Explore the complete feature set available in Sync Made Easy Basic and Sync Made Easy Pro. Compare synchronization capabilities and discover how Sync Made Easy connects Shopify and Salesforce.
01 · Core Synchronization
Multiple Store Integration with Salesforce
BasicPro
Connect and synchronize multiple Shopify stores with a single Salesforce org.
Real-Time Data Sync with Salesforce
Basic · LimitedPro · Unlimited
Automatically keep Shopify and Salesforce records updated in real time as changes occur.
Salesforce → Shopify Data Sync
Basic — Not availablePro
Synchronize data from Salesforce to Shopify based on your configured field and object mappings.
Selective Date-Duration Data Sync
Basic — Not availablePro
Sync Shopify's historical data for a specified date range.
Data Migration Using Bulk API
Basic — Not availablePro
Migrate data significantly faster using the Bulk API compared to Salesforce's standard migration methods. A one-time charge applies based on data volume and migration requirements.
02 · Customer & Account Management
Account Duplicate Prevention
Basic — Not availablePro
Based on the Shopify Customer Company Name, updates existing Salesforce Accounts instead of creating new ones.
Contact Duplicate Prevention
Basic — Not availablePro
Based on the customer's email address, updates existing Salesforce Contact records instead of creating new ones.
Non-Purchasing Customer's Lead Creation
Basic — Not availablePro
Creates Salesforce Leads for Shopify customers who haven't purchased yet, to help track potential customers.
Lead Conversion on Customer's First Purchase
Basic — Not availablePro
Converts the corresponding Salesforce Lead into an Account and Contact (or Person Account) when a Shopify customer places their first order.
Customer Email Domain Sync
Basic — Not availablePro
Uses the customer's email domain to sync the Company as a Salesforce Account and the Customer as a Contact, with orders linked to both.
03 · Orders & Financial Sync
Comprehensive Financial Sync for Shopify Orders
Basic — Not availablePro
Keeps Shopify order totals, taxes, shipping, and other charges accurate in Salesforce for reliable financial tracking.
Order Fulfillment Sync (Salesforce → Shopify)
Basic — Not availablePro
Fulfill paid orders directly from Salesforce, with fulfillment details synced back to Shopify automatically.
Shipping Sync (Shopify → Salesforce)
Basic — Not availablePro
Reflects Shopify shipping details on the corresponding Salesforce order records.
Tax Sync (Shopify → Salesforce)
Basic — Not availablePro
Updates Salesforce orders with tax details from Shopify to keep order records accurate.
Refund Sync (Shopify → Salesforce)
Basic — Not availablePro
Automatically syncs Shopify order refunds to Salesforce to maintain accurate order history, refund details, and transaction records.
Order Refund Sync (Salesforce → Shopify)
Basic — Not availablePro
Automatically syncs refund information from Salesforce orders to the corresponding Shopify orders.
Order Cancel Sync (Salesforce → Shopify)
Basic — Not availablePro
Automatically cancels the corresponding Shopify order when a paid order is canceled in Salesforce.
Customer Transaction Details
Basic — Not availablePro
Syncs detailed Shopify transaction data — payment amount, method, status, ID, and date — into Salesforce for centralized payment tracking and reporting.
Return Order Sync (Shopify → Salesforce)
Basic — Not availablePro
Syncs Shopify return order details — returned items, return status, and refund information — into Salesforce for centralized return tracking.
Order Sync — Based on Order Category
Basic — Not availablePro
Syncs Salesforce orders to Shopify according to their status category.
Preserve Shopify Orders as Drafts in Salesforce
Basic — Not availablePro
Ensures Shopify orders are imported into Salesforce in Draft status.
Auto Close Opportunity on Shopify Draft Order Payment
Basic — Not availablePro
Automatically updates the Salesforce Opportunity stage to Closed Won when the corresponding Shopify draft order is marked Paid.
Prevent Opportunity Stage Override from Shopify
Basic — Not availablePro
Locks Salesforce Opportunity stages from being overridden by Shopify updates.
04 · Products, Inventory & Checkout
Product Inventory Sync (Salesforce → Shopify)
Basic — Not availablePro
Keeps stock quantities accurate across Salesforce and Shopify by syncing inventory levels.
Product Images Sync (Shopify → Salesforce)
Basic — Not availablePro
Syncs product images from Shopify to Salesforce to keep product listings clear and attractive.
Product Images Sync (Salesforce → Shopify)
Basic — Not availablePro
Ensures Salesforce and Shopify display the same product images.
Checkout Synchronization (Shopify → Salesforce)
Basic — Not availablePro
Automatically syncs Shopify checkouts to Salesforce checkouts or opportunities.
05 · Advanced Data & Customization
Unlimited Salesforce Custom Field Mapping for Each Object
BasicPro
Map an unlimited number of custom fields between Shopify and Salesforce objects.
Metafield Mapping & Sync
Basic — Not availablePro
Sync any metafield value by mapping it to the correct object and data type. Available with a one-time implementation charge.
UTM Parameter Sync
Basic — Not availablePro
Reflects UTM parameters from Shopify on the corresponding Salesforce Orders and Opportunities.
Daily Email Notifications for Sync Errors
BasicPro
Receive a daily email summary of any records that failed to sync, so issues can be resolved quickly.
06 · B2B & Wholesale
Wholesale Business Storefront (B2B Shopify)
Basic — Not availablePro
Syncs Shopify wholesale storefront details — Company, Customer, Location, location catalog, and more — with customization support.
Built to keep Shopify and Salesforce in sync — accurately, and without manual work.
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