Goflow Documentation Logo

Creating and Managing a Shopify Store

Scale your e-commerce business to new heights with Goflow's Shopify integration. Shopify is a leading all-in-one e-commerce platform that simplifies the process of creating and managing online stores.

Connecting a Shopify Store

To connect a Shopify store, follow these steps:

  1. From the left sidebar, go to Directory › Stores.
  2. In the upper right-hand corner, click on New Store.
  3. Search for and select Shopify.
  4. Enter the Shopify app credentials. Use the help link to find instructions on how to get Shopify app keys.
  5. For additional guidance on general store options, refer to Creating a New Self-Service Store.
  6. Click Save to complete the store setup.

Mapping Shopify Locations

Upon successfully connecting, Goflow will automatically import your Shopify locations to the list of Store Warehouse Codes. Create a mapping between your Shopify locations and the corresponding warehouses in Goflow. This mapping is important for sending shipment notifications to Shopify, indicating the fulfillment location of orders, and for importing POS orders into the correct warehouse. To set up the mapping, follow these steps:

  1. In the Shopify store within Goflow, locate the Shipment Warehouses card.
  2. Click Add Shipment Warehouse.
  3. From the Fulfillment Warehouse dropdown, select the the Goflow warehouse.
  4. Choose the corresponding Shopify location from the Store Warehouse Code dropdown.
  5. To add another mapping for a different Shopify location, click the large plus sign.
  6. You can map multiple Goflow warehouses to the same Shopify location. To add an additional warehouse to an existing mapping, click the small plus sign next to the Fulfillment Warehouse field.
  7. Click Save to complete the warehouse mappings.

Importing Shopify Merchant Orders

To import Shopify merchant orders, enable Orders Import.

Select the financial status that Shopify orders must have to be imported into Goflow. Select any or all of the following options under In Financial Status:

Proceed with the steps below to finalize your Shopify store setup. To update these settings, click the pencil icon on the Settings card within your Shopify store in Goflow.

Setting a Ship-By Date

Shopify does not provide a ship-by date for orders, but you can set one in Goflow. Under Ship Order Within, enter the number of days after the order date by which the order must be shipped. For example, if the order date is 01/01/2024:

Importing Order Tags

Shopify can apply tags to orders based on rules set up in your Shopify account. For example, if multiple sales channels push their orders to Shopify, the orders may be tagged according to their channel source. Goflow will then identify these tags and apply a corresponding order tag. To enable this feature, check Import Order Tags.

You must first set up corresponding order tags in Goflow.

Capturing Funds for Authorized Orders

If you choose to import orders with an Authorized status, you will need to capture the payment when shipping the order. Goflow will instruct Shopify to capture funds when the shipment notification is sent. If Shopify cannot capture the funds—such as when the authorization has expired—you will receive an error when attempting to ship the order in Goflow. This safeguard ensures that goods are not shipped without securing payment.

To enable this feature, check Capture Funds. Note that funds capture must also be enabled in Shopify. You can manage this setting by logging into your Shopify admin portal and navigating to Settings › Payments › Payment Capture Method › Manage.

For partial shipments of split orders, Goflow will capture funds only for the fulfilled products, while the remaining balance remains authorized until the rest of the products are shipped.

Enabling Advanced Order Import Options

To enable the following advanced settings, please contact Goflow Support.

Managing Shopify Merchant Orders

Key considerations for managing Shopify orders in Goflow:

Importing Shopify POS Orders

A Point of Sale (POS) order is an order created through a point-of-sale terminal, typically used in physical retail locations. Unlike online orders, POS orders are handled directly in-store, often with immediate payment and fulfillment. However, some POS orders may be processed with the promise of later shipment, depending on the item availability or fulfillment process.

To import Shopify POS orders into Goflow, enable POS Orders Import on the Status card in your Shopify store in Goflow. Select the Fulfillment Status that POS orders must have to be imported into Goflow. You can select any or all of the following options under In Order Status:

Unfulfilled and partially fulfilled POS orders are imported into Goflow as regular merchant orders. For partially fulfilled orders, all items, including those already fulfilled, are imported as part of an open merchant order.

Managing Shopify Fulfilled POS Orders

Fulfilled Shopify POS orders require no further processing in Goflow. These orders are primarily imported to balance POS inventory and for reporting and analytics purposes. To find fulfilled POS orders in Goflow, filter the main orders page by selecting Fulfilled By and then choose Store. The following points highlight the differences between Fulfilled Shopify POS orders and Shopify merchant orders: