How To

Getting Started with Shopify

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The Shopify Webstore setup guide will lead you through the settings necessary to establish the link between ChannelAdvisor Complete and your Shopify Store. Getting Started with the Shopify Webstore Integration is as easy as completing these simple steps. You will want to reference each step in this guide while you are going through the Shopify Webstore Setup.

 

Prerequisites


Before beginning the launch process, you’ll need to complete the following steps:

  1. Create your Shopify Seller Account – To begin the process of selling through a Shopify Webstore, you must have or create a Shopify Seller Account. Visit http://www.shopify.com today to create your account. Contact your ChannelAdvisor Sales Representative to request access to the ChannelAdvisor Shopify Webstore Integration.
  2. Create your store name – Create and obtain your store name, which will be in the following format:(Your Store Name).myshopify.com
  3. Image requirements – Make sure your product images meet professional standards. Shopify accepts images up to a size of 2048 x 2048 pixels, or 4.2 megapixels. Recommended are 1024 x 1024 pixels for square product images.
  4. Tracking Pixels – Review the Implement the tracking pixels for Shopify if you'll be using our Paid Search or Feeds products with it.

 

Launch Options


When setting up Shopify with ChannelAdvisor you have two launch options:

  1. Self-Guided Launch – Completed by yourself using the information found in this Setup Guide.
  1. Launch Assistance Service – A paid service offered by the ChannelAdvisor Launch Team that allows for you to have a dedicated email box for setup questions and a limited number of phone-based training and assistance calls to help you get setup your Shopify Webstore. To purchase this service contact Sales for more information.

 

Design Your Storefront


 


Initiating the design process for your Shopify store is the first step in the Shopify Launch Process. Shopify has a number of different pre-made themes , or you can design your own.

Please Note: If you decide to go with a custom design, you will be working directly with a designer of your choosing to create the look and feel of your webstore. The complexity of your design as well as the company you have chosen to partner with will have a direct impact on your store launch timeline. You will want to be certain that you and your designer are working closely together throughout the process in order to avoid any delays in the launch of your store. 

We recommend the following designers for creating your Shopify Storefront: 

Diztinct (Design)
Agile Harbor (Design/ Development)
WebLegs (Design)
Other experienced Shopify Designers

 

Configure Inventory

 



Before listing your products onto your Shopify Store, it will be important that you complete the tasks below to configure your inventory in ChannelAdvisor.

Please Note: If you are new to the ChannelAdvisor system then please review the Inventory Getting Started Guide . This guide will outline all of the tools and information you will need to get your inventory into the ChannelAdvisor system and to help you manage your inventory within your account.

Tasks to Complete

  • Review Supported Fields – There are a number of fields that are integrated from your ChannelAdvisor account to your store. You will be setting up these fields in your inventory and creating a template that maps those fields to your store inventory. Please refer to the Supported Fields Table for a full list of all fields supported by ChannelAdvisor.
  • Add Additional Data Using Custom Attributes – Attributes are custom fields used to describe your products and are an important part of organizing your inventory. Your account is preconfigured with a number of attributes already like price and title, but due to the number of ChannelAdvisor clients selling a variety of products through the system, it is almost guaranteed that all of the fields needed to describe your items will not be included in the default fields on an inventory item record. In order for you to best describe your items, we have included the ability to create custom fields that can be used to describe your products.
    Please refer to the Using Inventory Attributes page for more information.
  • Assign a Label to your Inventory – Labels are a way to dynamically group inventory items together. In order to designate your inventory for your Shopify store you must assign a label. Please refer to the Grouping Inventory Using Labels page for more information.

Note: Inventory will be sent up to the store approximately once every 4 hours. The next scheduled inventory update can be found in your ChannelAdvisor account under Webstores > Shopify > Overview. On this dashboard you will see a time / date stamp for the next item update.

 

Configure Settings


 


  1. In ChannelAdvisor, navigate to Webstores > Shopify > Settings.
  2. Add your store name (Your Store name).myshopify.com
  3. Click on Initiate Shopify Authorization.
  4. Click on Save or Save and Continue Product Mapping.

 

List Your Products


 


Once you have completed the Setup Guide you will need to complete the Shopify Product Mapping Template in ChannelAdvisor, located under Webstores > Shopify > Template.

