Integrating Shopify POS with EasyEcom
Description
This article explains how to integrate a Shopify channel with Easyecom using either a Public App or Private App configuration.
The same setup applies to Shopify, Shopify POS, and Shopify Marketplace channels.
Navigation
Account Settings → Add Channels → Shopify POS
Step 1: On the dashboard, click on the “Three dots aka meatball menu”
Step 2: Click on the “Account Settings” option:
Step 3: Click on “Add Channels”
Once you click on Account Settings you will be navigated to the following page.
Here click on “Add Channels”.
Step 4: Select “Shopify POS"
Once you click on “Add Channels” scroll down to find the channel:
Under Select POS section > Click on the “Shopify POS”
Under Select POS section > Click on the “Shopify POS”
Once you click on it, the following pop-up will appear:
The following fields are available on the Shopify channel setup screen:
- Shop Domain
- Select Shopify App (Public / Private)
- API Key
- Access Token
- Item Price Includes Tax (Yes / No)
How to Find Shop Domain
- Open Shopify Admin Panel
- Copy the highlighted part of the store URL
- The selected part in the URL is your Shop Domain. Please enter this in the “Shop Domain” field on EasyEcom.
- For easy access, open your Shopify account in the next tab to copy the Shop Domain.
Select Shopify App > If Public App is selected
- Required
- Shop Domain
- Item Price Includes Tax (Yes / No)
- Not Required
- API Key
- Access Token
- Steps
- Copy the Shop Domain from your Shopify store URL (as shown Above)
- Enter the Shop Domain in Easyecom
- Click Add Channel
- You'll be redirected to the given page,Here you are required to login your Shopify account credentials and provide the below access
- Upon successful Authorization of the Username and Password,
- You'll be redirected to the below page for location selection:
The Shopify channel will be successfully added upon location submission
Select Shopify App > If Private App is selected
- Required
- Shop Domain
- API Key
- Access Token
- Item Price Includes Tax (Yes / No)
- Not Required
- Shopify authorization login flow
Steps to generate API Key and Access Token
- Go to Shopify Admin Panel
- Click on Apps > App and Sales Channel Settings
The below Page will be opened:
- Click on Develop Apps
- Click on Create an App
Enter App name: EasyEcom
Select any Admin account as App developer
Click on Create App
- Click on Configure Required Permissions
Permission List:
In the Below Step, select the below mentioned mandatory checkbox values which are available on the page, rest can be left unchecked (note: do not consider selecting all the checkboxes as mentioned on Screenshot):
- read_products
- write_products
- read_product_listings
- read_orders
- write_orders
- read_all_orders
- read_inventory
- read_locations
- read_merchant_managed_fulfillment_orders
- write_merchant_managed_fulfillment_orders
- write_inventory
- read_fulfillments
- write_fulfillments
- write_third_party_fulfillment_orders
- write_product_listings
- read_assigned_fulfillment_orders
- write_assigned_fulfillment_orders
- read_third_party_fulfillment_orders
- read_customers
When done, click on Save
- Now navigate to the API Credentials Tab
- Click on the Install app Button and then Confirm Button on the Dialogue Box
You will get API key and Access Token. Refer Screenshot below.
Once you have entered the information in EasyEcom, click on the “Add Channel” button.
Step 7: Select Store Location:
Select the Store location from the Given dropdown and Submit.
Note: If you enable the "Create Products Automatically" option, EasyEcom will automatically create a Master SKU of all your listed SKUs in Shopify. This is the easiest way to mirror the catalogue from Shopify to EasyEcom.
If you choose to not enable “Create Products Automatically”, you will have to upload the product master manually and map it with your Shopify listings.
You have now successfully integrated Shopify POS with EasyEcom.
Important Notes:
Please note that For Shopify POS in EasyCom following Touchpoints will be integrated:
- Fulfilled Orders will be Imported as Shipped Order from integrated POS Location [Required Channel- Point of Sale]
- The Returned orders from the Integrated store will directly be updated as Returned status. [Default Configuration- Good Inventory]
- All Inventory related transactions will be managed in EasyEcom, Inventory will be pushed from EE to Shopify locations
- Any Configuration wrt Batch based inventory assignment for Shopify POS offline orders and QC status for Return inventory will be a custom requirement and needs additional handling to the current integration.
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