Shopify- Integration Sync 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 synchronizes with Shopify in real-time giving you the ability to manage your Shopify products, stock levels and sales orders through TradeGecko.

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We help sync and keep track of your:

  • Products - We import all your products from Shopify, and subsequently allow you to create new products on either Shopify or TradeGecko and sync them across.
  • Orders - Whether an order is created from a customer online, or through Shopify POS, we track them all. We also allow you to create shipments, mark returns, and more on TradeGecko, and sync this information back to your Shopify store.
  • Stock levels - If you’re selling wholesale or through multiple eCommerce stores, we keep your Shopify store up to date.
  • Customer information - All new customers created on Shopify are imported and stored in TradeGecko as well.

The table below lists the actions and resulting transactions between TradeGecko and Shopify.

Action

Platform of creation

Resulting transaction

    Notes

Create a New Product

Shopify

This creates a new product on TradeGecko.

Warning
Creating a product on Shopify will create a product in TradeGecko. However, the cost details e.g. Initial Cost Price is not imported from Shopify. Hence, this will affect your MAC in TradeGecko. It is advisable that you create all new products on TradeGecko.

TradeGecko

This creates a new product on Shopify.

 

Delete a Product

Shopify

This deletes the link between the TradeGecko and Shopify product.

This does not delete the product on TradeGecko.

TradeGecko

This deletes the product on Shopify

 

Update a Product

Shopify

Updates the product information on TradeGecko.

 

TradeGecko

Updates the product information on Shopify

 

New Order

Shopify

This creates a new order on TradeGecko

The order comes in as Finalized on TradeGecko and an invoice is created. After which, When the order is fulfilled in TradeGecko - it is also fulfilled in Shopify.

TradeGecko

Does not create an order on Shopify

 

Update an Order

Shopify

This updates shipment and return information on TradeGecko.

Adding line items to an order on TradeGecko does not update the order on Shopify

TradeGecko

This updates shipment and return information on Shopify

Delete an order

Shopify

This deletes the order on TradeGecko.

 

TradeGecko

This cancels the order on Shopify

 

Update Stock Levels

TradeGecko

This updates the stock levels on Shopify.

We recommend updating stock levels and price on TradeGecko, not Shopify.

Warning
If you update stock levels and prices on Shopify, the updates will not be synced to TradeGecko and could affect your costs.

Update Prices

TradeGecko

This updates the price on Shopify.

New customer

Shopify

This creates a new customer on TradeGecko.

 

If you are using TradeGecko and Shopify (or any of our other supported Sales Channels) here’s how we recommend dividing your business actions:

On Tradegecko

  • Integrate supported sales channels (Amazon, multiple Shopify stores, etc.) or wholesale.
  • Manage your shipping if you’re looking to integrate Shipstation or ShipIt or you ship items yourself.
  • Manage and receive your returns.
  • Manage your prices across multiple channels and stock levels across multiple locations.
  • Add new products and create purchase orders for them.

On Shopify

  • Keep your messaging to your customers up to date.
  • Manage your (retail) shipping if you have your carrier integrated into Shopify (you can use Shipstation or ShipIt alongside TradeGecko).
  • Manage your marketing and shipping emails to notify customers when orders have been shipped.
Caution
TradeGecko only syncs with Shopify Products that have a Name and a Product Type, and at least one variant with a unique SKU, Name and Price.

If your Shopify products are not syncing with TradeGecko, go to the product in Shopify and fill out the required fields mentioned above. Save the product and refresh your TradeGecko page in a few minutes. The sync should be working. If the problem persists, contact us today.
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