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Modules:Shopify Integration/User Guide

Contents

Introduction

The Shopify Module connector has been devoloped by Practics Business Solutions, an Openbravo Gold Partner. It is used to connect Openbravo and Shopify, being able to sell on-line in Shopify while keeping Openbrabo as database and managing tool. This commercial module has two background processes: Order Sync process and Product Sync process.

Shopify Configuration Window (Main section)

This is the main window to configure (by store) and see all the information downloaded from the different processes of the ERP. It's composed by the header with the connection parameters and the default configuration for the different process, and the Tabs with the Registers imported from Shopify.


SH1 1.png


First, is necessary to configure the Shopify Server parameters, like the Shop Url and the API Key. The user has to be configured with Administrator role or with another Role but with all the permissions. At the Default Organisation section it can be set the default organization for the new records created on Openbravo like Products or Customers. It will allow us to set the price list to be used, taxes, warehouse, delivery conditions…etc


Product

Business Partner

Order


We can also see information related to synchronization.


SH3 1.png

Syncronization

Note: all blocked records will be created on the corresponding auxiliar tabs, without create the record of Openbravo.

Once all the configurations are done, we will test if the connection works. To do so, there is the button Test Connection that will return a message of Success or Error. In case of Error, the response will show the error code and his message.


Window Buttons



Shopify Configuration Window (Tabs)

Several tabs are used to keep track of the correlation of the information between Shopify and Openbravo.

Mail Tab

The alerts and errors will be sent to the mails in this tab. It is useful if it is important to know on time if there are errors or malfunctions.

Products Tab

The product tab will have all the products imported from Shopify with his basic information and the mapped Openbravo product. The Openbravo product will be created on the import process if the “Block new Products” check of the header is not enabled. If an Openbravo product exist with the same value on the Search Key field as the one from Shopify, this will be mapped and updated.

Customer Tab

It shows the relation between the Business Partners in Shopify and those in Openbravo.

Orders Tab

It shows the errors when importing orders form Shopify. Once they are fixed, they will disappear when refreshing the page.

Payment Methods Tab

It shows the relation between the payment methods in Shopify and those in Openbravo.

Freight Tab

It shows the relation between the freights in Shopify and those in Openbravo.


SH4.png

Background processes

At the Process Request Screen there are two processes that can be scheduled to sync information from Shopify.


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