Import Shopify customer orders into ParagonERP

How to get Shopify orders into Paragon

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.

Each Shopify store will require its own connection and therefore its own purchase add-on.

Loading orders into Paragon

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 customer

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.

Once the customer is created it will automatically add attributes shopify customer, phone and email with details from Shopify shop:



Now that the customer is created in Paragon, if you want you can add more attributes to have more information about this specific customer. 


The product

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.



Payment Status

When your orders are imported into Paragon, navigate to the more tab to view the sales order attributes. Here you can view the payment status of your order.



Each time the order reaches a new phase, this will be automatically changed within the attributes, keeping your orders up to date.



Payment information

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.

If the payment has not been received yet, the invoice and receipt in the receive payment module will be created in temporary status, you can see an example of the invoice below: 


And if the payment has been already received the invoice will be created in completed status and it will also create a completed receipt in the receive payment module. See an example of the completed invoice and receipt:





Inventory reservation


Once an order is created, your inventory in Paragon will also be affected. That will be reflected with an automatically created reservation:




Also in your inventory module you can go to that product and check the reserve tab where you will find the amount reserved, until you fulfill the order:



Fulfilling orders from Paragon

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.

Select these links for more information on how to create shipments and how they will be automatically fulfilled in Shopify once you ship the order.



 

Missing Orders?

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.



If you have set up manual payment methods in your store settings to only authorize the customer and charge later, you can now be able to get these orders in Paragon. Select include authorized/ unfulfilled orders and a reservation will automatically be created with the order to set the inventory aside. 



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.


 

 

 

 


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