Mapping the Template

ChannelAdvisor Product Mapping Templates are used to define the exact data that will be sent to the webstore when creating or updating a listing. The template will contain all the fields accepted by the webstore and will allow you to specify what product information should be sent for each product listing. You will have four options to complete each template field. The option that works best for you will depend on how you have prepared your inventory for each site's data requirements. 

For detailed information on how to utilize templates in ChannelAdvisor please visit the Customizing Template Fields page of the Strategy and Support Center.

If you would like to only send quantity updates for Shopify products, see Enabling Quantity-Only Mode.

Product Variations

Generally most products will vary by size and/or color. You may choose to vary on other attributes as you see fit. You may vary on a maximum of three attributes for any one listing by mapping the following fields of the Shopify template:

  • Option Name 1, 2 and 3 – For these fields you will typically map a text value that represents the varying attribute. For example if you are varying by size you should simply type the text value of "Size". This value will be visible on your listings as a dropdown option.
  • Option Value 1, 2 and 3 – For these fields you will need to map to the varying attribute in your inventory.

Note: If you have more than three attributes in your inventory that you would like to vary on you will need to apply a business rule. The format of this rule will vary depending on your unique scenario. For assistance creating business rules feel free to create a support case with your request.

Required Fields

  • Description
  • Name
  • Price
  • Product Image URL 1
  • Type

Recommended Fields

  • Vendor

Optional Fields

  • Barcode
  • Charge Taxes
  • Compare at price
  • Option 1/ Name
  • Option 1/ Value
  • Option 2/ Name
  • Option 2/ Value
  • Option3/ Name
  • Option3/ Value
  • Product Handle
  • Product Image URL 02
  • Product Image URL 03
  • Product Image URL 04
  • Product Image URL 05
  • Product Image URL 06
  • Product Image URL 07
  • Product Image URL 08
  • Product Image URL 09
  • Product Image URL 10
  • Alt text for Image 1
  • Alt text for Image 2
  • Alt text for Image 3
  • Alt text for Image 4
  • Alt text for Image 5
  • Alt text for Image 6
  • Alt text for Image 7
  • Alt text for Image 8
  • Alt text for Image 9
  • Alt text for Image 10
  • Product Visibility
  • Require a shipping address
  • Tags
  • Variant Order
  • Weight (lbs)
  • Metafield 1/Namespace
  • Metafield 1/Key
  • Metafield 1/Value
  • Metafield 2/Namespace
  • Metafield 2/Key
  • Metafield 2/Value
  • Metafield 3/Namespace
  • Metafield 3/Key
  • Metafield 3/Value
  • Metafield 4/Namespace
  • Metafield 4/Key
  • Metafield 4/Value
  • Metafield 5/Namespace
  • Metafield 5/Key
  • Metafield 5/Value
  • Metafield 6/Namespace
  • Metafield 6/Key
  • Metafield 6/Value
  • Metafield 7/Namespace
  • Metafield 7/Key
  • Metafield 7/Value
  • Metafield 8/Namespace
  • Metafield 8/Key
  • Metafield 8/Value
  • Metafield 9/Namespace
  • Metafield 9/Key
  • Metafield 9/Value
  • Metafield 10/Namespace
  • Metafield 10/Key
  • Metafield 10/Value
  • Metafield 11/Namespace
  • Metafield 11/Key
  • Metafield 11/Value
  • Metafield 12/Namespace
  • Metafield 12/Key
  • Metafield 12/Value
  • Metafield 13/Namespace
  • Metafield 13/Key
  • Metafield 13/Value
  • Metafield 14/Namespace
  • Metafield 14/Key
  • Metafield 14/Value
  • Metafield 15/Namespace
  • Metafield 15/Key
  • Metafield 15/Value
  • Metafield 16/Namespace
  • Metafield 16/Key
  • Metafield 16/Value
  • Metafield 17/Namespace
  • Metafield 17/Key
  • Metafield 17/Value
  • Metafield 18/Namespace
  • Metafield 18/Key
  • Metafield 18/Value
  • Metafield 19/Namespace
  • Metafield 19/Key
  • Metafield 19/Value
  • Metafield 20/Namespace
  • Metafield 20/Key
  • Metafield 20/Value
  • Metafield 21/Namespace
  • Metafield 21/Key
  • Metafield 21/Value
  • Metafield 22/Namespace
  • Metafield 22/Key
  • Metafield 22/Value
  • Metafield 23/Namespace
  • Metafield 23/Key
  • Metafield 23/Value
  • Metafield 24/Namespace
  • Metafield 24/Key
  • Metafield 24/Value
  • Metafield 25/Namespace
  • Metafield 25/Key
  • Metafield 25/Value

