Shopify Odoo Connector User Guide

INTRODUCTION

Shopify Odoo Connector: Integrate Odoo with Shopify Effectively

Odoo and Shopify are well-known names in their respective domains. Shopify is a powerful e-commerce platform that enables users to build online stores.

This connector enables seamless integration between your Shopify store and Odoo, ensuring smooth and efficient operations.

FEATURES

• Shopify Odoo Connector allows you to create and manage multiple instances.
• It syncs product details like cost, description, images, inventory, options, price, SKU, title, and weight from Shopify to Odoo.
• The connector automatically synchronizes products to Odoo.
• It also enables the synchronization of all Shopify customers with Odoo.
• The connector automatically synchronizes Shopify orders with Odoo.
• Supports the synchronization of Shopify collections (categories) to Odoo.
• The app allows for manual payment mapping between Shopify and Odoo payment methods.
• Shopify Odoo Connector facilitates manual product mapping on the Shopify end.
• The connector provides manual mapping for taxes, currencies, shipping methods, and fiscal positions.
• Product synchronization from Shopify to Odoo is supported by the connector.
• The Shopify Odoo Connector is cross-browser compatible, easy to configure, user-friendly, and ensures seamless integration.
• Allows you to update details such as cost, description, image, inventory, title, SKU, weight, and options for mapped products.
• Draft state products are also synchronized to Odoo without enabling the “Can be Sold” field in the Odoo product.

INSTALLATION

On the landing page of the app, you will find the installation option. 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, the app will be listed in the Apps section on the Shopify end.

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

1. App Configuration

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

You can see your Odoo Instances in the Odoo Instance Listing Section. Navigate to Odoo Connector >> Configuration >> Odoo Instances Listing.

2. Adding the Odoo instance

You can add your Odoo Instance in the “Add Odoo Instance” section.

Enter the Instance Name, Select your Odoo version, Odoo URL, Port, Odoo Database name, Odoo User name, and Odoo Password. 

Now, click on ‘Add Instance’ to add an Odoo instance.

Once you added the Odoo Instance, then navigate to Odoo Instance Listing and Activate the Instance.

You will see a green button for connection status as “success” and for status as “states”.

3. Default Settings

There are two Default settings that you need to configure when you create an instance.

3.1 Instance Default Settings

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

Select Default Company(For Multi-company in Odoo):

If you have a multi-company in Odoo then select your default company. All synchronization will be performed for the selected company.

Kindly note that changing company is not recommended. 

Select Odoo Warehouse

The warehouse set in this field will be the default warehouse for all the products getting synchronized from Shopify to Odoo.

Select Default Odoo Payment method:

If the Shopify payment method isn’t mapped to the Odoo Payment method, the payment method specified in this field will be used as the default invoice payment in Odoo.

3.2 Product Default Settings

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.

Sync product as: Select the product synchronization based on stackable or serviceable.

Tracking of Products: Select the tracking of product by which you want to track. The default settings will be “No Tracking”.

Product route: As per the installed Odoo module, select the available option to sync the route of products.

Product Invoicing Policy: Choose a product invoicing policy to sync from Shopify to Odoo as Orderd Quantity or Delivered Quantity.

4. Synchronization Settings

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

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

4.1 Order snychronisation

Auto Sync order invoices and Register Payment: Use this option to automatically sync order invoices from Shopify to Odoo and marked as paid.

Auto Sync order invoices without Registering Payment:

Enabling this option will automatically sync order invoices to the Odoo end 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.

Sync cost price in Odoo order sale line: 

This feature will fetch the product’s cost price from Odoo at the time of order synchronization and send the cost price to the Odoo order line item. 

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

Synchronize Shopify Order Tags to Odoo: This feature will sync and update the order tags from Shopify to Odoo.

Apply tax on discount line (if any) for 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 that have failed to sync on the first attempt.

Map fiscal position and send to Odoo order while syncing: By this option, a fiscal position will get mapped concerning the country and will be added by syncing orders.

Sync Order in draft state with missing line items: Enabling this feature will sync the draft state order with missing line items at the Odoo end.

It will Check to sync Shopify order in draft state at Odoo if not all line items are mapped.

Force sync the Odoo delivery: Sync the order fulfillment to Odoo with completely fulfilled stocks without creating a backorder.

This may lead to negative on-hand quantities of product in case no sufficient quantities exist.

Do you manage the Odoo Taxes Excluded from the price ?

Enabling this config will sync the price of line items of Odoo excluding the Shopify tax.

