Shopify

Shopify

Shopify is an ecommerce platform that is used to set up online stores. With the Shopify extension for Zoho CRM, you can easily synchronize data on customers, sales, and product details between your Shopify store and Zoho CRM, simultaneously. You can add Shopify customers as contacts in your Zoho CRM and keep track of their purchases and expenses.

Installing the extension

You can either go to the Zoho Marketplace and install the Shopify extension, or log in to your Zoho CRM and install the extension.

To install the Shopify extension
  1. Go to Setup > Marketplace > All.
    All the installed extensions are listed. Under All Extensions, you can view all the extensions supported by your CRM.
  2. Click All Extensions, browse for and click Shopify.
    Details about the extension will be available.
  3. Click Install Now.
  4. Agree to the Terms of Service and click Install.

  5. Choose one of the following, then click Confirm:
    1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
    2. Install for all users - The extension will be installed in CRM for all users.
    3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
      The extension will be installed automatically for the specified users.

  6. In the pop-up, click Authorize.
    If you skip this step, you can authorize the extension later from the Shopify Extension Details page.

  7. Specify the Shop Name of your Shopify account and click Save.
    Your shop name is the name you provide for your online store while creating your Shopify account.

Synchronizing Shopify data

Synchronize your Shopify data with Zoho CRM, and vice versa, using this extension. You can choose the direction of the sync, and select whether to keep or replace existing data on every sync.

To configure your Sync Settings
  1. Click on the Shopify module in the webtab.
    The     Setup page will open.
  2. Confirm your Shop Name and User Account.
  3. In Sync Type, select One Way or Both Ways sync.
    One-way sync brings either Shopify data into your Zoho CRM or vice versa, but not both. Both-ways sync simultaneously moves CRM data into Shopify and Shopify data into CRM.
  4. In Sync Behaviour, choose either Shopify to Zoho CRM or Zoho CRM to Shopify, if one-way sync is chosen.

  5. In Conflict Behaviour, choose your preference when data duplication occurs. If CRM always wins is chosen, new Shopify records do not overwrite the existing data in Zoho CRM. If Shopify always wins is chosen, new data from Shopify will keep overwriting the existing data in Zoho CRM on every sync.
  6. In CRM Module, select Contacts or Leads.
  7. Click Start Sync.
    Your Shopify data for the recent 60 days will be imported into the selected module.
  8. You will be redirected to Dashboard, where all the details are classed under Sync Activity, Product Details and Orders.
  9. In the Settings page, you can change the sync settings at anytime.

Note:
  1. After initial data synchronization, any changes made in the customer details in Shopify will be changed in Zoho CRM instantaneously. Similarly, any changes made in the products and orders on Shopify will also be changed promptly in the respective modules in Zoho CRM.
  2. As an exception, if a user adds a new product to an existing order or modifies a particular order in Shopify, this change will not be reflected in Zoho CRM, because Shopify does not support updating sales order details.
  3. For existing users only - To create Products and Sales orders from Zoho CRM to Shopify, the Source field value should be set as 'Shopify.' To do so, go to Setup > Customization > Modules and Fields > Sales Orders. Under Layouts, click Standard. Select Source > Edit Properties > set Select default value to none.

Getting data after synchronization

The data from Shopify gets housed in the Zoho CRM via initial synchronization and a callback from Shopify. Once the initial sync is completed, the data is pushed via shopify callback only.
  1. Customers from Shopify are displayed in the Leads or Contacts modules (depending on sync options).
  2. Products from Shopify are listed in the Products module. If a product has variants, all the variants will be listed as individual products with the main product name given in the Parent Product field. The variants of a product will also be listed under the Shopify Product Variant related list of that product.

  3. The order details from Shopify appear in the Sales Orders module in Zoho CRM. Even the orders in Drafts will be added to this module. The field type Shopify_Order_Type differentiates whether the order is active or in draft.

Uninstall the extension

To uninstall the extension:
  1. Go to Setup > Marketplace > All.
    All the installed extensions will be listed. Under     All Extensions, you can view all the extensions supported in your CRM.
  2. Browse for Shopify and click the corresponding Uninstall link.
  3. Click Ok to confirm and uninstall the extension.

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