Shopify Template Strategies

Be sure to complete all required template fields indicated by a red star. Below is a list of these fields along with additional information to keep in mind when mapping the template:

  • Description – Provide your product description for this field. Place the most important product information in the first 150 – 300 characters.
  • Name – Refers to your Product Title. Your title should be specific and should describe what is being sold. Your title should be about 80 characters or less (250 Characters Max) and include a keyword and if possible the brand name.
  • Price – Provide the standard or sales price of the standalone product or product variant.
  • Product Image URL 1 – Every product listing should have a quality product image. Shopify recommends 1024 x 1024 for square product images.
  • Type – Map to the attribute in your inventory that contains the Shopify category value.
  • Variant Order – Variant Order will allow you to control the display order of variants on your Shopify store. Only integer values are allowed. The order is set to alphanumerical order by default but can be changed by a business rule to allow S,M,and L to be in size order.
  • Variant Images – Sellers can now designate an image URL for a variant product to appear on the product listing when the variant product is selected.
    • Shopify allows one image to be designated to each variation. There is a Variant Image URL field on the Shopify Product Mapping Template.
    • Note: Sellers will need to update or modify their Shopify theme in order to utilize this new Variant Image functionality. Instructions to modify your theme can be found here . There is a list of recommended designers and developers on the Shopify Getting Started Guide should you need assistance in making these changes. Additional recommendations can be found here .
  • Metafield Namespace – The Namespace allows you to distinguish the metafield with a label. If left blank, ChannelAdvisor will be used by default.
  • Metafield Key – The Key identifies the metafield such as "Warranty".
  • Metafield Value – The Value is the information specific to the key. (Example: If the Key is "Warranty", the Value is "5 year limited warranty").
  • The key and value of the metafield can be appended to the product description or can be used to create different tabs on a product landing page.

 

Activate Integration


 


Assign the Shopify Label

In order to send inventory to the Shopify Webstore, you tell the system to pull all inventory that has a label associated with it. This gives you a flexible way to tag the inventory you want to appear on the webstore without having to assign classifications or any other grouping mechanism. The label assigned must be the same as the label configured in your Shopify Settings. This action notifies ChannelAdvisor which products will be sent to Shopify. 
For more information on this topic view the Using Labels page.

Please Note: When getting started, it is recommended to only add the label to a small subset of your inventory at first (About 20 SKUs). When you have successfully listed those items then you can continue adding the label to additional items. This practice allows you to more easily manage and troubleshoot any listing errors or other issues that may occur.

Select Quantity to Send

Choose between assigning all available inventory quantity to Shopify, or all available and open quantity (if using Inventory Juggler)

Set Buffer Quantity

Determine if you would like to set a buffer quantity for Shopify, and specify it here.

Save Product URLs

Determine if you would like to save the product URL in an attribute.

Turn on Product Listings

In order to enable ChannelAdvisor's integration with Shopify, you must activate it by following these steps: 

  • Toggle Send Product Listings to On. This will start sending your product information to Shopify. 
  • Toggle Manage Orders, Shipping and Refunds to On. This will start managing orders and refunds from Shopify.

Communication Frequency

Now that your Shopify integration has been activated, ChannelAdvisor and Shopify should be able to communicate. Depending on the number of SKUs and the complexity of your inventory information, the amount of time it takes to process, communicate, and update on the Webstore could vary. Here are the general guidelines for communication frequency:

  • All Products Update: ChannelAdvisor creates and updates product and product variation details on the Shopify Storefront approximately every 4 hours.
  • Quantity Update: ChannelAdvisor updates the stock levels for items on Shopify based on Inventory Juggler rules setup in ChannelAdvisor every 15 minutes.
  • Order Retrieval: All Shopify order details automatically import into ChannelAdvisor every 15 minutes, updating inventory stock levels for use on all other channels.

