Integrating Shopify
Shopify provides you with the foundation to run an ecommerce business. As you venture into the online selling space, you’re expected to open an online store, showcase products, engage with customers, accept payments, and more. Shopify offers all the tools you need to manage each of those activities. Think of Shopify’s platform as a facilitator working to ease the process of selling products over the web.
With this integration you can:
1. Sync Product Info (including variants) between RepairDesk and Shopify
2. Track Inventory & Stock between RepairDesk and Shopify
3. Track Orders from Shopify to RepairDesk
4. Get Customer & Shipping Details from Shopify to RepairDesk to fulfill your orders easily.
5. Import Products between RepairDesk and Shopify
Pre-Checks
Make sure you have an active Repairdesk and Shopify Account.
Before Connection:
Ensure already matching product has the same name and SKU on both platforms for importing products.
Confirm each product has a unique name and SKU.
Check your fulfillment priority in Shopify Location Settings.
Take Product List backups before the integration setup.
Watch our videos for the setup.
How to setup?
In RepairDesk, open the Shopify Integrations page.
Click the Enable button on the top right. You will be redirected to the Setup Tab to establish a connection.
Input your Shopify store URL. Make sure you input your complete Shopify domain (e.g. mystore.shopify.com). Click Connect button.
If you're not already logged in to your Shopify store, you'll be asked to enter your Shopify login credentials. Once setup is complete, your Shopify integration is live. From this point, there are still several things to configure. You will be redirected back to the Setup tab to complete the setup.
Configure Integration Settings
Setup Tab
You will see your entered Shopify Store URL after a successful connection is established in the Configuration.
To cancel the connection between Shopify and RepairDesk, you can select --> Disconnect Button.
Select Import Products to import all the products from Shopify to RepairDesk.
For the first time importing, the system will check products with similar SKUs inside RepairDesk and will not duplicate products already present in RepairDesk.
Product details will be synced within RepairDesk.
Note: Multiple images from Shopify to RepairDesk can’t be imported due to limitations.
Note: Products from Shopify will be automatically synced to RepairDesk after the connection is established.
Note: The similar SKU is only checked for the first time for the products present on both platforms before the connection is established. After that, there is no check for SKU match because the products from Shopify will be synced automatically on Repairdesk with stock and details.
You can check more about product info that does and doesn’t sync in the product info section of this article.
Controls Tab
A few triggers will be pre-checked once the connection is established. You can check or uncheck the trigger as needed.
Category Syncing
To sync and map categories from RepairDesk, click on the "Map Categories" button. You will be redirected to the Manage Product Categories page where you can sync each parent or child category with Shopify.
All products associated with synced categories/sub-categories will be synced to Shopify.
For the Trade-in Category, turn on the "Sync Trade In" option. You can give a Trade-In Category with an alternative online name to sell.
Note: Only the stock for Trade-in Items with 'In-Stock' status will be synced to Shopify.
Map Locations to store
In the Setup tab, click on Map Stores to map each RD store to Shopify locations.
Enable Shopify Locations within Shopify before you begin. Navigate to Settings → Locations, click Add Location and follow the prompts. You can ignore the Shopify warning for quantities being set to 0 as Repairdesk will sync inventory over once you've completed the process below. Click on View Fulfillment Priority to choose which locations are assigned new orders first. Inventory will be deducted based on Fulfillment Priority set in the Locations section.
To enable multi-location inventory syncing within pre-existing Shopify integrations, update your RepairDesk app permissions again.
On the RepairDesk configuration page for Shopify, locate the section titled Sync RepairDesk Stores to Shopify Locations.
In this section, review the list of your RepairDesk stores with Shopify locations to map inventory between them. Map each store with a Shopify location and click Save & Sync on the configuration settings page of the integration. Your inventory from these outlets will be combined and displayed on the synced products in your Shopify store.
Orders Syncing
Make sure the trigger is checked on the configuration setting trigger section to automatically create an invoice inside Repairdesk after each Shopify order.
View invoices in your Repairdesk store once the Shopify order is fulfilled.
