Shopify - Integration Setup Guide

Warning
Please ensure that before importing your products from Shopify, you have understood what Initial Cost Price is and set up your initial cost price promptly. As the initial cost price affects your Moving Average Cost (MAC), once transactions are made on your store with the incorrect initial cost price, all your reporting for profit margin will be affected too.
 

TradeGecko's Integration with Shopify provides you with a two-way synchronisation, automatically updating your stock levels, product descriptions and images after the initial import. You can manage all your business operations including managing your inventory, accounting and shipping needs with this integration.  

Before you start the integration process, ensure your Shopify store has the correct stock levels. We will import these stock levels into TradeGecko, and it’s easier to get this right the first time.

● If you have stock across multiple locations, make sure Shopify reflects the total amount across all your locations before integrating.

Uninstall any apps that affect your products, variants.

● Some popular inventory/pricing apps, such as Bold Apps, do not work well with TradeGecko as they may create duplicates of your variants.

● If you are testing another inventory platform, do not connect TradeGecko alongside it. Disconnect the other platform before connecting TradeGecko and vice versa.

● Make sure all your products have SKUs. This is important to help you track your stock and sell across multiple channels.

Once you have completed the above steps, you may start the integration process. 

Let's get started.

In your app store click on the Shopify icon. 

Insert your Shopify store URL into the field.

You will need to set up your Location and Price Settings. 

 

Your Compare At prices refers to the discount price of items on your Shopify store. You can choose to link the price list now or do so later on.

Once you have completed your settings you will need to decide your sync options between Shopify and TradeGecko.

You will need to choose amongst:

1. Default Sync: This means you will be managing your products from TradeGecko and all of your product and order details will be synced both ways.

2. Price and Stock Level Only: This means that TradeGecko will not sync any product or order attributes other than Price and Stock Levels with Shopify. 

3. Orders only: This means that only Orders will sync between TradeGecko and Shopify. Your TradeGecko products will not sync with your Shopify products. 

Once you have select the option that suits you best, click Continue to proceed to the product import process. 

You will now have to decide between three options:

Option 1: Import Products Now

All of your products from Shopify will be imported into TradeGecko if you select this option.

Option 2: Match Products

Select this option if you want to match up Shopify and TradeGeck products by product name or SKU.

Option 3: Import Products Later

If you do not want all of your products imported over from Shopify and would prefer to select which ones to import at a later time, select this option.

If you choose to match your products it is important to note that products are matched first by product name and then by SKU so it is advisable to ensure your products names on Shopify and TradeGecko are identical.

Note
  • Once the integration is set up, you can choose to make changes to product information on either end, but changes to stock levels on Shopify will not be reflected in TradeGecko. For this reason, we recommend making all changes to product information on TradeGecko.
  • Variants that you create later can be published individually or in bulk to this Shopify store.
  • At this stage we do not import any of your past customers or orders.
  • Importing your products could take up to ten minutes depending on the number of products your are importing.
 
Screen_Shot_2017-05-15_at_16.39.15.png

Once your products have been imported you will receive and email notification.

Great! You have successfully set up your installation. To complete your TradeGecko-Shopify integration, set up your Initial Cost Price.

Caution
Once you have completed the installation process, you will need to import your Initial Cost Price as the final step to your Shopify integration. It is important to set your Initial Cost Price appropriately now, as it cannot be changed or added later.

Setting your Initial Cost Price

Do not miss this step, as the Initial Cost Price can only be set up at this point of creating your account. Once your account is in full use, you will not be able to add the Initial Cost Price.

Follow the steps in this article to set your Initial Cost Price.

On the Price List Import/Export pop-out, select a price list from the dropdown menu to be your Initial Cost Price. Read this article to learn more about the Initial Cost Price.

Print Friendly Version of this pagePrint Get a PDF version of this webpagePDF
Have more questions? Submit a request
Was this article helpful?
1 out of 1 found this helpful

Comments

NEW TO TRADEGECKO? START A 14 DAY FREE TRIAL, NO CREDIT CARD REQUIRED