Order Testing

Once you have successfully listed your subset of inventory you should perform a test to make sure that orders are processing appropriately. Simply purchase one of your items and then check to make sure that the order appears in ChannelAdvisor.

 

Manage Your Listings


 

Once you have activated your Shopify integration, you should begin seeing activity almost immediately. You may notice that some of your products have not listed properly or have not listed at all. It will be crucial that you consistently manage your Shopify account to monitor these issues.

Shopify Product Dashboard

ChannelAdvisor provides you with a dashboard that assists you with this effort. The Shopify Product Overview page is a webstore-specific dashboard that provides you with an overview of the current status of all your products assigned to Shopify. You can access this page via the menu from Webstores > Shopify >  Overview.

Product Status View

The Product Status view will serve as your Shopify listing management headquarters. From this view you will be able to view detailed information about all of the products you are sending to Shopify. You will be able to monitor the performance of your items as well as troubleshoot any listing errors you may have received. To access the Product Status View, navigate to Webstores > Shopify > Product Status View.

Resolving Shopify Errors

There is a wide range of listing errors that you may receive when listing to Shopify. Resolving these errors can typically be accomplished by utilizing one of these two methods:

  • Method 1: Edit Your Template Mappings – The Shopify Template is what tells ChannelAdvisor what data to send. Failure to map the appropriate fields with the appropriate values from your inventory can result in listing errors. When you receive a listing error it is almost always a good idea to check your template.
  • Method 2: Edit Your Inventory Data – If you find the template appears to be mapped correctly and according to Shopify’s specifications, more than likely the source of the error is in your inventory data.

 


Fulfill/Cancel Orders


 


Sales are handled through the integrated shopping cart of each Webstore. Order information details are then imported to ChannelAdvisor in the All Sales view where you can then manage your fulfillment process,  update shipping and tracking information and process any refunds or cancellations.

Fulfillment Steps and Options

From your All Sales view you can easily manage the fulfillment process for all orders imported from the webstore. Whether you use ChannelAdvisor or a third party fulfillment system to manage your orders, ChannelAdvisor offers the tools to optimize your fulfillment strategy:

  • After a purchase has been completed, the ChannelAdvisor Complete software will automatically import all the relevant order details needed for fulfillment. See the Processing and Communication Frequency page for details on how long after a purchase orders are imported.
  • Once imported, your orders will appear in the Sales > Orders/Transactions > All Sales view alongside all of your other orders.

Please refer to the Sales and Fulfillment section for additional information.

Please Note: Never download orders directly in your Webstore Seller Account. This will prevent these orders from being imported into ChannelAdvisor and can lead to various discrepancies between your ChannelAdvisor and webstore accounts.

Shipping / Refund / Cancellation notification: A refund is only necessary if you have already marked the order as shipped. If you have not marked the order as shipped, cancelling an order within our system, will cancel the order on the Webstore. If the buyer contacts you after their purchase looking for a refund, you may process their request by going to the Sales > Orders/Transactions > All Sales view. Orders refunded in ChannelAdvisor will be refunded on Shopify.

Refer to the Processing Refunds in ChannelAdvisor page for further details.

Possibly Fraudulent Orders: Shopify does a risk analysis including an Address Verification System (AVS) check and Credit Verification Value (CVV) check. If an order seems suspiciously like fraud, Shopify will flag the order.  Flagged orders will be sent to ChannelAdvisor with a payment status of Submitted. These orders will need to be manually changed to “Cleared” to be processed.

A filter can be created on the All Sales page to find these pending orders so that you may easily change the status and process the order(s):

  1. Go to Sales > All Sales and in top right corner, click Create.
  2. Filter Name – Shopify Pending Orders
  3. View Type – Sales
  4. Details:
  • Payment Submitted = True
  • And Site Name = Shopify
  • And Transaction Status “not like” Cancel

Withdraw Product Listings: If you no longer want a product to appear on your Shopify store, edit the product by removing the label from the product that you are using for Shopify product listings.

