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
Get products: Download product that have been created in your store.
Get shipment orders: Download shipment orders from your store that are ready for shipping.
Inventory sync: 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 with Shopify Plus: Use Shopify Plus? You can connect your Shopify account to our system without any extra steps.
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. Enter your Shopify Store Name and Access Token, 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.
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 connections active. Set to No to make it inactive. |
To add tokens for your store, click to expand the Customize Tokens menu. 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.
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 download from Shopify, select them from the dropdown menu.
Select as many as you need, then click Done to add them.
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 Method. 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 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. 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.
In the event that 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 opt not to download products from your store, additional configuration options will appear under Download Orders to provide options for the system's actions when incoming orders do not have matching products.
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 setup is completed, Logiwa downloads orders that are:
Paid
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.
Let Logiwa Create Partial Orders
Appears 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 below option.
Create Nonexistent Products When Orders Are Downloaded
Appears 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 above option.
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 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.
Send Shipment Info to My Store
Send Shipment Info to My Store
When you ship an order with Logiwa, this option automatically updates the order in the Shopify store as Fulfilled. If there is a tracking number on the order, Logiwa will also update it.
If this option is not enabled, Shopify will not automatically update when orders are fulfilled, and any shipment info will need to be added manually to your store.
To complete setup, click the Finish button.
This will start the initial import process, which can take some time.
When the store has been integrated successfully, the status will change to Completed.
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