V8 - Shopify integration, item matching and updating inventory levels

For data field descriptions, see Cart connection field descriptions.

SOS allows you to import your sales orders and sales receipts from Shopify directly into SOS Inventory. SOS Inventory will also update Shopify with your available inventory quantities. You will need to complete your item definitions as stated below, ensuring the SKUs or names are defined correctly for ALL items that are to match between SOS and Shopify.

The cart connection with Shopify should be made only after the item definition process is complete in both applications.

edit_noteNOTE: If changes or additions are made to items in either SOS Inventory or Shopify after the connection has been made, we recommend that you open your Shopify cart connection in the Cart connections list (Settings > Cart connections) and then resave the page to remap the items.

edit_noteNOTE: Shopify reference numbers allow you to use a prefix and a suffix in addition to the order number. Please note that the maximum length allowed for the reference number (prefix + order number + suffix) is 21 characters.

Item matching

SOS Inventory takes a very detailed approach to matching items in Shopify to your items in SOS Inventory. The following logic is applied:

SKU to SKU matching. If your products and variants of products in Shopify have a SKU and the item in SOS has a matching SKU, the items will be linked by SKU. We recommend that you assign a SKU for every item, both in Shopify and 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).
Title/variant matching. If your products in Shopify do not have a SKU, or if the SKU in Shopify does not match the item’s SKU in SOS Inventory, SOS Inventory will match on item title/variant. Item names must match in both applications with regard to case (capital or lowercase letters), spacing, and characters.
- Items without variants in Shopify. The item title in Shopify will be used to match the item name in SOS Inventory. If a match is found, those items will be linked by Shopify title to SOS Inventory item name.
- Items with variants in Shopify. A combination of the item title and variant in Shopify will be used to match the item name in SOS Inventory. If a match is found, those items will be linked by Shopify title/variant to SOS Inventory item name.
  
  warningIMPORTANT: If an item is in Shopify, the name of the corresponding item in SOS Inventory must follow this pattern in order for the items in each app to link: Shopify title name, space, dash, space, Shopify variant name. So in Shopify, if the Title is
  Shirt and the Variant is Small, the corresponding item name in SOS Inventory must be Shirt - Small.
No match. If no matches can be made, per the above logic, a new item will be created in SOS Inventory.

Updating inventory levels in Shopify

SOS Inventory will not send inventory information to Shopify until the item has been matched to a corresponding SOS Inventory item. For SOS Inventory to update inventory quantities in Shopify, you must use SKU/SKU matching—setting the SKU in Shopify to be the same as the SKU in SOS in each item’s definition.

You must also keep Track quantity enabled for each Shopify item. If you need to create many items in Shopify, you can enable the Track quantity setting with a bulk edit using Shopify’s export and import feature (which is similar to the Export Data and Import Data features in SOS Inventory). On the exported spreadsheet, enter Shopify in the items’ Variant inventory tracker column.

edit_noteNOTE: The export/import should be done only after your items in Shopify have been matched to your items in SOS Inventory. If you are unsure, please contact the Support team.

SOS Inventory will update Shopify with the available quantity from SOS Inventory if the above settings are set in Shopify and the appropriate settings are set in SOS Inventory. In SOS Inventory, Update inventory must be enabled on the Cart Connection page and the Update inventory in Shopify setting must be enabled in the item record.

edit_noteNOTE: The default quantities that SOS Inventory sends to Shopify are the available amount across all locations. To view the available quantities, on the Items list: (1) use the Columns feature to display the Available column; and (2) use the Filter feature to set the Location to All. If you have multiple locations in Shopify and you want location-specific quantities in SOS Inventory to push to the corresponding locations in Shopify, make sure the location name in both systems is identical in case, spacing, and characters.