Paragon offers the ability to connect your organization to your e-Commerce site hosted on Shopify. This document will explain how Paragon and Shopify sync the data once an order is created in Shopify. First, make sure you set up the connection once you have purchased the Shopify store add-on. You will also learn how to use the integration to receive customer orders into Paragon and fulfill those orders in Shopify.
When an order is placed in Shopify, i.e. the order is accepted and no longer pending, the order will be loaded into Paragon with its status set to complete to prevent users from making any changes to the order. The source of the order will show the Shopify order #.
This happens instantaneously so there's no need to set any scheduler or trigger the import.
When an order is imported into Paragon a few automated processes are triggered:
The system will create a new customer account in Paragon for the customer who has placed the order on the Shopify website. If it is not the first time that this person has ordered through Shopify, the order will be added under the existing account's history.
If the Shopify product does not exist in Paragon, that product will be added to the product list. The product code will become the combination of the title and option fields in Shopify. The system will load the Shopify product ID, the associated picture, as well as the sale price of the item. The new product will be activated and will be flagged as a Shopify product.
It'll often happen that the customer pays for the Shopify order when it is placed. In this case, the system will automatically create an invoice and receive a payment for the transaction in Paragon. All extra charges, discounts and taxes from your Shopify order will be included in the Paragon transactions. Based on your company settings, the corresponding journal entries can be automatically posted as well.
Once an order has been processed, it can be shipped from Paragon. Once you complete the shipment transaction, the Paragon inventory will be reduced accordingly. It'll also update and fulfill the Shopify order with the shipment details, including the tracking information if you're using a carrier integration.
If you notice any missing orders which haven't pushed to your Paragon build, all you have to do is get orders manually.
Hit the settings cog at the top right hand corner of the screen.
In the settings screen, under the add ons card, hit Ecommerce.
In your active store, hit the action button and then the get orders button. Hitting sync will bring in any orders that have been missed.
The Shopify Sync modal screen will pop up.
Choose the date that you want to sync orders as of by hitting the calendar button.
The date of the last manually run sync will be listed.
You can choose the type(s) of orders that you want to sync from Shopify by hitting the check boxes.
When you have made your selections, hit the green accept button for the sync to complete.
You will receive a blue notification at the top right corner of your screen when the sync begins, as well as receiving a green notification to notify you when the sync has completed.