Setup and Configuration
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      1. ParagonERP
      2. Shopify
      3. Setup and Configuration

      Connecting and disconnecting the Shopify integration

      Introduction

      Selling goods online has never been easier with Paragon's Shopify add-on.  Here, we'll walk you through how to prepare your shop by creating an app in Shopify, how to connect the shop to Paragon and how to confirm the operations you would like to use with Paragon. 

      Create an app in Shopify

      First, you will need to set up an app in Shopify.
      Log into your Shopify account and click on the settings button at the bottom of the menu.
       
       
      Click apps and sales channels
       
       

      Click develop apps for your store.


      If you already have apps in Shopify, they are listed here. To create a new one, click create an app.


       
      You will see this modal. Enter the app name and app developer (usually your email) and click create app.
       
      Configure the app in Shopify
      Click configure admin API scopes
       
      Here, you'll be able to add the details of your app:
       
      The following options must be selected as read and write.
       
       
       
       
       
      Once done, click save at the bottom of the page. 

      Your admin api integration screen should look like this:



      Now, click the API credentials tab and click install

       
      Click install again
       
      You will see this screen. Take note of the admin API access token and API key as you will need these in Paragon when you create the Shopify add on. 
       
       

      Be careful, you will be able to see the admin API access token only once! When you leave this screen and go back, the field will be grayed out, so please take a note of it. You will also need this token again if you have disconnected the integration and would like to reconnect.

       
       
       

      Connecting the Shopify integration

      Log into your Paragon system and hit the settings cog at the top right corner of the screen.


      In the settings screen, go to the add ons system card and click Shopify.

       

      Here you will see a default Shopify summary screen. You will see the connection option on the action button and no other actions will be currently available. Click connection to get started!

       

      Enter your Shopify Shop URL by copying and pasting your shop name as shown in the URL - the rest is filled out for you!
      Next, copy and paste the API key along with the admin API access token of the app you just made in Shopify. 

       

      The Shop URL refers to your standard Shopify URL, NOT the example URL from the API setup.

       

       

       

      By default we set the attribute prefix to be your shop name in Shopify. This is the prefix that will precede any of your Shopify products from this shop. If you like, you can change it here before continuing, as it cannot be changed later.

      After you click accept, you will then be returned to the Shopify integration screen to see the Shopify shop you connected to your system listed to the left, under company. The status of the integration will also show as active. A modal will appear that allows you to select and apply the settings you want.

       

      Shopify setup modal

      The meaning of each setting is as follows:
      1. Use shipments to fulfill orders: if a shipment that is linked to an imported order from Shopify is completed, the original order in Shopify will be marked as fulfilled.
      2. Automatically import products: if a new product is created in Shopify, it will be imported into Paragon automatically without having to use the product import action button.
      3. Automatically import orders: if a new order is created in Shopify, it will be imported into Paragon automatically without having to use the order import action button.
      4. Use Shopify inventory as my starting inventory numbers in Paragon: if you choose to turn on this setting, an initial import of inventory numbers will be done for your Shopify product catalog. It will also create locations that will correspond to the locations that you have set up in Shopify, allowing you to easily manage your inventory from within Paragon. However, this is only an initial inventory import. If you want to pull inventory from Shopify again, you can use the inventory action button.
      5. Use Paragon's inventory to keep Shopify inventory up to date: if you decide to use Paragon as your source of truth for your inventory numbers, turn on this setting. Any change to the inventory in Paragon of an imported Shopify product will also update Shopify inventory
       

      If you decide to use Paragon inventory to keep Shopify inventory up to date but don't import your starting inventory from Shopify, Shopify's inventory will be overwritten and cleared. We recommend turning on both if you want to use Paragon as your source of truth.

       

       

      Because inventory import relies on the products themselves being imported, you cannot turn on either of the inventory settings without also enabling automatic import of products. If you try to do so, you will see a blue notification and the product import switch will be checked off for you.

      On accept, if the product checkbox is not checked but either of the inventory checkboxes are, the same toaster will appear in red.

       

      If you decide to cancel you will see a toaster telling you the settings were not saved. 

       

      You will need to return to the settings modal by clicking add-on setup from the action button list.

       

      Once you have finished choosing your settings, your attributes will be changed to match the boxes you chose in the settings modal.  If you are connected to QuickBooks, or plan to later, and you want to track your Shopify profit from there, we recommend that you turn on automatic product and order import.  
       
      In the associated tab, you can view the associations between the Paragon attributes and Shopify field names. This allows you to setup your Paragon attributes, to best match your Shopify store setup.
       

       

       

      To finish setting up the integration, make sure you select a bank account for your Shopify store.

       

       

      Disconnecting the Shopify integration

      If you want to disconnect your Shopify shop from Paragon, navigate back to the Shopify integration screen by going to the  settings menu and clicking Shopify in the add ons system card.
       
      Click the action list button and click Connection. 
       
       
      A modal will pop up asking you to confirm that you want to disconnect that shop. Once you accept, your shop will be disconnected and you will have to reconnect if you decide to begin syncing data between Paragon and that shop again.
       
       
      After you finalize disconnecting from Shopify, the integration will return to inactive.
       
       

      What's next?

      Now you know how to get up and running with Shopify and Paragon, take a look at our other articles to assist you with the next steps: