Connecting to Shopify app
Just like PlentyONE, Shopify is a complete e-commerce platform that lets you start, grow, and manage your online business. As Shopify is entirely cloud-based and hosted, there is no need to worry about upgrading or maintaining the software or any web servers.
Switch from plugin to app
Do you currently use the plugin and want to migrate to the app? This is how. |
1. Registering with Shopify
First, register with Shopify.
Registering with Shopify:
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Open Shopify.com.
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Follow the steps for the Shopify registration.
2. Setting up plentymarkets app in Shopify
First, install the plentymarkets app in your Shopify back end.
2.1. Video tutorial: Installation and configuration
Are you the visual type? Then check out our video tutorial first.
2.2. Installing and connecting plentymarkets app in Shopify
Keep your PlentyONE credentials at hand. You need your plentyID, your user name and your password to proceed.
Login not possible without user name
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At the moment its not possible to login to Shopify with the email address of your PlentyONE account. If your account has no user name, create a new one in the Setup » Account Management » Accounts menu by clicking on add New account.
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Installing and connecting plentymarkets app in Shopify:
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Open the plentymarkets app in the Shopify App Store.
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Click on Add app.
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Enter your credentials for Shopify.
→ You are directed to your Shopify back end. -
Click on Install app.
Important: This grants PlentyONE rights for exchanging data with Shopify. Check the Data protection details shown on the screen.
→ The app is installed. -
Enter your PlentyONE credentials: plentyID, user name and password.
→ A list of your PlentyONE clients is shown. -
Activate the PlentyONE client that you want to connect to this Shopify account. To do so, activate the toggle Connected on the right.
Important: You need a separate PlentyONE client for each Shopify shop. As such, only select one client.
→ The data exchange options can be selected. -
Set the desired options for the data exchange. Pay attention to Table 1.
Important: Prices, stock and item data can only be sent in one direction at a time. The direction you choose depends on where your item data is stored. Are your items stored in PlentyONE or in Shopify? Check Table 1 for different scenarios. -
Save the settings.
Setting | Explanation | ||||||||||||||||||||||||
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from Shopify to PlentyONE |
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From PlentyONE to Shopify |
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Which direction is right for you? |
Prices, stock and item data can only be sent in one direction at a time. The direction you choose depends on where your item data is stored. Are your items stored in PlentyONE or in Shopify? Below are the most common scenarios. Scenario 1: You only have items in PlentyONE
Your item data is saved in PlentyONE. You now want to export this item data to Shopify. You need the following settings:
Scenario 1: You only have items in Shopify
Your item data is saved in Shopify. You now want to import this item data to PlentyONE. You need the following settings: Important: You need to activate the client and the referrer Shopify for your variations before they are exported to Shopify. Find out how in the chapter Preparing variations.
Scenario 3: You have items in Shopify and in PlentyONE
Your item data is saved in PlentyONE and in Shopify. You want to synchronise these two sets of item data and manage them in PlentyONE from now on. In this case, two steps are necessary: 1. Import your Shopify items to PlentyONE. Select the following settings:
2. After the import, you change the settings so that your items are exported from PlentyONE to Shopify. Select the following settings: Important: You need to activate the client and the referrer Shopify for your variations before they are exported to Shopify. Find out how in the chapter Preparing variations.
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Delay when exporting item data to Shopify
As of 21 May 2025, item and image data are processed in two separate steps during export. This can lead to delays until newly exported or updated items appear in the Shopify store. When you export or update an item from PlentyONE to Shopify, it will first be created as an unpublished item without images in Shopify. About 30 minutes later, a second export takes place during which images are linked to the coresponding items, which are then set to published. The item will then also appear in the store. You can find further information in this changelog. |
3. Setting up Shopify in PlentyONE
No, head over to the PlentyONE back end to continue the setup process.
3.1. Completing the configuration assistant
The assistant Shopify configuration will guide you through the required steps to set up your Shopify connection.
Using the Shopify Configuration assistant:
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Go to Setup » Assistants » Omni-Channel.
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Click on the Shopify Configuration assistant.
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Click on the available configuration.
→ The assistant opens. -
Follow the instructions on the screen.
Tip: If you need additional information about one of the options, expand the info box below this description (). -
If everything is as it should be, click on Finalise.
→ The assistant is completed.
→ The connection to Shopify is set up.
Setting | Explanation | ||||||||||||||||||||||||
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Step Shopify Connection |
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Shopify connection |
Shows the Shopify hostname, the connected PlentyONE client and the connection status. No action is required in this step. |
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Step Item management |
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Item management |
Decide whether you want to import or export items and how this should be handled. Background: Prices, stock and item data can only be sent in one direction at a time. The direction you choose depends on where your item data is stored. Are your items stored in PlentyONE or in Shopify? Below are the most common scenarios. Scenario 1: You only have items in PlentyONE
Your item data is saved in PlentyONE. You now want to export this item data to Shopify. You need the following settings:
Scenario 1: You only have items in Shopify
Your item data is saved in Shopify. You now want to import this item data to PlentyONE. You need the following settings: Important: You need to activate the client and the referrer Shopify for your variations before they are exported to Shopify. Find out how in the chapter Preparing variations.
Scenario 3: You have items in Shopify and in PlentyONE
Your item data is saved in PlentyONE and in Shopify. You want to synchronise these two sets of item data and manage them in PlentyONE from now on. In this case, two steps are necessary: 1. Import your Shopify items to PlentyONE. Select the following settings:
2. After the import, you change the settings so that your items are exported from PlentyONE to Shopify. Select the following settings: Important: You need to activate the client and the referrer Shopify for your variations before they are exported to Shopify. Find out how in the chapter Preparing variations.
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Step Stock management |
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Stock management |
Configure how the import and export of stock should be handled. Item prices are included here, too. Note:
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Step Warehouse to location mapping |
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Warehouse mappings |
Link your PlentyONE sales warehouses to Shopify locations. You can link multiple PlentyONE sales warehouses to one and the same Shopify location. The selection in this step will affect stock imports and exports as well as order fulfilment notifications to Shopify. Note: Only stock from mapped sales warehouses and locations will be exported and imported. |
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Step Order management |
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Order management |
Configure how the import of order details from Shopify should be handled. Furthermore, determine how you want to manage refunds and cancellation requests. |
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Step Contact management |
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Contact management |
Configure how the import of contact details from Shopify should be handled. |
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Step Shipping profiles mapping |
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Shipping profiles mapping |
Link Shopify and PlentyONE shipping profiles. By doing so, shipping profiles for imported orders will automatically be determined for imported orders. For each existing Shopify profile you can choose a corresponding profile from PlentyONE. |
3.2. Using the Input field mapping assistant
The Input field mappings assistant helps you to create custom mappings between Shopify input fields and PlentyONE data fields. These mappings are used for the item export.
Note: You can only create one input field mapping each time you go through the assistant. Therefore, you have to go through the assistant again each time you want to create a new mapping.
Using the input field mapping assistant:
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Go to Setup » Assistants » Omni-Channel.
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Click on the Input field mappings assistant.
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Click on the available configuration.
→ The assistant opens. -
Follow the instructions on the screen.
Tip: If you need additional information about one of the options, expand the info box below this description (). -
If everything is as it should be, click on Finalise.
→ The assistant is completed.
→ The input field mappings are created.
Setting | Explanation |
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Step Shopify account |
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Shopify account |
Shows for which Shopify account you are carrying out the settings. No action is required in this step. |
Step Existing input field mappings |
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Existing input field mappings |
Shows the current input field mappings. In case some of them are no longer needed, you can select them here for deletion. Once the assistant has been completed, the selected mappings will be deleted. |
Step Creating a new field mapping |
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Creating a new field mapping |
Select the Shopify field to which you want to map a PlentyONE data source in the next step. If you do not want to create a new mapping at this point, leave this field empty. Note: You can only create one input field mapping each time you go through the assistant. Therefore, you have to go through the assistant again each time you want to create a new mapping. Choosing metafield will create a new assistant step. |
Step Metafield configuration (optional) |
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Metafield configuration |
This step is only available if you choose the option Metafield in the Create new field mapping step. Enter a metafield namespace and a metafield name for Shopify. Tip: During the item export, metafields are automatically created on Shopify based on your input. As such, you do not have to add these metafields in Shopify yourself. Note: Shopify Metafields are not visible in the Shopify back end without a specific Shopify app. For more details regarding Shopify metafields, consult the Shopify Help Center. Enter the search term metafield. |
Step PlentyONE source input field |
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PlentyONE source input field |
Select the PlentyONE source field that will be used to export the customised data. Note: Source input field mappings are only available for Item export processes. |
Step Property (optional) |
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Property |
This step is only available if you chose the option Property in the PlentyONE source input field step. Select the property you want to use as export data source. |
In Shopify, unit price details are handled using metafields. These metafields are created automatically during the item export. As such, you do not have to create these metafields in Shopify yourself.
To export the unit price to Shopify, you will run through the assistant Shopify: Input field mapping three times. During these three run-throughs, you map the following PlentyONE data fields to Shopify metafields:
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Unit price
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Unit price: content
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Unit price » Unit
The steps and settings for each run-through are only described once.
Mapping PlentyONE data fields for unit price details:
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Go to Setup » Assistants » Omni-Channel.
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Open the assistant Shopify: Input field mappings.
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Select the Shopify account for which you want to create the mappings.
→ The step New input field mapping is shown. -
From the drop-down list Mappable Shopify input fields, select the option Metafield.
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Click on Next.
The step Metafield configuration is shown. -
Carry out the metafield settings:
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Run-through 1: Enter a metafield namespace and metafield name for the unit price.
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Run-through 2: Enter a metafield namespace and metafield name for the content of the unit price.
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Run-through 3: Enter a metafield namespace and metafield name for the unit of the unit price.
Tip: Metafield namespace and metafield name must be unique.
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Click on Next.
The step PlentyONE source input field is shown. -
Select an option.
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Run-through 1: Select the option Unit price.
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Run-through 2: Select the option Unit price: content.
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Run-through 3: Select the option Unit price: unit. The table below shows the permitted values for each unit.
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Click on Next.
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Click on Complete.
→ The metafields are created on Shopify with the next item export.
Unit | Allowed values |
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Length |
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Volume |
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Weight |
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3.3. Mapping information on the manufacturer and the EU-responsible person (GPSR)
The General Product Safety Regulation of the EU (GPSR) requires manufacturers and sellers to ensure the product safety of certain goods and to provide certain information for this purpose. This information includes details about the manufacturer and, in the case of manufacturers without an establishment in the EU, details about the responsible person within the EU. The GPSR regulation ensures that products are safe and comply with consumer protection requirements before being placed on the market.
