Introduction to Shopify
Sell to your customers with Shopify and download orders to Cin7 Core. Sync inventory, pull sales information, and sync products to and from Shopify.
Prerequisites
You need the Ecommerce - Shopifypermission to view and make changes to Shopify integration settings.
You need one integration add-on per Shopify store.
You should know how to process a sale.
You should know how to create products.
Connect to Shopify
First, you must connect Cin7 Core to your Shopify store. You can link several Shopify stores to a single Cin7 Core account, with each linked store having its own independent catalog, logs, and settings. You need one available integration license per Shopify store you want to connect.
After authorizing the connection, you should also map Shopify tax rules, locations, and payment accounts.
Configure Shopify settings
Once you have connected to Shopify, you can customize your Shopify integration settings. This lets you download orders from Shopify as soon as they come in and process the order in Cin7 Core, process the order in Shopify and download information for your records after fulfillment, or many configurations in between. Shopify settings lets you manage:
When to download orders to Cin7 Core, when orders are either created, paid, or fulfilled
Whether to download individual orders or consolidate information into one order daily
Which stages of a sale (invoice, pick, pack, and ship), if any, should be auto-filled and authorized automatically
Which system's product information should take priority if there is a discrepancy
How to handle duplicate SKUs or product names in either system
Whether to download order tags, discount codes, custom properties to Cin7 Core
And much more!
Manage your product catalog
You can either download products from Shopify or upload products from Cin7 Core. Cin7 Core will first check if a matching product can be found, if no match is found Core will create a new product, otherwise the existing product is updated with any new information. Cin7 Core will automatically download products that are included in a Shopify order.
If there is a discrepancy in product information between Shopify and Cin7 Core, you can choose which data source takes priority. You can also allow Cin7 Core to be the data source when uploading while Shopify provides the data when downloading.
When your products in both systems are linked, you can change product links, break product links, update products with new information, and map products to specific locations.
Sync your stock levels
Stock levels are always pushed from Cin7 Core to Shopify, never from Shopify to Cin7 Core. When order information comes from Shopify to Cin7 Core, this adjust stock quantities in Cin7 Core and the updated quantity is uploaded to Shopify.
When you turn on automatic stock level updates, stock sync is pushed to Shopify automatically every time there is a change in the product stock level in Cin7 Core, such as a sale fulfillment, purchase order receipt, transfer, write-off, stock adjustment, or return. Listing or updating a product in Shopify always updates the stock quantity for that product.
Automatic stock updates are required to use buffer inventory and to allow customers to order products when out of stock.
Download customers
Cin7 Core will automatically create or match customers when capturing unconsolidated orders from Shopify. You can also manually download any customers that were not brought in automatically.
Download orders
Depending on your Shopify settings, you can process and fulfill sales completely in Shopify then download the completed order to Cin7 Core, capture draft sales and process all steps in Cin7 Core, or any combination in between.
When a Shopify store is connected to Cin7 Core, automatic notifications are triggered whenever a Shopify order is Created, Fulfilled, Paid, Canceled, or Deleted. Cin7 Coredownloads most orders from Shopify automatically, however, you can also download orders manually. Stock is allocated immediately, reducing the available quantity in Shopify and other connected sales channels.
Cin7 Core downloads each order as a pending order, and it is either immediately processed into a Cin7 Core sale or once a day becomes part of a daily consolidated sale.
You can optionally download discount codes, order tags, order source channel, and custom properties as part of the order.
Fulfill orders
You can either fulfill orders from Shopify or from Cin7 Core. When an order is fulfilled from Shopify, Cin7 Core downloads the order including completed fulfillment details and allocates stock from the fulfillment location.
When an order is fulfilled from Cin7 Core, Cin7 Core downloads the order according to your fulfillment processing mode, and you may have to manually complete the pick, pack, and ship stages. Fulfillment status and tracking number are shared with Shopify when Ship is authorized.
Returns, refunds, and cancellations
Shopify supports returns, refunds, and cancellations. Order cancellations and returns in Shopify are captured and downloaded to Cin7 Core to update your stock levels. Cancellations, refunds, or restocks in Cin7 Core are not sent to Shopify.
View sales over time
You can view sales and returns over time for all connected stores as well as each individual Shopify store from Shopify Overview screen. Press Update after changing the filter options to refresh the display with the new information.
Choose between showing:
Sales count: The cumulative sales count for the sales period. The sales count will not consider deleted and refunded sales, but every other sale will be considered.
Returns count: The cumulative returned sales count of all the shopify stores (that belongs to the filtered period) that are connected to this integration.
Gross sales: The cumulative sales values of all the shopify stores (that belongs to the filtered period) that are connected to this integration. The sales will not consider deleted and refunded sales, but every other sale will be considered.
Operations log
Each time when the user or Cin7 Core download sales, an appropriate record is added to the operation log. It also contains information about results of downloading, including the count of processed, skipped or canceled orders.
Common troubleshooting issues
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When attempting to list a product on Shopify, it may fail. This may be due to any of the following reasons:
Your product family contains more than 100 products/variations. Shopify has a limit of 100 variations per product. The first 100 variations will be successfully listed, but any additional variations will fail. The only way to resolve this is to restructure the Cin7 Core Product family to have less than 100 variations. You may need to remove listed variations from Shopify first.
Some of your products in a family have identical option values. Shopify requires that each variant in a product has a unique set of 3 option values.
There might be a problem with your connection to your Shopify store. Go to the Bulk Listing tab on the Cin7 Core Shopify Integration page and check if there is an Update Shopify Connection at the top. If there is such a button, click on it and wait for the connection between Cin7 Core and Shopify to be updated. Once the connection is working, that button should disappear.
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When attempting to update stock levels in Shopify, it may fail. This may be due to the following:
Shopify allows execution of up to 60 API calls per minute. To update the stock level for a single product/variant in a single location, one call is needed. If you have several locations and/or hundreds of products in each location, stock level updates may take longer than usual, if not fail entirely, due to this limitation. Cin7 Core is currently in discussions with Shopify on how to resolve this issue.