Using the Shopify plugin

Shopify plugin is deprecated

The Shopify plugin is deprecated. As such, this page is only relevant for you if you already use the Shopify plugin.

  • Do you want to set up Shopify in PlentyONE for the first time? The use the Shopify app.

  • Do you currently use the plugin and want to migrate to the app? This is how.

1. Plugin help

In the Help tab of the Shopify plugin, you can use the following functions:

  • Check the plugin’s health.

  • Check variation export conditions.

  • Manually export an item every 10 minutes.

  • Export the stock of a variation or an item every 5 minutes.

  • Find the PlentyONE order ID by using the Shopify order number.

  • Clean up exported items.

1.1. Checking the plugin’s health

Checking the plugin’s health:

  1. Go to Setup » Markets » Shopify » Help » Plugin health.

  2. Click on Check.

The following conditions are checked:

  • The Shopify referrer under Setup » Orders » Order referrer must be active.

  • There is more than one Shopify referrer entry under Setup » Orders » Referrer. Make sure that the ID with the highest number is active.

  • A connection to Shopify.com can be established.

  • The SDK file is deployed correctly.

Conditions that are fulfilled are marked with a green OK. Conditions that have failed are marked with a red X.

1.2. Checking export conditions for variations

Checking export conditions:

  1. Go to Setup » Markets » Shopify » Help » Export conditions.

  2. Select an online shop that you want to use this function for.

  3. Enter a valid variation ID.

  4. Click on Check.

The following conditions are checked:

  • The variation must be activated.
    → Item » Variation » Settings, Availability section, checkbox Active must be set.

  • The variation has to be available for Shopify.
    → Item » Variation » Availability » section Markets, Shopify must be assigned.

  • The Variation » Client assignment matches your online shop selection.
    → Item » Variation » Availability, Client section, client selection.

  • An item text must be saved for the item.
    → Item » Texts » Item text must be entered.

  • A name must be saved for the item.
    → Item » Texts » Name 1 must be entered.

  • The variation must have an SKU for Shopify.
    → Item » Variation » Avaialbility, SKU section must contain an SKU for the referrer Shopify.

  • Exported items must not contain more than 100 variations. This limit is set by Shopify.

Conditions that are fulfilled are marked with a green OK. Conditions that have failed are marked with a red X.

Note: Exporting the item’s sales price is not mandatory.

1.3. Manually exporting items

For testing purposes, you can manually export an item every 10 minutes.

Note: Use this function to test how the export will look before you export large amounts of item data.

Manually exporting an item:

  1. Go to Setup » Markets » Shopify » Help » Item export.

  2. Select an online shop.

  3. Enter a valid item ID.

  4. Click on Execute.
    → If all export requirements are met, the item and the corresponding variations will be exported.

Note: If you deleted one or more items on Shopify to export them again, then note that an initial export cleans up the plugin’s data base. Only a second export will add the items again.

1.4. Exporting stock

For testing purposes, you can manually export an item’s stock every 5 minutes. For variations, you can carry out the export every 3 minutes.

1.4.1. Setting a custom start date for stock and price exports

If you want to export stock quantities for items with an older last change date:

Setting a start date:

  1. Go to Setup » Markets » Shopify » Help » Stock export.

  2. Select an online shop for which you want to reset the start date of the stock and price export.

  3. Select a start date from the calendar.

  4. Enter hours and minutes.

  5. Save the settings.
    → The next stock and price export is carried out according to your setup. Note that the start date is always updated in order to reflect the start of the last export.

1.4.2. Manually exporting stock and sales prices of variations

Manually exporting stock and sales price of a variation:

  1. Go to Setup » Markets » Shopify » Help » Stock export.

  2. Select an online shop that you want to update stock and prices for.

  3. Enter a valid variation ID.

  4. Click on Execute.
    → If all export requirements are met, the stock of the selected variation will be exported.

1.4.3. Manually exporting stock and sales prices of items

Manually exporting stock and sales price of an item:

  1. Go to Setup » Markets » Shopify » Help » Stock export.

  2. Select an online shop that you want to update stock and prices for.

  3. Enter a valid item ID.

  4. Click on Execute.
    → If all export requirements are met, the stock of the selected item will be exported.

1.5. Finding the PlentyONE order ID by using the Shopify order number

If a customer contacts you with the Shopify order ID, then you can use this ID to find out the corresponding PlentyONE order ID.

  1. Go to Setup » Markets » Shopify » Help » Find Shopify order number.

  2. Select the webshop.

  3. Enter a valid Shopify order number.

  4. Click on Search.
    → If the Shopify order number is valid, the PlentyONE order ID will be shown.

1.6. Scheduling an item export cleanup

Carry out a cleanup when:

  • You have deleted or deactivated items or variations from PlentyONE and you also need them removed from Shopify.

  • You have manually deleted items or variations from Shopify and they are not re-exported by the plugin.

  • 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 a cleanup. You can reactivate the item export the next morning.

Note: Do not use the cleanup process after your items were imported from Shopify after installing the plugin. This may lead to items being deleted on Shopify! The cleanup will only be carried out once. If required, plan a new cleanup.

Scheduling a cleanup:

  1. Go to Setup » Markets » Shopify » Help » Clean up exported items.

  2. Select the online shop that you want to plan a cleanup for.

  3. Click on Schedule a cleanup for exported items tonight.

Note: Items and variations that were already exported will be deleted from Shopify if:

  • The client and the Shopify market were removed from the variation.

  • The variation was deleted from PlentyONE.

  • If the item has no active variations, then it will be deleted from Shopify.

2. GDPR considerations

Due to GDPR specifications, the following policy in regard to customer accounts and orders has been implemented:

Table 4 GDPR considerations for the order import

Table 1. GDPR considerations for the order import
Scenario Explanation

Customer is imported as guest

If:

  • The customer has no PlentyONE account.

  • The authenticity of the customer isn’t guaranteed by either part, even if the contact details on several orders are the same.

Note: You can convert contacts of type Guest to regular contacts if required.

Customer is imported as regular contact

The plugin creates a regular account if the authenticity of the Shopify contact is guaranteed by a unique external contact ID.

An existing PlentyONE contact is linked to the imported order

It is checked whether a Shopify contact with this external contact ID has already been imported in the past. If a contact is found, then the new order is attached to this customer.