In this chapter, you will learn how to add information on the manufacturer and the responsible person within the EU to comply with the GPSR regulation.
In Shopify, the information on the manufacturer and the EU-responsible person is handled using metafields. These metafields are created automatically during the item export. As such, you do not have to create these metafields in Shopify yourself.
To export the information on the manufacturer and the EU-responsible person to Shopify, you will run through the assistant Shopify: Input field mapping eight times. During these three run-throughs, you map the following PlentyONE data fields to Shopify metafields:
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EU Responsible Name
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EU Responsible Street
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EU Responsible House No
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EU Responsible Postcode
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EU Responsible Town
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EU Responsible Country
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EU Responsible Email
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EU Responsible Phone number
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Manufacturer Name
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Manufacturer Street
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Manufacturer House Number
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Manufacturer Postal Code
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Manufacturer City
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Manufacturer Country
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Manufacturer Email
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Manufacturer Homepage
The steps and settings for each run-through are only described once.
Mapping PlentyONE data fields for information on the manufacturer and the EU-responsible person:
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Go to Setup » Assistants » Omni-Channel.
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Open the assistant Shopify: Input field mappings.
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Select the Shopify account for which you want to create the mappings.
→ The assistant opens. -
Click Create new field mapping in the menu on the left.
→ The step New input field mapping is shown. -
From the drop-down list Mappable Shopify input fields, select the option Metafield.
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Click on Next.
The step Metafield configuration is shown. -
Carry out the metafield settings:
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Run-through 1: Enter a metafield namespace and metafield name for the name of the EU-responsible.
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Run-through 2: Enter a metafield namespace and metafield name for the street of the EU-responsible.
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Run-through 3: Enter a metafield namespace and metafield name for the house number of the EU-responsible.
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Run-through 4: Enter a metafield namespace and metafield name for the postal code of the EU-responsible.
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Run-through 5: Enter a metafield namespace and metafield name for the city of the EU-responsible.
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Run-through 6: Enter a metafield namespace and metafield name for the country of the EU-responsible.
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Run-through 7: Enter a metafield namespace and metafield name for the email address of the EU-responsible.
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Run-through 8: Enter a metafield namespace and metafield name for the phone number of the EU-responsible.
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Run-through 9: Enter a metafield namespace and metafield name for the name of the manufacturer.
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Run-through 10: Enter a metafield namespace and metafield name for the street of the manufacturer.
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Run-through 11: Enter a metafield namespace and metafield name for the house number of the manufacturer.
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Run-through 12: Enter a metafield namespace and metafield name for the postal code of the manufacturer.
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Run-through 13: Enter a metafield namespace and metafield name for the city of the manufacturer.
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Run-through 14: Enter a metafield namespace and metafield name for the country of the manufacturer.
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Run-through 15: Enter a metafield namespace and metafield name for the email address of the manufacturer.
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Run-through 16: Enter a metafield namespace and metafield name for the homepage of the manufacturer.
Tip: Metafield namespace and metafield name must be unique.
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Click on Next.
The step PlentyONE source input field is shown. -
Select an option.
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Run-through 1: Select the option EU-Responsible Name.
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Run-through 2: Select the option EU-Responsible Street.
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Run-through 3: Select the option EU-Responsible House number.
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Run-through 4: Select the option EU-Responsible Postal code.
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Run-through 5: Select the option EU-Responsible Town.
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Run-through 6: Select the option EU-Responsible Country.
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Run-through 7: Select the option EU-Responsible Email.
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Run-through 8: Select the option EU-Responsible Phone number.
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Run-through 9: Select the option Manufacturer Name.
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Run-through 10: Select the option Manufacturer Street.
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Run-through 11: Select the option Manufacturer House number.
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Run-through 12: Select the option Manufacturer Postal code.
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Run-through 13: Select the option Manufacturer Town.
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Run-through 14: Select the option Manufacturer Country.
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Run-through 15: Select the option Manufacturer Email.
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Run-through 16: Select the option Manufacturer Homepage.
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Click on Next.
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Click on Complete.
→ The metafields are created on Shopify with the next item export.
3.4. Mapping Payment Methods
Overview
With the new release, automatically recognized payment methods will continue to be recognized during order imports without manual mapping.
These methods include:
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PayPal
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AmazonPay
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Cash in advance
If a Shopify order contains two transactions, and the first transaction is not one of the recognized methods, the order will import with the payment method Shopify Direct Checkout. |
Example:
An order has two transactions:
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First transaction: gift_card
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Second transaction: PayPal
The order will be imported as Shopify Direct Checkout because the first transaction (gift_card) is not automatically recognized.
Mapping payment methods:
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Go to Setup » Assistants » Omni-Channel.
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Click the Payment methods mapping assistant.
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Select the Shopify account for which you want to create a mapping and click Next.
→ The step Select a Shopify order is shown. -
Find the Shopify Order ID at the end of the URL in the Shopify backend.
Optional: Enter the Shopify transaction ID from the order timeline. Including this ensures a more precise mapping.
→ The Shopify payment method from the order is displayed. -
Click Next.
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Select the corresponding Plentymarkets payment method you want to map.
