View source for Shopify

{{Module Introduction|Shopify|Integrations}} is an add-on module that can be installed from the {{Module|Plugin}}. After installing the plugin, a new module is added that integrates with [https://www.shopify.com/?ref=fishbowlinv Shopify]. {{Carts}}

{{Plugin Install|Shopify|Integrations}}

==Setup==
To allow Fishbowl to connect to Shopify, a few settings must be enabled in Shopify for '''Custom apps'''. In previous versions of Shopify, these were referred to as '''Private apps'''. The following steps are from [https://help.shopify.com/en/manual/apps/custom-apps#get-the-api-credentials-for-a-custom-app Shopify's custom app page]. 

# From your Shopify admin page, go to [https://www.shopify.com/admin/apps Apps].
# Click '''Develop apps'''.
# Click '''Allow custom app development'''.
# Click '''Create a custom app'''.
# Enter '''Fishbowl''' as the app name and select an '''App developer'''. The app developer can be the store owner, or any staff or collaborator account with the '''Develop apps''' permission.
# Click '''Create app'''.
# Click '''Select scopes''', select the scopes listed below, and then click '''Save'''.<br>'''read/write''':<br>assigned_fulfillment_orders<br>discounts<br>customers<br>draft_orders<br>files<br>fulfillments<br>inventory<br>merchant_managed_fulfillment_orders<br>order_edits<br>orders<br>payment_terms<br>price_rules<br>product_listings<br>products<br>shipping<br>third_party_fulfillment_orders<br>'''read''':<br>read_locations
# Click '''API credentials''' and then copy the '''Admin API access token''' as well as the '''API key'''.<br>[[File:Shopify custom app.png]]
# In Fishbowl, click the {{Button|Settings}} on the module toolbar of the {{Module|Shopify|}}.<br>[[File:{{PAGENAME}}_Store_Settings.png]]
# Enter a '''Store Name''' and your '''Store URL''' (for example '''<nowiki>https://storename.myshopify.com</nowiki>''').
# Paste the '''API key''' from Shopify into the '''API Key''' field in Fishbowl.
# Paste the '''Admin API access token''' from Shopify into the '''Password''' field in Fishbowl.
# Click the {{Button|Connect|Test Connection}} to verify that the connection to Shopify is working.
# Click the {{Button|Pull Data|Import Shopify Data}} to import the data needed to configure the mapping tables in Fishbowl.
# Click the '''Save''' button at the bottom of the window to save the settings.

=TABS=
{{TABS|{{PAGENAME}}}}

==Order Import==
{{Order Import}}

===Order Settings===
{{Order|{{PAGENAME}}}}
:{{Notes|{{PAGENAME}}}}
{{Discounts|{{PAGENAME}}}}

===Order Item Settings===
{{Order Item Settings|{{PAGENAME}}}}
:{{Notes|{{PAGENAME}}}}
{{Ignore Shipping}}

===Order Status Settings===
{{Order Status Mapping|{{PAGENAME}}}}

===Location Group Settings===
{{Location Group|{{PAGENAME}}}}
{{Notes|{{PAGENAME}}}}
* '''Use order metadata mapping''' - To enable order metadata mapping, click the {{Button|Settings}} > '''Advanced Settings''' > '''Enable Meta Data Mapping''' > '''Use Order Meta Data''' > '''Save'''<br>[[File:Order Metadata.png]]
* '''Use order tag mapping''' - Allows orders to be mapped to Fishbowl location groups according to the Shopify tags on the order.<br>[[File:Shopify order tag mapping.png]]

===Customer Settings===
{{WholesaleCustomer|{{PAGENAME}}|2=If a Shopify order has a '''Wholesale''' tag, those orders will use the wholesale mapping settings. If there is not a '''Wholesale''' flag, the retail mapping settings will be used. '''NOTE:''' The wholesale channel is available to Shopify Plus plans only.}}

===Address Settings===
{{Address|{{PAGENAME}}}}

===Carrier Settings===
{{Carrier Mapping|{{PAGENAME}}}}
:{{Notes|{{PAGENAME}}}}
::Follow the instructions below to map carriers between Shopify and Fishbowl.
::# Log into Shopify.
::# Click the '''Settings''' menu on the left and then select '''Shipping''' to see which carriers are enabled on your account.
::# Click [https://help.shopify.com/api/reference/fulfillment#tracking-company-property here] to see which carriers Shopify supports.
::# Open the '''Carrier Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.
::# Enter the Shopify carrier and service information into Fishbowl. Sometimes it is easiest to find the exact carrier name in the error log for the order import task.<br>[[File:Shopify carrier mapping.png]]
::# Select the corresponding '''Fishbowl Carrier/Service'''
::# Select the [[Sales_Order#Details_tab|Sales Order Priority]] that corresponds with this carrier/service. This helps Fishbowl users to identify orders with express shipping that need to be picked and shipped quickly. 
::# Click '''Add''' to save the mapping, or click '''Next''' to save the mapping and enter a new mapping.

