Connect Shopify with Craftybase
Learn how Craftybase imports your Shopify data.
This article will guide you through how to connect to Shopify, and what types of data we can import into your Craftybase account.
Shopify is a complete commerce platform that lets you start, grow, and manage a business.
In this article:
- How to connect your Shopify store
- How we import your Shopify products
- How we import your Shopify variants
- How we handle Shopify refunds and adjustments
How to connect your Shopify store
To connect your Craftybase account, follow the directions in our help article here: Connect your Shopify Integration »
We request only the minimum of access that we require in order to offer our service and can only access data that you have granted us access to. We request only " read only" access to your Shopify account, meaning that we have no ability to change your data from our side. Our access to your data can be revoked by you at any time.
We use the Shopify API to read and import data securely from Shopify's servers using oAuth.
It is recommended that you always create your products on Shopify where possible and then import them to create as products in Craftybase. This means that your external references will be correct from the start and you will not need to do any merging between your manually created products and imported ones.
We support importing sales originating from both Shopify POS and Shopify Ecommerce.
How we import your Shopify Products
Regardless of the date range selected, Craftybase will import all products found on Shopify and create these as products regardless of when they were created.
If you do not wish to track some of these products going forward, you can archive them and they will be removed from most views and reports.
If you are not ready for your product to be live on Shopify just yet, you can consider creating it as an Unpublished Product so that you can create the linked association in Craftybase.
How we import your Shopify Variants
Your Shopify Variants are directly imported as Variations and Variation Attributes in Craftybase.
Example: I have a product called "Cotton Shorts" on Shopify and have two Variant Options configured: Size (Small, Large) and Colour (Yellow, Green, Red). When imported into Craftybase, "Size" and "Colour" will be created as Variation Labels. The values for each (e.g. Yellow, Green, Red, Small, Large) will be created as Variation Values to their corresponding Label.
If your account has been configured to auto-create variations, all variations will be automatically created when imported based on your available variants. If auto-create variations is switched off, only variant combinations that have been sold will be created. In this situation, you can create the missing variations manually if and when required.
If you rename or change the variant on Shopify, it's important to note that this will be created as a new variant and will be provided with a new ID. This will, in most cases, create a new variant and variation in Craftybase which may need to be merged together.
How we handle Shopify refunds and adjustments
If you issue a refund for a Shopify order when this order has next updated, an adjustment will be applied to the order containing the amount refunded. This will appear in your Order totals area under "Adjustment".
If you have had stock returned to you as part of this refund, we will cancel the order line item returned to you and increase your stock quantity to include the returned item. To ensure that Craftybase restocks the product in the system, you will need to mark the "restock" option in Shopify when refunding an order:
The restocking is available to a product whether you track inventory in Shopify or not. Not selecting this checkbox will mean that Craftybase is unable to recognize that a product is returned.
If you have partially refunded a Shopify order and the customer has also returned then exchanged a product in the sale, then you will also need to adjust your inventory in order to account for this. You can either add inventory adjustments to account for the changes in the stock, or alternatively, if you would like the order to correctly represent the new items, you can remove the entire order and manually add it again with the new items.
How we handle Shopify Fees
We do not import your monthly Shopify subscription fee, or any transaction fees generated via the Shopify payment gateway.