Connect to Shopify

Connect to Shopify

Connect your Shopify store to Cin7 Core to keep your stock levels in sync, share product information between the two platforms, and download order information to Cin7 Core.

Once you have connected to Shopify, your next steps will be listing products to Shopify or downloading products from Shopify.

Prerequisites

Connect Shopify to Cin7 Core

First, you must connect Cin7 Core to Shopify. You can link several Shopify stores to a single Cin7 Core account, with each linked store having its own independent catalog, logs, and settings. Each connected store requires an integration connection in your subscription plan.

  1. Select Integration from the main menu, then Shopify.

  2. Click + to connect a new store.

  3. Click Connect to Shopify. You will be redirected to the Shopify login screen.

  4. Enter your details and continue.

  5. Confirm data sharing between Shopify and Cin7 Core.

  6. Click Update App to continue. You will be directed back to Cin7 Core to complete the setup.

Configure integration settings

Your Shopify settings control when orders are captured, how fulfillments are processed, automatic stock updates, order consolidation, and more. See Shopify settings for a detailed explanation of each setting and use cases.

Whether you want to pull sales from Shopify and process orders and fulfillments in Cin7 Core, or handle everything through Shopify but use Cin7 Core to record order history, accounting transactions, and stock levels, Cin7 Core's flexible settings let you configure your integration to match your business needs.

Link Shopify and Cin7 Core tax rules

You will need to link Shopify and Cin7 Core tax rules before you can download orders. Orders containing an unmapped tax rule cannot be processed into sales in Cin7 Core.

  1. Click Load from Shopify to bring any tax rules from Shopify that have not been picked up by Cin7 Core. Tax rules that are part of a sale order should automatically be captured here.

  2. Map each tax rule from Shopify to a tax rule in Cin7 Core.

Tax mapping also picks up some rules from Core that may not be part of your Shopify tax rules. Please map a tax rule to the default rules also to avoid errors.

Link Shopify locations to Cin7 Core locations

Mapping Shopify locations to Cin7 Core locations allows you to update stock levels accurately and enables features like partial fulfillment. Your Shopify store will show the correct quantities for sale, and your sales will take stock from correct locations. If you do not map locations, your Shopify store will calculate stock availability from the sum of stock levels in your default location for online sales.

  1. Click Load from Shopify to bring any locations from Shopify that have not been picked up yet by Cin7 Core. Cin7 Core will download locations automatically with sales.

  2. Select a location in Cin7 Core to map to each Shopify location. You can also select All locations, which will calculate stock availability from the sum of stock levels in all of your Cin7 Core locations.

When a product is sold in Shopify, this will reduce stock of that product in either the sale location (if a sale is captured before fulfillment) or the fulfillment location (if a sale is captured after fulfillment, including Shopify POS sales). See Fulfillment for Shopify online sales.

You will need to map products to locations when you have listed or downloaded products to accurately update stock levels to different locations. You can do this when you list products to Shopify or when you have downloaded products from Shopify.

Link Shopify payment methods to payment accounts

Linking Shopify payment methods to payment accounts lets Cin7 Core capture payments made against orders in Shopify and automatically add payments to sale invoices.

  1. Click Load from Shopify to bring any payment methods from Shopify that have not been picked up yet by Cin7 Core.

  2. Choose an account that can receive payment from your Cin7 Core chart of accounts for every payment method.

This mapping is not mandatory; orders will still be captured and downloaded from Shopify, but you must manually add payments to invoices in Cin7 Core. You may prefer to keep invoices open and then reconcile them with payouts from Shopify.

Disconnect from Shopify store

We do not recommend disconnecting and reconnecting to Shopify. This breaks connections orders in both platforms, and cause problems if you need to process a refund for a historical order after reconnecting.
If you are having technical issues that you want to solve by disconnecting, please contact Cin7 Core support first to see if there is an alternative method to resolve your problem. If no alternative method is available, our support team will guide you through the disconnection and reconnection process minimizing disruption to your business.

Disconnecting from a Shopify store removes all associations between Cin7 Core objects (products, orders, customers) and Shopify objects.

  1. In your Shopify integration, go to the Setup section.

  2. Go to Disconnect from your Shopify store.

  3. Click Disconnect from Shopify store.

 

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