Odoo-Shopify Connector Advanced

Configuration on Shopify

1. Prepare shopify App from Shopify App Store

2. Generate the API credential from the API

Shopify Instance

Authentication Process to check Connection Successfully Established or Not with Shopify

Perform Shopify Operation(Import)

1. Import Customers

List of customers who are imported from Shopify

Logs for If any Error Occurs or is imported successfully

2. Import Products

List of Products Which are imported from shopify

Products are imported with Varients

3. Import Locations

List of Imported Location from the Shopify

4. Update Stock

Import stock from shopify products

5. Import Orders

List view of Imported Orders from Shopify store

Logs for imported Orders from shopify

Perform Shopify Operation(Export)

1. ​Export Customers

Select the customers and from action you can Export the customers from odoo to shopify

2. ​Export Products

Select the Single/ Multiple Products abd From Action Export the Products from odoo to Shopify

3. ​Export Orders

Select single or multiple Orders to export from odoo to shopify

4. Export Stock

Dashboard

Scheduled Actions

Publish and Unpublish Product

1. Publish Product in the online store of Shopify from Odoo

Open the Shopify app and open the products from the Products menu.

Open the product and open the Shopify tab, there we need to activate the published

Then click on the gear icon and select Export product to Shopify

Select the Shopify instance and activate the Update product, then click on the Export button

Now, when we open the product in Shopify, we can see the product is published in the online store

2. Unpublish the product in the online store of Shopify from Odoo:

Open the Shopify app and open the products from the Products menu.

Open the product and open the Shopify tab, where we need to deactivate the published.

Then click on the gear icon and select Export product to Shopify.

Select the Shopify instance and activate the Update product, then click on the Export button.

Now, when we open the product in Shopify, we can see that the product is unpublished in the online store.

3. Workflow:

• Once the instance is authenticated successfully with Shopify, the product is imported from Shopify
• The user can unpublish the published product in the online store of Shopify from Odoo by deactivating the Published in Shopify tab of the product
• The user can publish the unpublished product in the online store of Shopify from Odoo by activating the Published in Shopify tab of the product

Multiple Location

1. Import Multiple Locations Shopify:

Open the Shopify app and click on the Shopify Operations Menu.

Select the Shopify instance, select Import in Import/Export, and select Import Locations in Import Operations, then click on the Execute button.

Then we can see that multiple locations are imported to Odoo.

2. Import stock from multiple locations from Shopify:

Open the Shopify app and click on the Shopify Operations Menu

Select Shopify instance, select import in import/export, and select Update Stock in Import Operations, then click on the Execute button.

Now, all the product stock will be imported into Odoo. Then we have to open the product and click on the Onhand smart button.

Now we can see the stock updated on the basis of multiple locations from Shopify.

3. Export stock from multiple locations to Shopify:

First, we need to update the product stock in Odoo for different locations.

Open the Shopify app and click on the Shopify Operations Menu.

Select the Shopify instance, select Export in import/export, and select Export Stock in Export Operations, then click on the Execute button

Now open the product in Shopify, and you can see that the stock is updated in Shopify locations

4. Create multiple deliveries based on location:

Open the Shopify app and click on the Shopify Operations Menu.

Select the Shopify instance, select Import in import/export, and select Import Orders in Import operations, then click on the Execute button

Now, click on the Queue menu and select Sale Order Queues

There, we can see the imported queue, and open a queue

In the queue, we can see each Order's data from Shopify. Click on the Import Order button, and it will create Orders in Odoo

Now select orders from the Sales menu

Then open an order having fulfillment from multiple locations

Click on the delivery smart button to open the deliveries

Now we can see that the deliveries with multiple locations

5. Workflow:

• Once the instance is authenticated successfully with Shopify, we can import locations
• Then it will create a warehouse and locations based on Shopify locations
• While doing the stock update import. It will import all product stocks from Shopify locations to the corresponding locations in Odoo
• While doing the export stock. It will export product stocks from different Odoo locations to the corresponding locations in Shopify
• Sometimes products are from different locations in Shopify. So the fulfillment is from different locations. While importing such orders, Odoo will create different deliveries based on the corresponding location in Shopify

Queue management

1. Customer Queue Management:

Open the Shopify app and click on the Shopify Operations Menu.

Select the Shopify instance, select Import in import/export, and select Import Customers in Import operations, then click on the Execute button.

Now, click on the Queue menu and select Customer Queue.

There, we can see the imported queue, and open a queue.

In the queue, we can see each customer's data from Shopify. Click on the Import Customer button, and it will create Customers in Odoo

2. Product Queue Management:

Open the Shopify app and click on the Shopify Operations Menu.

