Getting started with Shopify

Shopify is an e-commerce platform for managing products, online sales, and more. Pipe17 can sync Orders, Products and Inventory with Shopify.

By default orders are only ingested when they are:

  • When they have an Unfulfilled status in Shopify. On hold orders are not pulled in by default. 
  • When they have a Paid status in Shopify. Unpaid orders are not pulled in by default.

If you would like to override any of these settings, we suggest reading over our Advanced Shopify Settings Introduction after your initial setup and configuration. 

In this article

Requirements

In order to install the necessary Apps for the Shopify Integration to work, you will need to have Staff Owner Access, OR the ability to install Apps on the store. If you do not have these permissions, you will be unable to establish a connection. You can read more about staff permissions on Shopify's help documentation.

 

Account Setup

Sign up

An active Pipe17 account is required to follow along with the guide. If you do not yet have a Pipe17 account, book a demo with a Pipe17 team member to get started.

 

First login

After you have completed registration, you’ll be prompted to follow an onboarding wizard when you first login. The wizard will guide you through your initial account configuration, connecting your selling and fulfillment channel(s), location mapping, and order routing. This Quick Start guide covers much of the same information as the wizard, and you can choose to follow the directions in either resource. 

 

Exiting the on-boarding wizard

Initially Pipe17 will require you to specify what systems you intend to connect to. You can close the onboarding wizard at anytime, and continue where you left off from the Admin.

 

Account configuration

Before setting up your integrations, take a look at the Configuration section of your Pipe17 dashboard. The pages in this section will allow you to:

You may want to take the time to set up your basic information and contact details to ensure that you do not run into any difficulties later.

 

Best Practices

  • You should already have a Pipe17 Plan so that you can add a new sales channel to your Pipe17 account. If you do not yet have a Pipe17 account, book a demo with a Pipe17 team member to get started.
  • Before continuing, we highly suggest disabling any ad, or pop-up blockers as they may prevent some of the pages from loading.
  • This setup guide will instruct you how to pull your new Shopify orders into Pipe17, so they can be sent to a 3PL. Before following these steps, you should ensure you are ready to begin importing and routing orders via Pipe17. If you had a previous fulfillment service or other fulfillment processing occurring directly in Shopify, make sure it is turned off otherwise you may be at risk of double-fulfilling orders.

 

Connecting Shopify to Pipe17

We will first begin by adding the Shopify Integration to your store. If you do not have an account and are still onboarding, this will also be included as an option during your initial registration.

If you have completed onboarding and are adding this as an additional integration, you will need to click "Add" by clicking the name of the Integration within the search list

Screenshot

 

 

Once you have located the correct integration, and added it - it should appear under your main Integration page within your Admin. You can click the name of the App (Shopify), which should open it's settings and configuration details. We will want to go to the Connection section, and click "Connect"

Screenshot

 

At this point, it should open a second window. This second window will ask you to login to Shopify (if you are not logged in), or select an existing store you have on your account. Once the account is selected, you will then be requested to approve the permissions required for our App to work.

 

After you have confirmed we are authorized to access your store, you will be set from there! Your initial connection should now be established, and the integration can now be configured for your store.

If you have multiple Shopify stores, you can repeat this process to connect additional stores.

 

Initial Configuration

You're initial configuration may vary between stores. In this example, we will walk through some common setups and what the settings involved mean.

In most configurations where you sell online and want Pipe17 to populate inventory into Shopify, we recommend you enable the following settings. If this might be the case, we highly recommend to enable the following settings.

 

Please note, these settings are Integration specific and would can be different if you have multiple Shopify stores connected.

 

Pull Orders from Shopify: This will pull your Shopify orders into Pipe17 to be routed. If you want POS orders as well, you can enable Pull POS Orders from Shopify. Screenshot

Pull Products from Shopify: This will pull your product Catalog from Shopify. 

Screenshot
Push Fulfillments to Shopify: This will allow Pipe17 to update the fulfillment status and tracking information in Shopify when an order is fulfilled. Screenshot
Push Inventory to Shopify: This will allow Pipe17 to send inventory updates to Shopify. Make sure you either aggregate all inventory to one location, or setup mapping between your Shopify and 3PL locations by following our Merge Locations guide. Screenshot

 

If you are missing any information from Shopify, please be sure to check out our troubleshooting guide

 

Location Mapping

Shopify, and Pipe17 also use Locations to track inventory. How these settings are implemented can vary across connectors. Once you have setup your initial settings, we would highly suggest checking out our guide on Getting Started with Locations

 

Custom Mapping

Custom Mapping is supported with the Shopify Integration on Pipe17. Mapping is supported for orders, fulfillments, shipping and products. 

 

Continue Learning

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