in the base currency defined under your Account settings. The system automatically converts prices in foreign currencies to the base currency when stored. The stored prices will be converted back to their original foreign currency when pushed back to Shopify.

Pricing synchronization modes

You can configure your inventory levels to sync in three ways:

Do not sync

In this mode, pricing information in Stock&Buy and Shopify are completely disconnected. Changes performed in Stock&Buy will not sync to Shopify. Changes you perform on your products in Shopify won’t sync to Stock&By either. This mode offers a complete isolation between Shopify and Stock&Buy.

Sync from Stock&Buy to Shopify

In this mode, pricing information sync in one direction only, that is from Stock&Buy to Shopify. This configuration makes Stock&Buy the master of your pricing information. Any change made to your product prices in Shopify will be overwritten by Stock&Buy.

This mode is not recommended if you have third party apps which change prices in Shopify.

Sync from Shopify to Stock&Buy

In this mode, pricing information sync in one direction only, that is from Shopify to Stock&Buy. This configuration makes Shopify the master of your pricing information. Any change made to your product prices in Stock&Buy will be overwritten by Shopify.

Price lists

Defines the pricing list to use to store your product pricing information. As of today, Stock&Buy has support for two pricing lists, retail and wholesale.

Once you are done with configuring your integration, Click on Import products at the bottom of the page to start importing your products into Stock&Buy.

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