Shopify Set Up Guide

A step by step guide to help you get set up and ready to sell.

We recommend watching this video from start to finish to ensure your integration is set up correctly and you have a full understanding of how everything works. 

There are 5 key steps to setting up your Shopify integration

1. Inputting your business and setting up a payment option

2. Connecting your Shopify store

3. Mapping your shipping services

4. Configuring additional settings

5. Selecting and listing the products you've chosen to sell

Step by Step Instructions

Step 1: Business Information

1. In Connect, hover over the person icon in the top right hand corner and then click 'Settings'

2. In the Account Details section, fill in all information as you scroll down the page. It's important for us to have up to date contact information should we ever need to contact you about an order you've placed with us.

3. Click on 'Payment Settings' and add your payment method. By adding your payment method here you can automate orders as we'll charge the card information you provide before processing your orders.

Step 2: Connecting Your Shopify Store

1. Click 'Settings' in the left hand menu (cog icon) and then selecting 'Sales channel integrations'.

2. Click 'Add sales channel'.

3. Scroll down to Shopify and click 'Add'.

4. Type in the Shopify account name - this should be something to make it easily recognisable in case you plan to add more than one sales channel. Click 'Next'.

5. Enter your Shopify URL and click 'Next'.

6. Authorise your connection with Shopify by clicking 'Authkey'.

7. You will be taken to Shopify where you'll be asked to install the Avasam app for dropshipping, click 'Install'. (Avasam are our developers of our dropship app).

8. Close the window and go back to the tab with our Connect website open and click 'Next'.

9. This is now complete your sales channel will appear in your list of sales channel integrations.

Step 3: Mapping Your Shipping Services

1. Go to Settings > Sales channel integrations and find your integration. Click the pencil icon on the right to edit the integration settings.

2. Click 'Shipping Mapping' and then 'Shipping Mapping Tool'.

3. In the first dropdown box you should see any delivery services you have created on your sales channel and in the second dropdown box you'll see the delivery service on Connect.

4. You need to select each of your delivery services in turn and map them to the service we offer - this ensures that delivery is automatically applied to your order as it comes into our system. 

5. Click 'Map field' to map each service to ours and then click 'Save'

Step 4: Configuring Your Additional Settings

1. Go to Settings > Sales channel integrations and find your integration. Click the pencil icon on the right to edit the integration settings.

2. Click 'Additional Settings'

3. Toggle 'Exclude non-SDConnect orders' to 'Yes' - this will ensure that orders for products you stock yourself or from another supplier are not imported into your Connect dashboard

4. Toggle 'Stock update' to 'Yes' - this will ensure your stock updates automatically.

5. Toggle 'Price update' to 'Yes' - this will ensure that your prices automatically update if we ever change ours for any reason, helping to protect your margin.

6. If you display the stock level on your sales channel, you may want to put a cap in 'Max quantity to advertise'. e.g. We hold large volumes of stock of often 1000+, you may want to create more urgency to buy by capping this number at say 50. Once the stock level reaches 50, the stock will start to count down at the real level.

7. If you're concerned about overselling and having to cancel orders, you may want to put a buffer in the 'Stock threshold value'. e.g. If you were to enter '5' in this field, products would get marked as out of stock once the stock reaches 5.

8. Click 'Save'.

Step 5: Selecting and Listing Products

1. Discover products you'd like to sell by navigating the categories at the top of the page e.g. New In and Bestsellers or Home Fragrance. You can also use the search bar if you're looking for something specific.

2. When you find a product you'd like to sell click 'Source Product' - this will add it to your 'My Products' list.

3. When you've sourced several products and you're ready to list them, go to 'Listing Manager' in the left hand menu and select your sales channel.

4. In Listing Manager you can edit the product title and description, the selling price. When you're happy with these click the checkbox next to the product/s you're ready to list and click 'List'. (We recommend listing one product as a test first, to ensure you're happy with how everything works before bulk listing items).

5. Scroll across to the right and you'll see that the blue cloud under 'Status' should change to a green tick

6. At the top of the Listing Manager page you will see an option to 'Automate your prices' which you can use to create a pricing rule, including rounding your prices up to .00 or .99. Creating a pricing rule is optional.

Now you're ready to receive orders. When you receive an order it will flow through to Connect, if you have set up auto -pay we'll automatically fulfil the order for you. If you chose not to set up auto-pay, you'll need to visit Connect and manually pay for any orders before we can start processing them.

 Please note, we may use different couriers to fulfil orders based on capacity, however we will always use a fully tracked service with a 48 hour delivery for UK mainland and 72 hours for the Scottish Highlands and Northern Ireland. 

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