Table of Contents

Features
Setup
Usage
FAQ covering the following topics:
Multiple stores / warehouses
Languages
Multiple categories
Product / category attributes
Changes made in shop
Non-stock, related and bundle products
Currencies
Shipping
Taxes
Promotions and pricing
Payments
Customer accounts
Invoices / orders
Records exported from Erply to Shopify
Product groups
Regular products
Matrix products
Records imported from Shopify to Erply
Product groups (one-time only)
Regular products (one-time only)
Matrix products (one-time only)
Orders
Order line items
Order shipping items
Customers
Addresses
Payers
Payer addresses
Payments
Advanced Settings

Erply x Shopify connector features

Import products into Erply

Only one-time import during setup.
Product groups
Products and product variations
Product images
Product prices

Export products to Shopify

Quickly update your Shopify product information whenever needed.
Product groups
Products and product variations
Product images
Product prices
Product stock levels

Export any changes to Shopify

Export changes from your Erply account into Shopify.
Added, modified or deleted groups
Added, modified, moved, deleted or archived products
Added or deleted product images
Changes in product pricing
Changes in product stock

Import orders into Erply

Import orders from your Shopify webshop into Erply.
Paid orders
Shipping cost and subtracted discounts
Customers, shipping addresses and billing addresses
Payments

Setting up the Erply Shopify connector

Make sure the connector meets your requirements. Read this document and consult our customer support.
Create a new Shopify account and upgrade it to paid plan.
If you do not already have an Erply account, create an Erply account
Contact Erply customer support to have Shopify enabled for your Erply account. Please note that a charge will be associated with the Shopify connector.
Configure the connector in the Erply back office.
Find the newly enabled Web store module in your Erply back office. 
Click Connect Shopify web store and follow the setup instructions.

Run a few test synchronizations to ensure your webshop is working as expected:
Sync your products into your Shopify account and ensure they display as expected.

Place a few test orders in Shopify using varying information:
Customer information
Payment information
Tax rates
Discounts
Ensure orders are imported in Erply as expected.
Make any design and text changes to your web store and you are ready to go live.

Usage

Initial product import from Shopify

If your Erply account has the “Enable product import” advanced setting enabled, then you will be able to import your existing products from Shopify account to Erply right after connecting your Erply account with your Shopify account.

Manual export and import

Once your Erply account and Shopify webstore are connected, you can manually export products to Shopify and import orders to your Erply account.

Product catalog export

Exports all product groups, products, inventory quantities and price list prices to Shopify that have been added or changed after last successful export.

Order import

Imports all sales orders from Shopify that have been added or changed after last successful import.

Autosync

If the Shopify autosync feature is enabled, imports and exports will automatically happen at the following intervals:

Export product groups, products, price lists to Shopify: Every 15-30 minutes*
Export inventory quantities to Shopify: Every 1-3 minutes*
Import orders from Shopify: Every 1-3 minutes*

* Please note that the intervals can vary based on the load of the system and the amount of data changed since the last successful import/export.

Settings

Settings are needed to configure data mapping that can not be automatically determined based on Erply or Shopify standard settings. 
Making sure the settings match the Shopify and Erply configuration is very important to assure correct quantities and prices are imported/exported.

Advanced Settings

Advanced settings should only be used with a qualified Erply consultant.  These settings can only be changed when a special Employee Key is used. 
Changing the settings can cause data loss on both Erply and Shopify side or significant performance issues for the Shopify Connector.
Language - Use specific Erply account language for export

Enable product import - Checking this setting will allow one-time product import from Shopify to ERPLY.

Enable image export - Unchecking this setting will disable product images from being exported from ERPLY to Shopify. This will enable images to be uploaded and managed on Shopify side. By default all product images are exported to Shopify and images on Shopify side are overwritten.

Enable customer import - Unchecking this setting will disable customer information from being imported from Shopify to ERPLY. All imported orders will be associated with a default customer. By default all customer info is imported to ERPLY.

Enable product updates export - Unchecking this setting will disable product updates from being exported to Shopify. This is useful when initial product information is added through ERPLY, but all following product information management is done on Shopify side. Only newly created products will be exported. Updating or deletion of products will not be attempted. When there is `shopifyId` or `shopifyVariationId` attribute set for the product, then it is assumed that the product exists in Shopify. This also applies to Matrix variations. This means, that variations will not be updated and deleted variations will not be deleted. Please note, that because of this matrix variations should never be re-generated with different dimensions. Otherwise there will be a conflict during export to Shopify that will need to be manually resolved. By default, all product updates are also exported from ERPLY to Shopify.

