Introduction

This article provides instructions on setting up and managing integration between Shopify™ and Descartes® Marketplace Connector, ensuring seamless data synchronization and Order management across platforms. The procedures in this article explain how to:

• Display the configuration page for Shopify <> Descartes Marketplace Connector Integration

• Synchronize data between Shopify and Descartes Marketplace Connector

• Add Products

• Set Shipping Service Types, and Catalog and Order attributes

• Set up Sites (warehouses)

• Set up Email Alerts for application Warnings and Errors

• Specify the Descartes Marketplace Connector Store Label, subscribe to Event Subscriptions, and specify your Return Reasons

• Create and/or delete webhooks

• Resolve issues with unsynced Orders

Note: See also Shopify: Monitoring Errors, Warnings and Integration Activities.

Displaying the Configuration Page for Shopify <> Descartes Marketplace Connector Integration

To access the configuration page for Shopify <> Descartes Marketplace Connector integration:

1. Go to Settings > eCommerce Integrations > eCommerce Integrations.
   
   
   

2. Click the Shopify line item (indicated in the Integration Type column, above) to display the setup page for Shopify integrations (see next section).
   

Synchronizing Data between Shopify and Descartes Marketplace Connector, and Adding Products

To synchronize Product, Inventory, Sales Order, and Order Fulfillment data between Shopify and Descartes Marketplace Connector, or to add Products:

1. Display the configuration page for Shopify <> Descartes Marketplace Connector integration. The Integration Name assigned to the integration is displayed at upper left (see image, below).
   
   
   
   Refer to the image above while performing some of these steps:

2. In the Catalog area of the Shopify <> Descartes Marketplace Connector integration setup screen:

   1. Click Sync Products.

   2. To schedule automatic Product synchronizations, select a Sync Frequency. To disable them, select -disabled-.

   3. To synch a single Product into Descartes Marketplace Connector and push it to Peoplevox, enter the Product's ID into the Retrieve Single Product field, and then click Fetch. This feature is useful if the Product did not synch during the normal sync process.

   4. The synchronization of a specific Product can be disabled, if the Product is assigned a Product Tag. Click the Ignore Product Tags field, and then select the Product Tag(s) (or select Select All). Click Apply.

   5. Click Update (top or bottom of page)

3. In the Sales Orders area:

   1. Click Sync Orders.

   2. To schedule automatic Order synchronizations, select a Sync Frequency. To disable them, click -disabled-.

   3. To synch a single Product into Descartes Marketplace Connector and push it to Peoplevox, enter the Product's ID into the Retrieve Orders field, and then click Fetch. This feature is useful if the Order did not synch during the normal sync process.

   4. The synchronization of a specific Order can be disabled, if the Order is assigned an Order Tag. Click the Ignore Product Tags field, and then select the Order Tag(s) or Select All. Click Apply.

   5. If needed, in the Order Prefix field, enter text that will be the prefix for each Order.

   6. If needed, in the Suffix Concatenator field, enter text that will be the suffix concatenator for each Order. To omit the suffix concatenator for only the first Order, select the Suffix concatenator checkbox.

   7. If needed, in the Order Suffix field, enter text that will be the suffix for each Order. To omit the suffix for only the first Order, select the Order Suffix checkbox.

   8. As shown in the image below, the Sales Order area includes the Financial Statuses and Fulfillment Statuses check boxes. The Paid and Unfulfilled Statuses are selected by default. If any Financial Status or Fulfillment Status is selected, and the Order is in one of those Statuses (for example, Paid or Unfulfilled), then the Order will be marked "on-hold” and synced through to Peoplevox.
      
      
      

4. Scroll to the Inventory area:

   1. Click Sync Inventory.

   2. To schedule automatic Inventory synchronizations, select a Sync Frequency. To disable them, click -disabled-.

   3. To sync a single Product in the Inventory, enter the Product's Marketplace Connector Product ID into the Sync Single Product Inventory field, and then click Sync.

   4. Click Update (top or bottom of page).

5. Scroll to the Order Fulfillments area:
   
   
   

   1. Click Sync Fulfillments.

   2. To schedule automatic Order Fulfillment synchronizations, select a Sync Frequency. To disable them, select -disabled-.

   3. To have Descartes Marketplace Connector send Fulfillment notifications via email, on the Fulfillment Notification dropdown, select Always or If a tracking number is available. The Fulfillment notifications are sent to the email addresses specified in General alerts. (See Shopify: Setting up Email Alerts for Errors, Warnings and Fulfillments for details.) To disable Fulfillment notifications, select -disabled- on the Fulfillment Notifications dropdown.

   4. Click Update (top or bottom of page).

Shopify: Synchronizing Order Rma's

To synchronize Order Rma's between Shopify and Descartes Marketplace Connector:

1. Display the configuration page for Shopify <> Descartes Marketplace Connector integration.

2. Scroll to the Order Rma area.
   
   
   

3. To synchronize the Order Rma's, click Sync Rma.

4. To schedule automatic synchronizations of Order Rma's, select a Sync Frequency. To disable them, select -disabled-.

5. To synchronize a single Rma, enter the Marketplace Connector Order Number into the Sync Single Order Rma field, and then click Sync.

