Introduction

Shopify provides you with the foundation to run an e-commerce business. As you venture into the online selling space, you’re expected to open an online store, showcase products, engage with customers, accept payments, and more. Shopify offers all the tools you need to manage each of those activities. Think of Shopify’s platform as a facilitator working to ease the process of selling products over the web.

With our Shopify integration, you will have the ability to handle your e-commerce store through your RepairDesk account.

You should be able to do the following

1. Sync Product information from RepairDesk to Shopify.
2. Track inventory and stock from RepairDesk to Shopify.
3. Track Orders from Shopify to RepairDesk.
4. Get Customer & Shipping Details from Shopify to RepairDesk to fulfill your orders easily.
5. Import Shopify Products to RepairDesk.

How to Setup Shopify?

Connecting Shopify to your RepairDesk account is extremely simple. However, in order to connect with your Shopify account, the main thing you need to have is a Shopify account/website beforehand. When you navigate your way into the Shopify integration setup you will be able to input your Shopify Store URL. Once that is done, you can click on connect.

Your Shopify URL would look something like repairdesk.myshopify.com. Once you click on connect with your Shopify link you should be redirected to the login page.

Once you have logged in successfully, you can now start configuring the integration according to your needs. You will have an array of options to choose from.

Setting up the locations

In order to properly connect with the RepairDesk account, you would need to select the location of your store so that in can be managed from your RepairDesk store location.

The drop-down on the right-hand side would comprise all the locations that are in your Shopify account. The left-hand side would show you your RepairDesk stores. You will only see one store option if you have an account without the multi-store option.

Syncing with Triggers

In order to provide our customers with the best experience and more customization, we have added a few triggers which you can choose to turn on or off according to your processes.

Automatically sync items to your online store.

On the creation of a new item, it would automatically be synced to your Shopify account.

Automatically create an invoice on RepairDesk when an order is generated on your store.

With this trigger on; whenever an order is created on your Shopify account then it would create an invoice directly on your RepairDesk account.

Automatically update the price on your online store if your price is updated on RepairDesk.

With this trigger on; whenever you change the price of a product on RepairDesk, it will carry that change on your Shopify store as well.

Sync product description on your online store when a product is updated on RepairDesk.

With this trigger on; whenever you change the product description, it will be carried over to your Shopify account.

Sync product image on your store when a product is updated on RepairDesk.

With this trigger on; you will be able to control what images go through to Shopify for that item.

Sync product cost price on your online store when a product is updated on RepairDesk.

With this trigger on; you will be able to sync the cost price to your Shopify store when a change is made on the RepairDesk account as well.

Automatically create a product on RepairDesk when a new product is created on Shopify.

With this trigger on; the functionality works from Shopify to RepairDesk, a product created on Shopify will be sent to your RepairDesk account.

Automatically update a product on RepairDesk when a product is updated on Shopify.

With this trigger on; when the product information is changed on Shopify, it will sync the change to RepairDesk as well.

Automatically delete a product on Shopify if the product is deleted on RepairDesk.

With this trigger on; if you delete the product from your RepairDesk inventory, it will be deleted from your Shopify store as well (considering that it was being synced before).

Update only in stock on Shopify when the product is updated on RepairDesk.

With this trigger on; only products you have in stock will be updated considering a change is made. Products out of stock would not be updated.

It is completely up to you, which triggers you want on and which triggers you want off. We have left a few triggers on by default after carefully determining that those are the ones our users mostly keep on.

Import Products from Shopify to RepairDesk

in order to copy all of your inventory from Shopify to RepairDesk, we have provided you with a single Import Now button. At the click of this button, all of your inventory from Shopify will be copied over to your RepairDesk inventory.

Category Syncing

To add further customizations, RepairDesk has given its users the ability to specify what products they want to be synced on Shopify through the category syncing option. Imagine that you only sell specific categories on Shopify. You can just click on the View/Sync categories button and specify which categories you want to be synced. once selected, all the items in that category will be synced to Shopify. You can also create your custom Shopify category for better management.

This also includes the options to treat your Buy back items as a unique category. Once you have that selected, you can assign a name to it so it suits your preferences.

More Features

For the best customer experience and extra customized feature usage, we have enabled our users to do certain actions to make their usage of Shopify the best available.