 

Visit our new Community site! The SSC is no longer updated. If you have bookmarked this page, click on the banner below – this will lead you to the corresponding page in the Community. Then, you can use the Star to save it there to show in the new ‘My Support Center’, in your Favourite Articles section. Use the search bar to find any other topics you're interested in.

Visit our New Community!



The Shopify Webstore setup guide will lead you through the settings necessary to establish the link between ChannelAdvisor Complete and your Shopify Store. Getting Started with the Shopify Webstore Integration is as easy as completing these simple steps. You will want to reference each step in this guide while you are going through the Shopify Webstore Setup.

 

Prerequisites


Before beginning the launch process, you’ll need to complete the following steps:

  1. Create your Shopify Seller Account – To begin the process of selling through a Shopify Webstore, you must have or create a Shopify Seller Account. Visit http://www.shopify.com today to create your account. Contact your ChannelAdvisor Sales Representative to request access to the ChannelAdvisor Shopify Webstore Integration.
  2. Create your store name – Create and obtain your store name, which will be in the following format:(Your Store Name).myshopify.com
  3. Image requirements – Make sure your product images meet professional standards. Shopify accepts images up to a size of 2048 x 2048 pixels, or 4.2 megapixels. Recommended are 1024 x 1024 pixels for square product images.
  4. Tracking Pixels – Review the Implement the tracking pixels for Shopify if you'll be using our Paid Search or Feeds products with it.

 

Launch Options


When setting up Shopify with ChannelAdvisor you have two launch options:

  1. Self-Guided Launch – Completed by yourself using the information found in this Setup Guide.
  1. Launch Assistance Service – A paid service offered by the ChannelAdvisor Launch Team that allows for you to have a dedicated email box for setup questions and a limited number of phone-based training and assistance calls to help you get setup your Shopify Webstore. To purchase this service contact Sales for more information.

 

Design Your Storefront


 


Initiating the design process for your Shopify store is the first step in the Shopify Launch Process. Shopify has a number of different pre-made themes , or you can design your own.

Please Note: If you decide to go with a custom design, you will be working directly with a designer of your choosing to create the look and feel of your webstore. The complexity of your design as well as the company you have chosen to partner with will have a direct impact on your store launch timeline. You will want to be certain that you and your designer are working closely together throughout the process in order to avoid any delays in the launch of your store. 

We recommend the following designers for creating your Shopify Storefront: 

Diztinct (Design)
Agile Harbor (Design/ Development)
WebLegs (Design)
Other experienced Shopify Designers

 

Configure Inventory

 



Before listing your products onto your Shopify Store, it will be important that you complete the tasks below to configure your inventory in ChannelAdvisor.

Please Note: If you are new to the ChannelAdvisor system then please review the Inventory Getting Started Guide . This guide will outline all of the tools and information you will need to get your inventory into the ChannelAdvisor system and to help you manage your inventory within your account.

Tasks to Complete

  • Review Supported Fields – There are a number of fields that are integrated from your ChannelAdvisor account to your store. You will be setting up these fields in your inventory and creating a template that maps those fields to your store inventory. Please refer to the Supported Fields Table for a full list of all fields supported by ChannelAdvisor.
  • Add Additional Data Using Custom Attributes – Attributes are custom fields used to describe your products and are an important part of organizing your inventory. Your account is preconfigured with a number of attributes already like price and title, but due to the number of ChannelAdvisor clients selling a variety of products through the system, it is almost guaranteed that all of the fields needed to describe your items will not be included in the default fields on an inventory item record. In order for you to best describe your items, we have included the ability to create custom fields that can be used to describe your products.
    Please refer to the Using Inventory Attributes page for more information.
  • Assign a Label to your Inventory – Labels are a way to dynamically group inventory items together. In order to designate your inventory for your Shopify store you must assign a label. Please refer to the Grouping Inventory Using Labels page for more information.

Note: Inventory will be sent up to the store approximately once every 4 hours. The next scheduled inventory update can be found in your ChannelAdvisor account under Webstores > Shopify > Overview. On this dashboard you will see a time / date stamp for the next item update.

 

Configure Settings


 


  1. In ChannelAdvisor, navigate to Webstores > Shopify > Settings.
  2. Add your store name (Your Store name).myshopify.com
  3. Click on Initiate Shopify Authorization.
  4. Click on Save or Save and Continue Product Mapping.

