How to Sync Historical Data from Shopify to Salesforce Legacy Data for Free

Below is a step-by-step guide to installing and configuring the Sync Made Easy package in Salesforce.

Step 1: Log in to Salesforce

Step 2: Install the Sync Made Easy Package

Go to the Salesforce AppExchange.
Search for “Sync Made Easy”.
Click “Get It Now” and follow prompts to install the package.

Step 3: Verify Installed Package

After installation:

Go to Salesforce Setup → Installed Packages

Confirm that Sync Made Easy appears in the list

Step 4: Open the App

From the Salesforce App Launcher, search HIC Sync Made Easy.
Click to launch the app

Step 5: Creating A Site URL for your Org

Now, go to SME Settings. This brings you to Step 1 (Salesforce Configuration). In Step 1, we will register your site, create a Domain URL Remote setting, create a remote setting, and generate a self-signed certificate.

We will begin by creating a new site. You may check the status of your site by clicking the Check Status button. We recommend checking the status after completing every step on the page.

Step 6: Retrieving Shopify Access Token

Here onwards, Step 2 begins, which is the Shopify Store Setup page. In Step 2, you will need the Shopify Store Name and Shopify Store Access token.

Step 7: Object Setup

On this page, you can view which Salesforce object is mapped to your Shopify objects.

You can also select “Person Account” or “Business Account”.

Step 8: Field Mapping

On the Field Mapping page, you can choose to use the default Field Mapping. Click on ‘Save & Next’.

Sync Made Easy comes with default field mapping that you can always use. For custom mapping, you can either turn off the toggle for all objects or just for the object in which you want to add your custom mapping.

Step 9: Record Type

Here, whatever record type you select, the Record will be created by the respective record type only.

After completing all the configuration steps, when you click on “Save & Next”, you will reach the final step of the setup.

Here, you will have the option to sync your legacy records in Salesforce. After completing this, you will see the “Usage Terms” pop-up window from where you can click the “Mapping Overview”.

Now, the Mapping Overview pop-up window is opened, click on “Start Syncing”.

In the Start Syncing pop-up modal, check the “I Understand, Please Proceed” checkbox and then click “Start”.

Step 10: Finished (Start Legacy Data Sync)

After you click on “Start”, the legacy data sync will get started, and you can see the progress of your sync.

Thanks!