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 update 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

Client

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.

POS Partner

TBD

Yellow Dog

TBD

Responsibilities

Client

The Yellow Dog SKU always has to match the Shopify SKU.

If existing Shopify Client with a 3PL adding Yellow Dog Inventory, the client needs to unify SKUs between both legacy systems prior to providing YD data.

We take one of the following three approaches during installation:

1. Brand New Shopify & Yellow Dog installations

Yellow Dog Inventory will be the primary source of data pushing brand new items into Shopify

SKUs will use a 12 digit, numeric only generation. We recommend no alphas or special characters.

2. Existing Shopify client adding Yellow Dog

Client needs to provide data to YD with the matching Shopify SKU so we can match already created items in Shopify

The Shopify SKU will become the Yellow Dog SKU for all existing items.

 3. Existing Shopify client adding Yellow Dog that doesn’t want to match SKUs (Not Recommended)

Yellow Dog will push items into Shopify (and any 3PL integration when applicable) creating brand new items with no historical data

Potentially results in duplicates and will need manual cleanup in Shopify (and 3PL) from client.

Data Exchange

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

When an item is marked as inactive or removed in Yellow Dog, the item (and it’s history) is DELETED from Shopify.

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.

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 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

The following additional Shopify codes can be pulled in for existing Items in Shopify once matched the item’s SKU in Yellow Dog

  • Web properties (Short Description, Extended Description, Product Type, Tags & Taxable)

  • Shipping weight

Additional Information

Limitations

  1. Exchange Extension will pull $0 retail for the new item

  2. Shopify has a limit of 100 variants per product

Other Notes

  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. 

  2. You will need to decide between using Smart Collections or Custom Collection

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