 

List Your Products


 


Once you have completed the Setup Guide you will need to complete the Shopify Product Mapping Template in ChannelAdvisor, located under Webstores > Shopify > Template.

Mapping the Template

ChannelAdvisor Product Mapping Templates are used to define the exact data that will be sent to the webstore when creating or updating a listing. The template will contain all the fields accepted by the webstore and will allow you to specify what product information should be sent for each product listing. You will have four options to complete each template field. The option that works best for you will depend on how you have prepared your inventory for each site's data requirements. 

For detailed information on how to utilize templates in ChannelAdvisor please visit the Customizing Template Fields page of the Strategy and Support Center.

If you would like to only send quantity updates for Shopify products, see Enabling Quantity-Only Mode.

Product Variations

Generally most products will vary by size and/or color. You may choose to vary on other attributes as you see fit. You may vary on a maximum of three attributes for any one listing by mapping the following fields of the Shopify template:

  • Option Name 1, 2 and 3 – For these fields you will typically map a text value that represents the varying attribute. For example if you are varying by size you should simply type the text value of "Size". This value will be visible on your listings as a dropdown option.
  • Option Value 1, 2 and 3 – For these fields you will need to map to the varying attribute in your inventory.

Note: If you have more than three attributes in your inventory that you would like to vary on you will need to apply a business rule. The format of this rule will vary depending on your unique scenario. For assistance creating business rules feel free to create a support case with your request.

Required Fields

  • Description
  • Name
  • Price
  • Product Image URL 1
  • Type

Recommended Fields

  • Vendor

Optional Fields

  • Barcode
  • Charge Taxes
  • Compare at price
  • Option 1/ Name
  • Option 1/ Value
  • Option 2/ Name
  • Option 2/ Value
  • Option3/ Name
  • Option3/ Value
  • Product Handle
  • Product Image URL 02
  • Product Image URL 03
  • Product Image URL 04
  • Product Image URL 05
  • Product Image URL 06
  • Product Image URL 07
  • Product Image URL 08
  • Product Image URL 09
  • Product Image URL 10
  • Alt text for Image 1
  • Alt text for Image 2
  • Alt text for Image 3
  • Alt text for Image 4
  • Alt text for Image 5
  • Alt text for Image 6
  • Alt text for Image 7
  • Alt text for Image 8
  • Alt text for Image 9
  • Alt text for Image 10
  • Product Visibility
  • Require a shipping address
  • Tags
  • Variant Order
  • Weight (lbs)
  • Metafield 1/Namespace
  • Metafield 1/Key
  • Metafield 1/Value
  • Metafield 2/Namespace
  • Metafield 2/Key
  • Metafield 2/Value
  • Metafield 3/Namespace
  • Metafield 3/Key
  • Metafield 3/Value
  • Metafield 4/Namespace
  • Metafield 4/Key
  • Metafield 4/Value
  • Metafield 5/Namespace
  • Metafield 5/Key
  • Metafield 5/Value
  • Metafield 6/Namespace
  • Metafield 6/Key
  • Metafield 6/Value
  • Metafield 7/Namespace
  • Metafield 7/Key
  • Metafield 7/Value
  • Metafield 8/Namespace
  • Metafield 8/Key
  • Metafield 8/Value
  • Metafield 9/Namespace
  • Metafield 9/Key
  • Metafield 9/Value
  • Metafield 10/Namespace
  • Metafield 10/Key
  • Metafield 10/Value
  • Metafield 11/Namespace
  • Metafield 11/Key
  • Metafield 11/Value
  • Metafield 12/Namespace
  • Metafield 12/Key
  • Metafield 12/Value
  • Metafield 13/Namespace
  • Metafield 13/Key
  • Metafield 13/Value
  • Metafield 14/Namespace
  • Metafield 14/Key
  • Metafield 14/Value
  • Metafield 15/Namespace
  • Metafield 15/Key
  • Metafield 15/Value
  • Metafield 16/Namespace
  • Metafield 16/Key
  • Metafield 16/Value
  • Metafield 17/Namespace
  • Metafield 17/Key
  • Metafield 17/Value
  • Metafield 18/Namespace
  • Metafield 18/Key
  • Metafield 18/Value
  • Metafield 19/Namespace
  • Metafield 19/Key
  • Metafield 19/Value
  • Metafield 20/Namespace
  • Metafield 20/Key
  • Metafield 20/Value
  • Metafield 21/Namespace
  • Metafield 21/Key
  • Metafield 21/Value
  • Metafield 22/Namespace
  • Metafield 22/Key
  • Metafield 22/Value
  • Metafield 23/Namespace
  • Metafield 23/Key
  • Metafield 23/Value
  • Metafield 24/Namespace
  • Metafield 24/Key
  • Metafield 24/Value
  • Metafield 25/Namespace
  • Metafield 25/Key
  • Metafield 25/Value

