Features
Streamline your eCommerce operations with Shopify to Salesforce integration using Sync Made Easy, and drive innovation by leveraging the following features:
- Legacy Data Imports To Consolidate Salesforce Platform Data.
- An intuitive and user-friendly interface.
- Real-time Synchronization of Records.
- Concurrent and Efficient Inventory Management.
- A Single, Comprehensive App to Manage all eCommerce objects.
- Breezy, No-code installation, and Dynamic Field Mapping for non-IT users.
System Requirements
Here are 3 key points to know:
a. Salesforce account : Visit www.salesforce.com to create an account if you don’t have an account or Log in to your existing account.
b. Shopify store account : New users should log in to www.shopify.com to locate their business store and proceed as per the instructions in further manual sections.
c. Enable Order Object : Users must enable the Order Object on their Salesforce org to continue with the installation of the package.
Installation
In subsequent sections of the handbook, we will walk through all the essential installation steps. Be sure to follow these steps for an easy and error-free installation experience.
Installation Setup At the Salesforce Platform
We will begin the installation process by logging into Salesforce.com, where the app is already downloaded and configured for functionality.
Search “Sync Made Easy” on AppExchange
- Visit Salesforce AppExchange and type “Sync Made Easy” in the search bar.
- Select Sync Made Easy and click on Get It Now to install the app.
Please Note: To install the Sync Made Easy app, you must log in to “Trailblazer.me” using Salesforce account credentials.
- Alternatively, you can Log into your Salesforce org. > Go to Home > Visit AppExchange from the slide bar and click on Get Started.
See the Figure 01 for reference
- Now, type Sync Made Easy in the search bar and then click on the app as shown in Figure 02.
- Now, click on “Get It Now” as shown in Figure 03.
- Now, log in to Salesforce AppExchange. To do so, click on Open Login Screen as shown in Figure 04.
- After successfully logging in, you will be asked to confirm where you want to install the package. We recommend installing it in “Production.” So choose – Install in this Org and Click on Install Here as shown in Figure 05.
- You will be now redirected to the web page to confirm installation details.
- Agree to the terms & conditions by checking the box, then proceed by clicking on “Confirm and Install” as shown in Figure 06.
- Here, “Install for All Users” is chosen by default as we recommend. So, Click on ‘Install’ to complete the installation process as shown in Figure 07.
- Now, on your screen, you will see “Installing and granting access” as shown in Figure 08.
- This process will take time; however, you will be notified once the installation is over. Click on “Done” as shown in Figure 09.
- After the package is installed, you will be able to view the package on your Salesforce Set Up page as shown in Figure 10.
Prerequisite Salesforce Configurations
- Now, you’ll need to configure the installation from the Salesforce Org to make it work.
- We will configure the installations in 6 steps.
- From the same page, Go to App launcher | Type HIC Sync Made Easy in the bar| Click on HIC Sync Made Easy. See Figure 11 for reference.
- Next, Go to SME Settings.
- This brings you to Step 1 of the configuration process.
- In Step 1, we will register your site, create a Domain URL Remote setting, create a remote setting, and generate a self-signed certificate.
Step 1: Setup
Creating A Site URL for your Org
- Once you open the app you will be on the Setup page as shown in Figure 12, this is the first step.
- We will begin by creating a new site.
- You may check the status of your site by clicking the Check Status button, as shown in Figure 13.
- We recommend checking the status after completing every step on the page.
- Here on this webpage, there are four mandatory tasks to carry out. So, the first one is to create a new active site.
- Now, Tap on ”Click here” as shown in Figure 14.
- This will take you to a webpage as shown in Figure 15.
- Here, enter a unique Domain Name for your Salesforce Site.
WARNING: The Domain Name for your Salesforce Site will be immutable once registered and must be chosen carefully before proceeding any further.
- Check the box next to I have read and accepted the Salesforce Site’s Terms and Conditions.
- Then, go to Register My Salesforce Site Domain to finish registration.
- After a while, refreshing the page should display your Salesforce Site Domain Name as shown in Figure 16. Click on “New” to create a new site.
- From here, you will be taken to The Site Edit Page, where you will need to create Your Site Label and Site Name.
- Now, on the Site Edit Page, fill in mandatory fields marked in red and tick the checkbox next to ‘Active’ to activate the site as shown in Figure 17.
- You only need to enter the Site Label and Site Name. And do not forget to put a tick on the Active Site Checkbox.
- Fill in the Active Site Home Page field by opening the lookup next to it, and pick one of the values in the list of Recently Viewed Visual force pages as shown in Figure 18.
- This populates the rest of the mandatory fields with appropriate values.
- Now, click Save and finish creating the site.
- On the following page, you should be able to see the site detail. Click on Public Access Settings as shown in Figure 19.
- This will bring you to the Profile page.
- Here, click on “Enabled Apex Class Access” as shown in Figure 20, then click on ‘Edit’.
- Now, you will be landed on to Enable Apex Class access page.
