How to Sync Shopify to Sendoso

  • Updated

Sendoso's integration with Shopify allows you to let Sendoso fulfill orders on your behalf!

You must be on a paid version of Shopify, trials will not work. This feature is only available to those customers on the Sendoso Pro or Enterprise plans.

Setup in Shopify

First, create products that you would like your customers to order and that you would like Sendoso to fulfill. These products must also be created in the Sendoso system.

Please be sure that this setting is not checked with any of your products or your orders will fail:

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Next, edit the shipping address to the Sendoso Fulfillment Center:

100 N 61st Avenue
Phoenix, Arizona 85043

Create a Custom App in Shopify

Log in to your Shopify Store as the store owner and then click on Apps in the admin section on the left sidebar.

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Now, a dropdown menu will appear. Click on Apps and sales channels settings.

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In the next window that appears click on Develop apps for your store.

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Click on Allow Custom App Development.

In the next window, read the warning and information provided and click Allow Custom App Development again.

After you've allowed the custom app development, you can select Create an app.

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You'll be asked to give your app a name (feel free to just use your store's name) and select your email in the App developer text box.

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Configuring Admin API Integration

Once you've created an app, navigate to the configuration tab and select Configure in the "Admin API Integration" section.

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Under "Admin API access scopes" you'll see many categories. You'll need to allow the following for Sendoso to fulfill orders successfully:

1. read_inventory & write_inventory

2. read_merchant_managed_fulfillment_orders & write_merchant_managed_fulfillment_orders

3. read_orders & write_orders

4. read_products

 

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Once you have checked all these boxes, hit Save.

Generating Access Token & Key

Now that the app is created, we need the Access Token and API Secret (webhook key) to enter into Sendoso.

To generate your access token, head to the tab API Credentials. Then, click on 'Install' in the "Access tokens" box.

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Confirm the installation by clicking on 'Install' in the window that appears.

Now you will see your Admin API Access Token has been generated. Click on the Reveal token once and you will see the token.

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Be sure to copy and paste this EXACTLY and store it in a safe place so it can be entered into Sendoso. If this access token is not exact, the integration won't work.

Right below your generated access token is another section that contains the API Secret Key (Webhook Verification Key)

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Be sure to copy and paste this EXACTLY and store it in a safe place so it can be entered into Sendoso. If this access token is not exact, the integration won't work.

That's it! The rest of the integration is completed in Sendoso.

Setup in Sendoso

From the menu icon, click on Swag Store:

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Next, click Create Swag Store:

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Select Shopify and then Next Step:

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We'll need a few pieces of information to successfully sync Shopify to Sendoso:

  1. Store Name URL: [YOUR STORE NAME].myshopify.com
  2. API Access Token
  3. Webhook Verification Key

If you haven't already, you'll need to gather the API token & Webhook key from the custom app in Shopify. See Generating Access Token & Key.

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Once you've entered this information, press the Sync Shopify button.

Now you'll map your products. This is a simple exercise to map your Shopify products to your Sendoso products.

*It is recommended to create the products in Shopify first before you map products on this step. Besides the product name, nothing else is needed to input when you create the products in Shopify, as this mapping exercise does all the linking between the two systems on the backend.

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Enter a Store Name for Analytics purposes, select the funding source that will be billed for Swag store orders, and enter an email address for delivery and error emails.

You can also enter a Salesforce Campaign here so that Sendoso will automatically create Campaign Members in Salesforce based on the Shopify order's email address.

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Tip: In the Send Error Alerts field, be sure to add an email address that is accessible to Sendoso Admin or Managers. 

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Hit finish and that's it! Now Sendoso will fulfill Shopify orders on your behalf. When an order is placed, it will be fulfilled and tracked from the Send Tracker page in Sendoso!

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