Shopify integration

Introduction

Connecting your Uphance account to your Shopify store lets you:

  • Connect your Uphance product SKUs to your Shopify variants to sell available inventory online.
  • Jumpstart your Shopify product setup by uploading basic product, variant and SKU data from Uphance to Shopify.
  • Automatically sync your Available To Sell (ATS) inventory levels from Uphance to Shopify as a result of updates within your Uphance account.
  • Reduce your inventory counts in Uphance as a result of new orders on your Shopify store.

How it works

After connecting your Uphance account to your Shopify store, you'll have the option to link your Uphance product SKUs to Shopify variants.

For products in Uphance and Shopify that are "linked" the inventory levels in Shopify can be kept up-to-date with inventory levels in Uphance, allowing you to sell your excess inventory through your online store.

Uphance also monitors sales that are made on your Shopify store to reduce inventory levels in Uphance appropriately.

Available to sell from stock

As you work within your Uphance account, inventory levels are constantly monitored and any changes are immediately synced to your Shopify account.

In Uphance, your excess inventory (not destined for any wholesale customer) is known as your "available to sell" inventory. You can view these levels on the Available to Sell report page.

Because "available to sell" includes pending production (stock that you haven't yet received from your manufacturer), Uphance keeps track of an additional level, "available to sell from stock" which doesn't include this pending production. This is the quantity you can immediately send to your online customers. You can view currently "available to sell from stock" levels on the Available to Sell From Stock report page.

Alternatively, by editing your Shopify integration settings, Uphance lets you sync your entire in-stock quantities to Shopify. You may want to do this if you want to prioritize online orders over your wholesale order book. When you sell in this way, you may need to cancel or reduce quantities from wholesale orders before they are shipped. When you create pick tickets for wholesale orders, Uphance will tell you

Incoming online orders

Uphance watches for new orders on your Shopify store and immediately adjustments inventory downwards for ordered products. Your "in stock" inventory levels in Uphance will reduce and consequently the "available to sell from stock" level will also reduce.

You'll also be able to see a "Shopify Order" grouped inventory adjustment on the Update Inventory page, as well as individual (SKU level) adjustments in the inventory change log.

Connecting to Shopify

You can manage the connection between your Uphance account and your Shopify store from the Shopify integration settings page within Uphance.

  1. Make sure you are signed in to your organisation owner account.
  2. Navigate to the Integrations page.
  3. Navigate to the Shopify integration settings page.
  4. Enter your Shopify store URL (starting with https:// or http://)
  5. Click the "Connect to Shopify..." button.
  6. You will be redirected to Shopify pages - follow their on-screen instructions.

Now that your Uphance account is connected to your Shopify store, you can proceed to link your products so that Uphance knows how to keep ATS inventory levels in sync.

Settings

Shopify pricing channel
 If you use Uphance to quickly upload a new product to Shopify, prices for the product will be taken from this channel. This settings is not involved in the automatic update of inventory levels.

Quantitiy to sync to Shopify
 This is the quantity level to sync ot Shopify. Usually you will want to leave this as the default setting, "Available to sell from stock" (described above). If you want to allow online customers to purchase units of inventory destined for your wholesale orders, you can change this setting to "In stock" which will sync your basic in-stock inventory levels to Shopify. You should bear in mind that you may have a shortfall when you come to ship your wholesale orders, and it will then be up to you to cancel any "oversold" units from those wholesale orders before shipping.

Linking Uphance and Shopify products

Uphance will only keep inventory levels in sync for Uphance SKUs that are "linked" to Shopify product variants. You can link up existing Uphance products to Shopify product or, if it's a new product that you haven't yet entered manually into Shopify, you can upload the basic product details from Uphance to Shopify. Both of these operations can be accomplished by navigating to the product details page and clicking the "Shopify" button at the top of the page.

SKU and Variants

Each Uphance product variation can be linked to a particular Shopify product. If you have several products in your Shopify store that are represented by a single product in Uphance, you can link them by entering a different Shopify product ID for each Uphance product variation.

Connecting a Uphance product to an existing product in Shopify

If you have an existing product in Shopify, you can "link" that product to the matching product in Uphance.

To do so you will need to locate the product "ID" in Shopify. This can be done by navigating to the product in the Shopify admin area, then copying the number from your browser's address bar:

When you have this ID number, take the following steps to link the Uphance product to Shopify:

  1. Navigate to the product details page within Uphance.
  2. Click the Shopify button at the top of the page.
  3. Click the "Connect to existing Shopify product" link.
  4. Paste the Shopify product ID into the text field and click "Connect".

Uphance will inspect the product within Shopify and try to match the Shopify product variants to individual Uphance SKUs by color and size. If your colors and sizes are named differently within your Shopify store, Uphance won't be able to automatically link them and you'll need to manually select the correct Shopify variants using the dropdown menus.

If you have multiple Shopify products represented by a single product within Uphance, enter the first Shopify product ID using the steps above. Uphance will link all variations to the first Shopify ID, but you'll then be able to update each Uphance variation with the correct, individual Shopify product ID.

Uploading a new product to Shopify

If you haven't yet added the product to Shopify, you can start the process quickly by uploading the product from Uphance to Shopify. This will create add a new product in Shopify with the correct product options and variants linked to each SKU within Uphance. After uploading, you can finish setting up the product in Shopify and remove any variants that aren't intended for sale.

To upload a product from Uphance to Shopify:

  1. Navigate to the product details page within Uphance.
  2. Click the Shopify button at the top of the page.
  3. Click the "Upload product to Shopify" link.

Manually syncing inventory levels

You can manually copy your "available to sell from stock" inventory levels from Uphance to Shopify for a particular product:

  1. Navigate to the product details page within Uphance.
  2. Click the Shopify button at the top of the page.
  3. Click the "Push inventory levels for this product" button.

Within a few seconds, "available to sell from stock" inventory levels will be copied across to your Shopify store. During normal operation, changes to inventory will be updated in Shopify automatically.

Disabling Shopify inventory syncing

To disable syncing of inventory levels between Uphance and Shopify click the "disconnect" link on the Shopify integration settings page. Uphance remembers how products are linked between Uphance and Shopify so it is safe to disconnect temporarily.

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