Shopify Integration

The Zoey Shopify Integration gives your store the ability to import Orders from Shopify, export Shipments from Zoey, and send Product Inventory levels to Shopify.

Overview

The Zoey Shopify Integration connects to your Shopify account to import Orders placed by your customers!

Shopify orders can be imported automatically up to 10x per hour. The products are matched and the Order can be immediately marked paid or shipped! Choose the Payment and Shipping method to set and which default Account will be listed on all Orders.

Connecting Zoey and Shopify

Click the puzzle-piece icon to get to the Integrations list and open the Zoey Shopify Integration settings by clicking Manage Connection.

Shopify Store URL

Paste in your Shopify Store URL - URL/Domain of your Shopify store. i.e. https://your-store.myshopify.com/
Be sure to include https://!

Click Connect to sign into your Shopify account and connect it to Zoey.

Sign into your Shopify account and continue configuring the Zoey Shopify Integration settings!

Import Shopify Orders into Zoey

Your Shopify Orders can be synced into Zoey for processing or recordkeeping!

Set Enabled to Yes and begin configuring the Zoey Shopify Integration settings.

Automatically Importing Orders from Shopify

Set Enable Automated Order Import to Yes.

Configure the Import Schedule to set how frequently the integration attempts to sync new orders.

The Date Limit will determine which orders the integration attempts to import.

Manually Importing Orders from Shopify

Clicking the Import Orders button opens a pull-out menu that lets you determine which Faire Orders get synced into Zoey.

Here you can manually import orders from Faire which have been placed after the date and time set in the Date Limit or by listing internal IDs of Shopify orders.

Import Specific Orders by ID

Importing specific orders from Shopify requires the numeric internal ID like 6401869414717.

Copy the internal ID from the URL bar of the order, shown above. This ID can be used to import that order.

The Shopify internal order ID will be set as the External ID of a Zoey order to display and filter in the order grid.

Import Orders by Date Limit

Set the Date Limit to import all orders placed in Shopify after that date and time. No specific IDs need to be listed. All orders created in Shopify after the set date and time will be imported

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Each order can only get imported once! The Date Limit gets updated each time the import runs.
If you try to import a Shopify order which was already brought in, an error will be presented.

Matching Zoey Product to Shopify Product on Order

Zoey and Shopify Products can be matched through their Name or SKU.

Zoey Product Lookup Attribute - choose to match Zoey products by Name or SKU.
Shopify Product Lookup Field - choose to match Shopify products by Name or SKU.

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The biggest hurdle to integration is data consistency.
Make sure your SKUs or Product Names are the same in Zoey and Shopify.
If the order would be prevented in Zoey for any reason, for example minimum quantities or packaging increments, it will not be created through the integration. Make sure the same standards are being enforced in either system for smooth data transfer.

Zoey Account for All Shopify Orders

Shopify does not provide unique information for Zoey to create or assign Orders to different Accounts.

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All Shopify Orders will be assigned to one Zoey Account.
You can create this account in Customers > Accounts > Create New Account, then select the Account here.

Customer Account for all Shopify Orders - here you'll select the Zoey Account which all Shopify Orders will be imported to.

Default Payment and Shipping Method

Orders imported from Shopify will be created with the set default shipping and payment methods

Importing Order as Paid or Shipped

Orders created by the Shopify integration will be immediately invoiced and marked paid if Import As Paid is set to Yes.

If Import As Shipped is set to Yes, a shipment will be created for all of the items automatically as well.

Troubleshooting Shopify Order Import

The Order Import Failures grid will list orders which failed to be imported and the error reported.

Click on each Shopify Order to see details for why it failed to be imported.

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Check the error logged in to each Shopify Order ID by clicking on it. Attempt to resolve the specified issue in Shopify or Zoey.

Check the box and open Bulk Actions to Retry Import after correcting the issue.

Export Product Inventory to Shopify

Inventory quantities of your Zoey Products can be synced to Shopify! This enables you to use Zoey as the main stock tracking system.

Automatically Send Inventory Quantities to Shopify

In your Zoey Shopify Integration click on, or scroll down to, Inventory Export.

Set Enabled to Yes, and begin configuring the Inventory Export to Shopify below.

Enable Automated Inventory Export being set to Yes will display the scheduler to configure when, and how often, the Inventory Export is run.

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Every Zoey product will try to sync its inventory!
A product's inventory will not sync if it does not track inventory in Zoey, or is not matched to a Shopify product.

Manually Send Product Stock to Shopify

Click the Inventory Export button to open the pull-out menu where you can list specific SKUs to export Inventory for.

List the Zoey Product value which is being matched (usually SKU) and click Export Inventory.

If no identifiers are listed, every product in Zoey will attempt to be matched to Shopify and sync its inventory.

Product Mapping

For the Inventory Export to work, we must select the attributes to compare between systems. The Zoey Product Lookup Attribute will be matched against Shopify Product Lookup Attribute to determine which products' inventory to update in Shopify.

Locations Mapping

Zoey and Shopify both can keep track of Product Inventory levels at multiple different Inventory Locations.

Choose which Locations sync stock quantities from Zoey to Shopify!

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Default Stock is the basic qty field on your Zoey Products.
If you don't use Inventory Locations in Zoey, simply choose the Shopify Location to sync your Default Stock to.

Shipment Export

After an Order is Shipped in Zoey, that fulfillment can be synced to your Shopify Order!

Tracking information will be sent to Shopify and set on the fulfillments. Shipments can be sent automatically on a set schedule!

Automatically Send Shipments to Shopify

Set Enable Automated Shipment Export to Yes and configure your Shipment Export schedule.

Manually Export Shipments to Shopify

Click the Shipping & Tracking Export button to open the pull-out menu. There you can list Zoey Order IDs to attempt to sync their Shipments to Shopify.

Shopify Shipment Notification Email

Shopify will notify your customer by emailing them when an Order is fulfilled. If you're shipping the Order in Zoey, then Zoey will also send a Shipment Email.

Set Enable Shopify Shipment Notification to No to prevent Shopify from emailing customers about Shipments synced from Zoey.