Overview

With the Shopify integration, you can:

  • Make your Springboard inventory across all locations available to sell online
  • Process and fulfill web orders from Shopify in your Springboard Retail account
  • See your eCommerce and store sales all within Springboard Retail

Please reach out Support@Springboardretail.com for pricing options and get started today!

To connect your Shopify site to Springboard Retail:

Find your Shopify store name. This can be seen in the address bar of your browser when on the Shopify admin page (see highlighted part in example below):

  1. From Springboard Retail, navigate to Settings -> Integrations -> Shopify.
  2. Enter your Shopify store name and click "Connect". You may be prompted to log into your Shopify site.
  3. You should now be connected to Shopify.
  4. Select a station to use as your Shopify station. This will be the station assigned to orders placed on your Shopify site. This can be an existing station or you may want to create a new location/station to allow better sales data tracking in reporting.

Setting up your Shopify products to use Springboard Retail for fulfillment and inventory tracking:

Each product in Shopify must:

  • Have the SKU field exactly match the text in Springboard Retail's "Item #" field for that item. This is how we connect the Shopify item to the corresponding item in Springboard.
  • Have Springboard Retail set as the Fulfillment service
  • Have the Inventory policy field set to "Springboard Retail tracks inventory"

For new or existing product variants you can use the "Edit" button next to the variant in the Shopify product admin and configure it as shown below:

If you have a large number of existing products you need to update you can use Shopify's Import/Export to update them in bulk:

  1. Export your products from Shopify
  2. Edit the spreadsheet to set the Variant Inventory Tracker and Variant Fulfillment Service fields to springboard-retail.
  3. Save the spreadsheet and import it into Shopify. Check the box next to "Overwrite existing products that have the same handle"

Inventory sync frequency

When orders are placed in Shopify, those orders instantly sync down into Springboard Retail and reserve inventory. When items are sold in Springboard Retail, it can take up to an hour for inventory changes in Springboard Retail to be reflected in your Shopify account. More information about that here.

How payment processing works with Shopify

Your Shopify merchant credit card processing account will be separate from the merchant processing account you use with Springboard Retail. You can enroll in a new account with any of the approved third party processors on Shopify's website.

When you set up your payment settings on Shopify, you must select the "Automatically capture payment for orders" option in order for the integration to function properly.

Important: If you do not capture payment in Shopify when the order is placed, you will encounter problems if you attempt to process multiple shipments against a single order in Springboard Retail.

Distributing and fulfilling Shopify orders

When a new Shopify order is created, it will sync into Springboard Retail as an open, undistributed sales order. If you will only be fulfilling Shopify orders from a single location in your account, you can choose to auto-distribute orders to that location on the Shopify settings page:

That way, you'll be ready to fulfill Shopify orders immediately.

If you have multiple store locations that you will fulfill orders from, you should not use the auto-distribute feature. Instead, you'll receive an alert on your dashboard that you have an order that is ready to be distributed.

When you click the "Details" link, it will take you to a list of orders that need to be distributed. To learn more about how order distribution works, check out this article.

Once the order has been distributed, you are ready to fulfill the order on Springboard and send the item(s) to the customer. Check out this article to learn more about how order fulfillment works in Springboard.

Although you'll use Springboard's order fulfillment system to complete the customer's order, Springboard will actually use Shopify's payment service upon order completion to charge the customer's credit card and complete the payment. Payments in Springboard will be reflected as "Shopify payments."

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