Enable product groups export - Unchecking this setting will disable product groups from being exported to Shopify. This will cause product export without assigning to any "custom collections" in Shopify and disable export of product groups as "custom collections". Attribute `shopifyCollectId` wont be set for products in Erply. By default, product groups are also exported from ERPLY to Shopify.

Enable assembly product export - Unchecking this setting causes assembly products to not be exported to Shopify.

Enable products to be published when exported - Unchecking this setting cause products exported from ERPLY to Shopify be unpublished. By default all products exported to Shopify will be published.

Enable export special case - Checking this setting will mark the account as special case. Special case accounts have product image export, product stock export and product description export disabled. By default, the accounts are not special case.

Enable tax matching by name - Checking this setting will enable tax matching by all their components and saving new taxes with a set of components. ZIP code wont be used for matching to reduce amount of duplicated data saved in Erply. "City, county and state tax rates" module must be installed on account. 

Use stock ajustment sync - If this setting is checked, stock sync to Shopify will adjust amounts instead of replacing and only happen if any confirmed Inventory documents - Write-Off, Transfers, Registration or Purchase Invoices for sync specific warehouse was commited since last stock sync. Also product sync wont update stock information. This setting will reduce stock sync speed but increase accuracy in case of big sales.

Order sync blocks Stock sync - If this setting is checked, Orders sync from Shopify will prevent starting of Stock sync to Shopify at the same time to prevent oversell. Will lead to slower stock sync to Shopify. If "Only allow quantities sync on inventory registrations and write-offs" is enabled - when stock sync is active no any order sync jobs will be executed for same purpose.

Stock reserve value - Stock reserve value. If value is different from zero - stock amount syncronized to Shopify will be decreased by it to reduce posibility of oversell. If stock value is less than decrease value - Shopify amount will be set to 0.

Custom Product Type - Shopify product type attribute name. If this value is not empty for shopify product types sync will use this product attribute value. If product attribute is not set or empty (or this setting is empty) 'Category' name will be used. If product doesnt have category name or it is empty - type will be set to 'Misc'.

Mark product for export

When the Shopify Connector is enabled on  your Erply account, a new “Shopify” tab is added to product form. 
This enables manually marking the selected product to be exported to Shopify during next product export.

* Please note that the “Mark product for export” only changes the product’s last update date. This does not guarantee that the product is actually exported. For example if the product is not eligible for export (“Show in webshop” disabled, incorrect price etc) then the export will still skip this product.

Frequently asked questions

Multiple stores/warehouses

Can I configure which warehouse I want to use for my web store?

Yes. You will be prompted to choose a warehouse during setup and can change this in your settings.

Can my Shopify web store show summed stock levels from all warehouses?

Yes. You will be prompted during setup.

Do you support multiple web stores for one backend account?

Yes, multiple web stores are supported.

Languages

Can I set up store in multiple languages?

No, stores can only have one language at this time.

Can I add products to multiple categories/groups? 

No, a product can only be assigned one category or group.

Product / category attributes

Do you support product variations / matrix products? 

Yes. You can set these up in Erply.

Do you support product attributes (custom options) and attribute sets (for filtering and comparison)?

Not at this time.

Can I add category description, image, pdf etc?

No.

Can I add files to products? 

You can only add images like .png and .jpg. .PDF or other files will not synchronize to Shopify.

Can I hide products, groups or variations from web store? 

Yes. Use the "Show in webshop" checkbox in Erply. Also products with status “Archived” and “Not for sale” are not synchronized to Shopify.

Do you support quantities with decimals?

No, please only use whole numbers. 1, 2, 3, 4 etc.

Are product dimensions (length, width, height, volume, weight) synced? 

Only gross weight is exported to Shopify.

Do you export brand, manufacturer and supplier information to Shopify? 

We export a product’s brand to Shopify.

Does Erply require an image at the “child” level for matrix products or at the “Parent” level? 

The images must be added to the "Parent" level. Adding different images to each child product is not supported at this time.

Changes made in webshop

What if I change or move a product or product group in my webshop?

Erply will override your changes.

Non-stock, related and bundle products

Do you support non-stock products? 

Yes

Do you support related products? 

No,

Do you support bundle products? 

No.

Currencies

Can I use my local currency?