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Review the summary of your mapping.
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Click Finalize to create the new payment method mapping.
Deleting a payment method mapping:
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Go to Setup » Assistants » Omni-Channel.
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Click the Payment methods mapping assistant.
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Click the step Delete payment method mappings.
→ This step is only shown if payment methods have already been mapped. -
Check the box for each payment mapping you want to delete.
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Click Next without setting up a Shopify order.
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Click Finalize to delete the selected mappings.
3.5. Activating the order referrer
Go to Setup » Orders » Order referrer to activate the order referrer. This ensures that orders are assigned to the correct sales channel.
An order referrer tags an order with the sales channel on which the order was generated. Sales channels can be e.g. your online shop or markets on which you sell your items. Each sales channel has an individual order referrer. Some order referrers are available by default in your PlentyONE system. Further order referrers are added e.g. if you install a new plugin. For further information about the order referrer, see the page Order referrer of the PlentyONE manual.
Activating the order referrer for Shopify:
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Go to Setup » Orders » Order referrer.
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Click Search (search).
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In the list, navigate to the option Shopify.
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On the right of the referrer’s line, click on Edit (edit).
→ The window Edit referrer opens. -
Activate the option Visible in selection (toggle_on).
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Click on Save (save).
→ The referrer is active.
3.6. Selecting the sales price
To sell variations on Shopify, you need a sales price in which the order referrer Shopify is activated. The price that you save for this sales price is the price that will be shown on Shopify.
Sales prices define the conditions under which a variation is sold at a specific price and on a specific sales channel. For example, you can sell your items at a lower price in your webshop than on Amazon. Or you can sell products cheaper to B2B customers than to B2C customers.
Two default sales prices are already configured in your PlentyONE system. However, you can also create new sales prices and edit them individually. In addition to default sales prices, you can also create RRPs, special offers, and set prices.
Defining a sales price for Shopify:
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Go to Setup » Item » Sales prices » [Open sales price].
Important: Select a sales price with the system’s default currency.
Tip: No sales prices? Then create a sales price first. -
Open the Settings tab.
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Activate the referrer Shopify.
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Save () the settings.
3.7. Optional: Importing custom order properties
The Shopify integration also enables you to import custom order properties using the order import process.
For example, you can create custom order properties with the Shopify plugin Product Personalizer. This plugin gives your customers the option to enter custom text during the order process. This allows you to offer personalized products, for example with engravings.
Requirements for importing custom order properties are:
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In the menu Setup » Item » Characteristics, create a characteristic for which you activate the option Order characteristic on the right.
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The PlentyONE item is linked to the characteristic for which the option Order characteristic is activated.
3.8. Optional: Connecting additional Shopify shops
Note the following if you want to connect more than one Shopify shop with PlentyONE:
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Each new connection requires a separate PlentyONE client and a separate Shopify account.
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To create an additional connection, you need to install the plentymarkets app in each Shopify shop you wish to connect.
4. Preparing variations
Now, prepare your variations.
Before you start: Each item can only have up to 100 variations. This limit is set by Shopify. As such, items with more than 100 variations are not exported to Shopify.
4.1. Information about stock limitation
In the Shopify back end, the option Continue selling when out of stock determines if products are sold if no or not enough stock is in the warehouse. When stock is exported, this option is either activated or not. This depends on the PlentyONE setting Stock limitation.
Depending on which Limitation you selected for a variation in PlentyONE the checkbox Continue selling when out of stock is either activated or not:
PlentyONE option "Limitation" | Shopify option "Continue selling when out of stock" |
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None |
Activated |
To net stock |
Not activated |
Do not administer stock for this variation |
Activated |
4.2. Setting the variation availability
You need to activate the variations that you want to sell on Shopify. This is done in the Availability and visibility section of a variation within the Item » Items » [Open item] » [Open variation] menu.
Making a variation available for Shopify:
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Go to Item » Items » [Open item] » [Open variation].
Tip: To sell all variations of an item on Shopify, carry out the settings for the item’s main variation. If the inheritance function is active for the variations, then this activates the availability of all variations of the item. -
In the Availability and visibility section, activate the option Active.
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In the Sales channels section, click Add sales channels (add).
→ The window Add sales channels opens. -
In the drop-down list Sales channels, select the option Shopify.
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Click Apply.
→ The sales channel is added. -
Save () the settings.
→ The variation is available for Shopify.
Use the variation group function to edit multiple variations at once. You select the variations that you want to edit.
Making several variations available for Shopify using the variation group function:
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Go to Item » Items.
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Select () the variations to be edited.
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In the toolbar, click on layers » layers Variation group function.
→ The Variation group function window opens. -
Select the action Sales channels from the drop-down list Actions.
→ The action is added to the lower part of the window. -
In the drop-down list Sales channels, select the option Shopify.
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Select the action Active from the drop-down list Actions.
→ The action is added to the lower part of the window. -
Activate the option Active.
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Navigate to the area Availability.
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Click Execute to apply the settings.
Batch processing allows you to edit several variations at once. You use filters to limit which variations are edited.
Making several variations available for Shopify using batch processing:
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Go to Item » Batch processing.
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Click on the tab Variations in the upper left corner.
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Use the filters on the left to specify which variations should be processed.
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Navigate to the area Market availability.
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Activate the checkbox to the left of the option Shopify.
