Shopify

IN THIS GUIDE

Integration Setup
Downloading Orders
Shipment Information
Inventory Syncing
Order Numbers and Vendor Filter
Order Risk Info
Shopify Shipments
Vendor Splitting
Manual Imports

This guide will explain the Shopify integration settings within Order Desk.

These settings can be accessed by clicking on Shopify under the Integrations menu in the left sidebar of Order Desk once the Shopify integration has been enabled in your account.

Integration Setup

To begin, connect your Shopify account to Order Desk by clicking on Manage Integrations under the Integrations menu in the left sidebar.

Select Shopify from the Shopping Carts section and click Enable

Enter your Shopify subdomain, connect to your account and authorize Order Desk.

Tip: If you want Order Desk to use more than one Shopify store, you’ll need to create a second Order Desk store to download the orders for the second store.

Downloading Orders

Order Desk can connect to your Shopify store and automatically download orders.

Instant Download

Orders will download instantly as they occur if this option is enabled. Instant Download is automatically enabled on Order Desk Pro accounts and is not available on free accounts.

Backup Check Schedule

If Instant Download is disabled, you can choose how often you want Order Desk to run a backup check for any new orders.

Download These Orders

Choose which orders from Shopify you want Order Desk to download based on order status.

Fulfillment Status

Choose which orders from Shopify you want Order Desk to download based on fulfillment status.

Financial Status

Choose the Financial Status of the orders you want Order Desk to download from Shopify.

Folder for New Orders

Choose the folder where newly downloaded orders should be placed. New folders can be created from your Store Settings page.

Shipment Information

Sync Tracking Numbers

Shipment notices can be synced back to Shopify as your orders ship if Sync Tracking Numbers is enabled.

Email Shopify Customer

As shipment information is updated, Order Desk can instruct Shopify to email the customer a shipping notice if Email Shopify Customer is enabled.

Inventory Syncing

If Sync Inventory is enabled, Order Desk can sync your inventory availability back to Shopify.

If this setting is enabled, you also need to tell Shopify to manage the inventory. There is a setting on each product in Shopify called Inventory policy. Choose Shopify tracks this product's inventory to let Order Desk sync the inventory back to Shopify.

Order Numbers and Vendor Filter

Within Shopify, there is an option to customize the prefix and suffix of order numbers. This can be found by going to Settings > General > Standards and formats.

If your order numbers have a prefix or suffix that you want Order Desk to use when orders are downloaded, select Using Prefix and Suffix for the Order Number Format, otherwise select Simple to use Shopify's default order numbers.

To add an order prefix to downloaded orders in Order Desk, use the Order Prefix field instead.

Tip: If the same prefix is pulled in from Shopify and added in the Order Prefix field, it will be added to the order number twice.

If you only want to download specific orders into Order Desk, you can use the Vendor Filter field to specify which orders will be brought into Order Desk. Any orders with a vendor that isn't listed in this field will not be imported. If an order contains multiple items from separate vendors, it will automatically split to bring in only the items matching these vendors. Enter multiple vendors separated by a comma.

For information on how to set vendors in Shopify, please refer to  Step 1 of this guide.

Order Risk Info

Shopify gives a score to orders to indicate the likelihood of fraud. If Download Order Risk Info is enabled, this score will be added to the metadata on orders and can be used to set up a rule to flag any high risk orders.

Shopify Shipments

In some cases, an Order Desk store may need to be notified if an order is fulfilled in Shopify. If Download Shopify Shipments is enabled, any time an order is marked as fulfilled in Shopify, the shipment info will be passed through to and updated on the order in Order Desk. If no tracking number is added to the order in Shopify, "N/A" will be added as the tracking number in Order Desk.

Vendor Splitting

Order Desk can automatically split orders by vendor for dropshipping. To do this, you will need to set a vendor for each dropshipper in your Shopify store. For a detailed guide on how to set up vendor splitting with Shopify, click here.

Then back in Order Desk, select Automatically Split Orders for Multiple Vendors.

Manual Imports

If you need to manually import any orders or products, you can do so from the Manual Imports section in the Shopify Settings. To Manually Import Orders, choose either a Shopify ID or enter a date from which the download should start.

To Manually Import Inventory Items, click the Import Inventory Items Now button. If you have any inventory items in Shopify that aren't being tracked or you have inventory sync turned off, you can check the Include Items Not Tracked Via Inventory button to bring your items in:

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