Access the Integration: Shopify integration can be found within the account at: Settings > Integration > Shopify.
Connect the Shopify Store: Users can click on connect button to begin the setup. A modal will appear where users must enter Admin API access Token and a valid Shopify store URL as the first step.
Select Data to Import: In the second step, users will be directed to the Import Elements screen, where they can select which data to import from their Shopify store. The available options for import are: Contacts, Orders, Transactions, Products, Collections.
Configure Syncing Settings: The third and final step takes users to the Sync Settings screen, where users can choose which data to continuously sync from Shopify to Topline in future. The options for syncing include: Contacts, Orders, Transactions, Order submitted trigger, Payment received trigger, Products, Collections.
Completing the Setup: After selecting the desired elements to import and sync, click Save. The import and sync process may take some time to complete.
Manage Settings: Once the Shopify integration is successfully connected, users can enable or disable the elements they want to sync for future orders from the Shopify store.
Reimporting Data: If users wish to reimport data, they can disconnect and reconnect the integration, allowing them to reimport any data they may have missed during the initial import.
Imported products can be seen in Revenue > Products
Imported collections can be seen in Revenue > Products > Collections
Taxes are not mapped in Products while importing or syncing the Products.
For each order, only one transaction is created in Topline.
Order statuses are marked as Completed or Cancelled when synced with Shopify.
Merged contacts in Shopify will have the primary contact updated in Topline.
If there are no changes to the SEO details in Shopify (default SEO settings), the data will be received as null in Topline.
