Connecting and disconnecting the Shopify integration

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 a private app, how to confirm the operations you would like to use with Paragon, and how to actually connect the shop to your system. We'll also show you how to automate the communication between the systems to make managing your shop a snap. 

Connecting the Shopify integration

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


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




Here you will see a default Shopify summary screen. Hit the connection button to start the process. 



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



By default we set the Attribute prefix to be your shop name Shopify. This is the prefix that will precede any of your Shopify products from this shop. If you would 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

When you reach the Shopify settings modal, you have a list of options available for you to apply to your integration.




In short, the function 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.

Note that 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 hitting 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. Lastly, 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. 



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



Importing orders and products

Once you are up and running, you can import products and orders from Shopify to Paragon. Let's first import the products.  From the action button list hit Import products.
 


You will get a blue toaster telling you that the import has begun and a green one confirming your successful import of 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. From the action button list hit Import orders.



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 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:


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



You will be able to view the transmission date and details on the Shopify order including a success status. 
If there is a problem with something in your import, you will see an issue occurred status in the status column.
Opening the log by clicking the information button will explain the issue, for example, a customer could be missing from an order.





If you notice that orders are not syncing, hit the summary tab. From the action button list hit Import orders. 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.




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.

If you have multiple shops connected, click the shop that you want to disconnect in the left list. Then, click the action button list 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, such as syncing your shipments or updating your product availability from Paragon itself.





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