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Odoo Shopify Integration
Shopify is a cloud-based e-commerce platform designed by small and medium-sized businesses. E-commerce businesses integrate Shopify with Odoo to manage all business operations like customer relationship management, inventory management, order management, invoicing, warehouse management, SKU’s, etc. at one place. Odoo Shopify integrations automate & synchronize e-commerce business operations and reduce employees’ time by automatically transferring data from Shopify to Odoo on real-time bases. With Odoo Shopify integration you can seamlessly manage your Shopify store.
Odoo Shopify integration is a must-have product for sellers who are using Odoo as their Shopify backend.
Odoo Shopify integration offers a single software where you can manage all your business departments such as Sales, Products, Purchases, Accounting, Finance, Vendors, Suppliers etc. Therefore you do not have to log in multiple times in different software, you can manage your complete business at one place.
Table Of Content
| S.No. | Functionality |
| 1 | Configuration |
| 2 | Shopify Overview/ Dashboard |
| 3 | Master Data
|
| 4 | Operations
|
| 5 | Error Log |
| 6 | Warehouse/ Locations |
Configuration
To connect Odoo with Shopify we need to add API Key and Password for Shopify Shop.
Once you add the API key and enter a password, you will be redirected to the above screen. Know you can start by filling in the details as shown above in a screenshot.
Shop URL: At the place of Shop URL, you have to add the Shopify shop URL.
API Key: At the API section, you have to add an API key to Shopify private applications.
Password: Under the password section, you have to add the password of your Shopify private application.
Import/Export Automatically? : On checking the import/export automatically box you can import or export data automatically.
Company: Under the company, you need to select the company of the Shopify Application.
Active : Active/Inactive shopify configuration
Sales Channels: Analytic Account which will be added on Sales orders and Invoices imported through this configuration.
Default Warehouse: The default warehouse will be the one that will be added to Sales Orders.
Default Payment Journal: You can set a default payment journal in the default payment journal.
Default Tax Account: Here you have to set a default Tax Account which will be added on taxes created throughout Shopify.
Unearned Revenue Account: Account which will be used on the invoice when there is an advance payment.
Default Customer: Here you must set a default customer which will be used when there is no customer on Shopify.
Credit Note Journal: You can set a credit note journal.
Auto Fill Services: Select Custom fulfillment services for which delivery orders should be processed automatically.
After filling up all the required fields. Click on the “Check Connection” button. If all the credentials of Shopify is valid it will go to the “Success” State and you will find two new tabs, 1) Import from Shopify & 2). Export to Shopify. if the credential is not valid it will raise an error of “Unauthorized Access: Invalid API key or Access token ” and goes to the “Fail” state. Successful odoo Shopify integration will help you to import and export data.
Import Functionalities:
Import Customers
Import Refund
Import Orders
Import Locations
Import Fulfillment Services
Import Collections
Export
Export Products
Sync Products
Import Location:
After successfully connecting to Shopify first we have to import the location from Shopify to odoo. To import a location click on the Import Location button or if the scheduler is activated it will import locations on defined intervals. With odoo Shopify integration you can even automate the import process,
Import Collections:
Click on the “Import Collections” button and now you will be able to see all the collections of Shopify to odoo under Shopify -> Master Data -> Collections
Here you can Find Collection Name, handle, Shopify Id, and collection type.
Import Fulfillment Services:
To import Fulfillment Services you need to click on “Get Fulfillment Services”. Once you get fulfillment Services you can see it under Shopify -> Master Data -> Fulfillment Services.
Here You can see Shopify Id, Name, Handle, Shopify Location Id, Service name, and Location id, Including Pending stock, Tracking Support, and Inventory Management.
Import Customers
To import customers one can add a date to ‘Based on create date’ or ‘Based on update date’ and click ‘GET CUSTOMERS’. Customers will be imported based on creating or updating the date from the selected date to the ‘Import upto date. Once imported successfully the system will update ‘Based on create date’ or ‘Based on update date’ with the last imported date so next time we don’t need to update it manually.
Another way is via scheduler we will have a scheduler that will import customers based on both create and update date selected in configuration to the current date time. Once imported successfully the scheduler will update ‘Based on create date’ and ‘Based on update date’ with the last imported date.
Import Sales Order :
In order to import sales orders manually, users need to select ‘Order Create Date’ or ‘Order Update date’ based on the selected Order action and click on the “Get orders” button. Once imported successfully the system will update the ‘Order Create Date’ or ‘Order Update date’ with the last imported date.
if the scheduler is activated it will be imported automatically between ‘Order Create Date’ and‘ Order Update date’ to the current date time.
Only Sales orders which are either fulfilled/partially fulfilled or paid/partially paid will be imported.
Along with sales order following will be created:
- Fulfillment will be created with the same location as in Shopify.
- Invoice and payment will be generated if there is payment for a related sales order.
- If there is no fulfillment advance invoice generated with an unearned revenue account.
Export Products:
There are 3 ways to export products.
- Export a particular product.
- Export all products.
- Export a specific list of products.
In order to export products, users must have to add Internal Reference no on a product level or variant level. Products will be exported if there is a Shopify line configured on the product and at least one variant with a particular store configuration.
Once successfully exported, the system will write product id, variant id, and inventory item id from Shopify.
Once Exported users will see the ‘UPDATE’ button in the Shopify configuration line.
Export Product Variant:
From individual product variants, you can export product variants. Here you can see Shopify product variant ID.
You can export variants to multiple stores based on the configured line.
Error Log:
Here you can see all the error logs which were generated during the export or import of records. It will show the description, date, object for which the error occurred and Shopify configuration. With odoo Shopify integration, you have an option to fix all the error logs.
Shopify Overview/ Dashboard:
In Dashboard, you can see 3 Panel per Shopify configuration
1. Sale Order :
Here you can find today’s sales order and a total number of Sales orders imported from that Shopify store. If you click on the button it will navigate to Sales Orders.
2. Error Log :
Here you can see today’s Shopify Error Log and a total number of Error Log.
3. Shopify Customer :
Here you can find today’s Customers and the total number of customers imported from that Shopify store.
Sales order with multi-warehouse:
Create a quotation with selected customer and products.
To fulfill different products from different warehouses you can select a warehouse on the sale order line. In order to select the warehouse click on the button highlighted in the below screenshot. When you click on that button it opens a pop-up which lists the warehouses.
In lines, you have to add pick qty against the warehouse name. Once you save it and click on Generate Delivery it will generate pickings based on selected warehouses with selected product quantities.
If you need to change it you can cancel picking before it has been delivered, System will allow you to select warehouse and quantity again.
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