Presets:
Setup the PULPO WMS API and Shopify API credentials as described here: https://intercom.help/pulpo-wms/en/articles/6632107-shopify-integration-credentials
Warehouse names in PULPO WMS and Shopify (Settings -> Locations) have to be equal
Create integration configurations
For the full Api integration of Shopify, we need to create four configurations as in the table below, in Administration -> Integrations -> Tab INTEGRATION CONFIGURATION:
Name | Type | Origin credentials | Destination credentials | Basic description |
Products | products | Shopify | PULPO | Transferring product data from Shopify to PULPO |
Sales orders | sales_orders | Shopify | PULPO | Transferring sales orders data from Shopify to PULPO |
Shipment generation | generate_shipments | PULPO | Shopify | After fulfillment of sales orders, the Shopify status changes to (partially) fulfilled |
Stocks | stock | PULPO | Shopify | Transferring stocks updates data from PULPO to Shopify |
Returns | returns | PULPO | Shopify | Create a return and refund to the customer for returned goods |
Status updates | status_updates | PULPO | Shopify | Add the shipped serial or batch numbers to the Shopify order notes, add tag to the orders in Shopify imported to PULPO. |
Product synchronization
Name the integration for Product data
choose type Products
choose credentials for the data origin (Shopify)
choose credentials for the data target (PULPO WMS API)
choose the default product supplier (optional)
choose if you want the shopify product tags imported
Some tags are reserved for the definition of product typeThe product price in PULPO can be taken from
variant = Shopify price from the product variant
inventoryItem = Shopify Cost per item from the product variant
The frequency for automatic data transfer can be set in the Additional settings (default is activated for every ten minutes, possible values 1-60 minutes)
Sales order synchronization
Initial configuration:
Name the integration for sales order data
Choose the type Sales orders
Choose credentials for the data origin (Shopify)
Choose credentials for the data target (PULPO WMS API
Add a fallback customer.
Shopify orders might have no customer related to them. However, if you would still like to import orders without customers from Shopify, please add a fallback customer. You can select one from the list of existing customers.
Additional Settings
Select the tag(s) that Shopify orders need to have to be imported into PULPO. Only orders with the selected tag(s) will be imported. If the field is empty, PULPO WMS will import all the orders matching the financial and fulfilment statuses.
Add financial and fulfilment statuses for order import to PULPO.
Choose if you want the Shopify order tags imported into PULPO's sales order Criterium field
Set the frequency for automatic data transfer (default is activated for every ten minutes, possible values 1-60 minutes)
Set the "Only import physical products" checkmark to active to exclude products not requiring delivery (like promo codes or virtual gift cards) from the orders to avoid the orders not being imported to PULPO due to the missing products.
Activate the checkbox "Fetch order number prefix and suffix" in case you want them added to your sales order number in PULPO (your PULPO order number will completely match the Shopify order number).
Delivery date in PULPO can be changed using the Shopify order tag. If the setting "Import delivery date from Shopify order tag" is activated, and the order has a tag in the format "delivery:YYYY-MM-DD", the order date in PULPO WMS will be updated to YYYY-MM-DD specified in the tag.
Shipments Generation
Name the integration for Shipments' generation.
Select type Generate Shipments
Select credentials for the data origin (PULPO WMS API)
Select credentials for the data target (Shopify)
Stock updates
Name the integration for Stock updates
choose type Stock
choose credentials for the data origin (PULPO WMS API)
choose credentials for the data target (Shopify)
Returns
With the Return integration, PULPO can register a return in Shopify and create a refund in Shopify for accepted customer returns.
Name the integration for Returns
Choose type Returns
Choose credentials for the data origin (PULPO WMS API)
Choose credentials for the data target (Shopify)
In additional settings decide, whether you would like to allow:
Create a refund for the returned product (optional)
Create a refund for the shipping costs (optional)
Register a return in Shopify
Notify the customer about the received return
The return will be created in Shopify and will be registered as a Return in progress. It must be closed manually in Shopify without restocking the items. Restocking the items in Shopify will cause a double booking of received goods and a stock mismatch!
During the return process, warehouse staff can add notes in PULPO, which will be visible in Shopify.
Status updates: transfer shipped Batches and Serial numbers, tag imported order on Shopify
The integration of type status updates allows you to do 2 things on Shopify:
Save the shipped lots and serial numbers into the Shopify order notes, when a sales order gets finished in PULPO
Tag the sales order on Shopify once it is imported to PULPO
Name the integration configuration
Choose type Status Updates
Choose credentials for the data origin (PULPO WMS API)
Choose credentials for the data target (Shopify)
Select Add serial and batch numbers to order attributes in Shopify, when the orders are shipped if you would like to associate the shipped lots with the shipped boxes.
Example:
Box 1: Product A with Lot ABC and Qty 1
Box 2: Product A with Lot ABC and Qty 1Activate the Ignore fulfillment orders checkbox if you would like to associate the shipped lots with the sales orders only.
Example:
Order 1234: Product A with Lot ABC and Qty 2 (no relation to shipped boxes)
Set a tag to the Shopify order after it was imported.
If the checkbox is active, sales orders imported into PULPO will be tagged with the “pulpo_order_partial_or_fully_imported” tag in Shopify. You can create a tag filter in Shopify to identify orders without this tag, allowing you to quickly spot any orders that failed to reach PULPO WMS.
After all Integrations are created, we can start with synchronizing our product data from Shopify to PULPO WMS