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Activate the checkbox to the right of the option Shopify.
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Navigate to the area Availability.
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Activate the checkbox to the left of the option Active.
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Activate the checkbox to the right of the option Active.
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Click on Apply to apply the settings to the variations.
4.3. Activating the client for a variation
Only variations that are activated for the client (store) that you use to sell on Shopify are exported.
Activating the client for a variation:
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Go to Item » Items » [Open item] » [Open variation].
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Click on the variation tab Availability.
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In the area Client (store), activate the client (store) that you use to sell on Shopify.
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Save the setting.
4.4. Saving SKU
Only variations with an SKU for the referrer Shopify are exported.
Saving an SKU for Shopify:
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Go to Item » Edit item » [Open item] » [Open variation] » Variation tab: Settings.
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Click on the Availability tab.
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In the SKU area, click on Add ().
→ The New SKU window opens. -
Select the referrer Shopify.
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Select the corresponding marketplace account.
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Enter the SKU.
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Click on Add ().
→ The SKU is saved and displayed.
4.5. Saving other mandatory information
The following information is mandatory for exporting variations to Shopify. Save this information to export your variations.
Saving Name 1 and item text:
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Go to Item » Items » [Open item].
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Switch to the tab Texts.
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In the toolbar, select the Language in which you export item data to Shopify.
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Enter a name in the field Name 1.
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Enter an item text in the field Item text.
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Click on Save.
An attribute name and an attribute value must be saved for the variation in the language you use for the item export.
Checking attribute name and attribute value for a variation:
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Go to Item » Items » [Open item] » [Open variation].
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In the tab Settings, navigate to the area Basic settings.
→ The attributes that are linked to the variation are listed underneath the setting Position.
Now, you can check the settings of the attributes. Are the attribute name and the attribute value saved in the language you need?
Checking name and value of an attribute:
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Go to Setup » Item » Attributes » [Open attribute] » Tab: Values.
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Click on the Name tab.
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Check the content of the field for the language.
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If necessary, enter a name for the attribute.
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Click on the Values tab.
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In the toolbar, select the Language in which you export item data to Shopify. → The values of the attribute are shown.
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If necessary, enter a name for the attribute value.
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Click on Sav if you have made changes.
4.6. Check list: Requirements for exporting variations
To export a variation to Shopify, this variation has to meet the following requirements:
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Go to Item » Items » [Open item] » [Open variation].
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In the Availability and visibility section, activate the option Active.
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Save () the settings.
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Go to Setup » Orders » Order referrer.
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Is the option Shopify active?
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If necessary, activate this order referrer.
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Save () the settings.
The variation must be available for the market.
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Go to Item » Items » [Open item] » [Open variation].
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In the Sales channels section, click Add sales channels.
→ The window Add sales channels opens. -
In the drop-down list Sales channels, select the option Shopify.
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Click Apply.
→ The sales channel is added. -
Save () the settings.
→ The variation is available for Shopify.
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Go to Item » Items » [Open item] » [Open variation].
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Expand the section Stock ().
→ The net stock per warehouse is shown in the Net stock column.
The variation must be linked to a sales price that is activated for Shopify. This sales price must have the default currency of the system.
Check the sales price:
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Go to Setup » Item » Sales prices.
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For the filter Referrer, select Shopify.
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Click on Search ().
→ The sales price that is active for the referrer is shown. -
Check the settings of the sales price.
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Make any necessary corrections.
Check the price:
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Go to Item » Items » [Open item] » [Open variation].
→ The sales prices are shown in the Sales prices section. -
Check the following settings:
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Is the sales price for the referrer linked?
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Does the price for the referrer have the correct price?
-
-
Make any necessary corrections.
Exported items must not contain more than 100 variations. This limit is set by Shopify.
Checking the number of variations of an item:
-
Go to Item » Items » [Open item].
→ The main variation of the item opens. -
Open the tab Variation overview.
→ The variations of the item are shown.
Tip: The tool bar shows how many variations the item has. For example, it might say "Variations 1-7 of 7".
The text that you save in the field Name 1 is exported as the item name to Shopify. As such, this field cannot be empty. Also, an Item text must be saved in the same menu.
Checking Name 1:
-
Go to Item » Items » [Open item].
-
Switch to the tab Texts.
-
Check the content of the field Name 1 in the language that you use to export item data to Shopify.
-
If necessary, enter a name for the item.
-
Check the content of the field Item text.
-
If necessary, enter an item text.
-
Click on Sav if you have made changes.
An attribute name and an attribute value must be saved for the variation in the language you use for the item export.
Checking the variation’s attributes:
-
Go to Item » Items » [Open item] » [Open variation].
-
The attributes linked to the variation are shown in the Settings section below the setting Position.
Now, you can check the settings of the attributes. Are the attribute name and the attribute value saved in the language you need?
Checking name and value of an attribute:
-
Go to Setup » Item » Attributes » [Open attribute].
-
Click on the Name tab.
-
Check the content of the field for the language.
-
If necessary, enter a name for the attribute.
-
Click on the Values tab.
-
In the toolbar, select the Language in which you export item data to Shopify.
→ The values of the attribute are shown. -
If necessary, enter a name for the attribute value.
-
Click on Sav if you have made changes.
Only variations with an SKU for the referrer Shopify are exported. The SKU is saved in the Item » Items » [Open item] » [Open variation] menu in the SKU section.