Select the Shopify instance, select Import in import/export, and select Import Customers in Import operations, then click on the Execute button.

Now, click on the Queue menu and select Product Queue.

There, we can see the imported queue, and open a queue.

In the queue, we can see each Product's data from Shopify. Click on the Import Product button, and it will create Products in Odoo

3. Order Queue Management:

Open the Shopify app and click on the Shopify Operations Menu.

Select the Shopify instance, select Import in import/export, and select Import Customers in Import operations, then click on the Execute button.

Now, click on the Queue menu and select Sale Order Queues.

There, we can see the imported queue, and open a queue.

In the queue, we can see each Order's data from Shopify. Click on the Import Order button, and it will create Orders in Odoo

4. Workflow:

• Once the instance is authenticated successfully with Shopify, we can import Customers, products, and orders
• It will create a queue for each, having a maximum of hundreds of queue lines of data
• From the queue, we can create customers, products, and orders to Odoo using the import customer, import product, and import orders buttons

Gift Cards

1. Import Gift Cards from Shopify to Odoo

Automatically imports all existing and active gift cards from Shopify into Odoo. This includes gift card codes, initial value, remaining balance, expiry dates, and customer linkage, ensuring both platforms stay aligned.

2. Export Gift Cards from Odoo to Shopify

Allows users to create or modify gift cards in Odoo and export them to Shopify. The integration ensures gift card codes, values, and customer associations are accurately reflected in Shopify in real-time or on demand.

3. Update Gift Card Details

Users can update details like remaining balance, expiry date, or associated customer within Odoo. These changes are then synced to Shopify, keeping both systems consistent and up to date.

In this you can update details like Customer, Expiry date and Note from the From view. And then you can export automatically all details will be updated from odoo to shopify and shopify to odoo.

4. Deactivate Gift Cards

Gift cards can be activated or deactivated from within Odoo using a simple status toggle. Shopify instantly reflects the status, helping manage card availability without removing historical data.

5. Import Gift Card Product Orders from Shopify to Odoo

Sales orders containing gift card products from Shopify are imported into Odoo. This ensures that all gift card-related transactions are recorded in Odoo for accurate order management, reporting, and accounting.

6. Workflow:

• Admin initiates sync (manual or scheduled) between Shopify and Odoo.
• Gift cards from Shopify are imported into Odoo with full details.
• New or updated gift cards in Odoo are exported to Shopify.
• Users can activate/deactivate or update gift card details in Odoo.
• Gift card product orders created in shopify and they are pushed to odoo as sales orders.

Unpaid Sales Orders Automatically Create Draft Invoices

When a customer places an order in Shopify but does not complete the payment, the corresponding sales order is imported into Odoo. At the same time, a draft customer invoice is automatically generated in Odoo. This ensures that finance teams can track unpaid orders easily and follow up accordingly without needing to manually create the invoice.

Shopify Fulfillment Status Imported into Odoo

The fulfillment status of each Shopify order—whether it is marked as "On Hold", "Unfulfilled", "Fulfilled", or "Restocked"—is now accurately passed to Odoo. This allows the Odoo backend to reflect the real-time fulfillment progress of orders from Shopify, giving users full visibility on the shipping and delivery stage of each order.

Customer Data is Synchronized without Overwriting

When Shopify sends an order to Odoo, it includes customer information such as the name, phone number, email, shipping address, and billing address. If a matching customer record already exists in Odoo, this data is added without overwriting any existing information. If the customer does not exist, Odoo creates a new customer record using all the provided details. This ensures both completeness and data safety.

Shopify Order Tags are Imported to Odoo

Tags applied to orders in Shopify are also passed along when the order is imported into Odoo. These tags are then visible on the related Odoo sales order. This makes it easier for users to filter, categorize, or track orders in Odoo based on Shopify tags, such as "priority", "gift", or "repeat customer".

Shopify Product Type

The product type for each product can be fetched to odoo

Shopify Discounts are Properly Imported

Discounts applied in Shopify are brought into Odoo during the order sync. This includes both the discount code and the actual discount amount. These discounts are applied to the Odoo sales order just like they were in Shopify. There is also a plan to extend this feature to allow importing of full discount programs (such as promotions or coupon rules) into Odoo, similar to how other Shopify operations are managed.

Accurate Payment Status in Odoo

The payment status of each order is accurately reflected in Odoo as either paid, unpaid, or partially paid. This ensures that the Odoo sales and accounting teams always have a correct and real-time view of the payment condition of each Shopify order.

Shopify Payment Method is Captured in Odoo

Finally, the payment method used by the customer in Shopify—such as credit card, PayPal, or any other supported gateway—is imported into Odoo along with the order. This helps in proper payment reconciliation, reporting, and accounting alignment between both platforms.

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