Our Shopify integration allows businesses to manage their Catalog and see order data in Settle.
The Shopify integration is split up into two parts:
Catalog Management: Settle is the best way to manage your Catalog across all different platforms, including Shopify. Where possible, you can push new SKUs or changes to SKUs made in Settle to your Shopify account. Changes in your Shopify will also populate to Settle. Depending on your Shopify integration configuration, this may be a one-way or a two-way sync.
Order and Fulfillment syncing: Our integration pulls in order data to view directly within your Settle account.
Set up the integration
You will be prompted to add the integration from your To Do List. You can also choose to add it from the Integrations page directly at any point in time.
After clicking "Connect" in Settle, you will be redirected to your Shopify store to approve the connection. Once successfully connected, you'll be redirected back to Settle.
The Catalog sync is kicked off immediately upon successful connection.
Parent/variants in Shopify
If your SKUs have a parent/variant relationship (for example, tracking sizes or flavors), please follow these steps:
Add the Shopify Integration First: Ensure that the Shopify integration is set up before any other integrations.
Empty Catalog: If your catalog is empty, the SKUs will import from Shopify along with their variants.
Non-Empty Catalog: If your catalog already contains SKUs, you will need to manually create the SKU and add its variations. After that, merge the Shopify SKU with its variations into the manually created SKU.
Following these guidelines will help ensure a smooth integration process with Shopify and proper management of your SKUs.
Pushing SKUs to Shopify
Once the integration is set up and sync settings are configured,” Settle can update your Shopify with changes made in Settle:
Navigate to the Catalog page.
Find the SKU you want to be updated in Shopify.
Click the three dots → click the "Push updates" button
Categories from Shopify will be imported and shown on the Settle Catalog.
Manage your inventory levels
The integration is able to pull in inventory information if Shopify is your source of truth for inventory status. This assumes you won't connect a WMS to update your inventory numbers.
First you'll set a starting inventory snapshot at the location where you'll have inventory drawn down. You'll find the location in your Locations tab in the left-hand navigation. Click +add item in the bottom right of the screen to add your SKUs and set your Available inventory numbers.
Now you can turn this feature on! Head over to your Settings >> Integrations >> Shopify >> Settings. You'll see the option to set your default location where inventory is pulled. Select this option in your dropdown. Your inventory will begin to update on your Inventory page.
Note: If you don't see the Default fulfillment location dropdown, reach out to our Support team to ensure this is enabled on your account.
Order and fulfillment syncing
Orders and their fulfillment status are auto-ingested from Shopify.
Disconnecting Shopify
Removing the connection will not remove historical data. In order to remove historical data, please reach out to our Support Team.
FAQs
Do you integrate with Shopify POS (Point of Sale)?
Yes, we integrate with Shopify POS, and orders are processed in the same way as other sales channels.
If I connected the wrong Shopify store with my Settle account, how can I change this?
Please reach out to our Support team to help remove the existing Shopify connection in order for you to map a new Shopify store.