===Payment Settings===
{{Payment Mapping|{{PAGENAME}}}}
:{{Notes|{{PAGENAME}}}}
::Follow the instructions below to map payment methods between Shopify and Fishbowl.
::# Log into Shopify.
::# Click the '''Settings''' menu on the left and then select '''Payment providers''' to see which providers are enabled on your account.
::# Copy the exact payment method name from any of the sections listed under '''Payment providers'''. Below are some examples.
::#* PayPal Express Checkout
::#* Shopify Payments
::#* Amazon Pay
::#* Authorize.net
::#* Bitpay
::#* Cash on Delivery (COD)
::#* Bank Deposit
::#* Money Order
::# Open the '''Payment Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.<br>[[File:Shopify payment mapping done.png]]
::# Paste the Shopify payment method name into Fishbowl.<br>[[File:Shopify payment mapping.png]]
::# Select the corresponding '''Fishbowl Payment Method''' and then click the '''Save''' button.

===Tax Settings===
{{Taxes|{{PAGENAME}}}}
{{International Taxes|{{PAGENAME}}}}

==Fulfillment Export==
{{Order Fulfillment|{{PAGENAME}}}}
{{Notes|{{PAGENAME}}}}
* If a carrier on an order is not an approved carrier by Shopify it will be defaulted to '''None'''.
* For a list of accepted carriers please see [[#Carriers|Carriers]].

==Product Import==
{{Product Import|{{PAGENAME}}}}

==Product Export==
{{Product Export|{{PAGENAME}}}}
:{{Notes|{{PAGENAME}}}}
:*{{Include Product Image|{{PAGENAME}}}}
:*'''Enable inventory tracking in Shopify for newly created products''' - This will enable inventory tracking on product creation to prevent overselling prior to the first inventory update.
:*'''Delete Inactive Products''' - This option will delete linked products from Shopify if they have been made inactive within Fishbowl.

==Inventory Update==
{{Inventory Update|{{PAGENAME}}}}
{{Notes|{{PAGENAME}}}}
*'''Update Item Cost''' - When enabled, this option updates the Shopify inventory item cost based on the selected Costing Method.

==POS Import==
{{POS Import|{{PAGENAME}}}}
==Troubleshooting==
{{Partial}}
{{Troubleshooting|{{PAGENAME}}}}
* If you are getting a '''Failed to run scheduled task''' error, it is likely due to upgrading from Shopify 2.x to 3.x because of the layout change within the plugin. The following fix re-installs the plugin, which will require you to re-enter your store login information and import/export settings. Make sure to write that information down before proceeding with the following steps.<br>First, open the '''Plugin''' module and click the '''Uninstall''' button for the Shopify plugin. Then restart the Fishbowl server. Next, open the '''Plugin''' module, click the '''Install''' button for the Shopify plugin, and then restart the Fishbowl server again. Finally, re-enter the store login information and the import/export settings and then click the '''Save''' button.
* When running the order import sync, an error may displayed that states '''Could not import order, product X does not exist'''. To verify that the product in Fishbowl is linked to the correct product in Shopify, complete the following steps.
# Using a web browser, log into the Shopify admin page and navigate to the product listed in the error message.
# Right-click anywhere on the page and click '''View page source''' or '''View source'''. This will open up the page source code in another tab.
# Press '''ctrl''' + '''f''' to search within the page.
# In the search bar, type '''variant_id'''
# Confirm that the variant ID found in the page source is the same number listed in the '''Shopify Product ID''' field of the {{ModuleTab|Product|Custom tab}}.
# If the numbers do not match, copy the variant ID from Shopify and paste it into the '''Shopify Product ID''' field. Then click the '''Save''' button in the Fishbowl {{Module|Product|Module buttons}}.
# In the {{Module|Shopify}}, run the '''Order Import''' sync again.

{{Plugin Release Notes}}