Checking the SKU:
-
Go to Item » Edit item » [Open item] » [Open variation].
-
Expand the SKU section (keyboard_arrow_down).
-
Check if an SKU is saved for the referrer Shopify.
-
Add an SKU for the referrer, if necessary.
Only variations that are activated for the client (store) that you use to sell on Shopify are exported. The client is activated in the Item » Items » [Open item] » [Open variation] menu in the Client (store) section.
Checking the client (store):
-
Go to Item » Edit item » [Open item] » [Open variation].
-
Expand the Client (store) section (keyboard_arrow_down).
-
Check if the client (store) that you use to sell your items on Shopify is activated.
-
Activate the client, if necessary.
Important: Also check if the inheritance feature is active. If so, does it lead to the expected result?
5. Images for chargers and alternative offers without charger for electrical appliances with radio frequency (FuAG)
On 23rd November2022 the EU directive 2022/2380 on the harmonisation of charger interfaces of radio equipment was passed.
This directive was realized in German law on the 6th May 2024 by changing the Funkanlagengesetz (FuAG).The new FuAG takes effect since the 28th December 2024 and contains new labeling requirements for electrical appliances with radio frequency and chargers, such as:
-
Mobile phones
-
Tablets
-
Digital cameras (all digital cameras except: security cameras and digital cameras that are exclusively used in the audiovisual sector)
-
Headphones
-
Headsets
-
Handheld gaming consoles
-
Portable speakers
-
E-readers
-
Keyboards
-
Mice
-
Portable navigation systems
-
Earbuds
-
Laptops
The following information has to be indicated in the product details for the mentioned electrical appliances that are put into circulation from 28th December 2024 (for laptops starting 28th April 2026) on:
-
Pictogram for charger included in the scope delivery:
-
The pictogram indicates if a charger is included (charger plug is not crossed out) or not (charger plug is crossed out).
-
The mandatory pictogram is described and displayed in Appendix I Part 3 of the directive 2022/2380
-
-
Label about charging properties of compatible chargers:
-
The label offers all necessary charging properties of the charger that are compatible with the electrical appliance.
-
The mandatory label is described and displayed in Appendix I Part 4 of the directive 2022/2380
-
-
Provision of an alternative offer without a charger
Note: The labelling requirement applies to the B2B and B2C section.
In this chapter you will learn how you upload the mandatory images in PlentyONE and how you offer customers the possibility to buy the respective electrical appliance without charger.
5.1. Uploading pictogram for charger included in scope of delivery
You upload the pictogram for if the charger is included in the scope of delivery or not as item image in PlentyONE.
-
Go to Item » Items » [Open item] » Tab: Images » Details.
-
Move the pictogram via drag-and-drop in the Images section or click on Select images and upload the pictogram:
-
a pictogram that shows a non crossed-out charger if the charger is included in the scope of delivery.
-
a pictogram that shows a crossed-out charger if the charger is not included in the scope of delivery.
-
The mandatory pictogram is described and displayed in Appendix I Part 3 of the directive 2022/2380
Note: Make sure that the image is connected with the right client and that Shopify is active as order referrer.
5.2. Uploading a label for necessary charging properties of compatible chargers
You upload the label for necessary charging properties of compatible chargers as item image in PlentyONE.
-
Go to Item » Items » [Open item] » Tab: Images » Details.
-
Move the label via drag-and-drop in the Images section or click on Select images and upload the label:
The mandatory label is described and displayed in Appendix I Part 4 of the directive 2022/2380
Note: Make sure that the image is connected with the right client and that Shopify is active as order referrer.
5.3. Creating an offer to buy without charger
To offer your customers the option to buy the respective electrical appliance without a charger, create a property of the type text or HTML with a link to an alternative offer. Afterwards, assign this property via the input field mapping.
Offering a link to an alternative offer:
-
Create a property of the type Text or HTML.
Note: the URL you enter for the property will be displayed in Shopify as plain text and cannot be clicked, wether it is type Text or HTML. -
Link the property with the variations for which you need an alternative offer without charger.
-
Enter the URL of the alternative offer without charger as Text.
-
Save () the settings.
Assigning the property via input field mapping:
-
Go through the input field mapping assistant in the Setup » Assistants » Omni-Channel menu. Carry out the following settings:
-
From the drop-down list Mappable Shopify input fields, select the option Metafield.
-
From the drop-down list Mappable PlentyONE fields, select the option Property.
-
Select the property that contains the link to the alternative offer.
-
-
Click Complete.
6. Automating Order processing
Set up event procedures to automate order communication with Shopify.
Below you will find an overview of all event procedure that are relevant for the Shopify order interface and that are supported by PlentyONE. Shopify users can use these events as needed to handle transaction processes (e.g. order creation, cancellations, returns and shipping).
The available events can be combined as required to support specific workflows - additional events beyond this list are not offered.
Tip: Event procedures are set up in the menu Setup » Orders » Events. In the list Add procedure, the procedures for the Shopify apps are listed in the folder Plugins.
The following event procedures are available for the Shopify app:
6.1. Shopify App: Save PlentyONE order ID in Shopify
This event procedure sends the PlentyONE order ID and customer ID to Shopify as an order note of the original order. This can be used by sellers to more easily know if an order has been fully imported and to quickly identify the PlentyONE order ID of the corresponding Shopify order.
