Sales order integration configuration
In the Integration Configuration tab of the Integrations menu, set up the following configuration. It will be responsible for transferring orders from Shopify to PULPO WMS.
Name (can be different) | Type | Origin credentials | Destination credentials | Additional settings |
Sales orders | Sales_orders | Shopify | PULPO | Automatic data transfer frequency, Shopify order status to import and cancel the orders. |
Normally, the status of the order to be transferred to PULPO WMS has to be PAID in Shopify, but this setting can be changed, and different order statuses can be selected.
IMPORTANT: Make sure the products are available in the location you are connecting to PULPO WMS in Shopify. Otherwise, the product stock will not be fetched from PULPO WMS to Shopify.
Sales order synchronisation setup
Initial configuration
Name the integration for sales order data
Choose the type of 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 with 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 and cancellation in 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 orders not being imported to PULPO due to 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 the YYYY-MM-DD specified in the tag.
Starting the sales order integration manually
In the integration controls tab of the Integrations menu, start the Sales Orders integration to fetch the orders from Shopify to PULPO WMS. The status has to change to FINISHED or FINISHED PARTIALLY. If the integration is failing, review the logs to find a possible cause, and address the PULPO WMS manager to help you.
If the sales orders were imported successfully, it is the perfect time to set up stock and status updates.
Sales order integration running daily
If you would like the sales order integration to re-fetch all the orders for a certain number of days in the past to ensure all orders are imported, you can set up another integration of type "Sales order" running daily.
To do that, set up the integration of type sales order as described above and activate the setting "Transfer orders once a day"
Transmission time | Defines the time when the daily transmission starts |
Timeframe to receive data | Number of days in the past that the integration will fetch the orders for |
Timedifference | The difference between the start of the regularly running integration and the daily running integration in seconds. Used to avoid the interruption that may occur due to a simultaneous run of two integrations. Default value - 60. |