Shopify Automatic Integration Form Guide [Step-by-Step Guide]

The purpose of this document is to guide you on how to complete the form provided by Techdinamics to set up the Shopify Automatic Integration.

If you don't know or are not sure of what an Automatic Integration is, please read the Shopify Automated Integration article to understand how the Standard Automated Process works.

If you come across any terms you don't know or are not sure about their meaning (API, WMS, URL, etc), make sure you review the glossary here: Integrations basic terms glossary [Information].

FORM ACCESS AND BASE INSTRUCTIONS

The form consists in several sections, the key fields of each section will be detailed in the subsections below.

Open the form HERE and below you can find guidance for each of the values in the questions.

BASIC INFORMATION

This first stage will require basic information:

• Full Name: Your First and Last name 
• Which system are you looking to integrate?: Select Shopify
• What is the Shopify owner company name?: Name of the company that owns the E-Commerce site
• What is the name of fulfillment center?: Name of the fulfillment center to be integrated with the E-Commerce platform
• What is the URL for the Shopify system?: URL that Shopify assigned to the E-Commerce site and to which we will access to connect. For example: https:// YOUR-STORE-NAME.myshopify.com.
  
  

NOTE: In case you do not know it or are not sure, please provide the commercial URL

SETUP PARAMETERS

This section will allow you to state which values you have set up in the systems involved in the integration.

Read the descriptions and provide them carefully.

• What is the earliest date to enable integration?: Day from which we can activate the integration; it can also be called Go-Live or Deployment; This can happen when there is inventory at the warehouse and orders are being received
• What time zones are the Shopify E-Commerce Platform and Warehouse Management System (WMS) set up in?: E.g.: Pacific time, Mountain time, Central time, Eastern time Etc.
• What is the client code for the Shopify E-Commerce Company in the WMS?: The Warehouse Management System (WMS) used by the Fulfillment center/WHS recognizes the customer by a unique identification code in their system. This ID should be known by the Fulfillment Center, and format might change according to the WMS used. For instance, 3PL Central will use a numeric ID, Camelot will use an alphanumeric code such as C03761, etc.
• Which is the Facility (Warehouse) code for the Shopify E-Commerce Orders in the WMS?: Facility code or warehouse code which identifies the physical warehouse facility where the goods are stored; This information should be known by the Warehouse
• Which email addresses should we contact for alerts and notifications for the E-Commerce?: Email addresses on the E-Commerce’s side which will receive automatic notifications from the integration; The email addresses noted will also be enrolled on our support portal for incident reporting
• Which email addresses should we contact for alerts and notifications to the Warehouse/Fulfillment Center?: Email addresses on Warehouse’s side which will receive automatic notifications from the integration; The email addresses noted will also be enrolled on our support portal for incident reporting

OPERATIVE DETAILS

This section will allow you to state operational details and SKU values.

Read the descriptions and state them carefully.

• Do you require daily updates of inventory in Shopify?: Normally required when the e-commerce platform has inventory tracking enabled. Standard process for Inventory update supports a single feed for one facility/location in Shopify; The feed is executed on a daily basis, after working hours

NOTE: The quantities that are fulfilled by the warehouse will be managed by the e-commerce platform outside this feed.

• Do all products in Shopify have a unique SKU value?: For the integration to work, all products in the e-commerce platform need to have a unique SKU value assigned; If this is not the case, integration will not be possible and you must contact your Account Manager to fix the issue
• Do products have the same SKU code in Shopify and the WMS?: Products in Shopify must be uniquely identified by SKU code as well as the WMS side; If the SKU code in Shopify matches the SKU code in the WMS the integration will not require additional input, and if not, creating a cross-referenced table is required.
  
  For instance, if Shopify sells the following products:

But in WMS these products have different SKUs:

You must create a cross-referenced table that Techdinamics will use in the integration in order to identify the products on both ends, similar to the one below:

NOTE: Additional information might be required such as UPC number, product name or product description

• Do you support kits/bundles that are built on the fly?:

A bundle should be represented by its own SKU; For those cases, a list of SKU bundles will be required, as well the SKU products/quantity grouped inside

This example, bundle SKU is a promo kit represented by SKU 2000, containing 2 items of SKU 1050, 1 item of SKU 1060 and 3 items of SKU 1020

NOTE: If you will require inventory updates for the kits/bundles, you'll need to state so. Note that these are not supported by default. Including them will result in increased costs and implementation time.

INFORMATION AND RULES

This section will allow you to state what information each end needs, rules and technical information.

Read the descriptions and state them carefully.

• Does the fulfillment center require carrier and service level information from Shopify?: When the E-Commerce Platform must send shipping information to the Warehouse, a cross-reference table between the platform and Warehouse will be required. Please refer to this article in order to fill it out: Shopify Carrier Codes.
• Does the Shopify E-Commerce platform require actual carrier and tracking information from the WMS?: If positive, you will need to provide a correlated list of the carrier codes used by Shopify and the WMS; You will be provided with the template file to complete it once checked
• What are your partial fulfillment rules?: Implementing this feature requires additional logic to handle partial fulfilment/split orders/backorders. We detail here if orders must be fulfilled in full (products will be shipped once all are available) or it can be fulfilled partially as inventory is available
• What is the Shopify Location ID for the fulfillment center?: In you are the Shopify Administrator, go to Settings -> Locations and select the required location. On the next page, you can find the Location ID in the URL. It's the long string of numbers at the end as shown in the screenshot below:
  
  
  
  From the image, we can see that Location ID for this example is 67948740838

FINAL DETAILS

This section will allow you to state the final details of the integration.

Read the descriptions and state them carefully.

• Do you require User Acceptance Testing?: Testing integrations with no customizations may result in increased cost and implementation time. If you have specific test scenarios, please detail them in “Other” section; Keep in mind that as a part of the project, Techdinamics runs a Post-Go live monitoring process on which the integrator who developed the configurations will be actively review the orders received during 3 business days following the Go-Live day
• Do you require any of the below Shopify Order download filters to have a non-default value?: Here you have the option to filter the orders that are going to be processed by the integration, select the ones that apply and provide additional comments if required
• Do you have any other requirements?: If you have a requirement that has not been covered in the previous questions, please specify them in this section

Once ready, review the answers, and send the form.