IntelliTrack for Shopify
- Import Shopify inventory into IntelliTrack.
- Export inventory adjustments from IntelliTrack to Shopify.
- Import OPEN, UNFULFILLED orders from Shopify into IntelliTrack
- Process order fulfillment from IntelliTrack to Shopify.
Note: In order for the inventory and order information to flow between Shopify and IntelliTrack, the following settings must be in place: connection to the Shopify store, the Plugin configuration settings, and establishment of the initial dataset.
Integrating the Applications
Warning: Make sure that setup is complete before using the Plugin to sync data between IntelliTrack and your Shopify store. Otherwise the data between the applications will become out-of-sync.
Before using the integration, make sure that your data is properly setup in each application and that the correct settings are in place.
- Once you have set up the Plugin and the configuration options, the updates between IntelliTrack and Shopify are continual per your settings as long as the Shopify store connection is available. The Shopify store connection must be available for the transactions that are occurring in IntelliTrack to be updated in Shopify.
- If the Plugin Host Utility or the Plugin Host Services are not running, Shopify will not share data with IntelliTrack. However, after they are restarted, the next time IntelliTrack is opened, the Plugin will sync the data with Shopify according to the Plugin Host settings.
Note: When you are ready to sync the data automatically, enable the Sync Interval in the Plugin to enable the automatic syncing. The data will sync automatically based upon the Sync Time Range and the Sync Interval settings.
Integration Overview
Important: IntelliTrack for Shopify works within the Plugin Host Utility. To use this utility, role of the logged-in user must include the IntegrateThis feature grants access to the Import/Export Utility and the Plugin Host Utility. It is available in edit mode and read-only mode. Access to this feature enables the Tools > Install Import/Export Utility option and the Install Import Export Utility page. This page contains the Import/Export Utility installer. It also enables the Tools > Install Plugin Host Utility option and the Plugin Host Utility page. This page contains the Plugin Host Utility installer. feature. You must install the Plugin Host Utility first. After the Plugin Host Utility is installed and running, you are able to log into it and activate the plugin.
Use IntelliTrack for Shopify to link Shopify data with IntelliTrack so that as you receive orders from your Shopify store, they can be fulfilled in IntelliTrack. To activate and use IntelliTrack for Shopify, you must have the IntelliTrack for ShopifyThis feature grants access to IntelliTrack for Shopify. When the role of the logged-in user contains this feature, the user is able to activate the plugin from the Plugin Host Utility and set up data sharing between Shopify and IntelliTrack. feature and an active connection to Shopify.
To have the manual sync options available with IntelliTrack for Shopify, the user role must include the IntelliTrack for Shopify Manual SyncThis feature grants access to IntelliTrack for Shopify and to the Synchronization tab in the plugin. When the role of the logged-in user contains this feature, the user is able to activate the plugin from the Plugin Host Utility and set up data sharing between Shopify and IntelliTrack. This user is also able to manually sync data. feature.
Shopify Data Imported into IntelliTrack
When you use IntelliTrack for Shopify, the following Shopify data is imported into IntelliTrack at a regular interval.
- Products (including unit cost)
- Orders (one way sync from Shopify to IntelliTrack on open, unfulfilled orders)
Data Exported from IntelliTrack to Shopify
The following data is exported from IntelliTrack to Shopify:
- Order Item Picks (order must be closed)
- Order Shipping Information (order must be closed)
- Inventory adjustments are exported from IntelliTrack to Shopify once a day, based on the End of Day processing timer setting.
Note: Order fulfillment and inventory adjustments are applied from IntelliTrack to Shopify.