Shopify Dashboard

Using Shopify Dashboard you can perform various Shopify Actions.

Basic Setup & Configuration

Goto Shopify -> Instances -> Shopify Instances
Create new Instance and fill required Information like store name. consumer key, consumer secret, user name, password etc.
Then click on Connect Instance to connect Shopify store with Odoo

After Connect to instance need to setup basic details for Shopify instance.

In Configuration tab need to fillup below details.

• Auto Create Product?: Weather want to automatically create product if not available in Odoo
• Language: This will be set in Shopify Customers
• Warehouse: Select warehouse from where you want to manage Shopify Inventory

In Order tab need to fillup below details.

• Import Order Status: Select which Shopify order status Orders want to import in Odoo
• Import Order After: Select date and time after that time order will be import
• Sales Team: Select Sales Team for Shopify Orders
• Payment Term: Select Payment term which will set in Shopify Customer
• Discount Product: Select Discount Product for Shopify orders
• Shipping Policy: Select Shipping Policy for Shopify orders
• Invoicing Policy: Select Invoicing Policy for Shopify orders
• Pricelist: Select Pricelist Shopify orders as well as Shopify Products also
• Notify Customer About Fulfillment: If checked will send email from Shopify when order will be fulfilled

In Accounting tab need to fillup below details.

• Payment Journal: Select payment journal which will set when register invoice payment if not set in Payment Gateway

In Automatic Process tab need to fill up details for automatic process for Import Order, Update Order Status and Update Product Stock.

After Setup all things click on Confirm Instance to take it in use.

Once basic instance setup is done. you should setup auto process for Orders.
Goto Sales -> Order Status -> Select Sale Order status and set operation you want to perform when order is being import

Goto Payment -> Payment Gateways
Here in Shopify Payment Gateway you can set Payment journal which will use when payment for order is being register and have same payment gateway in Order.

Import Orders / Update Order Status

Goto Shopify Dashboard -> Order Panel -> Action -> Import Order for Import Orders from Shopify to Odoo.

Goto Shopify Dashboard -> Delivery Panel -> Action -> Update Order Status for Update Order Status of orders which process has been done in Odoo.


For Update Order Status once you need to setup Default Destination Location

Goto Inventory -> Configuration -> Settings and check Storage Locations

After that Goto Inventory -> Configuration -> Operations Types.

Select Delivery Order Operation type and set Default Destination Location as Partner Locations/Customers

Cancel Order/Refund Order

If you want to cancel any order in Shopify you can navigate to that order and click on cancel, that order will be cancelled and one button
Cancel In Shopify will be visible you can click on it to cancel order in Shopify

If you want to refund any order in Shopify you can navigate to that order's invoice, create credit note and after validate it one button
Refund In Shopify will be visible you can click on it to refund about order in Shopify

Import/Sync/Export/Update Products

Goto Shopify Dashboard -> Product Panel -> Action -> Import/Sync Products for Import/Sync from Shopify to Odoo.

Import/Sync Products will import products from Shopify to Odoo and mapped it with Odoo products. When products are importing if Auto create product? is checked in instance setting then it will create new products if not found with same SKU otherwise it will mapped with existing one and sync its details.
Once products were imported in Odoo and afterward any changes made in Shopify then you can also sync selected products by select products in popup

For Export Products from Odoo to Shopify first need to Prepare Shopify Product

While preparing product for export you can only prepare products which has 3 or less than 3 product attributes. Because Shopify supports only 3 Product attributes

For that Goto Sales -> Catalog -> Products -> Select Products in List view or open form view of product -> click on Action -> Prepare Shopify Product then select instance for that want to prepare product and click on Prepare product.

It will create Shopify products. from Shopify -> Catalog -> Products you will find that products. There you can enter various details for products like description, short description etc. and also can set gallery images

Goto Shopify Dashboard -> Product Panel -> Action -> Export/Update Products

From there you can export products, update products, update price, update image, update stock.
If you want to update specific products then you can select it otherwise it will perform operation on all products.

Import Product Stock

Goto Shopify Dashboard -> Product Panel -> Action -> Import Products's Stock and select products if you want to import only selected products' stock and click on import stock.

It will create Inventory Adjustment for imported products' stock.
Goto Shopify -> Catalog -> Inventory Adjustment here you can found inventory adjustment for Shopify products in open state. you need to validate it in order to make effect of stock in Odoo.

Import Shopify Customers

Goto Shopify Dashboard -> Customer Panel -> Action -> Import Customer for import Shopify customer into Odoo.

Import/Sync/Export/Update Collections

Can manage custom and automated collections with this connector.

Goto Shopify Dashboard -> Collection Panel -> Action -> Import/Sync Collection for import or sync Shopify Collection into Odoo.

Goto Shopify Dashboard -> Coupon Panel -> Action -> Export/Update Collection for export or update Shopify Collection.