Shopify Integration: Overview & What To Expect

Shopify can be connected to NuORDER through an API integration; NuORDER will send API requests using Shopify's API and the responses returned will update the data in NuORDER.

The flow of data includes:

  • Products - from Shopify to NuORDER
  • Inventory - from Shopify to NuORDER 
  • Customers - from Shopify to NuORDER
  • Orders - from NuORDER to Shopify

Turnaround Time

The average Shopify integration will take approximately 8-12 weeks from the project kickoff to completion. This does not mean we'll be spending 8-12 weeks writing code, but rather this is the complete time to get through all stages of the rollout.

  • Planning and discovery sessions
  • Any preparation on your side to get your Shopify data cleaned up and ready for integration
  • Testing and review in the NuORDER sandbox
  • Adjustments
  • Final review and sign-off
  • Data reconciliation between Shopify and your live NuOrder portal
  • Transfer from sandbox to production 
  • Post-launch troubleshooting

 

Who's Involved From Your Team

  • Your Shopify Administrator, or someone technical who is familiar with your specific Shopify setup or has direct contact with your Shopify Account Manager.
  •  A Sales or Operations Manager who understands your business, how it is structured and how the reps sell. 

What you'll be doing:

  • Answering questions about your specific Shopify setup and sales process.
  • Reviewing and validating your data in the NuORDER sandbox until all necessary adjustments are made, as well as providing feedback throughout the testing process.
  • Providing the final sign-off to go live.
  • Reviewing the data feeds day-to-day after you go live to make sure everything is looking correct.

 

Who's Involved From the NuORDER Team:

  • An Integration Consultant who will be your Integration Project point person to manage the project and guide you through the rollout from start to finish.

What we'll be doing:

  • Asking questions about your specific Shopify setup and sales process.
  • Developing the integration according to your Shopify configuration.
  • Reviewing test data with you in the NuORDER sandbox.
  • Making sure your team is updated throughout the process and addressing delays that might occur on either side.
  • Working with you to troubleshoot any unexpected issues that arise after launch.

 

What's Supported: Products

Capabilities

Creating & updating items: Our system will be able to identify which items are new and which already exist in our system.

Custom fields are supported in NuORDER.

Sync parameters: You will be able to specify which products should be sent to NuORDER via Shopify Tags.

Automation Schedule: You will be able to decide how frequently you wish to export product updates from Shopify, up to hourly. (Most brands do 1-2x daily.)

 

Callouts

If you would like to control which products should be set as active or inactive then you can create in Shopify a "NuORDER Active" checkbox added to Product Records. If "NuORDER Active" = True, the products will be synced as Active. If "NuORDER Active" = F, this will archive existing products previously synced to NuORDER.

You will need to utilize the Shopify Tags to designate which Products & attributes will sync to NuORDER. 

If the above is not possible then Disabling/Archiving/Canceling products can be done directly in NuORDER.

 

What's Supported: Customers

Capabilities

Creating & updating customers: Our system will be able to identify which customers are new and which already exist in our system.

Custom fields can be supported if needed.

Multiple billing & shipping addresses are supported.

Sync parameters: You will be able to specify which products should be sent to NuORDER via Shopify Tags.

Automation Schedule: You will be able to decide how frequently you wish to send customer updates from Shopify, up to hourly. (Most brands do 1-2x daily.)

 

 

 

 

 

 

 

 

Callouts

Buyer data (name, email address, sales rep assignment) is not included in the customer data feed and must be managed directly within NuORDER.

If you would like to control which customers should be set as active or inactive then you can create in Shopify a "NuORDER Active" checkbox added to Customer Records. If "NuORDER Active" = True, the customers will be synced as Active. If "NuORDER Active" = F, this will archive existing customers previously synced to NuORDER.

Process for New Customers: Customer records must be identical in both systems to sync orders successfully. When working with a new customer in NuORDER, you will need to save the order as a DRAFT. Your team will need to add the new customer record into Shopify  first and sync it to NuORDER. Once the customer is visible in NuORDER, the sales rep can open their draft, select the customer, fill in the buyer's name and email address, and submit the official order.

 

What's Supported: Inventory

Capabilities

Immediate ATS (available to sell) quantities: We use the Inventory Level quantity in Shopify at the location level.

WIP (work-in-progress) inventory is NOT supported at this time. 

Warehouses: Multiple warehouses are supported. You will need to set up the warehouses in NuORDER prior to uploading your data. (Go to Admin > Brand Settings > Inventory Settings.)

Automated Export Schedule: You will be able to decide how frequently you wish to export inventory data from Shopify. The schedule will be dependent on what Shopify supports.

 

Callouts

Prebooking: For items that should have unlimited quantity available in NuORDER, you will control this directly in NuORDER via the Admin section. Rules can be based on any product attributes, and you will have direct access to control and update the rules as needed. 

Variant SKU or Variant Barcode from Shopify will be used to match the product in NuORDER. One of these values must be populated in the UPC field in NuORDER for the integration.

 

 

What's Supported: Orders

Capabilities

Parameters: You will have the option to send Approved, Pending, or In Review orders from NuORDER to Shopify. (Most brands will default to sync Approved orders only.) Once the order is synced successfully, NuORDER will update the Order status in the UI to Processed status. 

Order fulfillment process: Once the order has been synced to Shopify, your team will take it from there per your normal approval and fulfillment process.

 

 

Callouts

Order Import Failures: When we send the orders to Shopify, we provide the  Shopify customer code as well as the product UPCs. If any of these values are not recognized in Shopify (e.g. if there was a typo, or the record has been altered in the ERP), the order will fail to import. If this happens, you will need to review the order and resolve the issue.

Editing or Canceling orders: After the order has been imported into Shopify, any further changes must be done directly in Shopify.  

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request