6. Click Update (top or bottom of page).
   
   

Shopify: Defining the Descartes Marketplace Connector Store Label

To define the Descartes Marketplace Connector store label:

1. Display the configuration page for Shopify <> Descartes Marketplace Connector integration.

2. Scroll to the Marketplace Connector Store Label area.
   
   
   

3. On the dropdown, select the label, if available. To add a label to the dropdown, click Add Label, enter the label text, and then click Save Label.

4. Click Update (top or bottom of page).

Shopify: Setting up or Adding Shipping Services

1. Display the configuration page for Shopify <> Descartes Marketplace Connector integration.

2. Scroll to the Shipping Services area.
   
   
   
   As highlighted in the image above, the Shopify Rate Name column shows what Descartes Marketplace Connector expects to receive from Shopify. The Shipping Service column shows what Descartes Marketplace Connector assigns to the Order once it enters Descartes Marketplace Connector. In the highlighted example above, if TLC Shipping is used by Shopify, Descartes Marketplace Connector assigns Extra Care to the Order.

3. In each Shipping Service dropdown, select the Shipping Service that corresponds to the Shopify Rate Name. Or click Auto-Generate to automatically select the Shipping Services that correspond logically to the Shopify Rate Names.

4. Services created manually can be removed by clicking the trashcan icon in the Actions column. Please note that deleting a service cleans-up the page, but it does not delete any services in the system. If the Shipping Service is being selected by an app in Shopify, it must be created manually (see next step).

5. To add a Shipping Service, click Add Shipping Service to display the Add Shipping Service dialog.
   
   
   

   1. Enter the Shopify Rate Name passed from Shopify to Descartes Marketplace Connector.

   2. Enter the corresponding Shipping Service Name to assign in Descartes Marketplace Connector. If the Shipping Service Name already exists, Descartes Marketplace Connector selects the existing one.

   3. Click Update (top or bottom of page).
      

Shopify: Setting up Email Alerts for Errors, Warnings and Fulfillments

To set up email alerts for errors and/or warnings that may occur in your Shopify <> Descartes Marketplace Connector installation:

1. Display the configuration page for Shopify <> Descartes Marketplace Connector integration.

2. Scroll to the General area.
   
   
   

3. On the Level dropdown, choose to receive email alerts for Errors and Warnings, Only Errors, or Only Warnings. (To disable Error and Warning email alerts, select No Emails.)
   
   Note: Email alerts for Fulfillments will also be sent unless -disabled- is selected on the Fulfillment Notification dropdown (in the Order Fulfillments area of the page).
   

4. Enter the email address(es) to receive the email warnings and/or alerts. Separate each email address with a comma. You may type the email addresses or select them by first clicking the Emails To field to display the email address list.

5. Click Update (top or bottom of page).

Shopify: Adding Warehouse Locations

To set up a warehouse Location:

1. Display the configuration page for Shopify <> Descartes Marketplace Connector integration.

2. Scroll to the Locations area.
   
   
   

3. Click Add Warehouse.
   
   
   

4. Enter the Warehouse Name or click the Warehouse Name field, and then select a name in the list.

5. Click Submit.

6. Click Update (top or bottom of page).
   
   

Shopify: Setting Return Reasons for Shopify <> Descartes Marketplace Connector

To set Return Reasons for Shopify <> Descartes Marketplace Connector integration:

1. Display the configuration page for Shopify <> Descartes Marketplace Connector integration.

2. Scroll to the Return Reasons area.
   
   
   

3. As needed, select the Shopify Return Reason that corresponds to the Marketplace Connector Return Reason.

4. Click Update (top or bottom of page).
   
   

Shopify: Creating or Deleting Webhooks

To create or delete a webhook:

1. Display the configuration page for Shopify <> Descartes Marketplace Connector integration.

2. Scroll to the Webhooks area.
   
   
   

3. To delete a webhook, click its trash can icon (far right).

4. To create a webhook:

   1. Click the blue plus-sign button (far right) to display the Create Webhook dialog.
      
      
      

   2. On the Topic dropdown, select the event that will trigger the webhook.

   3. Click Submit.

   4. Click Update (top or bottom of page).
      
      

Shopify: Resolving Issues with Unsynced Orders

To resolve issues with Unsynced Orders:

1. Display the configuration page for Shopify <> Descartes Marketplace Connector integration.

2. Scroll to the Unsynced Orders area (near bottom of page).
   
   
   

3. Select the check boxes (first column) for the unsynced Orders that you want to resolve.

4. Click the Sync of Selected Order(s) button (highlighted in the image above). The number in the Sync Attempts column is incremented by "1".

5. Click Update (top or bottom of page).

Note: See also Shopify: Monitoring Errors, Warnings and Integration Activities.

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