Shopify connector

Setup

  1. Make sure the connector meets your requirements. Read this document and consult our customer support.

  2. Create new Shopify account and upgrade it to a paid plan.

  3. Create an Erply account with Shopify connector enabled or contact our customer support to enable it for your existing Erply account.

  4. Configure the connector. Find the module in Erply and follow the instructions. Shopify connector in Erply backend.

  5. Run a few test synchronizations.

    • Synchronize product and make sure they show up in Shopify store as expected.
    • Place some test orders in Shopify. Use different customer information, payment methods, tax rates and discounts.
    • Make sure orders are imported to Erply as you would like them to be.
  6. Make any design and text changes to your web store and you are ready to go live.

FAQ

Multiple stores/warehouses

  • Can I set which warehouse I want to use for my web store? – Yes. You will be prompted during setup.
  • Can I have Shopify web store show summed stock levels from all warehouses? – Yes. You will be prompted during setup.
  • Do you support multiple web stores for one backend account? – No

Languages

  • Can I set up a store in multiple languages? – No

Multiple categories

  • Can I add products to multiple categories/groups? – No. One product in one group.

Product/category attributes

  • Do you support product variations/matrix products? – Yes. You can set these up in Erply.
  • Do you support product attributes (custom options) and attribute sets (for filtering and comparison)? – No.
  • Can I add category description, image, pdf etc? – No.
  • Can I add files to products? – You can only add images. PDF or other files won’t be synchronized to Shopify.
  • Can I hide products, groups or variations from web store? – Yes. Use the “Show in webshop” checkbox in Erply. Also products with status “Archived” and “Not for sale” are not synchronized to Shopify.
  • Do you support quantities with decimals? – No. 1, 2, 3, 4 etc only.
  • Are product dimensions (length, width, height, volume, weight) synced? – Only gross weight is exported to Shopify.
  • Do you export brand, manufacturer and supplier information to Shopify? We export product brand to Shopify.
  • Does Erply require an image at the “child” level for matrix products or at the “Parent” level? The images must be added to the “Parent” level. Shopify does not support adding different images to each child product.

Changes made in shop

  • What if I change group or product in the shop? Or move it? – Erply will override.

Non-stock, related and bundle products

  • Do you support non-stock products? Yes
  • Do you support related products? No
  • Do you support bundle products? No

Currencies

  • Can I use my local currency? – Yes. Just set this up as the base currency in both shop and Erply.

Shipping

  • How can I add shipping options? Depending on location, speed, weight, cart total, cart item count? – You’ll need to set up all the methods and prices in your webshop. Erply will just add shipping line to last invoice line.
  • Do you integrate with UPS, DHL, FedEx so the shipping methods and prices get updated automatically? – This should be set up in the web store.
  • Can I add handling and packaging fees? No
  • Do you have drop shipping and carrier integrations? – No. Check for Shopify module for that.
  • Do you support multiple shipping addresses? - No.
  • What product/service is used for shipping when the order is imported to Erply? - You can choose the corresponding product during setup. This is optional but is useful for reporting and accounting purposes.

Taxes

  • How can I define tax rates? – You’ll need to set up tax rates on both sides: in your shop and in Erply. When importing we will tie the correct rate to invoice line. If there is no corresponding tax rate in Erply, then invoice line will be added to default tax rate. You can manually add correct rate later.
  • Is tax calculated prior or after discount? – We support the later. You’ll need to check that this is set up both in the shop and in Erply.
  • How to set up region based taxes? – Set up on both sides: in the shop and in Erply. If there is no corresponding tax rate in Erply, then invoice line will be added to default tax rate. You can manually add correct rate later.
  • What does the “All taxes are included in my prices” option mean? – this option must match the same option in Shopify. When you choose this option, then prices with VAT are exported to Shopify instead of net prices. When a customer places an order then total price will remain the same even if the final tax rate is different.
  • What does the “Charge taxes on shipping rates” option mean? – this option must match the same option in Shopify. When you choose this option, then tax is also applied to shipping.

Promotions and pricing

  • Different prices for web store and for POS. Supported. During setup, you can choose a special price list for the web store.
  • Special prices (old price struck through and new price next to it) for web store? - Not supported by default. Maybe some Shopify module can do this.
  • Where do I set up promotions, coupons and discount campaigns? – Not supported by default. Maybe some Shopify module can do this.
  • Do you support group pricing, tier pricing? – No.
  • Do you support customer/customer group based prices? – Not supported by default. Maybe some Shopify module can do this.

Payments

  • Do you support authorization and doing capture later? – This should be done in the web store. Only fully captured orders are imported to Erply.
  • Where do I set up my payment methods and payment integrations? - In web store.
  • How are payments imported to Erply? - You can choose which payment gateways correspond to which payment types in Erply during setup. This is optional but is useful for reporting and accounting purposes. By default, all payments are imported as card payments.

Customer accounts

  • Where do I manage customer accounts? Change passwords? - Account management is done in the web store. Accounts are not imported to Erply. Customers and addresses are added when importing orders. During import, we check to see if matching customer and address are found. This will avoid duplicates.