Shopify Template Strategies

Be sure to complete all required template fields indicated by a red star. Below is a list of these fields along with additional information to keep in mind when mapping the template:

  • Description – Provide your product description for this field. Place the most important product information in the first 150 – 300 characters.
  • Name – Refers to your Product Title. Your title should be specific and should describe what is being sold. Your title should be about 80 characters or less (250 Characters Max) and include a keyword and if possible the brand name.
  • Price – Provide the standard or sales price of the standalone product or product variant.
  • Product Image URL 1 – Every product listing should have a quality product image. Shopify recommends 1024 x 1024 for square product images.
  • Type – Map to the attribute in your inventory that contains the Shopify category value.
  • Variant Order – Variant Order will allow you to control the display order of variants on your Shopify store. Only integer values are allowed. The order is set to alphanumerical order by default but can be changed by a business rule to allow S,M,and L to be in size order.
  • Variant Images – Sellers can now designate an image URL for a variant product to appear on the product listing when the variant product is selected.
    • Shopify allows one image to be designated to each variation. There is a Variant Image URL field on the Shopify Product Mapping Template.
    • Note: Sellers will need to update or modify their Shopify theme in order to utilize this new Variant Image functionality. Instructions to modify your theme can be found here . There is a list of recommended designers and developers on the Shopify Getting Started Guide should you need assistance in making these changes. Additional recommendations can be found here .
  • Metafield Namespace – The Namespace allows you to distinguish the metafield with a label. If left blank, ChannelAdvisor will be used by default.
  • Metafield Key – The Key identifies the metafield such as "Warranty".
  • Metafield Value – The Value is the information specific to the key. (Example: If the Key is "Warranty", the Value is "5 year limited warranty").
  • The key and value of the metafield can be appended to the product description or can be used to create different tabs on a product landing page.

 

Activate Integration


 


Assign the Shopify Label

In order to send inventory to the Shopify Webstore, you tell the system to pull all inventory that has a label associated with it. This gives you a flexible way to tag the inventory you want to appear on the webstore without having to assign classifications or any other grouping mechanism. The label assigned must be the same as the label configured in your Shopify Settings. This action notifies ChannelAdvisor which products will be sent to Shopify. 
For more information on this topic view the Using Labels page.

Please Note: When getting started, it is recommended to only add the label to a small subset of your inventory at first (About 20 SKUs). When you have successfully listed those items then you can continue adding the label to additional items. This practice allows you to more easily manage and troubleshoot any listing errors or other issues that may occur.

Select Quantity to Send

Choose between assigning all available inventory quantity to Shopify, or all available and open quantity (if using Inventory Juggler)

Set Buffer Quantity

Determine if you would like to set a buffer quantity for Shopify, and specify it here.

Save Product URLs

Determine if you would like to save the product URL in an attribute.

Turn on Product Listings

In order to enable ChannelAdvisor's integration with Shopify, you must activate it by following these steps: 

  • Toggle Send Product Listings to On. This will start sending your product information to Shopify. 
  • Toggle Manage Orders, Shipping and Refunds to On. This will start managing orders and refunds from Shopify.

Communication Frequency

Now that your Shopify integration has been activated, ChannelAdvisor and Shopify should be able to communicate. Depending on the number of SKUs and the complexity of your inventory information, the amount of time it takes to process, communicate, and update on the Webstore could vary. Here are the general guidelines for communication frequency:

  • All Products Update: ChannelAdvisor creates and updates product and product variation details on the Shopify Storefront approximately every 4 hours.
  • Quantity Update: ChannelAdvisor updates the stock levels for items on Shopify based on Inventory Juggler rules setup in ChannelAdvisor every 15 minutes.
  • Order Retrieval: All Shopify order details automatically import into ChannelAdvisor every 15 minutes, updating inventory stock levels for use on all other channels.

