Advanced Shopify Connector

The Shopify Odoo Connector App combines the features of Shopify and Odoo to create an efficient resource management system for your store. It allows you to seamlessly integrate your Shopify Store with Odoo, enabling you to import products, customers, and orders from Shopify to Odoo. Additionally, you can also synchronize from Shopify to Odoo for better management in Odoo.

This module performs importing , exporting , schedulers and webhook fucntionality

Installation of the module available on the Odoo app store, as depicted in Figure

Once the installation is complete, a menu titled 'Shopify' will become visible on the homepage, as depicted in Figure.

Upon clicking the 'Shopify' menu, the a page will be displayed in a similar to the image shown in Figure .

In order to initiate the Shopify operation, it is essential to configure the settings that facilitate the authentication process between Shopify and Odoo.

For authentication purposes, the following information is required: API key, password, shared key, host, and version of Shopify.

You can retrieve them from your Shopify store by following these steps:

1. Log into your Shopify store.
2. Navigate to the "Settings" section.
3. Choose "Develop an App" from the options.
4. Configure the Admin API Scopes by setting the necessary permissions and saving the changes.
5. In the "API Credentials" tab, you will find an option to install the app. Install it to obtain the access_token (shared key). Additionally, the API key and secret key (password) will be listed below.
6. In the "Configuration" tab, you will find the version of Shopify and the host information, as shown in the provided image.

Once you have acquired the required credentials, proceed to create an instance in Odoo .

1. Set the obtained values within the instance settings.
2. Ensure that the 'active' field is set to true.
3. Finally, click on the 'AUTHENTICATE' button to establish the connection between Odoo and Shopify.

If the connection is successful, it will be displayed as shown in the image below. However, if the connection is unsuccessful, it will be displayed differently, as depicted in the image below.

Importing

When you click on the 'Shopify' menu on the homepage, a page will be displayed featuring a menu titled 'Shopify Operations' as shown in the Figure

Upon clicking this menu, a popup(Figure) will appear, enabling you to select the previously created instance.

Within the popup, you can choose the 'Import' option from the 'Import/Export' section and select the desired operation to be performed.

The operations are arranged in a specific order for importing.

1. Importing Customers

import customers from Shopify to Odoo, follow these steps:

1. In the popup window, select the "Import Customers" option from the available operations.
2. After selecting the operation, click on the "Execute" button to initiate the customer import process from Shopify to Odoo.

Additionally, there is an option to enable the "Do Not Update Existing Customers?".

If this option is enabled, the imported customer will not be updated in Odoo if a matching customer already exists.

However, if the option is not enabled, the already existing customer in Odoo will be updated with the new data during the import process.

Once the customers have been successfully imported, you can view them by accessing the 'Customers' menu, which can be found under the 'Sales' menu on the Shopify page.

The date and time of the last customer import will be saved in a specific field within the instance. This field will store the information regarding the most recent import of customers from Shopify to Odoo.

2. Importing Products

To import products from Shopify to Odoo, follow these steps:

1. In the popup window, select the "Import Products" option from the available operations.
2. After selecting the operation, click on the "Execute" button to initiate the product import process from Shopify to Odoo.

Furthermore, there is an option to enable the "Do Not Update Existing Products?" checkbox, which allows you to control whether imported products will be updated in Odoo if a matching product already exists.

Enabling this option ensures that existing products in Odoo remain unchanged during the import process.

Additionally, if the "Date Filter" option is enabled, two additional options, namely "From Date" and "To Date," will be displayed.

By specifying a date range, only products created within that timeframe in the Shopify store will be imported.

On the other hand, if the "Date Filter" is not enabled, up to 250 products will be imported. [It's important to note that 250 is the maximum limit imposed by the Shopify store.]

The date and time of the last product import will be recorded in a specific field within the instance.

To access the imported products, you can click on the "Products" menu in the Shopify page. Within the "Products" menu, you will find two options: "Products" and "Product Variants".

1. Clicking on "Products" will allow you to view products.
2. Clicking on "Product Variants" will enable you to view the variants associated with the products.

3. Import Locations

To import locations from shopify, choose “Import Locations” from the optiosn in the operations and click on the “EXECUTE” button.

To import locations from shopify, choose “Import Locations” from the optiosn in the operations and click on the “EXECUTE” button.

4. Update Stock

Before initiating the "Update Stock" operation, it is recommended to import the locations. This is necessary because the quantity of each product in Shopify is based on the respective locations.

Once the "Update Stock" operation is completed, you will be able to observe that the quantity of the products has been successfully updated.

5. Import Orders

To import orders from Shopify to Odoo, follow these steps:

1. In the popup window, select the "Import Orders" option from the available operations.
2. After selecting the operation, click on the "Execute" button to initiate the product import process from Shopify to Odoo.

Furthermore, there is an option to enable the "Do Not Update Existing Orders?" checkbox, which allows you to control whether imported orders will be updated in Odoo if a matching order already exists.

