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    Odoo Multichannel Shopify Connector User Guide

    Updated 20 March 2024

    INTRODUCTION

    Odoo Multichannel Shopify connector: Introduce a new realm for your ecom experience !!!

    Shopify, a 15+-year-old SaaS eCommerce platform, requires a stable backend management solution, and Odoo is a superior option for this purpose.

    Odoo is a single solution for most of your business-related issues; you can manage all backend processes like accounting, sales, inventory, etc hassle-free with it.

    You must be thinking about a few questions like “How to integrate Shopify with Odoo?” or “Can we integrate multiple Shopify instances with a single Odoo?“.

    If yes then Odoo Multichannel Shopify Connector helps you to connect multiple Shopify E-commerce with Odoo where you can manage the data of all your Shopify E-commerce at one Odoo instance.

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    FEATURES

    1. Import Shopify Products, Orders, Categories(collection in Shopify), Partners, and Delivery Methods in Odoo
    2. Import data manually or via the cron scheduler
    3. Product details (like category, attributes, and attribute values) are imported along with the products
    4. Order details (like customers and their addresses, taxes, payment methods, currency) and order statuses (like cancel, fulfillment, and invoice) are imported along with the orders.
    5. Customer details (like addresses) are imported along with the Customers
    6. Manually export selected or bulk products and categories From Odoo
    7. You can sync order statuses, shipments, invoices, cancel statuses, and Inventory from Odoo to Shopify in real time.
    8. Enhanced Dynamic Dashboard to track the data from one place

    Also, please explore our Odoo development services & an extensive range of quality Odoo Apps.

    Prerequisites for Odoo Shopify connector

    Odoo Multichannel Shopify Connector is a dependent module on the Odoo Multi-Channel Sale Module, which is the framework module to provide the structure to integrate Shopify with Odoo. Install the base module first for Odoo Multichannel Shopify Connector to work properly.

    INSTALLATION

    1. Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
    2. Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- ‘shopify_odoo_bridge
    3. Copy and paste this folder inside your Odoo Add-Ons path.
    4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
    5. Then, open the Apps menu and click on ‘Update Modules List.’
    6. In the search bar, remove all the filters and search ‘shopify_odoo_bridge
    7. You will be able to see the module in the search results. Click on ‘Install’ to install it.

    Before moving further, explore our Odoo development services & an extensive range of quality Odoo Apps.

    WORKFLOW

    1. Login to your Odoo database and go to the multichannel module
    2. Now, click on the connect button to connect Shopify with the Odoo instance
    Connect Odoo to Shopify
    1. Firstly, Fill in the details like the Channel name and select Channel type; then add the credentials of Shopify which includes URL, E-mail, and API Key. To get the Shopify credentials, you need to go to Shopify.

    Configuration at Shopify end

    a) First, log in to the Shopify instance, go to ‘Apps and Sales Channels,’ and click the ‘Develop Apps’ button.

    developing-app-in-shopify

    b) On the next page, click the ‘Allow Custom App Development’ to initiate the process of app creation.

    allowing custom app development

    c) Now, read the Shopify API License and Terms of Use and click ‘Create an App.’

    creating an app in shopify

    d) Enter the ‘App Name and App Developer’ and then click ‘Create App.’

    creating an app in shopify

    e) Once the app is created, you can view its details and configure them.

    checking created app

    f) Move to the ‘API Credentials’ tab to view API and secret keys, copy them, and at Odoo end.

    generated API key and secret key

    Configuration at Odoo end

    1. Now, save the changes and then click on the ‘Test Connection‘ button
    test connection
    1. Go to the “Configuration” tab and configure the Shopify connection as per your requirements.

    Base Configuration

    • Also, set the default sales team, discount, and delivery products for the Shopify orders to manage discount and delivery charges.
    • Moreover, set the default pricelist for the price of the Shopify products; set the sequence SKU for the Shopify products that do not have SKU.
    • If you want to set the Shopify products in a default category then you can do so from the same page. Also, set the default warehouse/location to manage Shopify stock
    • If you will enable ‘Auto Evaluate Feed’ then all the feeds will be evaluated automatically while importing data.
    • If you will enable ‘Auto Sync Stock’ then there will be real-time synchronization of stocks from Odoo to Shopify.
    • You can enable/disable checkbox fields like Cancel, Invoice, and Shipment Status to update these order statuses from Odoo to Shopify in real-time.
    • You can also check or set the last import and update date for orders, products, and customers.
    • Set the total number of records per API hit and set the default color for the theme of Shopify.
    configuration

    Import functions

    1. Go to the Shopify Connector Dashboard in Odoo; from the dashboard, you can also analyze the data via line graphs, donut charts, and clickable data cards. Also, check the synchronization history and feeds from the dashboard.
    2. Then, click on the “Import” button to import the data from Shopify;
    Odoo Multichannel prestashop dashboard
    1. Select the object that you want to import and Filter the Type to import the data. From here, you can import categories, customers, products, and orders in bulk.
    Import data from Shopify to Odoo
    1. Moreover, you can also import products, categories, customers, and orders along with order status to Odoo via the Cron scheduler in Odoo.
    Odoo via Cron scheduler in Odoo

    Export functions

    1. Click on the “Export” button to export the data; then, select the object which you want to export. You can export product templates and categories from Odoo.
    Export data from Shopify to Odoo
    1. To export selected products from Odoo to Shopify then navigate to the Products and select the product which you want to export. Moreover, you can update product data manually from the same form.
    Export product manually
    1. To export the selected Category from Odoo to Shopify then navigate to the Inventory and select the Category which you want to export. Moreover, you can update Category data manually from the same form.
    Export selected Category from Odoo to Shopify

    NEED HELP?

    Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

    If you still have any issues/queries regarding the module, please raise a ticket at the UV Desk

    For any doubt, contact us at [email protected].

    Thanks for paying attention!!

    Current Product Version - 1.1.16

    Supported Framework Version - Odoo 17,16,15

    . . .

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  • Hasan Ahmed
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