Shopify - Configure for Automated Fulfillment

This article outlines the steps required to configure your Shopify integration.

1. Configure product SKUs
2. Export SKUs from Shopify
3. Assign SKUs to product variants
4. Gather shipping methods
5. Gather API credentials
6. Enable API access
7. Set Fulfillment Service and Location
8. Import settings
9. Include duplicate SKUs
10. Review order status

Additional information:

• Inventory tracking
• Gift card and virtual product orders
• Orders with no line items

Configure product SKUs

Stock Keeping Units (SKUs) are merchant-defined codes that uniquely identify products in a warehouse. It is critical that the SKUs defined in Shopify are identical to the SKUs loaded into the fulfillment provider's warehouse management system.

Configure SKUs in Shopify.

Assign SKUs to product variants

By default, Shopify does not assign unique SKUs to product variants. For that reason, it's important to assign each variant a unique SKU.

Assign SKUs to product variants in Shopify.

Export SKUs from Shopify

Export your SKUs from Shopify, so you can ensure they are entered correctly in PackageBee.

Export SKUs from Shopify.

Gather shipping methods

As part of the third-party fulfillment setup process, the shipping methods offered in the eCommerce system must be mapped to the corresponding shipping code used by the fulfillment center.

Gather shipping methods from Shopify.

Gather API credentials

To enable API access, you must gather your Shopify Admin credentials and Shop Name/Store Address.

Gather API credentials from Shopify.

Enable API access

The API (Application Programming Interface) allows for automated communication between connected systems. Before automated fulfillment can begin, API access must be enabled.

Enable API access in PackageBee.

Set Fufillment Service and Location

Your Fulfillment Service and Fulfillment Location are configured in Shopify settings. To ensure proper order processing, set the Fulfillment Service and corresponding Fulfillment Location in your PackageBee store.

Set Fulfillment Service and Location in PackageBee.

Import settings

In your Import Settings, you can configure Partial Fulfillments, Financial Statuses, and Lookback Date (up to 60 days in the past) for orders to import from Shopify.

Configure import settings in PackageBee.

Include duplicate SKUs

By default, PackageBee will not attempt to update inventory for more than one match for a given SKU. However, your Store can be configured to update inventory for all matches for a given SKU.

Include duplicate SKUs in Shopify inventory updates.

Review order status

PackageBee will import orders that have financial_status: paid and fulfillment_status: unshipped.

Review order status for Shopify.

Additional information

Inventory tracking

Inventory tracking is automatically enabled for your Shopify integration. No additional configuration is required to enable tracking of inventory.

Gift card and virtual product orders

Orders containing gift cards or other virtual products are partially-fulfilled, and have the order status Partial. To import these orders, enable them in your PackageBee store.

Import gift card and virtual product orders.

Orders with no line items

Orders imported from Shopify can be excluded by a fulfillment service at the line-item level. For this reason, orders in your PackageBee store may occasionally be imported from Shopify without line items.

Troubleshoot orders with no line items.