Difference between revisions of "Shopify Integration"

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Once all problems have been solved for at least one order from this list, you can try to ''Load Orders with Issues Again''.
 
Once all problems have been solved for at least one order from this list, you can try to ''Load Orders with Issues Again''.
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Once successfully loaded into HandiFox, orders from Shopify can be processed in the [https://play.google.com/store/apps/details?id=com.tecomgroup.handifoxonline HandiFox Online mobile app] in the same manner as all other sales orders. See [[Sales Orders]] and [[Picking and Packing]] for more information.
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After an order has been '''picked and packed''' in HandiFox, it will be '''marked as fulfilled''' in Shopify.
  
 
===Log===
 
===Log===

Revision as of 21:18, 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


This tab lists all your products that HandiFox knows about. This includes products that came from both QuickBooks and Shopify.

After setting up the integration with Shopify, this list will contain all products that existed in Shopify at that moment. To load newly created Shopify products, you can click Load From Shopify.

The Status column shows whether an item has been mapped with any product in Shopify, or vice versa.

Unless you've chosen otherwise in the settings, new HandiFox items will be automatically created for all Shopify products, and their status will be "Listed". If a product exists in Shopify but not in HandiFox, its status will be "Not Listed in HandiFox". If a product exists in HandiFox but not in Shopify, its status will be "Not Listed in Shopify" (this is common for products coming from QuickBooks).

For HandiFox to be able to process a Shopify order, all products on this order must be mapped with HandiFox products (i.e. have the "Listed" status).

You can click on any list entry to view details about a given product and control its mapping to the corresponding Shopify product record.

If a product is listed in both HandiFox and Shopify, the product view will show its details and give you the option to Unmap it from its Shopify counterpart. The two product records can then be mapped to different products.


Shopify panel in HandiFox: Individual product view


If the product you clicked exists only in Shopify but not in HandiFox (i.e. has the status "Not Listed in HandiFox"), you will be able to choose whether to create a new product in HandiFox automatically, or to map this product to one of the existing HandiFox items (that item must not be already mapped with any other product).


Shopify panel in HandiFox: Product view for an Unlisted Shopify item


You can filter the products list by status using the "Filter by" field. You can display only Listed products, products that are Not Listed in HandiFox, or products that are Not Listed in Shopify.

Orders

This tab lists unfulfilled orders from Shopify. All new orders placed in Shopify will shortly be detected by HandiFox and added to this list. You can click Load from Shopify to load new orders immediately. Depending on the integration settings, orders may be loaded into HandiFox after they are placed, or only after they are paid (default).


Shopify panel in HandiFox: Orders tab


For every order its fulfillment status and payment status is displayed, and you can filter the list by one or the other.

You can use the checkboxes in the leftmost column to mark multiple products on the list and apply Bulk Actions to them, such as marking the orders as fulfilled.

You can click Hfo-printer.PNG in any line of the list to print the given order.

Sometimes Shopify orders cannot be loaded into HandiFox because of data conflicts, for example, when a product from the order is not listed in HandiFox. Such orders will display under the Not Loaded category:


Shopify panel in HandiFox: List of orders with issues


If this category is showing a number next to its title, there are some orders that could not be loaded. You can switch to the Not Loaded category and review the issues with every order.

Click Show Details to list all found problems with a specific order. You can also click Details for further information on the issue and ways for solving it.

Once all problems have been solved for at least one order from this list, you can try to Load Orders with Issues Again.

Once successfully loaded into HandiFox, orders from Shopify can be processed in the HandiFox Online mobile app in the same manner as all other sales orders. See Sales Orders and Picking and Packing for more information.

After an order has been picked and packed in HandiFox, it will be marked as fulfilled in Shopify.

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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