4.2 For Orders- From Odoo To Shopify

Allow the Order fulfillment from Odoo to Shopify:

Using this open, the scheduler will run once a day for the same orders that have been fulfilled at the Odoo end and then update the order at the Shopify end.

Please note that if you enable this, 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 that 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.

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>

4.3 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.

4.4 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.

4.5 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:

To sync an individual customer you need to open that customer contact at the Shopify end.

Then click on ‘Synchronize Customer to Odoo’ to sync the respective customer from Shopify to Odoo.

4.6 For Bi-Directional Sync

Allow Bidirectional Inventory: A script that will run 6 times a day to update product inventory from Odoo to Shopify.

5. Product Mapping

Product Mapping involves establishing a connection between products in Shopify and Odoo, ensuring that the two systems recognize and correspond to the same product.

Synchronization means that a product in Shopify is synchronized to Odoo by creating a new product in Odoo, which will be mapped to that Shopify product automatically.

There are three methods to map the Shopify product with the Odoo product.

5.1 Product snychronisation

When you are creating a new product at Shopify and the product is not available at the Odoo end. In this case, the newly added product is synchronized to Odoo.

Navigate to the product click on More “action” and then click to synchronize to Odoo this will synchronize your product.

Auto-Sync of New Product

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.

Synchronize Unmapped Product

If you have several products that are unmapped at Shopify then in this case you can synchronize your product to Odoo.

Navigate to Odoo Connector >> Products >> Product Mapping. Then click on “Synchronize Now”. Then you will get a pop-up to choose the range.

Select the range and click yes. The unmapped product within the selected range will be synchronized to Odoo.

5.2 Manual Mapping

When you are creating a new product or products are already available on both ends. In this case, you can map the product via Manual mapping. 

Navigate to Odoo Connector App >> Products >> Product Mapping. Then click on Manual Mapping.

After clicking manual mapping you will see a product manual mapping page. Here you have to select the Shopify product that you want to map with Odoo.

Select Shopify Product and variant, search your Odoo product, and then select your Odoo product with their variant and click to add.

Once you select all the mapping products then click to the add products. The selected product will be mapped.

If your Shopify product does not have variants then the product will be available as product name – Default Title.

In case of any issues with the Manual product mapping, you can check Odoo Connector for Shopify: Manual Mapping user guide.

5.3 CSV Upload

If you have bulk products at both ends and you want to map them then you can use product mapping via CSV upload.

Before uploading the CSV Mapping you first need to make a CSV file for the product in the given CSV format.

Navigate to Odoo Connector App >> Products >> Product Mapping. Then click on the CSV Upload.

After clicking the CSV upload, you need to download the instructions and CSV format, so that you can manually fill your products in the given format in the CSV file.

Once you prepare your CSV file then you can choose the file and click to upload the CSV file, and your product will be mapped.

6. Collection Mapping

You can synchronize all collections from Shopify to Odoo with just a single click.

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.

7. Order Mapping

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

Navigate to Odoo Connector App >> Orders >> Order Mapping. Then click on the “Synchronize Now” button.

When you click on the “Synchronize Now” button you will have to select a range to synchronize the orders.

In case 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.

8. Payment Mapping

You can manually map the Shopify Payment methods with Odoo Payment Methods.

Navigate to Odoo Connector App >> Payment Mapping. Then click on “Manual Mapping”.

8.1 Payment Manual Mapping

Once you click on “Manual Mapping”, then select payment type, select “Payment Method” and “Odoo Payment Method”.

Then click on the “Map Now” button to map the payment between Shopify and Odoo.

9. Tax Mapping

In the tax mapping section, the Admin can manually map the Shopify Taxes with Odoo Taxes. Navigate to Odoo Connector App >> Tax Mapping.

Here you will see 3 options to map the tax between Shopify and Odoo.

9.1 Tax Mapping Via CSV Upload

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

You have to first download the CSV file format and Instructions. Once you read the instructions properly then make a CSV file as per the format.

Then select your CSV file and click to add.

9.2 Tax Override Mapping

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

Select your “Country”, and Region and Choose Collection then select your “Odoo Tax” then click on “Override”.

9.3 Tax Manual Mapping

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

You can manually map tax by clicking on Manual Mapping. In this, you have to select the “country”, “Region”, “zip code”, “order line tax”, and “Shipping Tax”.

10. Currency Mapping

You can also map the currency from the Shopify Odoo Connector App. Navigate to Odoo Connector App >> Currency Mapping. Then click on “Manual Mapping”.

Once you click on the manual mapping then you need to select “Currency” and “Odoo Currency”.

NEED HELP?

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