Shopify
Introduction
To use all the functionalities of the Shopify app, it is necessary to set up a connector in your Cloud App.
Configuration
1. In the left menu of Shopify, click on Apps.
2. On the screen that appears, click on Logivery.
3. The user will enter the guided configuration to associate the Logivery Cloud App with Shopify.
4. Click the "View Cloud App URL" button in Step 1 to access the Cloud App.
5. Click on the URL Host to access the Cloud App.
Configure a connector
1. In Step 2, click the "How to configure a connector" button to open the configuration guide.
2. In the left menu of the Cloud App, click on Connectors.
3.
At the top right, click on Add Connector.
4. On the next page, click on the icon of the desired technology (Shopify).
5. Fill in the form by entering a label for the connector to use as an identifier (e.g., MyShopifyStore).
6. Click on Save and Continue.
7. After saving, you will be redirected to the connector edit page, which contains useful information such as the Authorization token and Logivery App URL.
8. In the Advanced section, make sure the "Enable automatic processes" option is enabled to allow automatic synchronization of orders between Shopify and the Cloud App.
9. Return to the guided configuration to enter the Authorization Token and Logivery App URL in the appropriate fields.
10.
Click on Test to verify the connection with Shopify. If there are no errors, the following message will appear on the screen.
11. Click on Save to complete and confirm the connection.
12.
From this moment on, every created order will be automatically synchronized with the Cloud App when the "Enable automatic processes" option is active on the connector configuration page in the Cloud App.
Tags
The operation of the app is based on the management of order tags. An order without a tag is not automatically imported by the Cloud App. Importable orders, created after the app installation, are tagged with "logivery-no-sync".
When an order is sent to the Cloud App, it assumes the tag "logivery-syncing" until it receives confirmation of receipt from the Cloud App. After that, it changes to the status of "logivery-synced".
All subsequent order export operations after the first one involve assigning the tag "logivery-syncing" to the orders involved.
When an export or order update operation fails (and therefore errors appear in the Cloud App logs), the orders for which errors occurred are tagged with "logivery-error".
Order Export
Orders tagged with "logivery-no-sync" are automatically exported when the automatic processes of the connector are enabled.
If the automatic processes are disabled or if you want to force the import to create a new order or modify its data, you can use the manual actions available on the order list and single order pages:
- Sending multiple orders based on the "logivery-no-sync" tag.
- Sending multiple pre-selected orders.
- Sending a single order.
Sending multiple orders based on the "logivery-no-sync" tag
1. Visit the Shopify order list page (e.g., https://admin.shopify.com/store/yourstorename/orders).
2. In the More actions menu, choose Send orders to Logivery.
3. Select Send.
Sending multiple pre-selected orders
1. Visit the Shopify order list page (e.g., https://admin.shopify.com/store/yourstorename/orders).
2. Select the orders to import into the Cloud App.
3. In the More actions menu of the table indicated with "...", choose Send orders to Logivery.
4. Select Send.
Sending a single order
1. Visit the order details page (e.g., https://admin.shopify.com/store/yourstorename/orders/orderid).
2. In the More actions menu, choose Send orders to Logivery.
3. Select Send.
Order update
Order information can be updated by sending the order again to the Cloud App using one of the manual methods listed previously in the Order Export guide.
Shipment status updates are automatically managed when the connector's automatic processes are enabled.
Updating the "logivery-syncing" tag
If an order is in the "logivery-syncing" state, you can force an early update of the synchronization status by performing this operation.
1. Visit the order details page (e.g., https://admin.shopify.com/store/yourstorename/orders/orderid).
2. In the More actions menu, choose Update synchronization status.
3. Select Send.
Running Manual Processes in Cloud App
On the Advanced page of the connector edit, in the Process Scheduling Settings section, you can schedule the immediate execution of some processes by selecting the desired one in "Run a process now" and clicking on "Run."
Selectable processes are:
- Sync: Checks the status of older order imports, setting the correct tags in the Shopify store for the involved orders.
- Import orders: Imports the latest orders (maximum of 5 at a time).
- Export shipped orders: Updates the shipping status in the Shopify store for orders managed through the Cloud App that have been shipped.
- Export delivered orders: Updates the shipping status in the Shopify store for orders managed through the Cloud App that have been delivered.
Queue Logs
In the Cloud App, you can access logs to see, among other things, the results of background operations for the created connectors.
The page is accessible from the main menu by clicking on Logs > Queue Logs.