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 |
Status updates | 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 |
Refunds | returns | PULPO | Shopify | Create a refund to the customer for returned goods |
LOT and SERIAL | status_updates | PULPO | Shopify | Add the shipped serial or batch numbers to the Shopify order notes |
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 it. 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
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).
Status updates
Name the integration for Status updates
choose type Generate Shipments
choose credentials for the data origin (PULPO WMS API)
choose 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)
Refunds
With the Refund integration, PULPO will create a refund in Shopify for accepted customer returns
Name the integration for Refunds
choose type Returns
choose credentials for the data origin (PULPO WMS API)
choose credentials for the data target (Shopify)
In additional settings select:
Create refund for the returned product
Create refund for the shipping costs (optional)
Transfer shipped Batches and Serial numbers
The integration of type status updates allows us to add the shipped batches and serial numbers into the Shopify order notes, when a sales order gets finished in 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
After all Integrations are created, we can start with synchronizing our product data from Shopify to PULPO WMS