Shopify

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Introduction 

To use all the functionalities of the Shopify app, it is necessary to set up a connector in your Cloud App.

If you own multiple Shopify stores, to sync them with the Cloud App you need to set up a connector for each one.

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. 

After saving the configuration, all operations will be carried out using the set token. If the connector is replaced or removed on the Cloud App, you need to change the value of the Authorization Token in the Shopify app as well.

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".

Currently, orders with the logivery-error tag are automatically reimported along with orders tagged logivery-no-sync. If other scheduled operations that can fail are introduced, it will be necessary to manually correct the errors on a case-by-case basis.

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:

  1. Sending multiple orders based on the "logivery-no-sync" tag.
  2. Sending multiple pre-selected orders.
  3. Sending a single order.

The order update operation does NOT include status updates (e.g., updating an order from "paid" to "shipped").

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.

A maximum of 10 orders can be sent at a time.

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.

A maximum of 10 orders can be sent at a time. Additionally, orders older than 60 days are ignored.

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.

The Shopify app also has a Logs page, but the information contained is not the same. The logs in the Shopify app contain a summary of the Cloud App logs only in cases where there is a Logivery Job UUID.