Shopify Odoo Connector

INTRODUCTION

‘Shopify’ and ‘Odoo’ both are famous names in their respective domains. Shopify is a powerful e-commerce platform in the market today. And it allows its users to build their own online stores with a ton of built-in features, and different apps. It comes with better app integrations, Security and Reliability, and excellent loading speed for e-commerce.

Shopify is a powerful e-commerce platform and it needs to be backed by an effective ERP Management System Odoo is the best among all the ERP management Systems prevailing in the market today. Odoo is famous for its stable core, Scalability, and Modularity. As a result, Odoo comes up as the best among all in the terms of its excellent features, flexibility of customizations, and intuitive user interface.

In order to leverage the best of these two platforms, Webkul comes up with its Shopify Odoo Connector. Shopify Odoo Connector helps in integrating the power of Shopify with the awesomeness of Odoo. Also, Shopify Odoo Connector helps in integrating your Shopify store with Odoo thereby providing seamless integration between Odoo and Shopify.

FEATURES

1:- Shopify Odoo Connector allows you to create multiple instances and manage them with ease.

2:- Shopify Odoo Connector provides product synchronization from Shopify to Odoo. Along with product synchronization, it also allows the synchronization of the product cost, description, images, inventory, options, price, SKU, title, and weight.

3:- Shopify Odoo Connector also allows you to synchronize all your Shopify customers from Shopify to Odoo.

4:- Shopify Odoo Connector provides the synchronization of Shopify orders from Shopify to Odoo. 

5:- Shopify Odoo Connector app also provides the synchronization of Shopify collections (categories) from Shopify to Odoo.

6:- It also provides the manual payment mapping of Shopify payment methods with Odoo payment methods.

7:- Shopify Odoo Connector also facilitates the manual product mapping at the Shopify end.

8:- It also provides the manual mapping of Taxes, currencies, Shipping methods, and Fiscal Positions.

9:- Shopify Odoo Connector provides product synchronization from Shopify to Odoo.

10:- Shopify Odoo Connector is also cross-browser compatible, easy to configure, and user-friendly thereby providing seamless integration.

INSTALLATION

On the landing page of the app, you will find the installation option. In order to install the app, you need to enter the URL of the Shop where you want to install the app.

WORKFLOW 

After the successful installation of the app, you need to purchase a monthly subscription for this app. After the successful payment, as a result, the app will be listed in the Apps at the Shopify end.

Upon clicking on the app, you will get land on the Odoo connector Home page.

1:- App Configuration

You can create Odoo instances and set different configurations and default settings for each Odoo instance.

2:- Adding the Odoo instance

In order to add the Odoo instance, you need to open the ‘Add Odoo Instance’ tab. Enter the Instance Name, Odoo version, Odoo URL, Port, Odoo Database name, Odoo User name, and Odoo Password. Now, click on ‘Add Instance’ in order to add an Odoo instance.

Add the above-mentioned details and save them. As a result, the connector will receive the connection status automatically from the Odoo end.

3:- Instance Default Settings

Open the Instance Default setting page in order to set the default settings for the instance.

a):- Select Default Odoo Category:- The category set in this field will get assigned as the default category to all the products getting synchronized from Shopify to Odoo.

b):- Select Odoo Warehouse:- The warehouse set in this field will be the default warehouse for all the products getting synchronized from Shopify to Odoo.

c):- Select Default Odoo Payment method:- In case the Shopify payment method is not mapped with the Odoo Payment method, then the payment method set in this field will be used as the default payment method for the invoice payment at the Odoo end.

4:- Synchronize Settings

You can set the different synchronization settings for Orders, Products, and Customers synchronization from Shopify to Odoo.

a):- Order synchronization

Sync order in Draft State:– Use this option to sync orders from Shopify to Odoo as a quotation (in the draft state).

Automatically Sync order invoices and mark as paid:- Enabling this option will automatically sync order invoices to the Odoo end and get marked as paid.

Auto–Sync order invoice only:- Use this option to automatically sync order invoices from Shopify to Odoo without being marked as paid.

Auto Sync order shipment:- Use this option to sync order Shipment details automatically to the Odoo end.

Automatically Sync New Orders:-  Use this option to sync newly placed orders at the Shopify end automatically to the Odoo end.

Fetch the product cost price from Odoo and sync in Odoo order sale line:-  This feature will fetch the product’s cost price from Odoo while order synchronization and send the cost price in the order line item. Use this feature only, if you have enabled “Margins on Order” at the Odoo end.

Sync Shopify Order Note Attributes to Odoo:- This feature will sync and update order note attributes from Shopify to Odoo.

Apply tax on discount line (if any) for Odoo orders:- If you enable this option, then the tax applies if applicable on the discount line; if an order has a discount.

