Shopify

Purpose

Use the Shopify page to configure the client’s Shopify integration in Resico ERP. This page controls whether Shopify integration is enabled, stores the API connection values, defines tax, unit and location mappings, and manages import/export behavior and extra synchronization settings.

Roles involved

• System administrator
• E-commerce manager
• Integration / support team

Preconditions

• You need permission to edit Client profile.
• The Shopify hostname, API key and shared secret must already be available.
• Default tax, default unit of measure, sales location and stock locations should already exist in Resico ERP.
• If the client uses multiple Shopify locations, the stock balance mapping should be prepared before setup.

Navigation path

Client profile → Shopify

Step-by-step procedure

1. Open Client profile → Shopify.
2. Enable the integration using Enable Shopify.
3. In the API settings section, enter:
   • Hostname
   • API key
   • Shared secret
4. In the Stock or main data mapping section, select:
   • Default tax
   • Default UOM
   • Sales location
5. If Shopify locations are available, map the balance source for each Shopify location in the Balance section. For each Shopify location name shown on the page, select the matching Resico balance location.
6. Review the Extra settings section and enable only the options the client needs:
   • Auto create barcodes
   • Auto approve SI
   • Auto approve fulfilled
   • Auto email
   • Including draft products
   • Send product image to Shopify
   • Including inactive customers
   • Log API requests
7. In the Data exchange settings section, configure the import schedule:
   • Enable or disable Import
   • Set Import frequency in minutes
   • Review Last import if it is shown
8. Configure the export schedule:
   • Enable or disable Export
   • Set Export frequency in minutes
   • Review Last request if it is shown
9. Click Save to apply the configuration.
10. If support-level Shopify integration data is available, use the action buttons when needed:
    • Shopify export
    • Shopify export balance
    • Shopify import
11. Use Cancel to leave the page without saving.

Required fields

• Hostname
• API key
• Shared secret
• Default tax
• Default UOM
• Sales location

Additional required mappings when Shopify locations are used:

• Balance location mapping for each Shopify location shown on the page

Validation rules

• Hostname, API key and Shared secret must match the target Shopify environment.
• Default tax, Default UOM and Sales location must be selected from configured Resico setup values.
• Import frequency and Export frequency must be numeric values in minutes.
• If Shopify locations are shown, each location mapping should use a valid Resico balance location.
• Extra settings should be enabled only when the related operational behavior is intended for the client.

Exceptions

• In some environments, Shopify configuration is intended mainly for support or implementation users.
• The manual export/import action buttons are shown only when Shopify integration information is already available and the user has the required rights.
• The page can show a dynamic Shopify API info panel when Shopify information is available for the client.
• Some settings affect only background synchronization and will not produce an immediate visible result on the page.

Common errors

• Wrong hostname, API key or shared secret prevents the Shopify connection from working.
• Incorrect tax, UOM or sales location mapping causes imported or exported data to use the wrong defaults.
• Shopify location balances are mapped to the wrong Resico location, resulting in incorrect stock values online.
• Auto-approve or auto-email options are enabled without validating the downstream sales process first.
• Import/export frequencies are set too aggressively or too rarely for the client’s operational needs.

Troubleshooting

• If Shopify synchronization fails, first verify the Hostname, API key and Shared secret.
• If stock published to Shopify is wrong, review the balance mapping for each Shopify location.
• If imported documents use the wrong defaults, check the selected Default tax, Default UOM and Sales location.
• If background synchronization seems inactive, review whether Import and Export are enabled and confirm the configured frequencies.
• If troubleshooting requires more detail, enable Log API requests and review the generated logs.

Questions / Gaps

• The exact contents of the dynamic Shopify API info panel should be confirmed in the live tenant.
• It should be confirmed how Auto approve fulfilled interacts with partially fulfilled Shopify orders in production.
• The precise timing and execution method of the scheduled import/export jobs should be confirmed in the client’s live environment.