Connect to Shopify


Click on your company name in the top right then select "Settings" . 


In the "Settings" menu, scroll down and select "Integrations".


Click on "Add +"  in the top right-hand corner.


The "Add Integration" page will show. Click on the "Shopify" icon. You will be taken to Shopify where you can login and grant access to Supply'd.


After returning to Supply'd the "Shopify Settings" screen should appear.

If it doesn't appear, click on your name in the top right corner, select "Settings", scroll to "Integrations" and select "Shopify" from the "Integrations" list. You can also follow these steps if you need to make changes to the settings at a later date.




Shopify Settings


Complete the fields as follows:

  • Integration Name - A reference name for this integration.

  • Connected Shopify Store -  The name of the connected store. This field cannot be edited.

  • Sync Orders - Toggle on to sync orders from Shopify to Supply'd.

  • Order Number Prefix - An optional prefix for Supply'd invoice numbers sent to QuickBooks.

  • Reduce Inventory On Import - Would you like to reduce Supply'd inventory when orders are imported? Select "Never" or "All Orders" from the drop-down.


  • Reduce Stock On Hand On Import - Whether or not to reduce stock on hand on import. By default (No) available stock will be reduced on import then on hand stock will be reduced when the order is picked. If you're not utilising pick & pack within Supply'd set this to "Yes". Select "Yes" or "No" from the drop-down.



  • Sync Orders - What orders would you like to sync from Shopify. Select "All Orders" or "All Orders Since Date" from the drop-down.


    When "All Orders Since Date" is selected, an additional field will appear. 

  • Order Sync Start Date - Select the month, year and date from the calendar. (This field will only show when "All Orders Since Date" is selected.)



  • Your Address - Warehouse - Which warehouse would you like to map this Shopify location to. This location is used to pick orders from using pick & pack. ("Your Address" will be the address you have set in Shopify. There will be multiple fields if you have more than one address.) Select from the drop-down that will list your warehouses. 



Advanced Mapping

Set-up advanced mapping rules to define specific actions based on order information. These actions will run once at the time of import if all the conditions defined in a rule set are met.


To add a Rule, click "Add Rule Set". Select your desired conditions from the drop-downs. You can add a condition by clicking "Add Condition".

Select your desired Actions from the drop-downs. You can add an action by clicking "Add Action".

Repeat as required.

 

Sync Inventory

Toggle on if you would like to sync inventory from Supply'd to Shopify.

  • Warehouse - Which warehouse would you like to map this Shopify location to. ("Your Address" will be the address you have set in Shopify. There will be multiple fields if you have more than one address.) Select from the drop-down that will list your warehouses. 



  • Untracked Stock Setting - How would you like Supply'd to handle products that are set as "Untracked" in Shopify. Select from the drop-down.


    • Use Supply'd Setting: Will update the product to match Supply'd manage stock setting.
    • Ignore Product: Product will be ignored and inventory/status will not be synced.
  • Stock Buffer - Set a default buffer for inventory sent to Shopify. A buffer will reduce the quantity of each products inventory by the buffer amount to help prevent overselling. This can be overridden at a product level.

Sync Products?

Toggle on if you would like to sync products added in Supply'd to Shopify automatically. You can select which products to sync when editing each product in Supply'd.

  • Name Format* [Required] - The format to use when sending product names to Shopify. Uses out templating language, see docs for more details. Some common options:

    • {{brand}}: Products brand name.
    • {{name}}: Products name.
    • {{size_unit}: Products size (e.g. "100" for a product that is 100g).
    • {{size_measure}}: Products size measurement in short form (e.g. "g" for grams).
    • {{carton_qty}}: The quantity per carton (e.g. "8" for 8 per carton, "1" for items sold by unit).

  • Description Mapping - Set-up how descriptions map to Shopify. Add Supply'd fields using handlebars and basic HTML tags are supported. See available fields and learn more here.

  • Default Sales Channels - When a new product is pushed to Shopify it will be published to the selected Sales Channels.

  • Metafields - Whether or not to send metafields to products in Shopify. Define here each of the product fields you would like to send to Shopify. Select from the drop down when you click on the field. 


Save

Click "SAVE"  to apply the settings.

Additional Options

Clicking the 3 dots in top right corner of the "Integrations" page brings up an additional menu.

  • Export Products - Allows you to export your products from Shopify to a "Supply'd Product Import File", allowing you to import products from Shopify into Supply'd. See How to Bulk Import/Add Products.  



    Clicking this brings up the Export Products form.



    • Data Source - Select the source you will like to use for the data in the file.
    • Format - The format of the file you would like to be generated.
  • Advanced > Re-Sync Orders - Re-sync all your orders from Shopify to Supply'd. You will be asked to confirm. WARNING: This will remove all orders for this integration in Supply'd and begin to sync from the start again. This is not recommended and should be avoided unless absolutely necessary.

 

 

  • Remove Integration - Allows you to remove the Shopify integration. See Disconnecting from Shopify below.

 

Disconnecting from Shopify

If you like to disconnect from Shopify, you can do so by clicking on your company name in the top right corner, selecting "Settings", then "Integrations". Select "Shopify" from the "Integrations" list. Click on the 3 dots in the top right corner and select "Remove Integration".


You will be asked to confirm.