Welcome to the Shopify Installation Guide! In this comprehensive guide, we will walk you through the step-by-step process of setting up and configuring the integration between Stock&Buy and Shopify. This integration allows you to automatically sync your Shopify store data, such as products, variants, sales, and contacts, with your Stock&Buy account. Before you proceed with this guide, it is important to familiarize yourself with how Stock&Buy synchronizes data with Shopify first.
Overview
The Stock&Buy to Shopify integration allows you to configure the synchronization in four main sections. Here is a brief overview of the sections:
- Inventory levels Synchronization – defines the way your stock levels are synchronized
- Location Mapping – defines the link between your Shopify locations and Stock&Buy warehouses
- Product synchronization – defines the way your products and their attributes are synced
- Pricing Synchronization – defines the pricing synchronization between two platforms.
Installation steps
- Visit the Stock&Buy page on Shopify App Store
- Click on Add app. (If you are not logged in, you will be asked to complete the authorization)
- You will be directed to your Shopify store in order to give Stock&Buy access to your Shopify account data.
- Once the step above is completed, you will automatically be brought 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. Now let’s dive into each section in detail:
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 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. 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. 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.
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 this:
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”.
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.
Synchronization Mode
You can configure your products 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.
New products sync
This section allows you also to define how newly created products will sync to your Shopify. You can sync new products to your Shopify admin without publishing them on your web front or disable the sync for newly created products.
Product Information Synchronization
You can setup Stock&Buy to sync (or not) language-sensible attributes such as the product name, description, and other options like tags, options, etc. This gives you more control over which attributes should be synchronized between Shopify and Stock&Buy. Here are the important notes about some of the items.
Pricing synchronization
This section allows you to define how your pricing information will sync between Stock&Buy and Shopify.
Currency exchange
When you install a store, the system will ask you to assign a price list to your product prices on your store. If your store has a currency other than your base currency, you will need to create a Price List that is in your store’s currency and choose that price list for your store, as displayed in the screenshot below. You can find more details about Price Lists in this article.
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 is 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.
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. You can learn more about Price Lists in this guide.
Cost Synchronization
Defines how your cost data will be synchronized between two platforms. It has only two modes that you can choose from:
Do not sync
In this mode, cost information in Stock&Buy and Shopify is 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, cost 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.
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.
