Shopify integration
For admins and implementers who are connecting a Shopify store to Supply Lens. You'll go from planning what should flow, through connecting the store and choosing each setting, to testing, going live and fixing the problems you're most likely to meet.
Best taken afterConnecting your systems
Earn a certificate. Complete every lesson and pass all 6 module quizzes (pass mark 80%).
Sign in to take partCourse modules
Module 1
Plan your Shopify integration
What moves between Shopify and Supply Lens, and what to have ready before you start.
Module 2
Connect your store
Link the store, add Configurations, switch on webhooks, add Mappings and activate.
- Connect your storeGive Supply Lens access to your Shopify store and create the Shopify Integration. 6 min
- Add Configurations and webhooksSwitch on each Shopify document type with a Configuration, then set up webhooks so changes arrive straight away. 7 min
- Mappings and activationRoute Shopify Documents to your other systems with Mappings, then activate the Integration. 5 min
- Module quizCheck your understanding of this module.
Module 3
Order settings in depth
Decide which orders come in, who the customer is, what extra data travels with them, and how tax and lines are handled.
- Which orders to importUse the order filters to bring in exactly the Shopify orders your team should process, and no others. 8 min
- Identify the customerDecide whether orders go to one generic customer or are matched to real customer accounts, including POS and B2B companies. 8 min
- Carry extra order dataBring ship dates, PO numbers, salespeople, warehouses and tags across from Shopify metafields, custom attributes and order sources. 8 min
- Tax codes on Shopify ordersMake sure reduced-rate and standard-rate lines get the right tax code, and know when to force a tax code instead. 8 min
- Currency, order splitting and discountsChoose which currency to import, understand why one Shopify order can become several Documents, and decide how discounts and unfulfillable lines are handled. 6 min
- Module quizCheck your understanding of this module.
Module 4
Fulfilments and stock
Send fulfilments and tracking to Shopify, receive fulfilments from it, and keep stock levels in step.
- Send fulfilments to ShopifyTurn despatches into Shopify fulfilments with tracking, and decide on customer emails, tracking events, collect-in-store orders and metafields written back to the order. 8 min
- Receive fulfilments from ShopifyBring fulfilments made in Shopify into Supply Lens, and filter which ones you import. 5 min
- Send stock levels to ShopifyKeep Shopify's stock in step with your back-office system, and choose which quantity to update, how to handle negatives and how to handle large catalogues. 7 min
- Module quizCheck your understanding of this module.
Module 5
Products
Import your Shopify catalogue into a back-office system, and control how product updates reach Shopify.
- Import products from ShopifyLoad your Shopify catalogue into a back-office system with a Product Updates Configuration, a Mapping and a manual receive. 7 min
- Update products in ShopifyControl which products Supply Lens creates or updates in Shopify, which price it uses, customer price lists, and which fields to protect. 7 min
- Module quizCheck your understanding of this module.
Module 6
Test, go live and troubleshoot
Prove each flow, switch on with confidence and fix the common problems.
- Test your integrationProve each flow end to end with test orders before real customers depend on it. 6 min
- Go-live checklistThe final checks before your Shopify integration handles real orders, and what to watch in the first days. 5 min
- Troubleshoot your Shopify integrationWork out why an order, fulfilment, stock level or product didn't do what you expected, and how to fix it. 8 min
- Module quizCheck your understanding of this module.