Order Testing

Once you have successfully listed your subset of inventory you should perform a test to make sure that orders are processing appropriately. Simply purchase one of your items and then check to make sure that the order appears in ChannelAdvisor.

 

Manage Your Listings


 

Once you have activated your Shopify integration, you should begin seeing activity almost immediately. You may notice that some of your products have not listed properly or have not listed at all. It will be crucial that you consistently manage your Shopify account to monitor these issues.

Shopify Product Dashboard

ChannelAdvisor provides you with a dashboard that assists you with this effort. The Shopify Product Overview page is a webstore-specific dashboard that provides you with an overview of the current status of all your products assigned to Shopify. You can access this page via the menu from Webstores > Shopify >  Overview.

Product Status View

The Product Status view will serve as your Shopify listing management headquarters. From this view you will be able to view detailed information about all of the products you are sending to Shopify. You will be able to monitor the performance of your items as well as troubleshoot any listing errors you may have received. To access the Product Status View, navigate to Webstores > Shopify > Product Status View.

Resolving Shopify Errors

There is a wide range of listing errors that you may receive when listing to Shopify. Resolving these errors can typically be accomplished by utilizing one of these two methods:

  • Method 1: Edit Your Template Mappings – The Shopify Template is what tells ChannelAdvisor what data to send. Failure to map the appropriate fields with the appropriate values from your inventory can result in listing errors. When you receive a listing error it is almost always a good idea to check your template.
  • Method 2: Edit Your Inventory Data – If you find the template appears to be mapped correctly and according to Shopify’s specifications, more than likely the source of the error is in your inventory data.

 


Fulfill/Cancel Orders


 


Sales are handled through the integrated shopping cart of each Webstore. Order information details are then imported to ChannelAdvisor in the All Sales view where you can then manage your fulfillment process,  update shipping and tracking information and process any refunds or cancellations.

Fulfillment Steps and Options

From your All Sales view you can easily manage the fulfillment process for all orders imported from the webstore. Whether you use ChannelAdvisor or a third party fulfillment system to manage your orders, ChannelAdvisor offers the tools to optimize your fulfillment strategy:

  • After a purchase has been completed, the ChannelAdvisor Complete software will automatically import all the relevant order details needed for fulfillment. See the Processing and Communication Frequency page for details on how long after a purchase orders are imported.
  • Once imported, your orders will appear in the Sales > Orders/Transactions > All Sales view alongside all of your other orders.

Please refer to the Sales and Fulfillment section for additional information.

Please Note: Never download orders directly in your Webstore Seller Account. This will prevent these orders from being imported into ChannelAdvisor and can lead to various discrepancies between your ChannelAdvisor and webstore accounts.

Shipping / Refund / Cancellation notification: A refund is only necessary if you have already marked the order as shipped. If you have not marked the order as shipped, cancelling an order within our system, will cancel the order on the Webstore. If the buyer contacts you after their purchase looking for a refund, you may process their request by going to the Sales > Orders/Transactions > All Sales view. Orders refunded in ChannelAdvisor will be refunded on Shopify.

Refer to the Processing Refunds in ChannelAdvisor page for further details.

Possibly Fraudulent Orders: Shopify does a risk analysis including an Address Verification System (AVS) check and Credit Verification Value (CVV) check. If an order seems suspiciously like fraud, Shopify will flag the order.  Flagged orders will be sent to ChannelAdvisor with a payment status of Submitted. These orders will need to be manually changed to “Cleared” to be processed.

A filter can be created on the All Sales page to find these pending orders so that you may easily change the status and process the order(s):

  1. Go to Sales > All Sales and in top right corner, click Create.
  2. Filter Name – Shopify Pending Orders
  3. View Type – Sales
  4. Details:
  • Payment Submitted = True
  • And Site Name = Shopify
  • And Transaction Status “not like” Cancel

Withdraw Product Listings: If you no longer want a product to appear on your Shopify store, edit the product by removing the label from the product that you are using for Shopify product listings.

 

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