Invoices with paid status will be created only if the Shopify order status is paid.
Invoices with unpaid status will be created only if the Shopify order status is unpaid.
View Source as Shopify, Shopify Order ID, Customer Information, Order line item and Shipping line item (if shipping is charged) against the Shopify order within the Repairdesk invoice details as a line item.
When the invoice is paid, the Payment Date, Employee Name (Super Admin), Payment Method, Source, amount paid, and transaction notes as Payment Added via Shopify Integration Webhook will be recorded against the payment history.
Paid invoices will be recorded against the transaction log.
Product Info that Syncs
Product Info that Syncs:
| RepairDesk | Shopify |
|---|---|
| Product Name | Title |
| Description | Description |
| Upload Images | Media |
| Category / Sub Category | Product Type |
| Online Price | Price |
| On Hand Quantity | Quantity |
| SKU | SKU |
| Supplier | Vendor |
| Product Attributes | Options |
| Cost Price | Cost |
| Variants | Variants |
Product Info that doesn’t sync:
| RepairDesk | Shopify |
|---|---|
| N/A | Shipping Weight |
FAQs
Yes, you can create an invoice in RepairDesk for your online Shopify order, even if the item doesn't exist in RepairDesk's inventory.
To do this, follow these steps:
1: Go to the Shopify Configuration settings in RepairDesk.
2: Enable the option under Triggers labeled "Use this flag to sync orders from your online store with RepairDesk."
Before enabling this option, ensure that all other triggers above this option are disabled.
Once enabled, items that are not managed in RepairDesk's inventory will still appear on the invoice. However, if the system detects an SKU that exists in RepairDesk's inventory, it will automatically adjust the inventory levels when the order is processed.
The long description text area on the Add a Product page will be populated once the integration is established. You can view it in the Add More Info dropdown of product details.
The multiple images option on the Add a Product page will be populated once the integration is established and the "Save Item" button is selected against the product.
Yes, you can select "YES" against the trigger "Sync with Shopify" in the settings section of the Product page inside RepairDesk to sync single products.
You can view the Admin History section against the RepairDesk product on each API change.
Only the online price field will sync to Shopify Product Price.
The multiple images and long descriptions can be synced to Shopify.
+(CountryCode)(Number) → without spaces
2nd Highest: Promotional Price Field
Lowest: Retail Price Field
It is recommended to use the Online Price field for syncing to Shopify.
Make sure the prices match on both platforms, because when product updates come from Shopify, the Shopify price will sync into the same price field inside RepairDesk.
After that, it will sync automatically.
Similar SKU or Name of the product cannot be verified afterward.
The serialized product inventory count will be synced to Shopify.
When the order is fulfilled inside Shopify, the invoice will be generated inside RepairDesk.
On the invoice view, you can manually add a serial inside RepairDesk to deduct the serial from inventory.
Note: Shopify doesn't cater to product serials.
Select Add Collection, specify the collection name, and select the Product Type name equal to the RepairDesk Category name (synced after connection).
The system will start a shift, and it will not be visible to you.
You cannot close the Online Sales register or end the shift.
There will be no changes in the opening and closing balances.
Go to Manage Product Categories.
Click the Actions menu next to the parent or child category you want to sync.
Select Sync Now to sync all items within that category to Shopify.
Once synced, a Shopify icon will appear next to the category. The Sync Now option will change to Unsync if already synced.
For bulk syncing or unsyncing, use the Bulk Actions menu.
If you Unsync, a confirmation pop-up will show how many items are currently synced. You can view the list before confirming.
Triggers 2–10 depend on this setting.
If Trigger 1 is disabled, enabling any of the subsequent triggers will have no effect.
It disables Triggers 1–10 to avoid conflicts.
If you attempt to enable any of those triggers while Trigger 11 is active, a tooltip will appear:
“Please disable the last option, ‘Use this flag to sync orders from your online store with RepairDesk,’ first.”
When enabled, any item in RepairDesk with "Sync with Shopify" turned off will be automatically deleted from Shopify.
We recommend using this for discontinued or obsolete products to keep your Shopify store clean and updated