Shopify Settings
3.9 min read
|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?
|
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 |
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. |
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| 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. |
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| 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 |