Configuration Articles

December 24, 2024

How to Sync Products in Real-Time Between Shopify and Salesforce in Sync Made Easy?

This guide explains the step-by-step process to add products in Shopify, retrieve the Shopify IDs, and synchronize them seamlessly with Salesforce in real time.   Step 1 – Open your Shopify Store, click on “Products,” and then click on “Add your products” to begin adding products to your store. Step 2 – Enter the name of your […]

How to Sync Customers as Account & Contact in Real-Time Between Shopify and Salesforce?

This guide explains how to sync customer data from Shopify as both Account and Contact records in Salesforce, ensuring proper classification and integration based on your organization’s account setup preferences. Step 1 – Log in to your salesforce Account. Step 2 – Search for the email “johndeo@gmail.com” and press enter; you will see that there is […]

How to Sync Customers Account, Products, and Orders in Real-Time Between Shopify and Salesforce in Sync Made Easy?

This guide walks you through the process of syncing “Customers“, “Products“, and “Orders” in real time between Shopify and Salesforce, ensuring seamless integration and accurate data management across both platforms. Real Time Sync of Accounts Step 1 – Log in to your Salesforce Account. Step 2 – Search for the email “johndeo@gmail.com” and press enter; you will […]

December 11, 2024

How Does the Draft Order and Opportunity Functionality Work for SDO?

This guide explains the Draft Order & Opportunity functionality, demonstrating how enabling the Opportunity toggle for Draft Orders in Shopify leads to the creation of both Draft Orders and Opportunities in Sync Made Easy app.   Step 1 – Go to the “Object Setup” page under the “SME settings” in Sync Made Easy. Step 2 – Turn off […]

December 6, 2024

How Does the Automated Email Alert Feature Work?

This guide explains the Automated Email Alert feature, where notifications related to the app are sent to designated email IDs configured in the Shopify Credential settings. Step 1 – Open Shopify Credential Step of SME Settings app. Step 2 – Scroll down the Shopify Credential page, where you can add up to three email IDs for any […]

December 5, 2024

How to Sync Collections in Real-Time Between Shopify and Salesforce?

This guide walks you through the process of creating both “Manual” and “Smart” Collections in Shopify, syncing them with Salesforce, and managing related products and collections to ensure seamless integration between the two platforms. Types of Collections in Shopify There are two types of collections in Shopify that sync with Salesforce: 1. Manual Collection2. Smart […]

How to Sync Orders in Real-Time Between Shopify and Salesforce with Sync Made Easy?

This guide provides a step-by-step explanation of creating new orders in Shopify, retrieving their Shopify IDs, and synchronizing them with Salesforce in real time to ensure accurate order and opportunity tracking Step 1 – Open your “Shopify Store“. Step 2 – Click on “Orders,” then select “Create Order” to create a new order Step 3 – […]

December 4, 2024

How to Sync Draft Orders in Real-Time Between Shopify and Salesforce in Sync Made Easy?

This guide provides detailed steps to create draft orders in Shopify, retrieve their Shopify IDs, and synchronize them with Salesforce, ensuring accurate draft order and opportunity tracking. Step 1 – Open your Shopify store. Step 2 – Go to “Orders” and click New to create a new order. Step 3 – Select products by clicking the Browse button, […]

December 3, 2024

How to Sync Location and Inventory in Real-Time Between Shopify and Salesforce in Sync Made Easy?

This guide walks you through the process of creating and managing locations, inventory, and inventory levels in Shopify and synchronizing them seamlessly with Salesforce for accurate tracking and management.  Step 1 – Open your Shopify Store. Step 2 – Click on Settings. Step 3 – Click on “Locations”. Step 4 – Click on “Add Location”. Step […]

December 2, 2024

How to Configure and Use Multi-Currency in Sync Made Easy?

This guide provides step-by-step instructions on setting up and using the multi-currency feature in Sync Made Easy, enabling seamless order management and synchronization with Salesforce for businesses operating in multiple currencies. Step 1 – Navigate to the Shopify Credential section and select a currency from the available currency field. Step 2 – If multiple currencies are […]

October 21, 2024

Saving a Salesforce License by Initiating Shopify Sync with an Integration User

Step 1 – Log in to Salesforce org using your username and password. Step 2 – After logging in, find the “Users” option in the quick find box and click on it. Step 3 – Click on “New User” to create a new user. Step 4 – Choose the license type as “Salesforce Integration” and […]

Setting Up API User Access for Sync Made Easy Pro in Salesforce

Step 1 – Log in to your Salesforce account by entering your username and password. Note: Before proceeding with the SME Pro API integration, please ensure that the SME main app is installed and granted the necessary permissions. For more details, click here Step 2 – After logging in, locate the “Users” option in the […]

July 24, 2024

How to Assign the Package to a New User

Following is a list of key steps you must look into to assign the Sync Made Easy Pro package to a new user after purchasing the new license. Step 1 – Log in to your Salesforce account and click on Setup to open it Step 2 – In the Quick Find box, search for “Installed […]

July 22, 2024

How to Add Tax Shipping and Refund Lists to your Salesforce Order & opportunity

This functionality only works on “Order” and “Opportunity” Therefore, we need to add these Related lists to utilize the “Shipping“, “Tax” and “Refund” Functionality. Step 1 – Open your Salesforce Org. Step 2 – Click on the gear icon to open the “Setup”. Step 3 – Click on Object Manager and search for “Order” in the […]

April 5, 2024

How to Update API Versions of Your Sync Made Easy App

Shopify’s API versions offer developers a dependable and consistent framework for creating and managing their applications. Each stable iteration remains supported for at least 12 months, with a 9-month overlap period between consecutive versions. This extended timeframe facilitates thorough testing and seamless migration processes. Every quarter, Shopify releases a new API version to continuously improve […]

August 1, 2023

How Do You Turn Off Or Pause The Sync Between Salesforce And Shopify

If you wish to pause or turn off the Shopify Salesforce sync, You can delete the connected app from Shopify that you created during configuration time. Here are the steps to delete the connected app. 1. From your Shopify admin, Click Settings 2. Go to Apps and sales channels. 3. Select the app you wish […]

May 9, 2023

How to Fix Reduction Order Error in Salesforce

If you are facing the Reduction Order error while creating a new order in Salesforce, it means you have enabled Reduction Order in your org. You can not directly create an order from the New Order button in Order Tab after enabling Reduction Order in your org. It’s a Salesforce standard feature. You need to […]

August 12, 2022

How to connect Shopify with Salesforce for inventory management?

We know that having a Shopify store can be a hefty task, but you can easily manage your inventory, orders, draft orders, variants, and much more by using a connector. Our Shopify-Salesforce connector Sync Made Easy does the job. It is specifically designed while keeping the needs of Shopify store owners in mind. This Shopify […]

August 11, 2022

How to Retrieve the Shopify Access Token?

After logging into your Shopify store, you should be on the homepage. From there, go to Settings. See Figure 1 for reference. Figure – 1 On settings Scroll down and click on “ Apps and sales channels”. Check Figure 2 for reference. Figure – 2  Click on “Develop Apps” as shown in figure 3 Figure […]

August 8, 2022

How to uninstall Sync Made Easy?

Here is a walkthrough to uninstall the Sync Made Easy connector app. Step 1: First, you have to change the status of order from Activated to Draft. Figure- 1 Step 2: Delete all Draft orders and Orders created by this app As you are looking to uninstall the app, first you will need to delete […]