How to use the Shopify integration

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Retail POS is the system of record

Once the Retail POS-Shopify integration is live, Retail POS acts as the system of record. This is a term used to describe the dominant source for data in connections/systems that may contain multiple sources of the same data. To ensure data integrity, there must be only one system of record, which in this case, is Retail POS.

Make product changes in Retail POS

Because of this, if you ever wish to make changes to products that are linked, this will need to be completed in Retail POS. Any changes/updates to products in Retail POS will force them to update in Shopify also.

Retail POS will push any changes for linked products to Shopify when:

  • A product is saved on the edit product page
  • A product CSV is imported
  • A product is sold
  • A refund or exchange is done on Retail POS
  • An inventory count, stock order, stock transfer, or stock adjustment is completed

Retail POS pushes all product data to Shopify whenever a change occurs

Retail POS will push all product information to Shopify whenever an update/change is made. An example of this is if you have set up formatted descriptions in Shopify for Product A but there are no descriptions in Retail POS. If you make any changes to Product A within Retail POS, like changing the price or name, it will push the updates to Shopify including the empty Retail POS description which will overwrite the formatted Shopify description.

What can be managed in Shopify

If you wish to make edits to your products in Shopify, these are the five things that can be edited in Shopify without breaking the link with Retail POS:

  • Images*
  • Collections
  • UPC/barcode
  • Shipping weight
  • Compare at price

* Retail POS will sync images to Shopify on initial publish, but never after. For products that are linked, manage images on Shopify.

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