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.
Steps to configure Shopify with Eshopbox
You need to follow the below-given steps to configure Shopify with Eshopbox.
Step 1: Connect your Shopify store
To connect your Shopify store with Eshopbox, you need to install the Eshopbox app in your Shopify partner account.
To do so, you need to follow the below-given steps:
Step 1: From the header, navigate to Apps.
Step 2: Search for Eshopbox Shopify App.
Step 3: Click on the app. You will be redirected to the Apps detail page. Enter the following:
Shopify Store URL. Learn here how to find your Shopify store URL.
Shopify Access Token. Learn here how to get your Shopify access token.
Step 4: Click on Connect. Your Shopify store is now connected to Eshopbox.
Note: This self-serve installation setup is only supported on Shopify Advanced, Grow and Plus plans. If you're on the Shopify Basic plan, please reach out to your Onboarding Manager/ CSM to obtain the installation link and establish the connection.
Step 2: Configure your fulfilment locations
You 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.
Note: To make sure smooth order processing, configure your fulfillment locations accurately.
Step 3: 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, you need to follow the below steps:
Turn the toggle ON.
Select the default tax configuration and click on Save.
Once this step is completed, the catalog sync will start. You have the option to refresh data to retrieve draft products synced up to that point. Clicking on the refresh data button will update the product sync count accordingly.
Note: Please make sure to click on the refresh data button 30 to 60 seconds after the sync has started.
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 into 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 |
Name | Title |
SKU | SKU |
Barcode | Additional name |
Compare at price | MRP |
Weight | Weight |
Weight unit | Weight unit |
Media | Image URL |
HS (Harmonized System) code | HSN Code |
Cost per item | Unit price |
Variant image, if no variant, then product image | Product image |
Note:
Products will be created with draft status in Eshopbox in case any of the mandatory product attributes are missing. Learn how to make draft products active.
Products with identical SKUs in Shopify will be imported into Eshopbox. One product will retain the original SKU, while the other product will have the SKU with a _1 suffix.
Products without SKUs in Shopify will still be imported into Eshopbox with a newly assigned SKU. The newly assigned SKU format will be "shopify_variantid", where "shopify" represents the sales channel name and "variant ID" refers to the Shopify product variant ID.
Step 4: 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.
4.1 Sync Inventory levels
Toggle this button ON to update inventory levels in Shopify. Whenever there is a change in inventory levels in Eshopbox, then the corresponding inventory quantities in Shopify will be updated. If a product goes out of stock, the inventory will be updated immediately.
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.
Note: 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.
4.2 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 fulfill order line items” in Shopify checkout settings.
This automation requires you to configure a set of rules as per your requirements:
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.
The next step is to configure the fulfilment status setting for Shopify. This allows you to choose the Eshopbox order status at which the order should be marked as “Fulfilled” on Shopify.
Once you have defined the conditions, click on Save.
4.3 Initiate Refunds
Toggle the button "ON" to initiate refunds for prepaid orders in Shopify. This means if a prepaid order status is cancelled or returned in Eshopbox, then a refund will be initiated on Shopify.
When you enable the 'Initiate refund' automation, you can configure various settings.
You have the option to choose the start date for refunds. Refunds will be initiated for orders cancelled or returned after this date. This feature prevents over-refunding during the transition to refund automation.
You have the option to choose the event at which a refund should be initiated. This can either be when the return is picked up from the customer's doorstep or only when the return is delivered back to the destination and restocked as sellable inventory.
4.4 Cancel orders
Toggle the button 'on' to automate the two-way cancellation sync of orders in Eshopbox and Shopify automatically.
This means
If an order is cancelled on Shopify, then it will also be cancelled in Eshopbox.
If an order is cancelled in Eshopbox, it will also be cancelled in Shopify. This rule applies to
orders cancelled by the customer through the customer portal, as well as
orders cancelled by you while using the Eshopbox workspace. To trigger the cancellation in Shopify, you must select the checkbox to send a notification to the customer and cancel the order on Shopify.
Note:
Orders that have already reached the Ready-to-ship status cannot be automatically cancelled in Eshopbox.
If you need to cancel such orders, you need to create a ticket with Eshopbox. To avoid any inconvenience, we highly recommend using Eshopbox workspace to cancel orders.
It is important to note that Shopify does not allow for partial order cancellations. This means that if you need to cancel just one item in an order that has multiple items, you will not be able to do so.
If a partial cancellation occurs, Eshopbox will remove the cancelled items from the Shopify order. It's important to note that Shopify will not label the entire order as cancelled. Below is a screenshot showing an example of an order that underwent partial cancellation.
4.5 Return Sync
Toggle the button “ON” to automate the one-way return sync from Eshopbox to Shopify.
This means that whenever a return is created, updated, cancelled, or completed in Eshopbox, the status of the corresponding return will automatically be updated in Shopify.
After turning the toggle button ON, select the "Returns created from" date. When selecting the start date from which returns are created, you are specifying the point in time from which Eshopbox should begin sync return statuses for Shopify returns.
This means that only returns initiated on or after the selected date will have their status updates synced between Eshopbox and Shopify.
After selecting the date, click on Save.
Once a return is initiated in the Eshopbox workspace and its status is updated, it should be synced with Shopify to accurately reflect the current status of the return.
Note: The returns created before the selected start date will not be synced from Eshopbox to Shopify.