Resync orders automatically after the first order-sync attempt fails:- This option will enable the automatic time-scheduled job and will process same-day orders which have failed to sync at the first attempt.
Map fiscal position and sent to Odoo order while syncing:- By this option, a fiscal position will get mapped with respect to the country and will be added by syncing orders.

b) For orders- from Odoo to Shopify

Allow the Order fulfillment from Odoo to Shopify:- Using this open, the scheduler will run once in a day for the same orders which have been fulfilled at the Odoo end and then update the order at the Shopify end.

Please note that if you enable this enabled, then the Order fulfillment updation will stop from Shopify to Odoo.

Allow the Order Paid status from Odoo to Shopify:- Using this option, the scheduler will run for every hour orders which have been paid partially or fully at the Odoo end and then update the orders accordingly at the Shopify end.

Please note that if you enable this feature, then the order paid status updation will stop from Shopify to Odoo. 

Download the order invoice from the customer detail page:- This feature enables you to download the Odoo order invoice at the User’s ‘account’ page of your store.

Please note that After enabling, please add the below line in the file ‘customers/account.liquid’

After line <th scope=”col”>{{ ‘customer.orders.total’ | t }}</th>:
Add <th scope=”col” class=”wk_invoice_show”>Action</th>

After line <td data-label=”{{ ‘customer.orders.total’ | t }}”>{{ order.total_price | money }}</td>:
Add <td data-label=”Invoice” class=”wk_invoice_show”><div class=”wk_invoice” id=”wk_invoice_{{order.id}}”></div></td>

c) For POS Order Address

Assign the POS location address to Odoo orders for POS orders without addresses:- This option assigns the POS location address to Odoo orders for POS orders without addresses.

d) For Product and Collection sync

Auto Sync New Products:- Use this option to sync newly created products at the Shopify end automatically to the Odoo end.

Auto Update Mapped Products:- Use this option to automatically update mapped products from Shopify to Odoo.

You can also select what items you want to send with the Product update like Product Title, Product Weight, Product Image, Product description, etc. 

Auto Sync New Collections:- Use this option to sync newly created collections (Categories) automatically from Shopify to Odoo.

Sync Product description as Website description in Odoo:- This option will sync the Product’s description into Website description fields at the Odoo end instead of the sale description field.

Use this feature only, if you are using Odoo Ecommerce.

Sync Shopify Variant price to Odoo:- Use this option to Sync the Shopify Variant price to Odoo. 

Please note that to enable this feature, you need to install the ‘Product Variant Extra Price’ module at the Odoo end.

e) For Customer Sync

Auto Sync New Customers:- Sync Newly created customers at the Shopify end automatically from Shopify to Odoo.

Sync Customer type:- You can choose whether you want to sync the Customer as a company to the Odoo end or as an individual to the Odoo end.

Sync Address type:- Using this option, you can choose whether you want to create multiple addresses or create a single address for synchronized customers.

Individual Customer Sync:- In order to sync an individual customer you need to open that customer contact at the Shopify end and then click on ‘Synchronize Customer to Odoo’ to sync the respective customer from Shopify to Odoo.

f) For Bi-directional Sync

Allow Bidirectional Inventory:- A script that will run 3 times a day to update product inventory from Odoo to Shopify.

5:- Mapping: Shopify to Odoo

a) Product Mapping

Sync products from Shopify to Odoo with just a single click. 

Product Mapping includes the synchronization of products and their variants. 

The admin can also upload the CSV of products for mapping the Shopify products with Odoo products.

With Manual Mapping Option, the admin can manually map the Shopify products with the Odoo products. 

In case of any issues with the Manual product mapping, please click here.

Please note that If you have enabled the Auto-sync of new products from the configuration, then all the newly added products will get automatically synchronized from Shopify to Odoo.

b) Collection Mapping

Synchronize all collections from Shopify to Odoo with just a single click.

Sync Custom collections:- Sync custom collections from Shopify to Odoo.

Sync Smart collections:- Sync smart collection from Shopify to Odoo end.

Please note that In case if the Auto-sync of the new Collections is enabled from the configuration, then all the newly added collections will get automatically synchronized from Shopify to Odoo.

d) Order Mapping

Synchronize all order details from Shopify to Odoo end with just a single click from this section of the app.

Synchronize now:-  Sync Orders along with their order details from Shopify to Odoo.

In case if the ‘Auto-Sync New Orders’ is enabled from the configuration, then all the newly added orders will keep getting synchronized automatically from Shopify to Odoo.

e) Payment Mapping

Manual Mapping:- The Admin can manually map the Shopify Payment methods with Odoo Payment Methods.

f) Tax Mapping

In the tax mapping section, the Admin can manually map the Shopify Taxes with Odoo Taxes.

Tax CSV upload:- The admin can also upload the CSV of tax-mapping the Shopify taxes with Odoo taxes.

Tax override:- By using this option, the admin can manually map the Tax override mapping.

Manual Mapping:- By using this option, the admin can also manually map the Shopify taxes with Odoo taxes.

g) Currency Mapping

Manual mapping:- From this option, the admin can map the Shopify currency with Odoo Currency.

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 https://webkul.uvdesk.com/en/customer/create-ticket/.

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