Shopify integration

Our in-house NuORDER team has developed an integration with Shopify. NuORDER will send API requests using Shopify's API and the responses returned will update the data in NuORDER. To ensure a smooth integration project, please make sure your Shopify portal is populated with product and customer data in advance.

 

Data flow

The data flow encompasses the following elements: 

  • Product Data - from Shopify to NuORDER
  • Images – from Shopify to NuORDER
  • Customer Data - from Shopify to NuORDER
  • Inventory Data - from Shopify to NuORDER (Available to Sell)
  • Sales Orders - from NuORDER to Shopify

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Sync frequency

Whenever changes occur in Shopify, such as product updates, inventory levels, or customer changes, they are placed in a queue. The data feeds will be updated multiple times daily based on the agreed sync times. Orders will sync from NuORDER to Shopify upon submission. 

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Turnaround time

The Shopify integration project is expected to take approximately 12-16 weeks from the project kickoff to completion. This timeline encompasses all stages of the rollout, including:

  • Planning and discovery sessions
  • Data cleanup and preparation on your end for the Shopify integration
  • Custom configuration of the data integration between NuORDER and Shopify
  • Testing and review in the NuORDER sandbox
  • Adjustments as needed
  • Final review and sign-off
  • Transfer from sandbox to production 
  • Post-launch troubleshooting

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Your team's involvement

From your team, the following key roles will be involved:

  1. Your Shopify Administrator or a technically proficient team member familiar with your Shopify setup.
  2. A Sales or Operations Manager who understands your business structure and the sales process. 

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Your responsibilities

You will be responsible for:

  • Providing detailed information about your Shopify setup and sales process.
  • Ensuring that your Shopify portal is ready for integration (e.g., product, customer, and inventory data is populated in Shopify).
  • Offering insights into data fields used in Shopify and parameters for item/customer synchronization with NuORDER.
  • Making necessary adjustments, such as adding new tags and fields to your Shopify data, for an optimal NuORDER user experience.
  • Designating and reviewing data in the NuORDER sandbox and providing feedback.
  • Creating and reviewing test orders in Shopify and offering feedback.
  • Providing final approval for the go-live stage.
  • Monitoring data feeds and reviewing Error & Success notifications daily, after launch, to ensure data & order integrity.
  • Collaborating with us to address any unforeseen issues that may arise once your team is actively using NuORDER in the live sales environment. 

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NuORDER team's involvement

From the NuORDER team, you can expect:

  1. An Integration Manager who will serve as your main point of contact, overseeing the project and guiding you throughout the rollout.
  2. An Integration Engineer who will handle the integration setup and configure the mapped fields and logic designated.

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NuORDER's responsibilities

We will be responsible for:

  • Gaining an understanding of your specific Shopify setup and sales process.
  • Customizing integration setup based on your unique data fields, logic, and business rules.
  • Synchronizing test data into the NuORDER sandbox.
  • Synchronizing test orders into Shopify.
  • Ensuring a smooth transition from the Sandbox to Production environment.
  • Keeping your team updated throughout the process and addressing any delays as they arise.
  • Resolving any unexpected issues that may occur after the go-live stage. 

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Data transfer method

Data will be transferred using API.

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Special considerations for Shopify

Access to your Shopify Account

Before we commence, your NuORDER Integrations Manager will request Collaborator Access on behalf of NuORDER. This allows NuORDER to view your Shopify store without needing a staff account and is an important part of our team being able to set up and test the integration. The collaborator access request will need to be approved before we can start work on the integration.

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What's supported

These are the capabilities and callouts for what's supported.

What's supported: Products+Imagery

Capabilities

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

Images: Images associated with each product will also be synced.   Options are:

  • All Images at the Product Level.
  • Singular Variant Images at the Product Variant (selectedOption) level.

Custom fields (Shopify metafields) are supported in NuORDER.

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

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 (Shopify metafields) 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.  Example:  "NuORDER Sync: True"

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.

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. 

Prebook inventory:  We are able to manage prebook inventory via Product Tags.   Recommended Tags include:

  • "Prebook: True"
  • "Available From: 99/99/9999" (where a specific start date is provided).  
  • "Available To: 99/99/9999" (where a specific end date is provided).

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 may also 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, Variant Barcode or Variant_ID 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: Buyers

Capabilities
Creating Buyers:  From the Customer entity, we pull in the Customer Code, first name, last name & email address to assign a buyer record to a Customer.

 

Callouts

Buyer selection criteria: Shopify Customers are active and tagged with ‘NuORDER’ and customer email is not empty.

NuO Buyer email is pulled from Shopify Customer email.

 

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.

Multiple image integration: NuORDER is able to sync multiple Product images from the Shopify system.

 

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: Orders created in NuORDER and uploaded to Shopify can only be edited in Shopify if they are assigned a "Draft" status within Shopify.

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