Yes. Just set this up as base currency in both shop and Erply.

Shipping

How can I add shipping options such as location, speed, weight, cart total, cart item and count?

You’ll need to set up all the methods and prices in your web shop. Erply will just add shipping line as last invoice line.

Do you integrate with UPS, DHL, FedEX so the shipping methods and prices get updated automatically? 

These are setup in your Shopify webstore.

Can I add handling and packaging fees? 

No

Do you have dropshipping and carrier integrations?

No, these are handled in Shopify.

Do you support multiple shipping addresses? 

No.

What product / service is used for shipping when order is imported to Erply? 

You can choose the corresponding product during setup. This is optional, but is useful for reporting and accounting purposes.

Taxes

How can I define tax rates? 

You’ll need to set up tax rates on both sides: in your shop and in Erply. 

When importing we will tie the correct rate to the invoice line. If there is no corresponding tax rate in Erply, then the invoice line will be added with the default tax rate. You can manually add the correct rate later.

Is tax calculated prior or after discount?

We support the latter. You’ll need to check that this is set up both in shop and in Erply.

How to set up region based taxes?

Set up on both sides: in shop and in Erply. If there is no corresponding tax rate in Erply, the invoice line will be added with the default tax rate. You can manually add the correct rate later.

What does the "All taxes are included in my prices" option mean?

This option must match the same option in Shopify. When you choose this option, then prices with VAT are exported to Shopify instead of net prices. When a customer places an order the total price will remain the same even if the final tax rate is different.

What does the "Charge taxes on shipping rates" option mean?

This option must match the same option in Shopify. When you choose this option, then tax is also applied to shipping.

Promotions and pricing

Do you support different prices between my webshop and my POS. 

Yes! During setup you can choose a special price list for your webstore.

Can I have special pricing that shows the old price strikethroughed with a new price listed next to it? Example: $60 → $30 

Yes!  You have to select the “Use product full price as compare at price” setting and select a price list that contains discounted prices. Your Shopify store will show the new discounted prices, as well as the original price that it was marked down from.

Where do I set up promotions. coupons and discount campaigns? 

These are not supported by default. 

Do you support group pricing, tier pricing?

No.

Do you support customer / customer group based prices?

These are not supported by default. 

Payments

Do you support authorization and doing capture later?

This should be done in webstore. Only fully captured orders are imported to Erply.

Where do I set up my payment methods and payment integrations? 

In web store.

How are payments imported to Erply? 

You can choose which payment gateways correspond to which payment types in Erply during setup. This is optional, but is useful for reporting and accounting purposes. By default all payments are imported as card payments.

Customer accounts

Where do I manage customer accounts and perform actions such as password changes?

Account management is done in your Shopify webstore. Customer accounts are not imported to Erply -- only customers and addresses are added when importing orders. 

To avoid duplicates, Erply checks if matching customers and addresses are found during the import process. 

Invoices and orders

Can I choose if purchases coming in from Shopify are imported to Erply as invoice or as orders?

Yes. You can choose this during setup.

Invoice-waybills (depletes inventory quantities)

Stock is moved and the transaction is completed as soon as the document comes into Erply.

Orders (reserves goods by putting them in layby)

A few confirmation steps required to complete the order.

Used for buy online, pickup in-store orders.

How is shipping cost displayed on invoices in Erply?

 Shipping cost is added as extra line item.

Are Shopify discounts displayed on invoices within Erply?

Yes! Shopify discounts are displayed as an extra invoice line item. In Erply, discounts are subtracted from each line.

Does importing orders into Erply create duplicate customers? 

No. If a match is found, then the existing customer will be used for billing, shipping or both.

Records exported from Erply to Shopify

Product groups

Product groups in Erply can have subgroups. Collections in Shopify have flat structure. So during a product sync, only top-level groups are imported to Shopify. Products under subgroups are treated as children of the top level group. 

We will check if a group is already exported to Shopify by looking at the attribute shopifyId. 

New groups will be added to Shopify and existing groups will be updated. 

Deleted groups will NOT be deleted from Shopify.

Groups with “Show in webshop” unchecked will not be exported to Shopify. Unchecking the field will NOT cause the collection to be removed from Shopify.

Groups where the “Name” field is left blank will not exported to Shopify. Removing group names will NOT cause products to be removed from Shopify.

