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.

Our Shopify ➝ Craftybase integration allows you to import your products and orders from this channel, so that you can be sure that your inventory levels are always automatically factoring in sales from this source.

We use the Shopify API to read and import data securely from Shopify's servers using oAuth.


We'll cover:

Connecting your Shopify store to Craftybase

To connect your Shopify account with Craftybase:

  1. Go to your Integrations page
  2. Locate the Shopify section and click on the Connect button

  1. You'll then be redirected to the Shopify App Store, where you should follow the steps to install the Craftybase app.

4. Once the connection has been made, you will be taken back to the Integration page, and your Shopify account name will appear along with your next scheduled import. 

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.


Importing your Shopify products

No matter the date range selected, Craftybase will import all products from Shopify and create them as products in Craftybase, regardless of their creation date. We import all Shopify product states and set these as the state of the listing, with possible values being Active, Draft, or Archive.

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If you are still getting ready for your product to go live on Shopify, consider creating it as an Unpublished Product so that you can create the linked association in Craftybase.

It is recommended to create your products on Shopify where possible and import them as products in Craftybase. This means that your external references will be correct from the start, and you will not need to merge your manually created products with imported ones.


Importing 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.


Importing your Shopify Orders

We import orders from both Shopify POS and Shopify E-commerce.

Any order found on Shopify with the following status will be imported:

  • Paid
  • Partial
  • Fulfilled
  • Completed

Orders will be marked as Shipped in Craftybase when the Shopify Status is either Partial, Fulfilled, or Completed, and the Fulfillment Details include a created date.

Importing Point of Sale (POS) Orders

It's important to note that Invoices are NOT imported at this time.

Any transactions that do not contain itemized line items will not be imported. This includes most 3rd party payments from unsupported integrations.

Handling Shopify order discounts

If a discount is applied to the Shopify order, it will be imported as part of the Discount total and be factored into the Order Total.

Handling Shopify refunds and adjustments

If you issue a refund for a Shopify order when this order is 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 and 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.

Handling your Shopify Fees

We do not import your monthly Shopify subscription fee or transaction fees generated via the Shopify payment gateway.

Troubleshooting

Having issues with your Shopify connection? You're in the right place. Below are some common scenarios and troubleshooting steps to help you resolve your issue quickly and easily:

In this section:


My Faire orders are not updating via my Shopify integration

We do not import Faire orders that are imported into Shopify. To import your Faire data, please connect your Faire integration via the instructions here

FAQ

Below are some common questions we receive about connecting to Shopify. If your question isn't covered here, please don't hesitate to contact our friendly support team.


In this section:


How can I find my Shopify Storefront Address?

Your Shopify storefront address will be in the format  your_shop_name.myshopify.com and is the default address provided to you by Shopify when you first opened your store. 

If you can't remember your shop name you can find it by logging into your Shopify admin. There are two ways you should be able to find your shop name:

On your General Settings page, your store name should be visible in the Store name field:

Alternatively, after logging into your Shopify admin, your URL should include your store name:

If you have connected your Shopify store to a custom domain name, you will still need to use your original Shopify storefront address provided in order to connect with Craftybase.

Can I merge together my Shopify and Square variations?

Yes, if you have imported both Square and Shopify variations, you can merge them and track their inventory levels together. This can be done by merging together the variation attributes as this creates a common link between the two Integrations.

Follow the instructions here to merge together your variation attributes: How do I merge together variation attributes?


Does updating the stock level for products in Craftybase update it automatically in Shopify?

We plan to expand our feature set to support syncing stock changes back to Shopify shortly, so stay tuned! Please get in touch with our team, and we'll add you to our contact list for news on this feature.

In the meantime, you can easily export calculated on-hand stock from Craftybase at any time and import it into Shopify via their handy CSV updater.

For more details on how to do this, see our blog post here: How to Bulk Update Inventory in Shopify Using a CSV File


How do I find my Shopify Listing ID?

If you need to locate your Shopify Listing ID for us to look into a support issue:

1. Login to your Shopify account and navigate to your Shopify admin dashboard 

2. Select the Products tab

3. Select the product you would like to display the ID for 4. Look at the product page URL and you should see a set of numbers like shown below:

<code>http://my-shop-name.myshopify.com/admin/products/123123123

How do I find my Shopify Order ID?

If you need to locate your Shopify order ID for us to look into a support issue: 1. Login to your Shopify account and navigate to your Shopify admin dashboard  2. Select the Orders tab 3. Locate your order from the list that appears. Your order number will be located in the "Order" column.

More information with screenshots can be found here: Searching, viewing, and printing Shopify Orders (Shopify Help)

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