The Shopify Integration - How does it work, and how do I set it up?

  Plan availability 

  Pro   Enterprise    |     Standard    Advanced  

 

Lightspeed-Shopify-Logo.png

The Retail POS-Shopify integration shares product, inventory, customer and sales information between both systems, simplifying daily operations by saving time on manual admin and double-entry. Information is kept up-to-date between your online and brick-and-mortar stores, so you can be confident that you will only sell stock you have.

  Important

  • Once your Retail POS and Shopify accounts are connected, Retail POS becomes the system of record.
  • You should manage your product catalog, pricing, and inventory information in Retail POS to ensure everything stays accurate and up-to-date.
  • Shopify feeds important information back to Retail POS such as online sales, new customer or existing customer information associated with a sale, and inventory from a sale to keep stock levels in sync.
  • Please click the following link for more on how to use the Shopify integration!

Things to check before integrating

  • For Retail POS users, the Shopify integration is only available on the Pro and Enterprise, and Standard and Advanced plans. If you’re on a Lite or Lean plan, you’ll need to upgrade to connect your Retail POS store to Shopify.
  • You will need your store URL and your login credentials to set up the Retail POS-Shopify integration.
  • Make sure you have set up all the products you need before activating the Integration. If you have products on both platforms, make sure their SKUs and handles match.
  • We recommend you take a back-up of any product data in either system before you begin. You can export your Retail POS products on the Product page and you can export your Shopify products on their Product page.
  • Any third-party Shopify app that changes your prices, SKUs, or handles will cause problems. Please test this thoroughly before switching on another integration to your Shopify store when linked with Retail POS.
  • We recommend creating a separate payment type just for Shopify orders.
  • We recommend setting up a new register in Retail POS in the outlet you want to link to Shopify. This is because sales made in Shopify after you close your store’s register for the day will re-open the register. Setting up a separate register ensures all your reporting is clear.

Setting it up

1. In Retail POS, navigate to Setup > Apps.

2. In the Sell online section, click Connect to Lightspeed Retail under Shopify

Shopfiy-Apps-Page-Connect.png

3. Input your Shopify store URL. If you have your own domain (e.g. mystore.com) make sure you tell us your Shopify domain (e.g. mystore.shopify.com). Click Save.

Shopfiy-Enter-URL.png

4. If you're not already logged in to your Shopify store, you'll be asked to enter your Shopify log in credentials.

5. Then, you'll be able to pick how you set up your products:

  • If you have products in both systems and would like to link your products, click manage products manually, and then refer to this article.
  • If all your products are in Retail POS, and you want them all in Shopify, click Publish all to Shopify.

  • If all your products are in Shopify (existing Shopify user), click Import all from Shopify.

      Note

    • Any images attached to these Shopify products will not be carried across to Retail POS.
    • If you have a high number of products, then it may take some time for these to appear in Retail POS due to how Shopify works with other systems.
  • If you only want to publish a selection of your Retail POS products to Shopify, click No thanks, I'll manage my products manually.

Once you select an option, your Shopify integration is live! From this point, there are still a number of things to configure. Navigate to Settings > Apps > Shopify to continue!

Configuring the Shopify integration

Once you have gone to Settings > Apps > Shopify, a Product Tour should automatically play the first time you visit this page. This will be a guided tour within Retail POS of all the options on this page!

  Tip

If you missed something on the tour the first time, no worries! You can re-visit the tour anytime by clicking the button below!

However, please note that the tour will not play without having gone through the setup steps in the previous section.

Click here to replay the tour!

Once on the settings page, follow the steps below to finish configuring the integration:

1. Select which register to record Shopify sales on from the Shopify register drop-down

Shopify-Setttings-Register.png

2. Select the payment type to record your payments against from the Shopify payments drop-down. This could be your normal credit card type, or you might like to set up a separate payment type just for Shopify payments.

Shopify-Setttings-Payments.png

3. Shopify has a Product Vendor field. This field is shown on your Shopify webstore. You can select for this to match either:

  • Product brand in Retail POS
  • Product supplier in Retail POS

Shopify-Setttings-Product-Vendor.png

4. If you have more than one outlet that you wish to link with Shopify, you will need to setup multi-outlet inventory. For more information, refer to our Multi-location Inventory with Retail POS (X-Series)'s Shopify integration guide.

Shopify-Setttings-Sync-Outlets-Inventory.png

5. By default, your sales in Shopify will automatically be added to your Retail POS store, and update the available inventory. If you do not want your sales to appear automatically, untick the Update Lightspeed Retail box.

Shopify-Setttings-Automatic-Updates.png

This means your Shopify orders will only appear in Retail POS when you manually add them using the Get Shopify Orders button.

  Important

If you disable this feature and later enable it, you need to make sure you manually pull any final orders through to Retail POS as it will not be backdated automatically.

Once you've saved the settings, your Shopify integration is live! From this point, there are a number of other things to set up, all at your own pace. Please read below for the next steps!

Testing your integration

At this point, we recommend running through some test scenarios to make sure your integration is working as intended.

For a detailed breakdown of those scenarios, refer to our Checklist for testing your Shopify Integration guide.

Did this answer your question?
Have more questions? Contact us so that we can help you out.