Enabling this option ensures that existing orders in Odoo remain unchanged during the import process.

Additionally, if the "Date Filter" option is enabled, two additional options, namely "From Date" and "To Date," will be displayed.

By specifying a date range, only orders created within that timeframe in the Shopify store will be imported.

On the other hand, if the "Date Filter" is not enabled, up to 250 orders will be imported. [It's important to note that 250 is the maximum limit imposed by the Shopify store.]

The date and time of the last order import will be recorded in a specific field within the instance.

The imported orders can be viewd from the Order which is under the Sales option in the shopify page as shown in the figure.

Exporting

As mentioned in the Importing section, navigate to the Shopify operation menu on the Shopify page, as depicted in the provided Figure.

Upon clicking this menu, a popup(Figure) will appear, enabling you to select the previously created instance.

Within the popup, you can choose the 'Export' option from the 'Import/Export' section and select the desired operation to be performed.

1. Export Customers

To export customers from Odoo to Shopify, select the "Export Customer" option.

When you click on the "Execute" button, all the customers that have been created in Odoo will be created in the Shopify store.

Additionally, you can also perform the export of customers from the customer profile itself. To do this, select the specific customers you wish to export by marking their checkboxes. Then, click on the "Export Customers to Shopify" button located under the action menu.

The "Update Customer" option provides a choice during the export process.

If this option is not enabled, newly created customers in Odoo will be created in Shopify without any updates to existing customers.

However, if the "Update Customer" option is enabled, both newly created customers and existing customers will be updated with any changes in their data.

2. Export Products

Similarly, just like exporting customers, you can export products from Odoo to Shopify using a similar workflow. Select the "Export Products" option from the operations menu.

3. Export Orders

Schedulers

Schedulers are used in this module to automate the execution of the import and export at specific intervals..

To view the schedulers, got to the settings and take Scheduled Actions.

Webhook

Webhook is a feature that allows you to receive real-time data from your store by sending HTTP requests to a specific URL of your choice whenever certain events occur.

To create a webhook, follow these steps:

1. Log into your Shopify store.
2. Go to the "Settings" section.
3. Select "Notifications" from the options available.
4. Scroll down the page until you find the option to create a webhook.
5. Click on the option to create a webhook.

For every webhook action, choose Format as json and select the latest version

1.Customer Creation

• Choose the Event as “Customer creation”
• Format should be in Json
• ive your url with an endpoint as “/create_shopify_customer”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/create_shopify_customer”

2. Customer Update

• Choose the Event as “Customer update”
• Format should be in Json
• Give your url with an endpoint as “/update_shopify_customer"

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/update_shopify_customer”

3.Customer Deletion

• Choose the Event as “Customer deletion”
• Format should be in Json
• Give your url with an endpoint as “/delete_shopify_products”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/delete_shopify_customer”

4.Product creation

• Choose the Event as “Product creation”
• Format should be in Json
• Give your url with an endpoint as “/create_shopify_product”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/create_shopify_product”

5.Product Update

• Choose the Event as “Product update”
• Format should be in Json
• Give your url with an endpoint as “/update_shopify_product”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/update_shopify_product”

6.Product deletion

• Choose the Event as “Product deletion”
• Format should be in Json
• Give your url with an endpoint as “/delete_shopify_products”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/delete_shopify_products”

4.Draft order creation

• Choose the Event as “Draft order creation”
• Format should be in Json
• Give your url with an endpoint as “/create_shopify_draft_order”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/create_shopify_draft_order”

5.Draft order update

• Choose the Event as “Draft order update”
• Format should be in Json
• Give your url with an endpoint as “/update_shopify_draft_order”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/update_shopify_draft_order”

6.Draft order deletion

• Choose the Event as “Draft order deletion”
• Format should be in Json
• Give your url with an endpoint as “/delete_shopify_draft_order”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/delete_shopify_draft_order”

7.Order creation

• Choose the Event as “Order creation”
• Format should be in Json
• Give your url with an endpoint as “/create_shopify_order”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/create_shopify_order”

8.Location creation

• Choose the Event as “Location deletion”
• Format should be in Json
• Give your url with an endpoint as “/delete_shopify_location”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/delete_shopify_location”

9. Location deletion

• Choose the Event as “Location deletion”
• Format should be in Json
• Give your url with an endpoint as “/delete_shopify_location”

Eg:“https://9ba0-2405-201-f005-c12e-1421-9b60-ad5f-bd7/delete_shopify_location”

Dashboard

Auto Workflow

The auto workflow is used to import sales orders.

When you import a sale order, it starts as a 'quotation'. Depending on the setup you've chosen, the order will then be confirmed, invoiced, and paid.

Logs

The logs will be created for each import of customers,products and orders.

The create logs can be viewed by clicking on the menu ‘Logs’ as depicted in the below figure.