Shopify integration
Here we walk through the configuration of the connection between UPG Shipment Client and Shopify. This connection allows for the following information to be synced:
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Orders from Shopify to UPG Shipment Client
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Inventory numbers from UPG Shipment Client to Shopify
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Tracking numbers from UPG Shipment Client to orders in Shopify
Please fill out our Contact Form to request a connection to Shopify.
After you submit the form, our project manager will contact with you and discuss the process in detail. To connect with UPG Shipment Client, we need some credentials associated with your account. If you do not currently have an API connection enabled for your account and are interested in setting up a consultation, please contact our Customer Service. If you'd prefer to go ahead and move forward without a consultation, please follow the instructions to generate credentials which can be found below . Once you send the credentials to us, our IT team begins the API connection setup process. These requests are typically completed within 24-48 hours after receiving all the necessary information.
If you do not receive any feedback within the specified time frame or would like to know the project status, please reach out to our project manager.
Each of these syncing options and configuration guidelines are further detailed below.
Sync Options
orders
Orders with a fulfillment status of "Unfulfilled" and a payment status of "Paid" are recorded via this connection. It can also be configured to bring in orders with statuses of Approved, Pending, Partially Fulfilled, Refunded, or Partially Refunded.
In order for the orders to sync correctly, each Shopify product on the order must have an SKU set up in the UPG Shipment Client. Even if positions are already filled in Shopify, they need a matching SKU in UPG Shipment Client. If you do not want to fulfill these positions, we recommend ignoring the SKU function.
Smart user tip: Instead of setting up shipping methods manually in UPG Shipment Client, we recommend using shipping method mappings.
Please note that setting up an item in Shopify doesn't necessarily mean it has a SKU. A SKU is not a required value for a product in Shopify. So if an order is created and the product has no SKU, that item will not be synced to UPG Shipment Client.
Also, updating a product in Shopify doesn't retroactively affect the existing orders in Shopify. For example, if you leave all SKU values for your products blank and then receive 100 orders, that doesn't mean that we can retrospectively retrieve those orders when you enter the SKU value for the product. The Shopify API still displays the SKU field for each order with the value the product had when the order was created.
For more information about products in Shopify, visit the Shopify Help Center Products page.
Inventory
Inventory synchronization is optional. When this feature is enabled, the connection pulls the available inventory numbers from the UPG Shipment Client and updates the available quantities in Shopify. Similar to order sync, products must have SKUs configured to sync inventory numbers and these SKUs must exist in both the UPG Shipment Client Manager and Shopify.
When you add inventory in Shopify, it is not automatically updated in the UPG Shipment Client. A document must be created in the system to reflect the new inventory.
Tracking numbers
Tracking numbers are sent back to orders in Shopify from the UPG Shipment Client once the order has been confirmed in the system. For more information on this process, see Updating Orders via the UPG Shipment Client below.
Tracking number feedback for this connection is only supported at the order level. Item-level tracking feedback isn't supported, which means orders loaded from Shopify must be fully shipped. When you temporarily ship or split a shipment, the tracking number provided in the order is reported back to Shopify. This marks the entire order as fulfilled, not just the items shipped.
Guidelines for setting up the API connection
To ensure the connection is working properly, please follow the steps below to set up the required Admin API permissions and generate an API Key, Secret Key and Admin API Access Token.
1. Log in to your Shopify store.
2. Go to the App page and click Develop Apps .
3. Click on Create App
4. Name the app UPG Shipment Client and click Create App.
5. Click Configure Admin API Scopes .
6. In the admin API access areas, please choose read and write permission for the following areas:
a. Assigned Fulfillment Orders
b. Fulfillment Services
c. Duration
i.e. Merchant-managed fulfillment orders
e. assignments
f. Products
G. Shipment
H. Third Party Fulfillment Orders
Save the configuration.
7. Go to API credentials and copy and save the API key and API secret key. You must send these keys to us. Then click Install App.
8. An Admin API access token will be generated. Please copy and save this token.
9. Send the API key, API secret key, Admin API access token and your shop's URL (e.g. shop-name.myshopify.com) to our project manager.