Shopify Connect 6- User Manual (10) c. Title = must be same as system’s Item Category Code. d. Collection Type = must be Manual. Warning – when you set Export Items switch on in Shopify Setup and create Item Category list, system will automatically send new and updated items information to Shopify.
d. Collection Type = must be Manual. Warning – when you set Export Items switch on in Shopify Setup and create Item Category list, system will.
Info Sec clearance: Public Restricted Confidential Secret Author: Jevgenijs Jemeljanovs Version: 16.0.1 Title: Shopify Connect - User Manual Date: 2020-03-20 Page: 1 (10) Shopify Connect User Manual Contents Setup ........................................................................................................................................................................ 2 Shopify Setup ......................................................................................................................................................2 On the General fastTab ...................................................................................................................................2 On the Customer fastTab ..............................................................................................................................2 On the Sales Order fastTab...........................................................................................................................3 On the Item fastTab........................................................................................................................................3 Generate Shopify API key and password.............................................................................................................3 Item Export Setup ...............................................................................................................................................4 Automatic data export - import ..............................................................................................................................7 To setup automatic actions (export of customer and items, and import of new sales orders):.............................7 Manual Items Export ...............................................................................................................................................7 To export item list to Shopify manually: .................................................................................................................7 Manual Customers Export .......................................................................................................................................8 To export customer list to Shopify manually: .........................................................................................................8 Manual Orders Import.............................................................................................................................................8 To import new sales orders from Shopify manually: ..............................................................................................8 Orders Release.........................................................................................................................................................8 Items export fields mapping.................................................................................................................................9 Customer export fields mapping ..........................................................................................................................9 Orders import fields mapping ..............................................................................................................................9 Info Sec clearance: Public Restricted Confidential Secret Author: Jevgenijs Jemeljanovs Version: 16.0.1 Title: Shopify Connect - User Manual Date: 2020-03-20 Page: 2 (10) Setup After installation of Shopify Connect extension into Microsoft Business Central, several setup tasks should be performed: Shopify Setup This is general part of setup 1. Choose the icon, enter Shopify Setup, and then choose the related link. 2. This will open Setup page: On the General fastTab 3. API Url = address of your Shopify administration page. It should be like https://mycompany.myshopify.com/admin/ . 4. ApiKey = API key from Shopify Private Apps page. (see section "Generate Shopify API key and password") 5. ApiPass = Password from Shopify Private Apps page. (see section "Generate Shopify API key and password") On the Customer fastTab System identifies shopify sales order customer by searching it's e-mail address in customer list. User can choose system behaivour when it receives order from unknown customer 1) for every new customer create new Customer Card , or 2) use one generic Customer card (guest customer) to register such sales orders. Info Sec clearance: Public Restricted Confidential Secret Author: Jevgenijs Jemeljanovs Version: 16.0.1 Title: Shopify Connect - User Manual Date: 2020-03-20 Page: 3 (10) 6. If user wants that system create use one generic customer: a. switch-off selector Register New Customer b. insert that generic customer number in field Guest Customer No. 7. If user wants that system for every new customer create new Customer Card: a. switch-on selector Register New Customer b. select template code in Customer Template. System will use this template to create new customer data. Please check that template has values in fields Gen. Bus. Posting Group, VAT Bus.Posting Group and Customer Posting Group. c. Insert prefix in New Customer No. Prefix if you want that new customer number have prefix before number, to separate those customer from other. 8. If user wants to send customer information from system to Shopify: a. select curtomer price group code in Web Customer Price Group b. in customer data for customers that should be sent to Shopify, set Customer Price Group code same as in Shopify Setup field Web Customer Price Group Warning when you set Web Customer Price Group in Shopify Setup and in Customer cards, system will automatically send new and updated customers information to Shopify. On the Sales Order fastTab 9. Import Orders From DT = Insert here date&time if you don't want to impoert orders older then this date&time. 10. Default Shopify Location = insert here location code, that will be used for imported sales orders. On the Item fastTab 11. Export Items = switch-on selector if you want to export Item information (new items, updated items) from system to Shopify. This will need additional setup (see "Item Export Setup"). Generate Shopify API key and password For Business Central to be able to connect to Shopify, it is needed to create private app connection inside Shopify security settings. 