Requirements
Choose the right pricing plan on Shopify: to make the most of Shopify on Poleepo, it is advisable to subscribe to one of the pricing plans available on this page https://www.shopify.com/it/prezzi , other than the Basic pricing plan, the latter in fact will not allow you to download PII (personally identifiable information)
API Token: To configure Shopify , you need to enter the “API token” with its associated Password and the URL of your website.
The API token is a unique alphanumeric code that is essential to communicate with your e-commerce.
Shopify POS
If you use Shopify POS, the free App for the transfer of goods sold in the physical store from your Shopify site, remember that to correctly download the stock on Poleepo you will have to:
Log in to your Shopify POS App
Click on Menu > Settings > Fulfillment
Disable the “Mark orders as fulfilled” option
What do I need to do to manage product taxation?
To import orders with the related tax (for example, VAT 22 on the lines) you need to configure taxes on the Shopify site.
From the Shopify admin open Settings > Taxes and duties.
In the Countries/regions section, select European Union.
In the VAT section on sales within the European Union click on Collect VAT.
Select the VAT registration type according to your store.
Complete the registration by indicating your VAT number. For more information, consult the online manual https://help.shopify.com/it/manual/taxes/eu/eu-tax-setup .
Configure Shopify
Log in to your Shopify store's admin panel
Click on: "app" in the menu on the left
Click on: “app settings and sales channels”
Click on: “Develop store apps”
Click on: “ Create an app “
Enter the app name
Click on: “Create app”
Click on: “Configure Admin API scopes”
Select all options in the “API Admin Access Scopes” section
In the “Webhook Subscriptions” section , select the latest version
Click on: “Save”
Go back to the top of the page and click on: “API Credentials”
In the “Admin API Access Token” section , click on “Install app”
Click on: “Install”
Copy the generated access token AND the api key (the secret key is not used by Poleepo)
Enter the configuration data on Poleepo
Go to Poleepo ( https://app.poleepo.cloud ) and in the Shopify configuration section enter:
– In the Url field: The URL displayed when accessing the admin panel of your Shopify store (usually ending with “[…] myshopify.com”)
– In the Publish URL field: Your domain
– In the API Key field: The API key generated by shopify
– In the Token field: The access token generated by shopify
– In the “Flag plugin name” field: If your e-commerce manages cash on delivery orders, enter the name of the plugin used here
– Enable product master data update (In the update calls to Shopify, the data relating to title, description, images and categories will not be passed if this flag is disabled. To do so, simply tick it during configuration) .
Click on “Check configuration”
Map out your categories by referring to this guide
Enable the Shopify configuration via the “Enabled” switch at the top right*
* This last step is not necessary in the Onboarding process
Shopify configuration options
Set the plugin name flag
Enter the name of the plugin used for managing the cash on delivery in Shopify.
Shopify has a native cash on delivery plugin called “Cash on delivery (COD)”. You can activate it by accessing the administrative panel by clicking on Settings > Payments > Manual payment methods.
Enable order download configuration
Click on the "Enable Order Download" switch to allow Poleepo to download your orders from Shopify and be able to manage them immediately.
Category mapping
Before you start managing your Shopify site with Poleepo , you need to set up categories.
Thanks to this step you will give Poleepo the opportunity to publish your products in the right categories of your e-commerce so as to increase the visibility of your products and your sales.
Click on the “Save” button on the configuration page to begin category mapping
To map a category of your e-commerce with a Poleepo category, select "Categories of your e-commerce" in the box on the left and associate it with a Poleepo category in the " Search Poleepo Categories" box .
Attention! In case you have product publications inserted in dynamic categories on Shopify, these products will be imported uncategorized on Poleepo. The category will have to be chosen later and will not be updated on Shopify!
Prepare your Shopify products for import
Before continuing with the import it is necessary to check whether the products on your site do not have duplicate information (e.g. same EAN - barcode on multiple products)
Check products
Click on the “Verify products” button.
Your products will be Poleepo will generate an Excel file containing the details and send it to the email you entered in the configuration.
Import Shopify products
By clicking on the "Import products" button , all the products that are not currently managed by Poleepo will be imported from your Shopify site. The duration of this operation depends on the number of products on your Shopify store.
You will find all the imported products in the Products > Your products section , and a report on the completed operation will also be available in the Reports > Sales channels > Import section .