Shopify Integration

ianaiERP offers seamless integration with Shopify to streamline your e-commerce operations and inventory management. This guide will walk you through the steps to connect your Shopify store with ianaiERP.

Integration Methods

You can initiate the integration process in two ways:

1. Directly from ianaiERP

2. Through the Shopify App Store

This guide focuses on the integration process from within ianaiERP.

Step-by-Step Integration Process

1. Access the Connections Settings

• Log in to your ianaiERP account

• Click on your username in the top right corner of the header

• Select "Settings" from the dropdown menu

• Navigate to the "Connections" tab

2. Create a New Connection

• Click on "Create a Connection"

• In the modal that appears, select the Shopify icon

• Name your connection (e.g., "My Shopify Store")

3. Initiate Shopify Sync

• Click "Connect with Shopify"

• You will be redirected to the Shopify authorization page

4. Authorize the Connection

• Log in to your Shopify account if prompted

• Select the store you want to connect (if you have multiple stores)

• Review the requested permissions and click "Install app" to grant ianaiERP access to your Shopify data

5. Configure Sync Settings

• After successful authorization, you'll be returned to ianaiERP to configure your sync settings. These settings determine how data is synchronized between Shopify and ianaiERP.

Product Matching Options

Choose how ianaiERP should match Shopify products with your inventory:Shopify Product Title - Variant Title matched against the ianaiERP Name fieldExample: "Tactical Shoes - Blue" in Shopify would match with "Tactical Shoes - Blue" in ianaiERPBest for: Businesses that use detailed, consistent naming across both platformsShopify Product SKU matched against the ianaiERP SKU fieldExample: "TS-Blue" in Shopify would match with "TS-Blue" in ianaiERPBest for: Businesses that rely on SKUs for product identificationShopify Product SKU matched against the ianaiERP Name fieldExample: "TS-Blue" in Shopify would match with "TS-Blue" as the product name in ianaiERPBest for: Businesses that use SKUs as product names in ianaiERP

Order Settings

Sync Start Date: Select the date from which to start syncing Shopify dataOrder Prefix: Enter a prefix for Shopify orders in ianaiERP (e.g., "SHOP-")Order Type: Choose how Shopify orders will be recorded (e.g., "SALESRECEIPT")Customer Assignment:Toggle "Is Single Customer" if you want all Shopify orders assigned to one customerIf enabled, enter the "Single Customer Name" to be used

Account Mappings

Configure how Shopify transactions map to your accounting structure:Sales Account: For Shopify sales incomeBank Payout Account: Where Shopify payments will be depositedUndeposited Fund Account: For funds not yet depositedFee Expense Account: For recording Shopify feesIf using PayPal:PayPal Undeposited Fund Account: For PayPal funds not yet transferredPayPal Fee Expense Account: For recording PayPal fees

Best Practices

Align account selections with your existing chart of accountsConsider creating Shopify-specific accounts for detailed reportingRegularly review these settings as your business evolves

6. Data Migration

• Click "Start Sync" to begin the initial data migration process

• ianaiERP will import your existing Shopify products, orders, and customer data

7. Start Syncing

• Once data migration is complete, the integration will be active

• Your Shopify store will now sync automatically with ianaiERP based on your configured settings

Important Notes

1. Product Updates: Any changes made to products in ianaiERP will be reflected in your Shopify store.

2. Inventory Sync: ianaiERP will manage your inventory levels and update Shopify in real-time to prevent overselling.

3. Order Management: New orders from Shopify will automatically appear in ianaiERP for processing.

4. Customer Data: Customer information from Shopify orders will be imported into ianaiERP for a unified view of your customers.

Troubleshooting

If you encounter any issues during the integration process, please refer to our Troubleshooting Guide or contact our support team for assistance.

Next Steps

After successfully integrating with Shopify, you may want to: