FAQ Shopify Integration
Q: We are looking for Dear Inventory with Shopify, We would like to offer customers a loyalty program, how does the integration or loyalty work if Dear Inventory does not offer customer loyalty?
A: You can employ customer loyalty function in Shopify even if DEAR doesn't have anything similar to this (and not really meant to).
DEAR loads orders from Shopify and keeps them in the way they were created in Shopify. DEAR doesn't change prices so if you give customer loyalty discount it will be preserved in some form in DEAR to provide the same financial outcome as in your ecommerce platform.
Q: Your website mentions that you can integrate with POS systems. Which POS systems will it tie in with? I have currently a complicated setup of several desktop applications. Would really like to consult with someone one on one to see what all can be accomplished here.
A: DEAR can be integrated with Shopify POS. We offer implementation, training and template customization services at additional cost to our clients.
Q: I am considering using DEAR for inventory control. Please can you give me links to information about how DEAR interfaces with e-Commerce and Point-of-Sale systems.
A: Please see our video tutorials on ecommerce integration
https://www.youtube.com/watch?v=R5gU2QhO6Dk&feature=youtu.be (old interface)
Please check these articles as well
Currently we integrate with Shopify POS system & Vend
Q: When importing a bulk list of Products with Product Families we noticed that the importer does not have a Family Name field or Option Label fields. It does have the ProductFamilySKU and we use that field to be consistent with the Shopify product handle.
E.g. Botanic Blouse = botanic-blouse
After importing the products into Dear Inventory, the Product Family Name is automatically set to the Product Family SKU and there is not way to bulk update this ready for publishing to Shopify.
A: It is true that DEAR currently doesn't support bulk/updating product families. Current solution with auto-creation of product families was introduced to allow load families together with products. However it was never intended for bulk product family setup. To provide functionality you need will require special function to manage product families in bulk.
Q: Error Message "Failed to create or update product in Shopify: You may reach API calls limit. Please try again in a minute."
A: It looks like there is a problem with some of your products in Shopify - they have default variation with SKU which is different from the one in DEAR. In this case DEAR find relevant product by name, but doesn't find variation by SKU (it is different in Shopify and DEAR) and tries to create default variation with new SKU. This is failing because Shopify allows to have only one default variation for the product if it is not a product family with multiple variations.
Q: I didn't find easy to import the products from my shopify store. The output csv file is not readable by dear. Plus it doesn’t import all the fields. Therefore I could not test the app properly, despite I need a dedicated inventory app to have a clear understanding of what I have in warehouse and what I have in showroom.
A: Have you tried loading the products directly from your Shopify store? You can do this by navigating to Integration > Shopify >Catalog tab and clicking on Load Products. We generally take product info from Shopify and ask you to upload product quantities and costs via Stock on Hand template which you can find in Inventory > View All > Import.
Please ensure you do not turn on Stock Quantity updates in Shopify set up page before you actually upload current quantities into DEAR Inventory.
Q: I am wondering if you could let me know as to why the inventory levels are incorrect in Shopify. We have ticked the ‘update stock levels in Shopify’ is ticked.
A: Please go to Integration -> Shopify page, switch to Catalog and click on Update quantities in Shopify.
Q: We are currently running vend, shopify and Xero and having big issues with making our systems easy and seamless. I would like to speak with you about the options to incorporate your system to be the link between each of these or to replace anything we need to replace. We have only been up and running since September and not terribly impressed with the "integration" between all of the systems, hoping if dear can manage the inventory and $ then vend and shopify can just spit the sales info to dear and - hey presto - it works?
A: We would be happy to discuss the possibility of integrating DEAR with Vend, Shopify and Xero. Generally DEAR would be the master of inventory management in this configuration. You would need to connect Shopify and Vend directly to DEAR, this would mean that your sales would be processed and fulfilled in DEAR and will subsequently transfer to Xero in form of customer invoices and journal entries for COGS etc.
Q: I cannot find any support notes for the integration of gift cards in Shopify with Dear Inventory or how they might be setup on the integration page for Shopify. Can you please advise details of setup and management of process if available?
A: You can create a separate bank account in Xero like Undeposited or Uncategorized Funds or just "Gift Cards". Then map "gift card" payment option with Un-deposited Funds on Shopify Integration page in DEAR. Then when the transactions are pushed to Xero you can write off the balance to the most appropriate account.
Please note that you need to change the Xero integration settings from "pull from Xero" to "push to Xero" otherwise you will end up with double payments in DEAR: one pulled from Shopify and the second one - from Xero.
