Difference between revisions of "Shopify Integration"

Revision as of 19:12, 17 May 2018

This article is a work in progress. Check back in a few days.

Introduction

Integration with Shopify will allow you to use HandiFox for order fulfillment through the use of Picking and Packing feature. Products listed on an order can be scanned into the pick list to ensure that correct articles and quantities are shipped (see Picking and Packing and Barcoding). Once the order is picked and packed, HandiFox will mark the Shopify order as fulfilled. An invoice and the corresponding payment will be generated for this order in QuickBooks, so that your Shopify sales leave a trace there as well.

Setting up the Integration

All Add-ons page of HandiFox Online web app

To connect your Shopify store with HandiFox, go to Integrations → All Add-ons and click Connect in the Shopify section.

Shopify integration wizard in HandiFox Online - start

You will be presented with a brief description of what will happen with your Shopify data during the integration process. Review it, then click Continue.

Creating a Private App in Shopify

Shopify integration wizard in HandiFox Online - step 1

Sign into your Shopify account and create a new private app record for HandiFox as shown on the page. Click Next.

Shopify integration wizard in HandiFox Online - step 2

In Shopify, fill in the name and set the permissions for the private app, as shown on the page. Click Next.

Connecting the App

Shopify integration wizard in HandiFox Online - step 3

After the private app creation is complete is Shopify, you will be able to see its API Key, the Password and the Shared Secret required for the connection. Copy this information into HandiFox. You will also need to enter your store's name, as seen in the address bar of the browser.

When you have finished filling in the connection info, click Test Connection. If the test is successful, click Next to proceed. Otherwise, double-check the entered data and make sure everything is correct.

Filling in the Settings

Shopify integration wizard in HandiFox Online - step 4

Now you need to fill in the integration settings which affect how products and orders from Shopify will be loaded into HandiFox. These settings will also be available in the Shopify Panel of HandiFox once the integration is set up. See below if you need details on what each of these settings does.

When you are finished with the settings, click Next.

Synchronizing

Shopify integration wizard in HandiFox Online - step 5

Now everything is ready for HandiFox to synchronize with Shopify and load its products. At this point you can also choose to download existing open orders from Shopify into HandiFox for a certain period (orders placed from this point onward will be added automatically).

When you are done, click Complete & Start Sync to finish the setup.

Shopify Panel in HandiFox

Once the integration with Shopify is set up, the Shopify panel will be located under Integrations → Shopify. It serves to manage the products and orders loaded from Shopify, resolve issues and control the integration settings.

Products

Shopify panel in HandiFox: Products tab

Shopify panel in HandiFox: Individual product view

Orders

Shopify panel in HandiFox: Orders tab

Shopify panel in HandiFox: List of orders with issues

Log

The Log tab displays a log of all events that happen during data exchange between HandiFox and Shopify: what products and orders have been downloaded and other activity. It is primarily for troubleshooting purposes.

Settings

Shopify panel in HandiFox: Settings tab

Processing Shopify Orders in HandiFox

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