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Need Help?

Do you need some assistance setting up or customizing your Shopify store? If so, Yellow Dog Software recommends you contact Red Plug Design. They can be contacted here.

Overview

Yellow Dog Inventory has a complete 2-Way sync with Shopify to:

  1. Create new items (complete details, variants, pictures, etc)

  2. Update any item changes

  3. Update on-hand counts

  4. Process Orders to Updated sales and reduce on-hands

  5. Manage inventory for your web or brick and mortar store

Sync Approach

Through our Shopify sync, Yellow Dog Inventory pulls sales data from and pushes on hand counts as well as new and changed item data to Shopify using Shopify's API. 

Sync Frequency

This sync can be scheduled to run at almost any interval.

Locations

The Yellow Dog sync supports the location ability with Shopify to have multiple point of sale locations under one admin login. 

Example: An instance of Yellow Dog with 5 stores can have one sync communication for 5 locations all under the same Shopify admin. 

However, If you have 5 admin accounts, you will need 5 syncs.

Accounting Integration

Yellow Dog can provide an optional accounting integration with Shopify.  We can retrieve all the sales, shipping, tax, and tender activity per day, map it to your specific GL codes, and then present an output file in the format your accounting solution requires.

Requirements

Back Office Setup Requirements

Shopify must be set up as detailed below:

Customers:

  1. Go to http://www.shopify.com/?ref=yellow-dog-software.

  2. Create a new account.

  3. Configure

YDI Implementation:

If starting from scratch:

  1. Go to https://app.shopify.com/services/partners.

  2. Log in.

  3. Click Dev Shops tab.

  4. Click "Create a new Dev Shop" in upper right-hand corner.

  5. Fill in information.

    • Spaces will be replaced by dashes in the URL (http://tiny-turtle-crystal-acres.myshopify.com).

After store exists:

  1. Click Apps -> "private API keys" (at bottom)

  2. Click "Generate a new Private Key". Call it SyncYdiWithShopify.

  3. Launch SyncYdiWithShopify.exe.

  4. Configure SyncYdiWithShopify.exe.

Data Exchange

SyncYdiWithShopify.exe is the scheduled application that syncs data between YDI and Shopify. 

Exporting Item Data

There are different configurations available to Push Items and Push Item On Hands.

SyncYdiWithShopify can be used to push the following item details in accordance with their corresponding Yellow Dog fields:

Shopify.PNG

 

Importing Sales Data

The following transaction data is pulled into Yellow Dog Inventory once the order has been fulfilled in Shopify:

  • Shopify's created_at date

  • Shopify's order_number

  • Shopify's id (transaction line number)

  • Item Description

  • SKU

  • Item Retail

  • Item Discount

  • Discount Description

  • Quantity

  • Taxes - We are able to support multiple taxes per line item

  • Tenders - We are able to support multiple tenders; the total of tender values per transaction will equal the total amount paid by the customer, including shipping, taxes, and discounts

  • Shipping charges - Pulled in as line items

Note: Our Shopify sync processes Future Orders by generating Requests for items in Yellow Dog, based on matching SKUs.

Importing Code Data

The following Shopify codes are pulled into Yellow Dog in order to populate our interface drop downs, which can then be set per Store, Level, or Item:

  • Product Types

  • Collections

Additional Information

Troubleshooting

  1. When matching items between Shopify and YDI, you will need to remove the images from Shopify before syncing. If you do not, the sync will create duplicate images and you won't know which one to delete.