Setup for Exisiting Shopify Users
Link an existing Shopify Store to Checkout.
- Checkout 4.0
- Shopify Account
To link an Existing Shopify Account:
Be sure to setup default taxes prior to syncing with Shopify. See the Checkout Sales Tax FAQ for additional information on taxes in Checkout.
To connect Checkout to Shopify:
- Open the Manager window
- Click on the Web Store icon
- Select the Shopify icon
- Click the Set up Shopify... button
- Enter your Shopify Shop Address
- Click the Next button
- Enter the Email
- Enter the Password
- Click the Login button
- Click the Install App button
There are settings within Checkout which will allow different syncing capabilities.
Allocate stock for new incoming web orders
Select this option in case you want new web orders to immediately affect the available product stock.
Invoice newly archived Shopify orders
When Shopify order are archived, invoice the Checkout order if fully paid and allocated. When archived after being fully refunded and cancelled on Shopify, delete the Checkout web order.
Publish new products immediately on your Web Store
When this option is off, new products being uploaded to Shopify will be hidden. This allows you to verify and modify the products within Shopify prior to selling them online. When ready to sell online, adjust the visibility flag on the products within Shopify.
Manage stock inventory
This setting will effect the inventory that you have available to you in Shopify. The Stock tab of each product has settings for how much stock will be reserved for use in Checkout as well as a quantity that you would choose to send to Shopify.
If you have already set up items in Shopify - these items will be effected by the stock settings in Checkout. and if Do not upload low stock products to Web Store is checked it will remove products from Web Store when availble stock is below Web Store Minimum stock.
Update with Web Store
This will allow you to choose how often you want your web store to sync automatically in the background of Checkout (15 minutes, 30 minutes, 60 minutes)
After configuring the Shopify Settings, select the Sync Store button located in the bottom right corner to configure the first sync with Checkout.
What to do with Shopify Orders:
- Only import orders created after this Force Sync
- Check all orders that are not archived and import missing ones
- Check and import all orders that have not been previously imported
What to do with Shopify Products:
- Import Shopify products
- Leave current Shopify products
- Remove all Shopify products
After the initial sync, a last sync log is generated displaying a recap of the previous synchronization.
Any new synchronizations will push product changes made within Checkout to Shopify and download orders created after the last sync time. Payment information will be updated for previously downloaded orders.