Install and configure the Shopify integration

Introduction

Selling goods online has never been easier with our Shopify integration. Here we'll walk you through how to set up the Shopify integration add on. This setup connects your online e-commerce store to your Paragon ERP system, allowing your products, orders, customers, and inventory levels to sync between Shopify and Paragon.

Create the private app in Shopify

First, you will need to set up the Paragon private app in Shopify.

Log into your Shopify account and click the apps option.

Click manage private apps.

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

Enter private app details

Here, you'll be able to add the details for your private app with Paragon. The description information can be of your choice.

The following options in the Admin API section must be selected as read and write.

Make sure the Storefront API box is checked. Click the save button to create your private app.

Once your new private app is saved and created, your admin API information can be viewed.

Click on show to view your admin API password.

Take note of the admin API key and password as you will need these in Paragon when you create the Shopify add on. This password is referred to as the Private App password in Paragon.

Purchase the Shopify add-on

Log into your Paragon system and click 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.

This will bring you to the Shopify integration page. You can see that your Shopify integration is currently blank and inactive. To connect your private app and complete your set up, click connect using the action button.

Enter your Shopify Shop URL ('https://xxxxxxx.myshopify.com') and the private app password along with the API key for your private app. The private app password refers to the Shopify API password listed above.

The Shop URL refers to your standard Shopify URL, NOT the example URL from the API setup. We already fill in most of the URL, simply add your store name as it appears in the URL.

Click done to confirm your private app configuration and continue with the set up.

View your Shopify add-on

After logging back in, click on the settings cog at the top right hand corner of the screen.

In the settings screen, under the add ons card, click Ecommerce.

You will see your Shopify stores connected to your system listed to the left, under company.

By default, your store will be inactive.

Setting Up Shopify Shop in Paragon

There is no automatic flow of data between Paragon and Shopify when the shop is inactive in Paragon. Therefore, the next step is to set it up.

First, make sure you select a bank account for your Shopify store.

Then, you can import products and orders from Shopify to Paragon. Let's first import the products. On the ecommerce setup page click the get products button.

You will get a blue toaster telling you that the import has begun and a green one confirming that you have successfully imported all your products from your Shopify shop:

After the import is done you can check your products by going to the product module:

After you have activated your shop you can sync the existing orders on Shopify by pressing the action button and then the get orders button.

You will get the following screen, where you can input the date to sync orders as of, and what orders to include.

In addition you can check off the box for this is a historical data import to only import the orders as historical data and therefore it will not affect your general ledger or available to sell inventory numbers.

Lastly, just press the green accept button to begin the syncing:

You will get two toasters: blue indicating that the import has started and a green one telling you that the import has been successful:

Then, when you are ready to begin using your Shopify shop, activate the shop by pressing the green action button and later the activate button.

A heads up message will appear to make sure you are ready to activate the shop. Click the accept button to proceed with the activation:

The status of your shop will change to active:

View orders

If you want to view the log of orders synced from your Shopify store, to your Paragon, click the log tab.

You will be able to view the transmission date and details on the Shopify order. If you notice that orders are not syncing, click the summary tab.

Re-Sync orders

In the summary tab, click the action button and then click the get orders button, following the similar process as mentioned above for importing orders..

This will re-sync the orders (import them into Paragon if they are not already there) and ensure that the log is up to date with your Shopify orders.

Your Shopify orders must have a customer assigned or they will not be imported. Customer information will also be pulled during the import.

Associations

To view the associations between the Paragon attributes and Shopify field names, click the associated tab.

This allows you to setup your Paragon attributes, to best match your Shopify store setup.

What's next?

You can now begin using the Shopify integration with your Paragon system. The following articles will be helpful.

Get the Shopify product catalog

Get Shopify orders

Shopify shipments

Shopify product availability