Shopify Integration
Introduction
The Shopify integration is very useful for bridal shops who use Shopify to manage their product inventory. Whether this is for e-commerce or simply to display inventory to prospects through your website, the integration can help make it easier to manage your inventory in both Shopify and Cloudbridal without having to do any duplicate work. The primary functions of the integrations are:
- Allow you to import all of your Shopify products into CloudBridal as inventory items.
- Sync your Shopify products into CloudBridal on a daily basis.
- Update CloudBridal inventory counts whenever a Shopify product's quantity changes. For example, through an e-commerce sale.
- Update Shopify inventory counts whenever a CloudBridal item's quantity changes. For example, a direct retail sale.
Setting up the Integration
The Shopify integration is available to any clients who are on the Ultimate plan. To go to the Shopify settings, you can click here. Afterwards, follow these steps to set up your integration for the first time:
- Click the Enable Shopify checkbox
- Enter a Shopify Store Name. This is based on the URL that Shopify gave you when you first opened your account with them. You can view this by navigating to the admin settings on the Shopify site.
- Click the Save button to save your settings.
- Click the Connect to Shopify button, which will redirect you to Shopify's site. You will be brought to an authorization page which you can read over. Once you've done so, you can click the Install app button.
- You will be redirected back to Cloudbridal, where you will now have the ability to begin using the integration.
The Product Import Process
Before discussing how to configure the product import process, let's first go over exactly what this process does. Essentially, the product import process begins by retrieving a list of each of your active Shopify products. Then for each of the products, it will try to find an existing inventory item in CloudBridal which matches the Shopify product. This is done easily if the product was imported in the past, but CloudBridal will also try to look up existing inventory items by matching the Shopify Vendor to the CloudBridal Vendor and the Shopify Title to the CloudBridal Style ID or Item Name. If no match is found, CloudBridal will add a new inventory item, and it will map the following Shopify fields:
Inventory Item
| Shopify Field (Product) | CloudBridal Field (Inventory Item) | Remarks |
|---|---|---|
| Product Type | Item Type | See #1 below |
| Vendor | Vendor | Creates new vendor in CloudBridal if no existing vendor is found. |
| Title | Style ID or Item Name | |
| Variants (Color) | Available Colors | See #2 below |
| Variants (Color) where Quantity > 0 | Stocked Colors | See #2 below |
| Description | Comments | |
| Media | Images |
Inventory Item Variants
| Shopify Field (Variant) | CloudBridal Field (Item Variety) | Remarks |
|---|---|---|
| Size | Size | See #2 below |
| Color | Color | See #2 below |
| Quantity | Quantity | |
| Price | Retail Price |
Configuring the Product Import
Before CloudBridal can sync with your Shopify inventory, you will need to configure the product type and option mappings. The process is done as such:
- In the Shopify Settings page, you will see 4 product type options in the Product Import Configuration section: Dress, Accessory, Veil, and Other. These correspond to either the Type or Custom Type fields in Shopify. You will need to enter which types in Shopify map to the types in CloudBridal. If you only sell dresses on Shopify, you can leave these fields blank because the Dress type is set as the default type.
- In the Shopify Settings page, you will also have the ability to set the Size and Color option names. These correspond to the option names that you set in Shopify to describe your product varitions.
- Decide whether you want to Sync Shopify Products Daily into CloudBridal. If you enable this option, your Shopify products will be imported automatically once per day into CloudBridal. The import process is also intelligent enough not to import the same product more than once.
- Decide whether you want to Update Shopify Product Quantity When CloudBridal Quantity Changes. This means that any time you change your product quantity in CloudBridal, the corresponding record in Shopify will also be updated automatically. This is useful if you make a retail sale in CloudBridal and want to make sure you don't oversell the product in Shopify.
- Decide whether you want to Update CloudBridal Product Quantity When Shopify Quantity Changes. This means that whenever your Shopify product quantity changes, the corresponding item in CloudBridal will be updated automatically. This is useful if you make an e-commerce sale in Shopify and want to make sure you don't overll the product in CloudBridal.
Manually Importing Products
Once you've configured the import process, you are now able to manually trigger the import process so that you can immediately import products from Shopify into CloudBridal. This is done through the settings page. It is recommended to first click the Preview Num Products button, which will show you how many products CloudBridal is able to detect for import. If the result seems reasonable to you, then you can initiate the import by clicking Begin Import. The import will run in the background, and once the job finishes you will get an email with the import summary.
Automatic Daily Import
If you don't want to manually trigger the import process, you can have CloudBridal do it for you every day automatically, simply by checking the Sync Shopify Products Daily into CloudBridal option. This is similar to the manual import, but you will only receive an email if any failures occur during the process.
Disconnecting from Shopify
If you'd like, you can disconnect from Shopify by clicking the Disconnect from Shopify button here. Once you disconnect, CloudBridal will no longer process functionality related to Shopify. You can always reconnect at any time, and your settings will be remembered.