Q: Is it possible for DEAR to generate sku’s for all my products synced from shopify? if I change a product SKU or price for that matter, in DEAR, will it be updated in Shopify? And vice versa? If i change a price in shopify, will it be updated in DEAR?
A: Unfortunately the SKUs will need to be in Shopify for the products you plan to import to DEAR, products without SKUs will not be accepted as in DEAR this is mandatory value. The product info can be updated in either system, whether this update is reflected in the other system is controlled by Load Products option and Publish product option which you can find in Integration > Shopify > Catalog screen. So the product info will not auto sync however can be triggered if required for individual products or bulk listings.
Q: Hi I wanted to know why our integration with Shopify is no longer there? We had all of our preferences set and it somehow all got deleted.
A: Have you now reconnected to the store? Generally the store can only be disconnected by clicking the Disconnect from Shopify store button at the bottom of the set up screen. Please let us know if you experience this issue again.
Q: Hi, we just started using DEAR and are sincerely hoping that DEAR could help solve our business issues. At this moment, we are observing how DEAR can fit into our current work idea workflow. We are met with a few problems and hope that you are able to assist. First up: please see attached screen shot. Taken from the sales list. This sales was pushed over from our Shopify. It's good except that it doesn't reflect the fact that the order has actually been paid (via PayPal)
We are hoping that a credit memo, or an expense transaction can automatically be generated for the PayPal since you are able to retrieve that information from Shopify.
A: This is possible in DEAR. You already have the payment created. What you need to do is to open this sale order, navigate to the Invoice tab and Authorise it. You can change your Shopify settings to have invoices authorised automatically and skip this step.
Q: I have just installed Dear trial version and after entering settings and connecting to Xero and Shopify, I have tried to upload orders from Shopify but I got two errors which I am unsure where I need to fix. I would appreciate if someone can give me a hint?
A: You need to open the Setup tab and select the default tax rules in the Tax settings section on Shopify integration page.
Q: 1)When I ship a product in Shipstation, it pushes the Tracking info back to Dear Systems, but it doesn't authorize the shipment, which means the order isn't marked as fulfilled in Shopify. How can I get it to do this?
A: We will need to add special flag 'Don't notify Shopify if tracking number not available.'
Q: 2)When the data gets passed back from DI to Shopify, it passes the tracking information, but the tracking company isn't being properly mapped, so it's defaulting to other. This means that the shipping emails contain a link with a bad tracking link - how can I map these values.
A: We pass shipping provider to Shipstation, you need to map it to correct provider in Shipstation. Check Shipstation help on how to do this.
Q: 3)Also, I'm noticing that people who use our free shipping don't have any shipping line item in their orders - how do I get that to show up? Otherwise that info won't be passed into Shipstation. Shipping cost isn't passed into Shipstation
A: We don't pass shipping cost to Shipstation. We don't create Zero cost lines in DEAR because Xero will reject whole invoice with zero cost.
Q: 4) I had orders listed as backordered (Because I hadn't loaded the SOH file yet) - I've reverted to draft status and repacked them in DI, so they are listed as Shipping, but they aren't showing up in Shipstation - how do I handle this?
A: On Shipstation setup page you can see orders that are not ready for Shipstation. There is Reason column there. If order is created from Sales channels the following are considered:
1) Order has valid shipment address with state, zip and country
2) Pick, Pack and Ship all have data (last tab not necessarily authorised)
Q: Is there a way to set up an automatic email to go out to the customer, when we confirm the shipment on DEAR, and turn the lorry green? Rather than having to manually send the email through DEAR it can be done automatically?
A: Unfortunately this is not currently available in DEAR. It might be possible if you use Shopify with DEAR and pull orders from Shopify to DEAR.
Q: SKU 200031-0339
Sale (from Shopify) on 15.1.2016 for qty 1
Customer returned on 25.1.2016 and the Restock process was in DEAR
I also canceled the order in shopify with the “restock = yes” flag which appears to trigger a DEAR Stock Adjustment.
Result is duplicate stock restock transactions.
Please confirm that if I restock in DEAR I should NOT use restock in Shopify.
A: DEAR will automatically capture restock operation from Shopify and will create credit note properly, but only if you haven't done it beforehand manually. as there already was credit note created for related sale in DEAR then stock adjustment has been created to reflect restock.
So essentially what you had to do is just wait and DEAR would have created correct credit note for you.