This article will outline the tasks that you need to complete to set up Shopify with Eshopbox.
Before you start
Make sure you have a Shopify account with an online store
Make sure you have marked your products as a physical product in Shopify
Make sure you have selected your country as India, timezone as GMT + 5:30, and your store currency is Indian Rupees (INR) in Shopify general settings
Setting up Shopify with Eshopbox
Follow the below steps to set up Shopify with Eshopbox:
Step 1: Install the Shopify app
To begin with, you will need to install the Shopify app in Eshopbox. Installing the Shopify app allows Eshopbox to access your Shopify store. Follow the below steps to install the Shopify app in Eshopbox
From the sidebar of the Eshopbox workspace, navigate to Apps
Click on the Shopify app
Click on the 'Install app' button.
Now, Eshopbox will be able to access your Shopify store.
Step 2: Connect your Shopify store
Insert your Shopify store name and click 'Connect'. How to find my Shopify store name?
Step 3: Approve Eshopbox app on Shopify
Approve the Eshopbox app on Shopify by clicking on 'Install app'. This allows Eshopbox to access your Shopify account data, products, orders, and more.
You should be able to see Eshopbox and Shopify store is connected successfully.
Step 4: Configure your fulfilment locations
You will need to create locations in Shopify and configure them with Eshopbox depending on your fulfilment requirement. This enables Eshopbox to allocate your Shopify orders to the optimal Eshopbox fulfilment centre for order processing.
You need to choose the scenario which best suits your fulfilment requirements and follow the instructions to configure your fulfilment locations:
Step 5: Build your product catalog
Eshopbox allows you to import your Shopify products either automatically or manually. Importing products from Shopify and making them available to Shopify means Eshopbox can relay product inventory and order status updates to Shopify.
Option I: Import products automatically
This means that products will be created in Eshopbox whenever new products are created in Shopify. To enable automatic import, follow the below steps:
Toggle the button 'on'
Select your preference while importing products. To understand product import preferences, refer to the table below.
Click on save
Create new products and make matching products available to Shopify
Shopify products with matching SKUs in Eshopbox will be made available to Shopify. If products are found in Shopify that are not available in Eshopbox, then new products will be created in Eshopbox and made available to Shopify.
Select the tax code applicable to your products from the dropdown and click on save
Only make matching products available to Shopify
Only Shopify products with matching SKUs in Eshopbox will be made available to Shopify.
Click on save
Option II: Import products manually
When the toggle is 'off', Eshopbox will not import your Shopify products. This means you will need to manually import your Shopify products in Eshopbox. This can be done by creating products in Eshopbox — either individually or in bulk. Learn how to create products on Eshopbox
How does product import work?
When importing products from Shopify, Eshopbox will import the following product attributes from Shopify:
Attributes in Shopify
Attributes in Eshopbox
Compare at price
HS (Harmonized System) code
Cost per item
Variant image, if no variant then product image
Products will be created with draft status in Eshopbox in case any of the mandatory product attributes are missing. How to make draft products active?
Only products marked as physical products in Shopify will be imported
Products that have the same SKU in Shopify will not be imported to Eshopbox
Products with missing SKUs in Shopify will not be imported to Eshopbox
Step 6: Configure automation
Automation will help you easily streamline repetitive tasks and processes. Eshopbox allows you to sync inventory, orders and order updates automatically in Shopify.
6.1 Sync Inventory levels
Toggle this button 'on' to update inventory levels in Shopify. Whenever there is a change in inventory levels in Eshopbox, then corresponding inventory quantities in Shopify will be updated. In case of a stockout, inventory will be updated instantly.
If you choose to toggle the button off, then Eshopbox will not update inventory levels to Shopify. In this case, you need to manage inventory levels manually in your Shopify admin.
Few hygiene factors to keep in mind while manually updating inventory levels in Shopify:
Make sure you add inventory for each location configured in Shopify.
Update inventory as frequently as possible to avoid overselling.
💡 If you have turned the automation 'on', then turning 'off' the automation will stop any further updates to Shopify stock. If you want to stop selling on Shopify, you will have to make your stock zero for all products on your Shopify admin.
6.2 Create new orders
Toggle the button 'on' to create new orders in Eshopbox. This means if a new order is created in Shopify, then the same order would be created in Eshopbox. Eshopbox can only import unfulfilled orders from Shopify, so make sure you have checked 'do not automatically fulfil order line items' in Shopify checkout settings.
This automation requires you to configure a set of rules as per your requirement:
Select a specific start date from which you wish to start importing Shopify orders.
Next, you need to choose whether or not you wish to import all Shopify orders
If you wish to create orders in Eshopbox for all Shopify orders, select 'Import all orders" and click on save.
If you wish to create orders in Eshopbox for specific Shopify orders, select 'Import orders only if it satisfies the following condition'. In this case, only Shopify orders that match certain conditions will be imported to Eshopbox. You can use 4 filters to define conditions for your Shopify orders:
Payment method: This allows you to segregate orders based on the mode of payment.
Shipping: This allows you to segregate orders based on the state from which the order is placed.
Location: This allows you to segregate orders based on the locations you have configured in Shopify.
Shopify order tags: This allows you to segregate orders based on different Shopify order tags.
Once you have defined the conditions, click on save.
6.3 Update order status
Toggle the button 'on' to update order statuses in Shopify. This means if the order status is marked as 'fulfilled' in Eshopbox, then the same would be updated on Shopify.
When you toggle the 'Update order status' automation, you will see a pop-up as shown below:
Select 'Ok' if you're using the Eshopbox shipping service. If you wish to use your own shipping provider, you need to contact Eshopbox to set it up.
6.4 Cancel orders
Toggle the button 'on' to cancel orders in Eshopbox automatically. This means if an order is cancelled on Shopify, then it will also be cancelled in Eshopbox.
If you choose to toggle the button 'off', then orders cancelled in Shopify will not be cancelled in Eshopbox automatically. You will need to manually cancel orders in Eshopbox by contacting customer support.
💡 Orders which have been fulfiled cannot be cancelled in Eshopbox.