Shopify Integration

ianaiERP offers seamless integration with Shopify to streamline your e-commerce operations and inventory management. This guide will walk you through the steps to connect your Shopify store with ianaiERP.

Integration Method

Shopify stores connect to ianaiERP through the Shopify App Store — clicking Shopify inside ianaiERP takes you there to install and authorize the app, then you return to ianaiERP to finish configuration.

Step-by-Step Integration Process

1. Access the Connections Settings

• Log in to your ianaiERP account

• Click on your username in the top right corner of the header

• Select "Settings" from the dropdown menu

• Navigate to the "Connections" tab

2. Start from the Marketplace

• Click on "Create a Connection"

• In the modal that appears, click the Shopify icon

• This opens the ianaiERP app's listing on the Shopify App Store in a new browser tab

3. Install and Authorize from the Shopify App Store

• On the app listing, click "Install" (or "Add app")

• Log in to your Shopify account if prompted, and select the store you want to connect (if you have multiple stores)

• Review the requested permissions and approve the installation to grant ianaiERP access to your Shopify data

4. Configure Sync Settings

• Once the app is installed, return to ianaiERP and open Settings > Connections — your new Shopify connection will already be listed

• Click its status to open the connection, then configure your sync settings. These settings determine how data is synchronized between Shopify and ianaiERP.

Product Matching Options

Choose how ianaiERP should match Shopify products with your inventory:Shopify Product Title - Variant Title matched against the ianaiERP Name field Example: "Tactical Shoes - Blue" in Shopify would match with "Tactical Shoes - Blue" in ianaiERPBest for: Businesses that use detailed, consistent naming across both platformsShopify Product SKU matched against the ianaiERP SKU field Example: "TS-Blue" in Shopify would match with "TS-Blue" in ianaiERPBest for: Businesses that rely on SKUs for product identificationShopify Product SKU matched against the ianaiERP Name field Example: "TS-Blue" in Shopify would match with "TS-Blue" as the product name in ianaiERPBest for: Businesses that use SKUs as product names in ianaiERP

Order Settings

Sync Start Date : Select the date from which to start syncing Shopify dataOrder Prefix : Enter a prefix for Shopify orders in ianaiERP (e.g., "SHOP-")Order Type : Choose how Shopify orders will be recorded (e.g., "SALESRECEIPT")Customer Mapping Type : Choose how Shopify customers map to ianaiERP customers — assign every order to one Single Customer (enter the "Single Customer Name" to use), or match by Customer Name or Company Name

Account Mappings

Configure how Shopify transactions map to your accounting structure:Location : The ianaiERP location used for Shopify ordersSales Account : For Shopify sales incomeBank Payout Account : Where Shopify payments will be depositedUndeposited Fund Account : For funds not yet depositedFee Expense Account : For recording Shopify fees

Best Practices

Align account selections with your existing chart of accountsConsider creating Shopify-specific accounts for detailed reportingRegularly review these settings as your business evolves

5. Data Migration

• Click "Start Sync" to begin the initial data migration process

• ianaiERP will import your existing Shopify products, orders, and customer data

6. Start Syncing

• Once data migration is complete, the integration will be active

• Your Shopify store will now sync automatically with ianaiERP based on your configured settings

Important Notes

1. Product Updates : Any changes made to products in ianaiERP will be reflected in your Shopify store.

2. Inventory Sync : ianaiERP will manage your inventory levels and update Shopify in real-time to prevent overselling.

3. Order Management : New orders from Shopify will automatically appear in ianaiERP for processing.

4. Customer Data : Customer information from Shopify orders will be imported into ianaiERP for a unified view of your customers.

Troubleshooting

If you encounter any issues during the integration process, please refer to our Troubleshooting Guide or contact our support team for assistance.

Next Steps

After successfully integrating with Shopify, you may want to:

• Set up your inventory items

• Explore our shipping and tracking features

For any questions or additional support, please don't hesitate to reach out to our customer support team.