This chapter covers improvements you might make to get more from Shopify Connect.
The basic function is to bring in Customers and Orders, to save you time and mistakes.
The basic setup makes the connection and has you choose Automatic settings to start.
By customizing the workflow, the data brought in, and the data put back, you can make significant improvements, when ready, to make processing even more seamless.
Shopify Connect automatically connects Big Business to your Shopify store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.
This Solution provides a quick overview. (6625)
To connect Big Business to Shopify you need to log into your Shopify Admin to create a new Custom App and get an API Key and Password.
• Custom App settings let you control access to Shopify
• API Key and Password let Big Business connect
This Solution tells you how to generate custom app credentials for Shopify. (6631)
Shopify Connect pulls in Orders from Shopify, automatically or in batches. By default the Shopify Order Number is put into Customer PO Number in Big Business. This lets you keep your Order Number sequence and handling the same, but is not the only option.
This Solution provides a an overview of options. (6870)
Shopify Connect automatically connects Big Business to your Shopify online store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.
Big Business includes Shopify ID's for Customers, Items, and Orders for fast linking and future features. These settings are included in Automatic choices for imports.
Shopify Connect can automatically assign a Store to new Orders being imported.
Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or e-commerce sites. Stores extends Channels, adding features and ease of use like automatic accounting, cash drawers, and more.
Shopify Connect automatically connects Big Business to your Shopify online store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.
Big Business updates Shopify Fields like Tipping and Shipping, missing from the short list for custom mapping.
Shopify Connect automatically connects Big Business to your Shopify online store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.
Big Business updates Import Customers, used by Shopify Connect and other modules that import customers, to set the Default Credit Limit. This helps you manage risk.
Shopify Connect automatically connects Big Business to your Shopify store. Using the Shopify tool on the System toolbar you can view and edit Shopify Maps to make needed changes.
For example, the Automatic setting for Import Orders brings in Item and Qty but not Price. If you have a special price on Shopify, click to include it and Save As... MyShopifyOrders. Then in Shopify Settings select your import.
This Solution provides details. (7107)
Big Business can report Deprecated Calls for the Shopify API you are currently using. Just click the Report button in Shopify Setup and the Paste the result into an email and we can help you update to a more current API version, if needed.
Shopify Connect will respond with an Error if there are any problems with a request. If you turn on Auto-Connect you will receive any errors in a Note.
Big Business 11.17 requires that you map IDs (error pictured).
This Solution provides details. (6853)
Shopify Report is a diagnostic tool to show you outdated calls made on your account.
If you receive an email from Shopify that your account is using deprecated calls this means they would like you update to new ways of connecting, soon.
Big Business keeps an updated list of Properties available for mapping Shopify Orders.
For example, the Summer '23 Edition of Shopify adds PONumber to Orders, so this new property and a many others are now in the list, Fields Available for Insertion.
This Solution provides a checklist of included Properties, which might help you spot the one you need. Or, email to support@bigbusiness.com to see if we already know.
Product Discounts in Shopify let you create discounts for specific items. Options include using codes, for specific customers like B2B, and with purchase of other items.
Item Ext Discount has been added in import fields for invoices to receive this discount. This recieves a total discount for the line item used to reverse calculate the item price.
Please contact support@bigbusiness.com if you need this field elsewhere or any help.
Shopify Extended Discount sets unit price to update profits, currencies, units, taxable.
Unit Price is reverse calculated to be used for profits and other per unit calculations. Extended Price is calculated first with Extended Discount subtracted to match Shopify.
This calculation is only made on Invoices, where data is not changing after importing.