1. visit page https://mycompany.myshopify.com/admin/apps, choose Manage private Apps 2. if you don't have private apps in the list, press Create a new private app 3. insert new private app name and e-mail address Info Sec clearance: Public Restricted Confidential Secret Author: Jevgenijs Jemeljanovs Version: 16.0.1 Title: Shopify Connect - User Manual Date: 2020-03-20 Page: 4 (10) 4. give app credentials - view/mod customers, view/mod products, view/mod orders etc. 5. press Save 6. in Private apps list find your new app and open it (click on name) 7. your app key and password will be displayed in fields: Item Export Setup Before exporting Items from system to Shopify product list, user must - create/update Item Categories list in system and - create/update Collections list in Shopify. Item will be exported to Shopify only if item is applied to Item Category that exists in Collection list in Shopify. 1. Choose the icon, enter Item Categories, and then choose the related link. 2. Code = code of Item Category, ex. CHAIR 3. Description = description of category, ex. Office Chair Info Sec clearance: Public Restricted Confidential Secret Author: Jevgenijs Jemeljanovs Version: 16.0.1 Title: Shopify Connect - User Manual Date: 2020-03-20 Page: 5 (10) 4. Choose the icon, enter Items, and then choose the related link. 5. For each Item, that will be exported to Shopify, open Item Card, and select value in filed Item Category Code 6. In Shopify Admin page, create list of equivalent collections a. Open collections webpage, https://mycompany.myshopify.com/admin/collections b. press Create Collection, Info Sec clearance: Public Restricted Confidential Secret Author: Jevgenijs Jemeljanovs Version: 16.0.1 Title: Shopify Connect - User Manual Date: 2020-03-20 Page: 6 (10) c. Title = must be same as system's Item Category Code. d. Collection Type = must be Manual. Warning when you set Export Items switch on in Shopify Setup and create Item Category list, system will automatically send new and updated items information to Shopify. Mapping of fields you can find in section "Items export fields mapping". Note - from Business Central to Shopify will be send list of items together with Item sVariants. Info Sec clearance: Public Restricted Confidential Secret Author: Jevgenijs Jemeljanovs Version: 16.0.1 Title: Shopify Connect - User Manual Date: 2020-03-20 Page: 7 (10) Automatic data export - import To setup automatic actions (export of customer and items, and import of new sales orders): 1. Choose the icon, enter Shopify Setup, and then choose the related link. 2. Press Action, then Functions, open group of actions Job Queue Entry 3. Select action then you want to setup as automatic regular job: a. Items - to send item list to Shopify b. Customers to send customer list to Shopify c. Orders to receive sales orders from Shopify 4. In window Job Queue Enntry, select how often job will run, and set status Ready. Manual Items Export To export item list to Shopify manually: 1. Choose the icon, enter Shopify Setup, and then choose the related link. 2. Press Send Item List Info Sec clearance: Public Restricted Confidential Secret Author: Jevgenijs Jemeljanovs Version: 16.0.1 Title: Shopify Connect - User Manual Date: 2020-03-20 Page: 8 (10) 3. Press Yes Manual Customers Export To export customer list to Shopify manually: 1. Choose the icon, enter Shopify Setup, and then choose the related link. 2. Press Send Item List 3. Press Yes Manual Orders Import To import new sales orders from Shopify manually: 1. Choose the icon, enter Shopify Setup, and then choose the related link. 2. Press Send Item List 3. Press Yes Note when system is importing orders, it checks whether this Order already exists in system by filtering existing Sales Oredrs (and Posted Sales Invoices) with value " Your Reference" = Shopify order ID. Orders Release When user in Business Central is releasing Order (ig. press "Release" in Sales Order card), system will send to Shopify command to update order's fullfilment status to value "Fullfilled". When user after that will reopen this order, system will send to Shopify command to update order's fullfilment status to value "Canceled". Info Sec clearance: Public Restricted Confidential Secret Author: Jevgenijs Jemeljanovs Version: 16.0.1 Title: Shopify Connect - User Manual Date: 2020-03-20 Page: 9 (10) Items export fields mapping If in Business central user have settings for export Items from system to Shopify, system will use following mapping of fields: Business central, table Item (or Variant) Description Description No. Name of Vendor Item Category Code Unit Price No. + "_" + Variant Code Net Weight * 1000 Net Weight 'kg' 'continue' Item Cross Reference - Cross-Reference No. 'manual' 'shopify' Inventory Shopify title body-html handle vendor tags price sku grams weight weight-unit inventory-policy barcode fulfillment-service inventory-management inventory-quantity Customer export fields mapping If in Business central user have settings for export customers from system to Shopify, system will use following mapping of fields: Business central, table Customer Name (first part before Space) Name (last part before Space) E-Mail Phone No. Address Address 2 City County Country -> Name Country/Region Code Post Code Shopify first_name last_name email phone default_address address1 address2 city province country-name country-code zip Orders import fields mapping When Business Central is importing orders from Shopify, system will use following mapping of fields: Business central, table Sales Header and Sales Line Sales Header Order Date Shopify created-at Info Sec clearance: Public Restricted Confidential Secret Author: Jevgenijs Jemeljanovs Version: 16.0.1 Title: Shopify Connect - User Manual Date: 2020-03-20 Page: 10 (10) billing-address Bill-to Name name Bill-to Address address1 + address2 Bill-to City city Bill-to Post Code zip Bill-to Country/Region Code country-code shipping-address Sell-to Customer Name name Sell-to Address address1 + address2 Sell-to City city Sell-to Post Code zip Ship-to County province Sell-to Country/Region Code country-code Ship-to Name first-name + last-name + company Ship-to County province Sales Line Type = Item No. --search for Item No. with logic below Quantity quantity Unit Price price Line Discount Amount total-discount Note when system is importing orders, it checks whether this Order already exists in system by filtering existing Sales Oredrs (and Posted Sales Invoices) with value " Your Reference" = Shopify order ID. Seach for Item in Shopify order when system is importing order from Shopify, it searches form item with following logis - system takes value from 'sku' field and try to find Item with equivalent No. If not foudn then... - system seach for product information in Shopify, takes field 'handle' try to find Item with equivalent No. If not foudn then... - system searches value from 'sku' field in Item Cross Reference table.Microsoft Word 2019