Install the plugin in your shop
Open the AppStore page: Your Productdata Management Tool | Shopify App Store
Install the plugin.
Configure the plugin in the shop: After the installation can you see the config page for the plugin.
Here you can activate the export and the marketplace feature. In addition, the number of image URLs to be generated in the export can be set (Image Count) (Default= 20).
That's it!
Want to know more?
Here is some additional advice from us for your Plugin usage:
How to use the export:
Use column "id" as unique article number!
Note: Enter the value that you have defined as the “unique article number” here. For example, it can also be the SKU or a value other than the “ID”.
Hooks (for possible manual handling):
Method Status: &method=status
Method Orders: &method=orders
Method Deliveries: &method=deliveries
Method Cancellations: &method=cancellations
Token: &token=Access_Token / Api_Token
Limit: &limit=1
Example: https://shop.channelpilot.com/channelpilot?method=cancellations&shop=test&token=test&limit=1
Order handling:
Partial delivery
Log in to the Shopify backend and switch to order overview. Open the order you want to edit.
Click on "Fulfill items" and choose the amount of articles you want to deliver.
Click on "Fulfill items" again.
Go back to "Order details" within Channel Pilot Pro.
The delivery quantity for the corresponding order should have changed.
You can see all the important information at a glance in the order details.
If you would like to send further partial quantities, proceed as described above.
Set TrackingID
Log in to the Shopify backend and switch to order overview. Open the order you want to edit.
Click "Fulfill items" in the order.
Next, enter the "TrackingID" of the shipping service provider.
If you want to send another partial delivery, click on "Add another TrackingID". This allows you to enter a "TrackingID" and a "Return TrackingID" for the next delivery.
ATTENTION!
If you want to provide a return "TrackingID", please add a second "TrackingID".
The second "TrackingID" is always used automatically as "Return Tracking ID".
Delivery handling:
To process orders in your online store and sales channels, you need to set up your order "fulfillment" and "shipping settings", such as shipping rates, locations, and shipping profiles.
The following link takes you to the official Shopify documentation:
Cancellation handling:
Canceling an order indicates that you're halting order processing. For example, if a customer requests a cancellation, or you suspect the order is fraudulent, then you can cancel the order to help prevent staff or fulfillment services from continuing work on the order.
You can also cancel an order if an item was ordered and isn't available.
The following link takes you to the official Shopify documentation:
Return handling:
Initial situation in Channel Pilot Pro (delivered order):
Log in to the Shopify backend and change to order overview.
Open the specific order, that you want to return (or a part of it) and choose "return".
In the return menu, you can configure the items, that are to be returned. After this was done, please click on "create return".
The next step is to create the refunds of the configured items:
Now, finalize the refund returned items:
After the next shop plugin run, the final situation in Channel Pilot Pro will look like this:
Get metafields from Shopify:
It is possible to extract metafields from Shopify and provide them as .csv on a SFTP server.
The following information are mandatory and must be complete to provide this file:
SFTP server address on which the file should be placed.
IMPORTANT: SFTP is required, it is not possible to connect to FTP.
Port-ID over which the connection should be established (default here is 22)
SFTP username + password with which you can log in to SFTP
Full file path on the SFTP where the file should be stored (default is /)
Name with which the file should be named (default is SHOPID_metafields.csv)
This process must be initiated by your account manager. The above data can be provided by your account manager upon request.