6.3. Shopify App: Send manually added payment to Shopify
This event procedure is used for the rare cases where a seller adds a payment manually directly in the PlentyONE backend for an order imported from Shopify and wants to send the payment information to Shopify.
The event procedure goes through all PlentyONE payment transactions associated with the order that triggered the event and filters out the transactions that were actually imported from Shopify. For the remaining transactions, it sends a Capture instruction to Shopify.
6.4. Shopify App: Send fulfilment notification to Shopify
This event procedure is used to send the order fulfilment information (e.g. whether items have been delivered or not, the tracking numbers and tracking URLs) to Shopify. This event procedure can be used for normal orders or for delivery orders. Multiple fulfilments can be sent for the same order with different items and tracking numbers.
6.5. Shopify App: Send returns to Shopify
This event procedure can only be executed after the order has been executed in Shopify. This event procedure checks all items present in the return order in PlentyONE and sends the item list to Shopify. A refund can contain all or only some of the original order items. If all items are present, the shipping costs will also be refunded in full. If not all items are present, then no shipping costs are refunded. Shopify automatically calculates the refund amounts and refund transactions.
6.6. Shopify App: Send cancel notification to Shopify
This event procedure assumes that the order is completely cancelled before the items leave the warehouse. This action only works before the order is fulfilled in Shopify. The event procedure sends a cancellation command to the order for all order items. The shipping costs are also fully refunded. Shopify automatically calculates the refund amounts and refund transactions. Items are restocked in Shopify.
6.7. Shopify App: Send credit note to Shopify
This event procedure works for orders that have been paid for by the customer and not yet fully refunded. It can be used to refund the customer part of their money without them having to return the items. An example scenario would be to give the customer some of the money back as a discount because the delivery has been delayed or the items were slightly damaged on delivery but the customer wants to keep them. The inventory of the items included in the order is not corrected. We send instructions to Shopify to refund the amount of money that is in PlentyONE as a credit. We tell Shopify to refund the amount of the shipping costs shown on the credit note in PlentyONE. This event procedure fails if the amount is greater than that of the original transaction
6.8. Shopify App: Send cancellation/refund to Shopify
This event procedure works for orders that have been paid for by the customer and not yet fully refunded. It can be used to remove items from an order, either by cancelling items before the order is fulfilled or by returning items afterwards. The items included in the PlentyONE order that triggers the event will be restocked. We send the instruction to Shopify to refund the amount of money that is on the order in PlentyONE. We inform Shopify that the amount of the shipping costs on the PlentyONE order should be refunded. This event procedure fails if the amount is greater than that of the original transaction.
6.9. Shopify App: Send refund/cancellation to Shopify without stock adjustment
This event procedure does the same thing as Send refund/cancellation to Shopify, except that it does not replenish the stock of the items in Shopify. This should be used in the scenario where a seller cancels an order because they do not have the items in stock and restocking would result in further orders for out-of-stock items.
6.10. Shopify App: Import Order tags from Shopify
This event procedure can be used by sellers who want to import the order tags from Shopify into corresponding order tags in PlentyONE. Since the order tags in PlentyONE are very complex to create or update, this process takes a lot of time.
6.11. Example: Setting up the event procedure "Shopify App: Import Order tags from Shopify"
Set up an event procedure to automatically import order tags from Shopify.
-
Go to Setup » Orders » Events.
-
Click on Add event procedure ().
→ The Create new event procedure window opens. -
Enter a distinct name for the event procedure.
-
Select the event according to Table 2.
-
Save () the settings.
-
Carry out the additional settings according to Table 2.
-
Select the setting Active ().
-
Save () the settings.
Note: The selected statuses and filters in Table 2 only serve as an example. Select filters and statuses for the event procedure which best suit your workflow.
Setting | Option | Selection |
---|---|---|
Event |
Order generation: New order |
|
Filter 1 |
Order > Order type |
Order |
Filter 2 |
Order > Referrer |
Shopify |
Procedure |
Plugin |
Shopify App: Import Order tags from Shopify |
7. Contact import and GDPR
Due to GDPR specifications, the following policies for customer accounts and orders have been implemented:
Scenario | Explanation |
---|---|
Customer is imported as regular contact |
If the authenticity of the Shopify customer is guaranteed by a unique external contact ID, a regular account is created. |
An existing PlentyONE contact is linked to the imported order |
It is checked whether a customer from Shopify with this external contact ID has been imported in the past. If a contact is found, the new order is assigned to this contact. |
Customer is imported as guest |
If the customer does not have a PlentyONE account and Shopify also cannot guarantee the authenticity of the customer, the contact is imported as a guest. That also applies if the contact data of several orders are identical. Tip: You can convert contacts of the type Guest to regular contacts. |
8. Using help functions
The menu Setup » Markets » Shopify app offers the following functionality:
8.1. Checking the connection to Shopify
Checking the connection to Shopify:
-
Go to Setup » Markets » Shopify app » Health check.
-
Click on Check.
→ The system checks if a connection to Shopify.com can be established.
→ The system checks if Shopify Direct Checkout is installed.
Tip: Conditions that are fulfilled are marked with a green OK. Conditions that have failed are marked in red and with an X.
No connection to Shopify? Then check the following conditions:
-
In the menu Setup » Orders » Order referrer, Is the order referrer Shopify active?
