Integration Management

Updated on April 15th, 2025

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Shopify Settings

This page covers the various options that can be set in Extensiv Integration Management and in your Shopify account.

Personally Identifiable Information (PII) Dislosure

In compliance with Shopify and industry best practices we have established appropriate administrative, technical and physical safeguards to protect personally identifiable information (PII), Extensiv Integration Manager collects PII exclusively for the purpose of retrieving accurate order information from Shopify and sending said order information to the fulfillment service chosen by the merchant.
This information may include the following details:

Customer Name
Customer Address
Customer Phone Number
Customer Email Address
Shipping Name
Shipping Address
Shipping Phone Number
Shipping Email Address
Order gift message

This information is maintained within Extensiv Integration Management for a maximum of 60 days, after which it is deleted. PII is never sold, used for marketing purposes, or transferred to an outside entity other than Shopify and the merchant approved fulfillment location. Only employees with a job-related need have access to PII and only through controlled and monitored digital environment. All employees that may come in contact with PII have undergone a background and security check.

PII is securely stored. Extensiv is SOC2 Compliant and uses Drata to continually monitor security of data.

Integration Management settings

Order Download Rules

Settings	Description	Default	Options
Order Status	Only pull orders with the selected Order Status. This should almost always be set to Open.	Open	Open Closed Cancelled Any Status
Financial Status	Only pull orders with the selected Financial Status.	Paid or Partially Refunded	Authorized Pending Paid or Partially Refunded Paid Partially Paid Refunded Voided Partially Refunded Any Status
Fulfillment Status	Only pull order with the selected Fulfillment Status.	Unshipped or Partially Unshipped	Unshipped Unshipped or Partially Unshipped Shipped Partially Shipped Any Status
Ignore Non-Shippable Items?	Ignore Shopify items set to not Require Shipping? If yes, we will filter these products out before loading.	No	No Yes
Load Item Quantity	Which Shopify quantity field do you want Integration Management to consider during order loading?	Ordered Quantity	Ordered Quantity Fulfillable Quantity
Closed Fulfillment Order Handling	Should Integration Management Ignore "Closed" Fulfillment Orders when loading item quantity?	Load All	Load All Ignore Closed

Order Settings

Settings	Description	Default	Options
Custom Order ID	Which Order ID field should we use? Standard ID: The numerical portion of the Order ID (order_number) Custom ID: Includes any Prefix and Suffix you defined in Shopify (name) Internal ID: Shopify's internal ID. (id)	Custom ID	Standard ID Custom ID Internal ID
Ship Method Field	Which field should we use when picking up the ship method from Shopify?	Ship Method Code	Ship Method Code Ship Method Title
Order Pick-up Action	What should Integration Manager do after loading orders to mark them as "Picked Up" in Shopify? It is no longer recommended to close unshipped orders	Add tags to order	Add tags to order Do nothing
Order Tags to Add	If this field is filled, Integration Manager will add the listed tags to orders after picking them up. You can add multiple tags, which can be formatted as a list of comma-separated values. For example, if an order has three tags: tag1, tag2, tag3	sent-to-wms
Delay Order for Pickup X Minutes	Delay picking up orders until they are at least X minutes old. This allows time for orders to be canceled or changed in the cart before we pick them up. Note: This feature will interfere with inventory sync and can cause over-sale of products! Use at your own risk. If this feature was enabled and you are disabling it, some orders could get missed. When disabling this, you must either decrement this value by no more than 45 minutes per time that Integration Manager pulls orders, or you must manually re-pull orders from that time period	0
Ship Code for Amazon Prime Orders	Leave blank for default. Otherwise set the Ship Code value you would like to set when orders are Amazon Seller Fulfilled Prime.
Load Gift Message	Where should Integration Management load the Gift Message from in Shopify? No - Do Not Load Item Properties - Load From Item Properties Message	No	No Yes
Load Shopify Meta Fields	Should Integration Management load the Shopify Order Metafields? These will be loaded in Integration Management Extra Fields.	No	No Yes
Load Shopify Payment Data	Should Integration Management load the Shopify Source Name as Integration Manager's Order Source? This overwrites the default Order Source for this cart. Note: This data is automatically loaded for authorized orders. Enabling this setting will slow down order loading for high volume sellers.	No	No Yes
Load Cancellation Requests	Should Integration Management load order cancellation requests from Shopify and push them to WMS? (Not all WMS accepts cancellation requests. )	Yes	No Yes
Allow WMS to Cancel in Shopify	Should Integration Management load the Shopify Order Metafields? These will be loaded in Integration Management Extra Fields.	Yes	No Yes

Order Filters

Settings	Description	Default	Options
Filter Orders By Fulfillment Location	Each Shopify connection is designed to service a single fulfillment location. Integration Manager can retrieve orders from all locations through a single connection by disabling this setting.	Yes	No Yes
Shopify Fulfillment Service	Location in Shopify to sync inventory with and confirm orders to
Shipment Signature Tag	If an order contains the given Shipment Signature Tag, Integration Management will send this order to WMS as Signature Required. Please be aware that not all WMS accepts Signature Required switch.
Shipment Insurance Tag	If an order contains the given Shipment Insurance Tag, Integration Manager will send this order to WMS as Insurance Required. Please be aware that not all WMS accepts Insurance Required switch.
Filter Orders by Order Tags	Include or exclude orders by providing a comma separated list of Shopify Order Tags. The following options are available for the list of tags: Contains All Following Tags Contains At Least One Of Following Tags Does Not Contain All of Following Tags (Skip order if all of the tags listed are found) Does Not Contain Any One of Following Tags (Skip order if any of the tags listed are found)	No	No Yes
Filter Orders by Customer Tags	Include or exclude orders by providing a comma separated list of Shopify Customer Tags. The following options are available for the list of tags: Contains All Following Tags Contains At Least One Of Following Tags Does Not Contain All of Following Tags (Skip order if all of the tags listed are found) Does Not Contain Any One of Following Tags (Skip order if any of the tags listed are found)	No	No Yes
Filter Orders By Source		No	No Yes

Shipment Settings

Settings

Description

Default

Options

Send Shopify Confirmation Email

Should Shopify send a Shipping Confirmation Email to customers when we mark an order as shipped?

Yes

No

Yes

Update After Confirming

Enable this if your would like Integration Manager to update your order in Shopify after it has been confirmed

No

No

Yes

purchase settings store config

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