Ecommerce Shopify V2

This article will provide steps on to link Shopify to your Aptimyz account and synchronize your inventory

IMPORTANT NOTE

Shopify can only accept products with 3 attributes. Aptimyz products can have up to 5 attributes, so care must be taken if you have used more than 3 attributes.

                 Attributes : Examples include : Color, Size, Length, Chest, Waist, Width, etc
                 Variants / Variations : Examples include : 1-3months, Small or Medium or Large,                        1 gallon or 4 gallons, 8 or 10 or 12, etc

Instructions to link to Shopify

  1. Login to Aptimyz Back Office with your Aptimyz email address and password
  2. From the menu, select Marketplace
  3. Select Ecommerce
  4. Select the Connect button against Shopify

 

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     5. The details for the following screen can be found in your Shopify system

 

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      6. On a separate browser, please log into Shopify with your Shopify Admin login and password


      7. Please add support@aptimyz.com to your Shopify admin users. You will need this email                  address when Shopify asks for the Developer's email address, during the app creation                      exercise detailed below.


       8. Select Apps from the Shopify menu

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        9. Select App and Sales Channel Settings

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         10. Using the link at the bottom of the page - Develop apps for your store:

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           11. If you have not previously created an Aptimyz app - please follow the instructions                               below,  otherwise, jump to number 17 below


                         a) Click on "Create an app"
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                     b) In the "App name" box, type in "Aptimyz"
                     c) In the "App developer" box, type in "support@aptimyz.com"
                     d) Click on "Create app"
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                   e) Click on "Configuration"
                   f) Select "Configure" against the "Admin API Integration"

 

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                   g) In the permissions list, please change all the settings marked below to "Read and                           write" or "Read" where no "Read and write" is available, as marked.


                   h) Complete as follows:
                            • Analytics - No access
                            • Assigned fulfilment orders - Read and write
                            • Customers - Read and write
                            • Discounts - Read and write
                            • Draft orders - Read and write

 

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               i) Complete as follows:
      •  Files - No access
      •  Fulfilment services - Read and write
      •  GDPR data requests - No access
      •  Gift cards - Read and write
      •  Inventory - Read and write
      •  Legal policies - No access
      •  Locations - Read
      •  Marketing events - No access
      •  Merchant-managed fulfilment orders - Read and write
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             j) Complete as follows:
      •  Online Store navigation - No access
      •  Online Store pages - No access
      •  Order editing - Read and write
      •  Orders - Read and write
      •  Payment terms - Read and write
      •  Price rules - Read and write
      •  Product listings - Read and write
      •  Products - Read and write
      •  Reports - No access
      •  Resource feedback - No access

 

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            k) Complete as follows:

                   • Script tags - No access
                   • Shipping - Read and write
                   • Shop locale - No access
                   • Shopify Payments accounts - No access
                   • Shopify Payments bank accounts - No access
                   • Shopify Payments disputes - No access
                   • Shopify Payments payouts - No access

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              l) Complete as follows:
                       • Store content - No access
                       • Themes - No access
                       • Third-party fulfilment orders - Read and write
                       • Translations - No access

 

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                m) Select "Save" at the top of the page

 

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             n) Select "Create app"

 

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                 o) If all is successful you will see the "Private app created successfully" message above.

 

          12. From Shopify > Apps page click "Managing private apps"

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           13. From the Private Apps page, click on Aptimyz


 

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            14. Keep the screen open and Show the password.


            15. Now return to the Aptimyz Back Office page and, if necessary, return to Marketplace /                      Ecommerce. Then click Connect against the Shopify line.


 

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              16. Using the details from the Shopify Apps page, cut and paste the API Url*, the API                              Key* and the Password*

 

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        17. When the setup is complete, you can now sync your existing website with Aptimyz.
                        If you have products in Aptimyz Inventory that have the Ecommerce                                flag set to yes - these will automatically be loaded into Shopify draft                                  products 

                        If you have Shopify products live on the Shopify website - these will                                  now be synced with Aptimyz and will create an Inventory Import table                            for editing and adding to the inventory file

 

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          18. Press Sync and the synchronisation routine will begin

 

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             19. Press Proceed and the systems will begin the integration process

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          20. Select the Store(s) that will add their stock quantities online and the store(s) that will                       receive Online orders.


                       a) Put Stock Online - this registers which stores stock quantities you wish to add to                           the online store 

                       b) Receive Online Orders - this registers which of your stores receives the primary                             online order notification

           21. Continue and Confirm the store selection

           22. The system will display the number of products to be synchronized, please press                                continue.

            23. There will be a counter showing at the bottom of the screen as the products are                                   transferred.

Synchronising your Inventory files

This is the end of the article