Integrating Uphance With Shopify

Learn how to integrate Uphance and Shopify seamlessly

Christopher Ike avatar
Written by Christopher Ike
Updated over a week ago

Introduction

Linking your Uphance account to your Shopify store enables you to:

  • Pull/Push orders from Shopify into Uphance and vice versa

  • Automatically sync stock level and orders

  • Automatically sync stock quantities to Shopify

  • Map store location to Uphance warehouse

  • Send product information for a season/brand to Shopify

  • Update product information for a season with a few taps of the button

  • Import order notes from Shopify into Uphance

How Uphance-Shopify Integration Works

After connecting your Uphance account to your Shopify store, you'll have the option to push products and orders both ways.

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. Each time you make a sale on Shopify, the inventory level in Uphance will be automatically updated to reflect the deduction in stock. This makes Uphance one of the best fashion ERP solutions.

How to Integrate Uphance With Shopify

Integrating Uphance with Shopify is a straightforward process. To do so, navigate to Apps >> All Apps and add the Shopify app. Once you've added it, you are now ready to configure the integration.

The first step in the configuration process is to log into your Shopify account. You can do that on another tab on your browser. After logging in, return to the Uphance. Click the configure button, followed by the Uphance Apparel ERP.

Upon clicking, you will be redirected to your Shopify page. From there, install the Uphance app like so:

If the connection was successful, you should see something similar to this:

Do you have other Shopify stores you also want to connect to Uphance? Simply repeat the integration process over again.

Configuring Your Shopify Integration

With your Shopify account connected to Uphance, you can now proceed to configure the integration to ensure it works as expected. Here are the configurations you can make:

Store Name

By default, when you connect your Shopify store to Uphance, it will be named "Shopify" by default. Now, this wouldn't be much of a problem if you intend to connect only one store. Otherwise, labelling all stores "Shopify" would become confusing.

Thankfully, you can give your stores a unique name by entering it in the Friendly store name field.

Note: It's important to keep saving your settings each time you apply a change, or else the settings will be lost.

Stock/Order Syncing

Do you want to automatically sync stock from Uphance to Shopify or sync orders the other way around? Just click the two toggle buttons.

Shopify Web Order/POS Order Channel.

This is where you get to set your pricing channel. The pricing channel allows you to control the price at which you sell your products on Shopify. You can learn more about channels here.

The POS Order Channel is also similar.

Shopify SKU

It's important you assign a unique SKU number to the products you send to Shopify via Uphance. You can do this using the product or variation identifiers.

Payment Terms and Invoicing Method

You can select your preferred payment terms and invoicing method for your Shopify store.

Shopify Brand

Do you have a specific brand of products in mind that you would like to push to Shopify from Uphance while hiding the rest? You can select the brand from the Shopify brand field.

Quantities to Sync to Shopify

Product quantities are of two broad types in Uphance: Available and Available from stock. Available refers to the products you have on hand (excluding those purchased by customers already) and those in transit.

Available from stock only takes account of products you have on hand. Mathematically speaking:

Available = Stock on hand + Stock in transit - Committed stock

Available from stock = Stock on hand - Committed stock

Product Field and Location Mapping

To ensure a smooth product syncing, you must ensure that the product fields you have in Uphance match what you have in Shopify. For example, for color field in Uphance, you have to match it by indicating the name you use for color field in Shopify.

Besides color, you can match several other product fields in Uphance to Shopify.

For location mapping, this is where you get to match your store locations (which are the places you stock inventory, sell products and fulfill orders) to the warehouse location you have in Uphance.

Carriers

Have a specific set of carriers you would like to use for order fulfillment? You can add them with a few clicks of the button.

Sending Products from Uphance to Shopify

Uphance gives you the option of sending products from a specific season or brand to your Shopify store. When sending, you can choose to create a product with several variations or create the variations as different products.

In addition, you can update the product information for a specific season in Shopify.

Pulling Products and Orders from Shopify Into Uphance

So far, we've only dealt with pushing products from Uphance to Shopify. What if you wanted it the other way around? You can as well.

Uphance gives you the option of pulling products, both published and unpublished, from Shopify. You can also pull products published on your website or POS systems.

Would you like to pull products from all Shopify collections into one season? You can do so with a few taps of the button as shown below:

Keep in mind that you can pull products from as many collections as you want.

Order Notes

Would you like to sync customers' notes from Shopify into Uphance? You can do that by simply typing notes in the Internal Note field and save.

Once you add a note to an order and sync it into Uphance, you will see it in the order. Bear in mind that you can still edit the note after it syncs into Uphance.

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