After creating a SubscriptionFlow app inside Shopify, integrate and configure Shopify inside SubscriptionFlow.
Step 2: Integrate Shopify inside SubscriptionFlow
4. Revisit Product Configurations
Step 2: Integrate & Configure Shopify inside SubscriptionFlow
Note: Step 2 needs to be done in SubscriptionFlow.
1. Inside SubscriptionFlow, click the gear icon in the top right-hand corner of the dashboard to enter 'Administration Settings'. Scroll down to 'Apps & API' and then click on 'Apps'.
2. You will be redirected to the SubscriptionFlow Marketplace for third-party integrations. Locate and select 'Shopify' from the 'E-commerce' section.
3. This will open the SubscriptionFlow integration window requiring some access credentials we retrieved in step 1.
4. Add the API key, Admin API access token, and your store name. Then click ‘Connect’.
5. Your integration is now ‘Active’ but the sync is paused by default. You must configure the sync before you can exchange products and orders between the two platforms. Complete the Shopify configuration in 4 parts:
- Part 1: Set Product Configurations
- Part 2: Sync Products (Shopify to SF)
- Part 3: Sync Orders (SF to Shopify)
- Part 4: Revisit Product Configurations
Part 1: Set Product Configurations
6. Before syncing products and orders you must first select product configurations. Click on the Product Configurations tab. By default, this is set to ‘Do Not Sync’. If you carry out a sync before making this selection, your products will be synced and orders created but they will not be posted back to Shopify.
7. Change this to ‘Recurring’ or ‘One Time.’ If the majority of your products are one-time, select one time by default and then proceed to sync your products.
Part 2: Sync Products (Shopify to SubscriptionFlow)
You may sync all products or perform a tag-based sync.
i. All Product Sync
8. Click on ‘Sync Settings’. Here you will see a diagram outlining how the sync takes place. Your Shopify Products become Products inside SubscriptionFlow. Shopify Variants become your Plans and Variant Prices are synced to create Plan Prices. Click on ‘Sync Now’.
9. You can sync all the products from your Shopify store into SubscriptionFlow.
10. You can also enable/disable auto sync on this screen.
11. Set auto sync to occur Daily. Save your preferences.
ii. Tagged Product Sync
12. Instead of importing all your products you may also perform a tag-based sync. This will only sync products with a specific tag from Shopify to SubscriptionFlow.
13. Edit the sync tag to give it any name you like. In this guide, we use ‘SubscriptionFlow’.
14. Enter your Shopify store to tag products for sync. Simply click on Products and select the product you want to tag.
15. Then scroll down to find the tags section and add any relevant tags.
16. If you wish to manage taxes inside SubscriptionFlow, read this guide on tax management of plan charges. Once a tax is created, tag your products inside Shopify with this tax name and add this tax tag to the pop-up during your sync. When the product sync is initiated, SubscriptionFlow will first look for the product tag and then the tax tag to import products, while applying relevant taxes to the variant prices. Click Save.
17. Now initiate the tag-based sync inside SubscriptionFlow.
18. The product tagged ‘SubscriptionFlow’ is imported from Shopify. Check the notifications in the top right to check when sync is completed. The history tab will also list the successful sync.
19. Click on the plan to view its details.
20. The tax tag enabled the plan to be imported with ‘Taxable’ status and linked to the DemoVAT tax we created. By default, it is set to exclusive but can be set to inclusive in this view if necessary.
That is how you sync products from Shopify to SubscriptionFlow.
Part 3: Sync Orders (SubscriptionFlow to Shopify)
21. Invoices created inside SubscriptionFlow create orders inside Shopify. By default, the following settings are selected. Order post-back is enabled and fulfilment and inventory are managed inside your SubscriptionFlow account. Every paid invoice creates a fulfilled order inside Shopify. To learn more about how it works contact us.
22. If you want to fulfill orders from Shopify or through an integration, simply change the Mark orders as a fulfilled option? to No. Now, when an invoice is paid inside SubscriptionFlow it will be sent to Shopify as an ‘unfulfilled’ order that can be handled at that end.
Part 4: Revisit Product Configurations
23. Once you have synced your products and order, come back to the Product Configurations tab. Click on manual assignment and assign ‘Recurring’ to the relevant products. If you sync products with the ‘Do not sync’ default you will manually have to set the one-time or recurring configuration to each of the synced products.
24. In the final step, save your mapping. Your Shopify store is now integrated with SubscriptionFlow & configured for sync.
Finally, learn how to embed checkout into your Shopify shopping cart.
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