Importing of items (Bulk Import)

Considering your Shopify integration is turned on and connected. You will now be able to import items and add them specifically to your e-commerce activities. In order to do this, please input Yes in the Sync with Shopify column in order to have the item synced on your e-commerce platform.

Invoice Filters

In order to provide maximum ease we have provided you with the added filter of online invoices to track what invoice specifically is coming directly from Online Sales on Shopify. With Shopify enabled, you can now see an additional field of online invoices to track your Shopify Invoices.

1. You can view invoices in your Repairdesk Store once the Shopify Order is fulfilled.
2. Invoices with paid status will come if and only if the Shopify order status is paid.
3. Invoices with unpaid status will come if and only if the Shopify order is unpaid.
4. You can View Source as Shopify, Shopify Order ID, Customer Information, Order Line item and Shipping line item (if shipping is charged) against Shopify order will be shown inside the Repairdesk Invoice details as a line item.
5. The Payment Date, Employee Name (Super Admin), Payment Method, Source, the amount paid, transactions notes as Payment Added via Shopify Integration Webhook will be recorded against the payment history if and only if the invoice is paid.
6. The paid invoices will be recorded against the transaction log.

Online Prices

If you want to differentiate your price for your items sold online, you can always mark a separate online price for the item that will be shown on your online store. If no online price is given, then the normal and in-store retail prices will be selected. The highest priority will be given to the Promotional price if you have that entered.

Shopify Reference ID (invoices)

Users will have the ability to keep track of their Shopify invoices, you can find a reference section that shows you the reference ID for your invoice at Shopify. You can see this information from invoices that came from Shopify specifically.

Frequently asked Questions (FAQs)

Q. Can I manually add an item to Shopify?

A. Yes, you will have the option to sync your item with Shopify manually from the item information page. You can do this for any product. This might take up to 5 minutes sometimes.

Q. When does a customer get synced to RepairDesk from Shopify?

A. The new customer will be created inside RepairDesk if and only if the new email or new phone number with this pattern will be entered against the order in the customer details and an invoice is generated inside Repairdesk after the user fulfill items against the order.

+(CountryCode)(Number) --> without spaces

Q. Where can I see the name of RepairDesk categories/subcategories on the Shopify product page?

A. All the categories/Sub Categories synced from RepairDesk to Shopify will be pushed into the product type field of the Shopify product.

Q. Do multiple images get imported from Shopify to RepairDesk?

A. Multiple Images from Shopify products to RepairDesk products can’t be synced/imported.

Q. What price field against the product is set for syncing from RepairDesk to Shopify?

A. The following are the priorities

Highest: Promotional Price Field

2nd Highest: Online Price Field

Lowest: Retail Price Field.

It is recommended to use the online price field for syncing to Shopify Price Field. Make sure you have similar on both platforms because on product updates from Shopify, the Shopify price will be synced to the same price field inside RepairDesk.

Q. On which basis are items synced with RepairDesk?

A. A similar SKU is only checked for the first time for the Products present on both platforms before the connection is established. After that, it will be synced automatically. Similar SKU or Name of the product can’t be verified.

Q. How does the serialized product syncing work?

A. The serialized product inventory count will be synced to Shopify. On fulfilling the order inside Shopify, the invoice will be generated inside RepairDesk. On edit invoice view, you can manually add serial against the invoice inside RepairDesk to deduct serial from the inventory for that item.

Note: Shopify doesn't cater to product serials.

Q. Will the paid invoices will be recorded in the transaction log?

A. Yes, the paid invoices will be recorded in the transaction log.

Q. How can I make collections on Shopify from my product type?

A. Inside Shopify Settings Section --> Select Collection. Just select Add Collection option and specify the collection name and select the product type name equal to RepairDesk Category name synced after connection to Product Type Field.

Q. Will I be able to sync my variants from RepairDesk to Shopify ?

A. Currently your Shopify integration will not be catering variants. In order to sync a variant you would have to manually create a separate item with the attributes you want and sync it as a product. Same would be the case for importing a variant from Shopify, that variant would be created as a unique product within your RepairDesk inventory.

Q. Will I be able to input a separate product description only for my Shopify website ?

A. Yes! We give you the ability to input a website description for your Shopify dealings. You can find this website description in the item information only when you have Shopify enabled.