How can we help?

Your Onboarding specialist will do the Shopify integration with you in a setup call where you do a screen share.

⚠️Please Note: Before you can schedule that call, you need an active merchant account with Shopify for us to sync with. 

Here is what you need to have ready for the setup call:

• You need to be logged into the Store Owner login for the Shopify account. This login is the only one that has the permissions to set up what we will need for the integration.
• In another browser tab, you need to be logged into your store in our system as an Administrator.

That's it! Your Onboarding specialist will do all the setup actions through the screen share. You can pop some popcorn and just watch them go! They may have questions for you as they work, and you can feel free to ask questions about anything. They will explain what they're doing at every step for you.

Some things to be aware of:

• Setup calls take 10 - 30 minutes, depending on how many questions there are. Feel free to take all the time you need!

• After setup, for most stores, the initial data sync takes about an hour. This can be longer if you have a large amount of data, so please be patient. After that first hour, you can click your Username in the upper left of our system and go to Settings > Integrations > Omnichannel and see how many data items have synced.

That's it! Your Onboarding specialist will remain available for follow up questions as needed.

Below are some general data best-practices regarding the integration that you should be aware of. Please take a look and you may want to adjust your data in some cases before the setup call.

Pick Any Two (As Long As One of Them's a SKU)

In our system there are three primary product identifier codes you can use for your items, UPC, Manufacturer Number, and SKU. This works great internally with our reports and informational tools relating to your products, but there can be a conflict with the Shopify integration.

Shopify allows only two product identifier codes for each item, a SKU and whatever else you prefer (UPC, Manufacturer Number, etc.). In our system if you have all three of our identifiers saved for a product, we can only move two of them over to Shopify. In this scenario, the Manufacturer Number draws the short straw and does not get moved over.

Solution:

• Before you sync your data, make sure the identifiers you want to move over to Shopify and use there are in your products.
• Make sure that either UPC or Manufacturer Number is blank in products you will sync before you begin integrating.
• OR, be willing to not have Manufacturer Numbers in Shopify if you have all three identifiers populated in our system.

Multiple Unwanted Guests

Some stores beginning our Shopify integration have a history of data in Shopify from customers they no longer work with and/or products they no longer carry. If this is your situation we highly recommend cleaning out the old data and deleting anything you wouldn't want in both systems. After the integration, it will be twice as much work to clean them out.

Watch Your Weights

In our system, if you track weight values for your items, you choose either Pounds or Kilograms, and enter those values as decimals. So something that weighs 24 ounces would be entered as a weight of 1.5 (pounds), and something that weighs 1,500 grams would be entered as 1.5 (kg).

Shopify allows you to specify either pounds or ounces, kilograms or grams, and they won't translate if they're entered with either of the smaller measures. For example, in Shopify, if you have a product with a weight value of 8 and it's set to work in ounces, in our system that would show up as 8 pounds. Similarly, an item with a weight value of 250 set to work with grams in Shopify will show up as 250 pounds in our system.

Solution: Adjust the way you list your items in Shopify so they work with pounds or kilograms instead of ounces or grams.