Invoices/orders

  • Can I choose if orders are imported to Erply as an invoice or as orders? - Yes. You can choose this during setup.
  • How is shipping cost displayed on invoices in Erply? - Shipping cost is added as an extra line item.
  • How is Shopify discount displayed on invoices in Erply? - Shopify has a discount as extra invoice line. In Erply discounts are subtracted from each line.
  • Does importing orders into Erply create duplicate customers? - No. If match is found, then existing customer will be used for billing, shipping or both

Records exported from Erply to Shopify

Product groups

Product groups in Erply can have subgroups. Collections in Shopify have a flat structure. So during a sync, only top-level groups are imported to Shopify. Products under subgroups are treated as children of the top level group.

  • Groups with “Show in webshop” unchecked will not export to Shopify
  • Groups without “Name” will not export to Shopify
Shopify field Erply field
Collection: name Product group: name

Regular products

  • Products with “Show in webshop” unchecked will not be added to Shopify. Unchecking the field will remove the product from Shopify.
  • Archived or not for sale products will not be added to Shopify. Archiving or marking product not for sale will remove the product from Shopify.
  • Products without “Name” will not be exported to Shopify. Removing product name will remove the product from Shopify.
  • If product group was not exported to Shopify then none of the products in this group are exported to Shopify.
  • Products with negative price are not exported to Shopify.
  • Giftcards will not be imported to Shopify.
Shopify field Erply field
Product: name Product: name
Product: vendor Product: brand
Product: type Product: category
Product: description Product: web fields: long description
Product: tags Product: attributes: shopifyTags
Product: images: src Product: pictures: large URL
Product: images: metafields: tags: alt Product: pictures: name
Product variant: price Product: net sales price (if no price list specified)
Product variant: sku Product: code
Product variant: charge taxes Product: tax-free in all locations
Product variant: requires shipping Product: non-stock product or service
Product variant: stock quantity Product: stock levels: available
Product variant: weight Product: weight

Matrix products

Product dimensions can be modified, added or deleted. All changes will be synced to Shopify.

  • Matrix products without variations will not be exported to Shopify. Once variations are added, the product will appear in Shopify.
  • Matrix products or variations with “Show in webshop” unchecked will not be added to Shopify. Unchecking the field will remove the product from Shopify.
  • Archived or not for sale matrix products or variations will not be added to Shopify. Archiving or marking product not for sale will remove the product from Shopify.
  • Matrix products without “Name” will not be exported to Shopify. Removing product name will remove the product from Shopify.
  • If product group was not exported to Shopify then none of the matrix products in this group are exported to Shopify.
  • Matrix products or variations with negative price are not exported to Shopify.
  • Giftcards will not be imported to Shopify.
Shopify field Erply field
Product: name Product: name
Product: vendor Product: brand
Product: type Product: category
Product: description Product: web fields: long description
Product: tags Product: attributes: shopifyTags
Product: images: src Product: pictures: large URL
Product: images: metafields: tags: alt Product: pictures: name
Product options Product dimensions
Product variant: name Product variant: name ENG
Product variant: price Product variant: net sales price (if no price list specified)
Product variant: sku Product variant: code
Product variant: charge taxes Product variant: tax-free in all locations
Product variant: requires shipping Product variant: non-stock product or service
Product variant: stock quantity Product variant: stock levels: available
Product variant: weight Product: gross weight

Records imported from Shopify to Erply

Orders

  • Only paid orders are imported to Erply.
Erply field Shopify field Value
type Can be chosen during a setup
number Generated by Erply
currency Order: currency
date Order: date
time Order: date
customer Order: shipping address
address Order: shipping address
payer Order: billing address
payer address Order: billing address
notes Order: note
warehouse Can be chosen during setup.

Order line items

Erply field Shopify field
line item name Order: line item product name
line item VAT Order: tax amount
line item amount Order: line item quantity
line item price Order: line item price
line item discount Order: discount divided to all lines

Order shipping items

Erply field Shopify field Value
line item name Order: shipping line title
line item VAT Order: shipping line tax amount
line item amount 1
line item price Order: shipping line price

Customers

Erply field Shopify field
First name Order: shipping address: first name
Last name Order: shipping address: last name
Email Order: email
Phone Order: shipping address: phone number

Addresses

Erply field Shopify field Value
Type “mailing address”
Address line 1 Order: shipping address: address line 1 +
Order: shipping address: address line 2
Zip Order: shipping address: postal / zip code
City Order: shipping address: city
State Order: shipping address: region
Country Order: shipping address: country

Payers

Erply field Shopify field
First name Order: billing address: first name
Last name Order: billing address: last name
Email Order: email
Phone Order: billing address: phone number

Payer addresses

Erply field Shopify field Value
Type “mailing address”
Address line 1 Order: billing address: address line 1 +
Order: billing address: address line 2
Zip Order: billing address: postal / zip code
City Order: billing address: city
State Order: billing address: region
Country Order: billing address: country

Payments

Erply field Shopify field Value
Payment: customer Same as payer of order
Payment: type Order: payment method Mappings can be chosen during setup
Payment: date Order: date
Payment: amount Order: total price
Payment: currency Order: currency
Payment: payer Order: checkout ID +
Order: gateway
Payment: last 4 digits of card number Payment: credit card number Format ** ** XXXX
Payment: card type Payment: credit card company
Payment: cardholder’s name Order: customer first name + Order: customer last name