Logiwa streamlines your business management with our user-friendly self-onboarding process for sales channels. This article will walk you through the available functions and setup of your Shopify sales channel.
Available Functions
Download Products: Download product that have been created in your store. Note that products in draft status in Shopify aren't downloaded to Logiwa.
Download Orders: Download shipment orders from your store that are ready for shipping. (Note: To fully utilize this functionality, your Shopify plan must be "Shopify" or a higher-tier plan. Due to recent updates related to Personally Identifiable Information (PII) on Shopify, users with a "Basic" or "Starter" plan will not be able to retrieve Shipment and Billing Addresses of orders to Logiwa by default. If you are on a "Basic" or "Starter" plan and require access to Shipment and Billing Addresses along with orders, you must purchase the Carrier Calculated Shipping (CCS) feature in addition to your Shopify plan.
For further details, please contact Shopify Support.)
Sync Inventory: Automatically send inventory level changes from Logiwa to your store.
Send Shipment Info: Send shipment information directly to your store once the order has been shipped from Logiwa.
Get Shipment Order Status Changes: Automatically send the status of orders in your store to update the order statuses in Logiwa.
Connect to Shopify
To connect to Shopify, begin by visiting our Store and Marketplace Integrations page.
Select Shopify from the available options.
A pop-up will open with two pieces of information that need to be entered and API Version needs to be selected. Enter your Shopify Store Name and Access Token, Select your API Version as Rest API or GraphQL, then click Continue to proceed.
For information on finding your Shopify Store Name, see this article.
For information about getting your Access Token, see this article.
For information about API Version, see this article.
Once the system has accepted your credentials, you'll enter your new store's details.
Note, if you encounter the "This action requires merchant approval for read_orders scope." error, please make sure you have granted Shopify access to the necessary scopes as described in the Access Token article.
General
For the General section, you'll enter your store's basic details. Information on each field is below the screenshot.
Field | Description |
Connection Store Name | The original name of your Shopify connection. If no entry is made in the field below, this will be the name displayed in Logiwa. This field cannot be modified. |
Store Name | An alternative name for your Shopify connection. Entries in this field can override the above field. |
Client* | Choose the client from your account that will use this connection. |
Active | Set to Yes to make this connection active. Set to No to make it inactive. |
API Version | Select your connection method to Shopify as Rest API or GraphQL. To learn more about API Version, see this article. |
To add tokens for your store, click to expand the Customize Tokens menu. To create these tokens, please complete the Access Token creation process 4 times to receive 4 individual tokens.
Shopify tokens serve as secure keys that facilitate data exchange and integration between Shopify's platform and Logiwa IO. Entering different tokens for each process can help resolve throttle issues faced by high-volume Shopify operations.
Each token is described in the table below:
Field | Description |
Download Product Token | Grants Logiwa IO permission to download product information from Shopify's database, including product names, descriptions, and prices. |
Download Orders Token | Grants Logiwa IO permission to retrieve order data from Shopify, including customer details, order items, shipping information, and order status. |
Sync Inventory Token | Grants Logiwa IO permission to synchronize inventory levels between Shopify and Logiwa's platform, such as updating stock quantities, tracking product availability, and managing inventory |
Send Shipment Token | Grants Logiwa IO permission to send shipment information back to Shopify once orders are fulfilled, including tracking numbers, shipping carriers, and fulfillment status. |
These tokens are not required.
This information is pulled from Shopify every 15 minutes. Pulling this info can be manually activated using the Run button found in the Integration Monitoring section of Logiwa (available for users with access).
Information pulled via the Run button will show the data from the last run up to the time the button is used.
Once you've input the necessary information, click Next to continue.
Warehouse
In this section, you will assign a warehouse for each location you have in Shopify. Note: You cannot assign the same Shopify location to different Logiwa warehouses, but you can assign multiple Shopify locations to one warehouse.
Click Shopify Location List to select from your locations. Then, click the Warehouse created in Logiwa that corresponds to that location.
Click Add to add the location to the list.
Shopify Location List* | Choose the location for the products in your Shopify account. This list will automatically generate based on the locations in your Shopify account.
To learn more about your Shopify locations, see this article. |
Warehouse* | Choose the warehouse from your account that will use this connection. |
If you need to remove any locations that have been added, use the Trash icon to remove them.
Click Next to continue.
Advanced
In the Advanced section, you'll input the statuses you wish to download from Shopify and any order filtering information necessary.
To set the payment statuses you want to download from Shopify, select them from the dropdown menu.
Select as many as you need, then click Done to add them.
If you want to set Tax ID field of Logiwa Shipment Orders with the value on the Shopify Order's Note Field, Select Tax ID Mapping dropdown as "Shopify Note Field".
Next, use the Filter Order by Order Tag if needed. This section allows you to filter the orders that are downloaded from your store according to the tags set in Shopify.
An example of a tag and where to add tags in Shopify.
If you wish to only download certain orders from Shopify, you can tag them in Shopify, then enter the tags to download here.
Start by choosing your Filter Condition. You can either filter by two methods:
Any of the Following Tags: Filter orders by any Shopify tag you enter
All Following Tags: Filter for orders ONLY that have all of the following Shopify tags
To add a tag, type it under the Order Tag field and Enter. Repeat this process to add additional tags.
