V9 - Shopify cart connection checklist (with SKU/SKU matching to support inventory updates)

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See Cart field descriptions for SOS Inventory's cart data fields.

 

1. Before connecting with Shopify, edit your items in both SOS Inventory or Shopify to ensure that the SKU of an item or variant in Shopify matches the SKU of the matching item in SOS Inventory.
    

   edit_noteNOTE: 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).

2. Optional: In SOS, go to the Channels list (Tools & settings > Configuration > Lists > Channels) and create a channel named Shopify.
    

3. Connect SOS Inventory to Shopify. On the Task bar, go to Tools & settings > Configuration > Connections > Carts, then select +Add. 
    

4. On the Cart connections page, choose Shopify from the Cart field’s dropdown list. The cart page will appear. 
   
   
    

5. Enter a Name to help you easily identify this Shopify cart connection. A Description is optional.
    

6. From the Shopify app type dropdown, select Shopify App Credentials.
    

7. Go to the Instructions section and follow the directions to ensure Shopify is connected successfully with SOS Inventory.

   1. Enter your Shopify subdomain in the Shop field. Example: If you enter the subdomain shopname, your shop will be called shopname.myshopify.com
   2. If you have multiple locations, choose from the Location dropdown the one to be connected to your Shopify store.
   3. Follow the steps below in Shopify. 
      1. Log in to your Shopify admin at https://accounts.shopify.com/.
      2. Click Settings in the lower left corner of the home page.
         
         
          
      3. Click Apps in the left menu, then click Develop Apps. If prompted, click Allow custom app development.
         
         
         
         
          
      4. Click Build apps in Dev Dashboard. Sign in to the Dev Dashboard if prompted. This opens in a new browser tab.
         
         
          
      5. Click Create app.
         
         
          
      6. Under Start from Dev Dashboard, enter an App Name (e.g., DocTest; usually your company name) and click Create.
         
         
          
      7. Under the Access section of the Versions page, click the Select scopes button in the Scopes field. Then check the boxes for: read_customers, write_inventory, read_inventory, read_locations, read_orders, read_product_listings, write_product_listings, read_products, write_products.
         
         
          
      8. When you have finished selecting your scopes, they will populate the Scopes field. Click Release at the bottom right.
         
         
          
      9. A Release this new version? pop-up window will appear. A Version name and Version message are not required. Click Release again on the pop-up.
      10. In the left navigation, click the name of your app. 
      11. Click Install App, select your store, and click Install.
          
          
           
      12. Return to the dev.shopify.com tab in your browser. On the left menu, click Settings. 
      13. Use the clipboard icons to copy the Client ID and Client Secret and then paste them into the corresponding fields on the Shopify cart page in SOS Inventory.
          
          
          
          
           
   4. Configure other settings on the SOS Inventory cart page as needed.
      1. If you have created a sales channel for Shopify, select it in the Sales channel dropdown.
      2. Check the Enabled box.
      3. When finished selecting all other desired settings, Save and close.
   5. SOS Inventory is now connected to Shopify. Shopify orders will post to SOS Inventory, and inventory data will flow back to Shopify.