Creating an integration with a Shopify store is pretty straight forward and only takes a few minutes to do. See the Shopify Channel Configuration article for more information on tweaking the channel settings once the sales channel setup wizard is complete.
Before you can create an integration between Tradebox and Shopify you will need to create API Credentials on your Shopify store.
From within the Channels module choose New to start the New Sales Channel Wizard and then choose Shopify from the drop down list. Then select Next.
On the next screen enter a name for the Shopify Channel and select the currency the orders will download in; by default this is set to Pounds Sterling. Only orders in the established currency will be downloaded.
If you have orders in multiple currencies in Shopify you will need to create multiple channels in Tradebox configured for each currency.
Next enter your Shopify API Credentials into the corresponding API Connection Details fields.
Then select Next.
The next page allows you to map your Shopify order statuses to Tradebox's internal order statuses. To retrieve the Shopify order statuses click on the blue download arrow to the right of the screen. Only map the order statuses that you wish to be downloaded from Shopify.
Shopify uses two status categories to manage orders; the payment status and the fulfilment status. Tradebox uses the payment status to determine whether an order should be downloaded.
Map the Shopify status of pending to the Tradebox status of Unpaid if you want Tradebox to download orders that have not been paid on Shopify.
Map the Shopify status of paid to the Tradebox status of Paid if you want Tradebox to download orders that have been paid on Shopify.
As and where Tradebox detects an order has a fulfilment status of Fulfilled, the payment status will still determine whether the order is downloaded or ignored. If downloaded though, it'll automatically be assigned a status of Despatched within Tradebox.
Then select Next.
The next page deals with importing your Products into Tradebox One. If this isn't applicable then you can simply click on Finish. There are 2 options on the wizard:
Map existing Product Records
If ticked, Tradebox will automatically create a mapping between existing product records in Tradebox and the product SKUs that are downloaded in the Shopify orders. Existing mappings can be amended and new mappings created at any time via Products > Mapping.
Import Products from Inventory
This allows product records and inventory levels to be downloaded from Shopifyand created in Tradebox. Simply tick the box and then select Finish. This will complete the wizard and import products and inventory levels from Shopify.
Once the Sales Channel wizard is complete you can add more settings and adjust existing settings inside the channel record. See the Shopify Channel Configuration article for more information.