Use the (X) icon if any tags need to be removed.
Click Next to continue.
Configuration
From this section, you'll decide how/what Logiwa imports from Shopify. Expand the sections below to learn more about these functions.
If this is the first store you are connecting to Logiwa, we highly recommend connecting the store with the most comprehensive product catalog. If this is an additional store, we recommend that you check and update your product SKU codes so that your products can be linked in Logiwa. Doing so will prevent any duplicate products from being created.
Download Products
Download Products
If selected, the system creates unique products in Logiwa based on the SKU in the connected store with the selected Product Unit of Measure (UOM). This allows the system to smoothly import orders with the correct products.
If your product does not have a SKU, the system will utilize the product's Title as the SKU in Logiwa.
If your product's Seller SKU and Name are not provided, Logiwa will be unable to create the product and will issue a warning in the Integration History section of the Integration Log.
When you change the following fields of the product from the connected store, it is reflected in Logiwa:
Barcode: Matches to the UPC of the product in Logiwa.
Price: Sales price of the product.
Image: Image(s) for the product.
Title: Matches to the Name and Description fields of the product in Logiwa.
Adding Variants: Variants are a different version of the product in Logiwa
If you modify any field of the product in Logiwa, these alterations will not have an impact on the store's product.
When you delete a product or a variant from your connected store, Logiwa will not automatically delete it.
If this option is not enabled, you can manually link your products from the Product Listings tab on the Product screen.
When you select not to download products from your store, additional configuration options will be editable under Download Orders to provide options for the system's actions when incoming orders do not have matching products.
Products in Draft status on Shopify are not downloaded to Logiwa.
Download Orders
Download Orders
When this option is enabled, Logiwa automatically downloads new sales orders and related customers to assist you in smoothly managing your shipment preparations. This includes tasks such as gathering the necessary products, packing them, printing the packing slip, and more. If this option is not enabled, you will need to manually download orders and add them to the system before proceeding with picking, packing, and shipping orders.
Once the setup is completed, Logiwa downloads orders that are in Paid Status.
Download Orders are created with the selected Shipment Order Type.
Draft, Fulfilled, or Cancelled orders are not downloaded to Logiwa.
After an order is downloaded to Logiwa, if it is cancelled from the store, Logiwa marks the order as Cancelled as well.
When an order is marked Cancelled, this cannot be undone.
If you cancel or delete an order in Logiwa, this action will not be sent to your store.
In addition to new orders, changes made to existing orders will be reflected after orders have been re-downloaded. For instance, if the Shipping Address of an order has been changed, you will see the same changes in Logiwa.
Download Open Order From
When "All Time" is selected, Shopify orders created up to 2 months ago will be downloaded.
When "Specific Date" is selected, Shopify Orders created after the selected Date / Time will be downloaded.
"Specific Date" can be selected within the range from the selection day to two months ago. If you try to select a date more than two months ago, A Pop-up will appear and will not let you "Save" the setup.
Let Logiwa Create Partial Orders
Becomes editable only when you have chosen not to download products.
When selected, Logiwa will create partial orders based only on the products that have been added to our system. It will not create new products for those that have not been created. This is an either/or selection with the option below.
Create Nonexistent Products When Orders Are Downloaded
Becomes editable only when you have chosen not to download products.
When selected, Logiwa will create a new entry in Logiwa for products downloaded from Shopify that do not already have an entry. This will allow products to be added automatically. This is an either/or selection with the option above.
Sync Inventory
Sync Inventory
Selecting Logiwa's Sync Inventory option ensures that your Shopify inventory stays up-to-date. Logiwa will automatically send inventory updates to your store whenever a new sales order is received or if there are any changes in quantity within the inventory.
Note, if you stop tracking the inventory level of a product from your Shopify store, Logiwa will not sync the inventory of that product.
This option can be enabled once the initial setup has been completed. If it is not enabled, you will need to manually update the inventory of your Shopify store as inventory levels in Logiwa change due to inventory movement.
When the Available Inventory Sync Method is selected, Logiwa will send the available to sales inventory count to Shopify (with reducing the open order quantity in Logiwa). Shopify will then add any open orders(committed quantity) on their platform to calculate the On Hand quantity for sale.
When the On Hand Inventory Sync Method is selected, Logiwa will send the physical inventory count to Shopify (without reducing by the open order quantity in Logiwa). Shopify will then deduct any open orders on their platform to calculate the Available quantity for sale. Please note that On Hand Quantity should only be used when Shopify is the only selling channel for that inventory.
Send Shipment Info to My Store
Send Shipment Info to My Store
If Send Shipment Info to My Store option is activated, when you ship an order in Logiwa with a Tracking Number, a fulfillment message is sent to Shopify as well. Shopify updates the order as Fulfilled or Partially Fulfilled according to the order's Logiwa Status (Shipped or Partially Shipped).
If this option is not activated, Shopify will not update the order when the order is shipped, and any shipment info will need to be added manually to your store.
To complete the setup, click the Save button.
This will start the "Initial Process", which can take some time.
When the store has been integrated successfully, the status will change to Completed.
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