Shopify field	Erply field
Collection: name	Product group: name

Regular products

We will check if product is already exported to Shopify by looking at attributes shopifyId and shopifyVariationId. New products will be added to Shopify, existing products will be updated and deleted products will be removed from Shopify ****.

Products with “Show in webshop” unchecked will not be added to Shopify. Unchecking the field will cause product to be removed from Shopify.

Archived or not for sale products will not be added to Shopify. Archiving or marking product not for sale will cause product to be removed from Shopify.

Products without “Name” will not be exported to Shopify. Removing product name will cause product to be removed from Shopify.

If product group was not exported to Shopify then none of the products in this group are exported to Shopify. Changing the product group so that it is removed from Shopify will cause the product in that group to also be removed from Shopify.

Products with negative price are not exported to Shopify. Changing product price to negative  will cause product to be removed from Shopify.

Giftcards are not exported to Shopify. Changing existing product to a gift card will NOT cause product to be removed from Shopify.

Shopify field	Erply field
Product: name	Product: name
Product: vendor	Product: brand
Product: type	Product: category
Product: description	Product: web fields: long description *
Product: images: src	Product: pictures: large URL */**/***
Product: images: metafields: tags: alt	Product: pictures: name */**
Product variant: price	Product: net sales price / sales price with VAT Price list rule: net sales price / sales price with VAT
Product variant: compare at price	Product: net sales price / sales price with VAT *****
Product variant: sku	Product: code
Product variant: charge taxes	Product: tax free in all locations
Product variant: requires shipping	Product: non-stock product or service *
Product variant: stock quantity	Product variant: stock levels: available *
Product variant: weight	Product: gross weight *

* Not exported if “Enable export special case” parameter is set

** Not exported if “Enable image export” parameter is disabled

*** Field “Product: pictures: full URL” is used when “Enable full image export” parameter is set

**** Product updates and deletions will not be exported if “Enable product updates export” parameter is disabled.

***** Only when “Use product full price as compare at price” setting is enabled.

Matrix products

Product dimensions can be modified, added or deleted. All changes will be synced to Shopify. 

We will check if product is already exported to Shopify by looking at matrix parent attribute shopifyId and matrix variation attribute shopifyVariationId. New products will be added to Shopify, existing products will be updated and deleted products will be removed from Shopify ****.

Matrix products without dimensions will not be exported to Shopify. Deleting all dimensions will cause product to be removed from Shopify.

Matrix products with empty dimension name will not be exported to Shopify. Adding a dimension with empty name will cause product to be removed from Shopify.

Matrix products with duplicate dimension names will not be exported to Shopify. Adding a dimension with duplicated name will cause product to be removed from Shopify.

Matrix products without variations will not be exported to Shopify. Once variations are added, the product will appear in Shopify. Deleting all variations will cause product to be removed from Shopify.

Matrix products or variations with “Show in webshop” unchecked will not be added to Shopify. Unchecking the field will cause product to be removed from Shopify.

Archived or not for sale matrix products or variations will not be added to Shopify. Archiving or marking product not for sale will cause product to be removed from Shopify.

Matrix products without “Name” will not be exported to Shopify. Removing product name will cause product to be removed from Shopify.

If product group was not exported to Shopify then none of the matrix products in this group are exported to Shopify.Changing the product group so that it is removed from Shopify will cause the product in that group to also be removed from Shopify.

Matrix products or variations with negative price are not exported to Shopify. Changing product price to negative  will cause product/variation to be removed from Shopify.

Gift Cards are not exported to Shopify. Changing existing product to a gift card will NOT cause product to be removed from Shopify.

Shopify field	Erply field
Product: name	Product: name
Product: vendor	Product: brand
Product: type	Product: category
Product: description	Product: web fields: long description *
Product: images	Product: pictures: large URL */**/***
Product: images: metafields: tags: alt	Product: pictures: name */**
Product options	Product dimensions
Product variant: name	Product variant: name ENG
Product variant: price	Product variant: net sales price / sales price with VAT Price list rule: net sales price / sales price with VAT
Product variant: compare at price	Product: net sales price / sales price with VAT *****
Product variant: sku	Product variant: code
Product variant: charge taxes	Product variant: tax free in all locations
Product variant: requires shipping	Product variant: non-stock product or service *
Product variant: stock quantity	Product variant: stock levels: available *
Product variant: weight	Product: gross weight *

* Not exported if “Enable export special case” parameter is set

** Not exported if “Enable image export” parameter is disabled

*** Field “Product: pictures: full URL” is used when “Enable full image export” parameter is set

**** Product updates and deletions will not be exported if “Enable product updates export” parameter is disabled.

***** Only when “Use product full price as compare at price” setting is enabled.

Records imported from Shopify to Erply

Product groups (one-time only)

Existing groups are matched based on name or by shopifyCollectId attributes.

