There are four major steps in setting up the Shopify and Octopos Product and Inventory Sync.
Create a developer app in Shopify and get access token
Create shopify integration in Octopos
Setup webhook in Shopify for fulfilled orders
Let’s go over each steps.
Setting up the developer app in Shopify
This step will give necessary access to Octopos for pushing and pulling product data.
Login to your Shopify admin dashboard and click on setting
2.Click on Apps and Sales Channels
3. Click on Develop Apps
4. Click on Create an App
5. Add any name to your app. For example: Octopos <> Fresh Market Connection and click on Create App
6. Click on Configure Admin API scopes -
7. Select following Access Checkboxes and click on Save
8. Click on Install app and install
9. Above step will generate Admin API access token. Click on Reveal token once.
Store this token in a secure place. You will need to enter in octopos. You will only be able to see this token once. If you lose and then you will need to go through above steps again!
We also need to store API secret key from the shopify. We will need to enter this in octopos as well.
You can find it in the same page as where you got the API Token.
Next, we will add the integration in octopos.
Create Integration in Octopos
Login to your Octopos backoffice and click on integrations and again on integrations.
2. Click on shopify
3. Enter your shopify url, access token and select the store location -
Shopify URL: Enter the full url including the https://
Access Token: This is the token that we saved from the previous section. It was generated in shopify when we created the developer app.
API secret key: Also from the same page as access token in shopify admin developer page.
4. Select how you would like to import or sync products. Also select other option on price and inventory syncing between both platforms. After that click on Submit.
In the integrations page, you will see your newly created integration. Please note, it make take upto an hour for all products to be pushed to shopify or into octopos if you selected that option. To check the progress, you can refresh the page in octopos.
Please note the sync criterias:
1. If you update products through import or export, it will not update items in shopify.
2. If you change department or tag's name in octopos, it will not change the name in shopify.
3. Product Department in octopos will sync as Product Type in Shopify.