-
Is there more than one Shopify referrer entry in the menu Setup » Orders » Referrer? Make sure that the ID with the highest number is active.
8.2. Checking export conditions for variations
Check if a variation meets all requirements to be exported to Shopify.
Checking export conditions for variations:
-
Select the online shop that you want to check the variation for.
-
Go to Setup » Markets » Shopify App » Export conditions.
-
Enter a valid variation ID.
-
Click on Check.
→ The variation is checked.
Tip: Conditions that are fulfilled are marked with a green OK. Conditions that have failed are marked in red and with an X.
Important: Variations must meet all requirements to be exported.
The following conditions are checked:
-
Is the variation active?
→ In the menu Item » Variation » Settings » Area: Availability, the checkbox Active must be set. -
Is the variation available for Shopify?
→ Item » Variation » Availability » Area: Markets » Option Shopify must be selected. -
Does the Variation » Client assignment match your online shop selection?
→ Item » Variation » Availability » Area: Client » [Selected client. -
Is an item text saved for the item?
→ Item » Texts » Item text must be entered. -
Is a Name 1 saved for the item?
→ Item » Texts » Name 1 must be saved. -
Does the variation have an SKU for Shopify?
→ Item » Variation » Availability » Area: SKU section must contain an SKU for the referrer Shopify. -
Does the variation have a sales price with default currency that is activated for Shopify?
-
Is a variation attribute name saved for the selected item export language?
-
Is a variation attribute value saved for the selected item export language?
-
Is an item title and description saved in the selected item export language?
-
Does the item have no more than 100 variations?
→ Exported items must not contain more than 100 variations. This limit is set by Shopify.
8.3. Manually exporting items
For testing purposes, you can manually export an item every 10 minutes.
Manually exporting an item:
-
Go to Setup » Markets » Shopify app Item export.
-
Select an online shop.
-
Enter a valid item ID.
-
Click on Execute.
→ If all export requirements are met, the item and the corresponding variations will be exported.
Note: If you have deleted one or more items on Shopify to re-export them, the first export only cleans up the database. Only the second export saved the item in Shopify again.
8.4. Manually exporting stock
For testing purposes, you can manually export an item’s stock every 5 minutes. For variations, you can start an export every 3 minutes.
Note:
-
Whenever stock is exported, then only the sales prices will be exported. RRPs, special offers and set prices are not automatically exported. Sales prices are only updated whenever a stock update of the respective variation is exported.
-
To export stock and item prices, make sure to:
-
activate the client that you use to sell on Shopify.
-
activate the order referrer for Shopify.
-
save a SKU to the variation.
The export is only executed the day after these settings are made.
-
Exporting stock for an item:
-
Go to Setup » Markets » Shopify app » Stock export.
-
Select an online shop.
-
From the drop-down list xxx, select the option Export stock for item.
-
Enter a valid item ID.
-
Click on Execute.
→ If all export requirements are met, the stock of the item will be exported.
Note: You need to wait 5 minutes before exporting another item.
Exporting stock for a variation:
-
Go to Setup » Markets » Shopify app » Stock export.
-
Select an online shop.
-
From the drop-down list xxx, select the option Export stock for variation.
-
Enter a valid variation ID.
-
Click on Execute.
→ If all export requirements are met, the stock of the variation will be exported.
Note: You need to wait 3 minutes before exporting another variation.
8.5. Setting a custom start date for stock exports
If you want to export stock quantities for items with an older last change date.
Setting a start date:
-
Go to Setup » Markets » Shopify app » Stock export.
-
Select an online shop.
-
From the drop-down list, select the option Update date.
-
Select a start date from the calendar.
-
Enter a time.
-
Click on Save.
→ The next stock export runs at the time you selected.
Important: The start date shown is updated after every export.
9. Finding the PlentyONE order ID by using Shopify order number
If a customer contacts you with the Shopify order ID, you can use this ID to find out the corresponding PlentyONE order ID.
Finding the PlentyONE order ID:
-
Go to Setup » Markets » Shopify App » Find order ID.
-
Select the webshop.
-
Enter a valid Shopify order number.
-
Click on Search.
→ If the Shopify order number is valid, the PlentyONE order ID will be shown.
10. Planning an item cleanup
Plan an item cleanup if:
-
You have deleted or deactivated items or variations from PlentyONE and you also need to remove them from Shopify.
-
You have manually deleted items or variations from Shopify and they are not re-exported by the app.
-
You want to delete all items from Shopify and start a new item export from PlentyONE. In this case, deactivate the item export and delete all items from Shopify. Plan an item cleanup. You can reactivate the item export the next morning.
Note: Do not use the item cleanup if your items were imported from Shopify after you set up the connection. This can delete items on Shopify. The item cleanup only runs once after you planned it. If necessary, plan additional item cleanups.
Planning an item cleanup:
-
Go to Setup » Markets » Shopify app » Item cleanup.
-
Select the online shop that you want to plan a cleanup for.
-
Click on Plan cleanup.
→ Affected items are deleted from Shopify during the next nightly export.
Note: Items and variations that were already exported will be deleted from Shopify if:
-
The client and the availability Shopify were removed from the variation.
-
The variation was deleted from PlentyONE.
-
For items with no active variations, the complete item is deleted from Shopify.