Shopify field	Erply field
Collection: name	Product group: name

Regular products (one-time only)

Existing products are matched based on SKU or by shopifyId and shopifyVariationId attributes.

Inventory quantities will not be imported to Erply

Gift cards are not imported to Erply.

Shopify field	Erply field
Product: name	Product: name
Product: vendor	Product: brand (new brand is created if not found)
Product: type	Product: category (new category is created if not found)
Product: description	Product: web fields: long description
Product: images	Product: pictures  (existing pictures will be removed)
Product variant: price	Product: net sales price / sales price with VAT
Product variant: sku	Product: code
Product variant: charge taxes	Product: tax free in all locations
Product variant: requires shipping	Product: non-stock product or service
Product variant: weight	Product: gross weight

Matrix products (one-time only)

Existing products and variants are matched based on SKU or by shopifyId and shopifyVariationId attributes.

Inventory quantities will not be imported to Erply

Giftcards will not imported to Erply.

Shopify field	Erply field
Product: name	Product: name
Product: vendor	Product: brand (new brand is created if not found)
Product: type	Product: category (new category is created if not found)
Product: description	Product: web fields: long description
Product: images	Product: pictures  (existing pictures will be removed)
Product options	Product dimensions
Product variant: name	Product variant: name ENG
Product variant: price	Product variant: net sales price / sales price with VAT
Product variant: sku	Product variant: code
Product variant: charge taxes	Product variant: tax free in all locations
Product variant: requires shipping	Product variant: non-stock product or service
Product variant: weight	Product: gross weight

Orders

Only paid orders are imported to Erply. 

Erply field	Shopify field	Value
type		Can be chosen during setup
number		Generated by Erply
currency	Order: currency
date	Order: date
time	Order: date
customer *	Order: shipping address
address *	Order: shipping address
payer *	Order: billing address
payer address *	Order: billing address
notes	Order: note
warehouse		Can be chosen during setup

* Not imported if “Enable customer import” parameter is disabled

Order line items

Erply field	Shopify field
line item name	Order: line item product name
line item VAT	Order: tax amount
line item amount	Order: line item quantity
line item price	Order: line item price
line item discount	Order: discount divided to all lines

Order shipping items

Erply field	Shopify field	Value
line item name	Order: shipping line title
line item VAT	Order: shipping line tax amount
line item amount		1
line item price	Order: shipping line price

Customers

Erply field	Shopify field
First name *	Order: shipping address: first name
Last name *	Order: shipping address: last name
Email *	Order: email
Phone *	Order: shipping address: phone number

* Not imported if “Enable customer import” parameter is disabled

Addresses

Erply field	Shopify field	Value
Type *		"mailing address"
Address line 1 *	Order: shipping address: address line 1 + Order: shipping address: address line 2
Zip *	Order: shipping address: postal / zip code
City *	Order: shipping address: city
State *	Order: shipping address: region
Country *	Order: shipping address: country

* Not imported if “Enable customer import” parameter is disabled

Payers

Erply field	Shopify field
First name *	Order: billing address: first name
Last name *	Order: billing address: last name
Email *	Order: email
Phone *	Order: billing address: phone number

* Not imported if “Enable customer import” parameter is disabled

Payer addresses

Erply field	Shopify field	Value
Type *		"mailing address"
Address line 1 *	Order: billing address: address line 1 + Order: billing address: address line 2
Zip *	Order: billing address: postal / zip code
City *	Order: billing address: city
State *	Order: billing address: region
Country *	Order: billing address: country

* Not imported if “Enable customer import” parameter is disabled

Payments

Erply field	Shopify field	Value
Payment: customer *		Same as payer of order
Payment: type	Order: payment method	Mappings can be chosen during setup
Payment: date	Order: date
Payment: amount	Order: total price
Payment: currency	Order: currency
Payment: payer	Order: checkout ID + Order: gateway
Payment: last 4 digits of card number	Payment: credit card number	Format **** *** *** XXXX
Payment: card type	Payment: credit card company
Payment: cardholder's name *	Order: customer first name + Order: customer last name

* Not imported if “Enable customer import” parameter is disabled