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V8 - Checklist for updating and connecting a private app in Shopify

edit_noteNOTE: In January 2022, Shopify released a new version of its app. All apps created with the new release are called custom apps. Shopify apps created prior to January 2022 are labeled private apps. Since private apps are still supported by Shopify at this time, SOS Inventory's cart connections with Shopify's private apps can be used to: (1) add or edit items in Shopify and SOS Inventory; and (2) establish a connection between SOS Inventory and a private app in Shopify.

Updating items

Edit or add items in either SOS Inventory or Shopify (or both) to ensure that the SKU of an item (variant) in Shopify matches the SKU of the matching item in SOS Inventory. NOTE: Each item in SOS Inventory must be given a unique SKU so that Shopify is able to map to the correct SOS Inventory item. However, the same SKU can be used for multiple products in Shopify (for example, if you sell products with the same SKU at different prices for different types of customers).
Refresh the cart connection. On the Task bar, go to Settings > Cart connections. On the Actions Menu of the existing Shopify cart connection, select Edit. On the Cart Connection edit page, simply Save and close.

Creating a connection between SOS Inventory and a Shopify private app

Edit or add items in either SOS Inventory or Shopify (or both) to ensure that the SKU of an item (variant) in Shopify matches the SKU of the matching item in SOS Inventory. NOTE: Each item in SOS Inventory must be given a unique SKU so that Shopify is able to map to the correct SOS Inventory item. However, the same SKU can be used for multiple products in Shopify (for example, if you sell products with the same SKU at different prices for different types of customers).
In SOS, click on the company name tile and choose Channels. Create a channel named Shopify.
Connect SOS Inventory to Shopify. On the Task bar, go to Settings > Cart connections. Then select Add new.
On the Cart connections page, choose Shopify from the Cart field’s dropdown list.
In the Shopify App type dropdown, select Private app.
Enter your Shopify shop name in the Shop field. The name will be something like shopname.myshopify.com.
Open a new browser window, log in to Shopify, and select your store. Follow the steps below:
1. On the Shopify left menu, click Apps.
2. Click on Develop apps for your store or Develop apps.
3. Click on your private app.
  1. Copy the API key and paste it into the Shopify API key field on the Cart connection page in SOS Inventory.
  2. In Shopify, copy the password and paste it into the Shopify API password on the Cart connection page in SOS Inventory.
  3. Review your Admin API permissions and the Webhook API version and update if desired. (The setting Allow this app to access your storefront data using the Storefront API should remain disabled.) If any changes were made, scroll to the top of the page and select Save.
In SOS Inventory, configure any other settings as desired on the Cart connection page and then Save and close. Once you have saved the settings, SOS will begin matching your SOS Inventory items to those in Shopify. When this process is complete, the connection is verified.
As you create items in Shopify, keep Track quantity as the default for each item.

Once connected, your sales from Shopify will sync into SOS and your inventory levels will be updated by SOS Inventory in Shopify.

edit_noteNOTE: If you edit or add more items later, come back to the Cart connection page and select Save and close again to update the data.

warningIMPORTANT: Canceling an order in Shopify does not update SOS Inventory. You must manually delete the complimentary transaction in SOS.

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Updating items
Creating a connection between SOS Inventory and a Shopify private app