- Here, select ‘HIC_ShopifySync.’ Authenticate all apex classes then click on ADD as shown in Figure 21.
- Now, Click on “Save” as shown in Figure 22.
Activate the site created
- Go to the Setup page of the Salesforce sync Settings page, then click on Check Status as shown in Figure 23.
- After the site is activated, it’s time to configure your site.
Configure the Site
- From the Setup of the SME settings page, configure your site.
- You can click on Check Status after completing the authentication required.
- Now, tap on ‘Click here’ to configure the site as shown in Figure 24.
- This will take you to the webpage to enter your site as shown in Figure 25.
- Select your site URL from the dropdown and click on “Success”.
- Click on the initialize button as shown in Figure 26.
- After clicking the Success button, you’ll be directed to the Initialize page. Clicking it will automatically create your ‘Authenticate’ and ‘Domain’ URL remote site settings.
Warning:- If you have already installed Sync Made Easy, you need to open it and edit the remote site settings so it should not be the same or you need to delete the previous remote site settings.
- Now the Salesforce Authenticate page is open, scroll down and click on ‘Allow’ as shown in Figure 27.
- Now you see the initialization page. Once the initialization process is completed, click on the ‘Go to the next steps’ button as shown in Figure 28.
Generate Self-Signed Certificate
- In this step, we will generate a self-signed certificate with the name “Shopify”.
- Right from the Create Certificate popup window page, click on the ‘Create Certificate’ button as shown in Figure 29.
- On the Certificate page, click on “Save” as shown in Figure 30.
- The next page will display the Certificate details as shown in Figure 31.
- Again, Go back to the sync settings page and click on “Close”, as shown in Figure 32.
- On the setup page, click on the ‘Check status’ as shown in Figure 33. Once you click on the check status it will take you to the next page and you have completed your setup.
Step 2: Shopify Credentials
Retrieving Shopify Access Token
- Here onwards, STEP 2 begins, which is the Shopify Credentials page.
- In Step 2, you will need the Shopify Store Name and API Access token, as shown in Figure 34.
Shopify Store Name and Shopify Access Token
- To retrieve the Shopify Store Name and Access Token:
- Open another tab, go to https://www.shopify.com/, and log in using your store credentials.
- After logging in, you will be on the homepage of your store. From the same page, Go to Apps as shown in Figure 35.
- You should be now on the Apps page. Search for apps and sales channel insights in the search bar, as shown in Figure 36.
- Once you are on this page, click on Develop apps as shown in Figure 37.
- You should be now on the App Development page. Now click on “Allow Custom app Development” as shown in Figure 38.
- On the next page, again click on ‘Allow Custom App Development’ as shown in Figure 39.
- Once on the App Development page, click on “Create an App” as shown in Figure 40.
- On the next page, you will need to name the app. The app developer’s email address is populated bydefault. Fill in the app’s name and click on “Create App’ as shown in Figure 41 for reference.
- After the app is created, it is time to configure the app. So, from the overview section of the App development page, click on “Configure Admin API Scopes” as shown in Figure 42.
- Now, on the Configuration page, you need to permit the below objects and then click on Save as shown in Figure 43.
|
|
|
|
|
|
- After you have saved your app configuration, scroll up and Go to API Credentials. To access your API access token, you will need to install the app. Click on “Install app” as shown in Figure 44.
- Once the confirmation window appears, click on Install to complete the app installation as shown in Figure 45.
- After the app is installed, you can view your Admin Shopify Access Token.
Please Note: Shopify access Token key can be viewed only once after revealing the token. Ensure to copy the Token key and save it in a secure place for later use.
- To retrieve the Shopify Admin API and Access Token, click on ‘Reveal Token Once.’ as shown in Figure 46.
- To get the Name of your Store, from the homepage Copy the Store name from the URL as shown in Figure 47.
- Now, back to the Shopify Credentials page(step 2), and enter your Shopify Store Name.
- Insert the Shopify Access Token in the next field as shown below in Figure 48.
- Next, Select the Price book. If you have created any custom price book in your org then it will show here, Otherwise select “Standard” as shown below in Figure 49.
- For Multicurrency, you can choose any currency you want. If you have enabled the multicurrency in your org, then it will show all the currency you have created here. However, if you haven’t enabled it then it will show you the currency of your ORG (location) as Default Currency as shown in Figure 50.
- Now, scrolling down on the same page, the real-time sync section is displayed.
- In this step, “Product” and “Customer” are default so you can’t change that, but if you want to disable the sync of other objects you can do that by turning off the toggle button as shown below in Figure 51.
- Select Email ID. You can provide more than one email ID by clicking the”+” button and clicking Save and Go to Next Step as shown in Figure 52. This completes step 2, and you should be now on step 3.
Multi-store sync functionality
- For syncing more than one Shopify store from this interface, click on “Having more than one store” in the right corner of the webpage.
- Choose your desired store from the Multi-Control store panel to start mapping as shown in Figures 53, and 54 for multiple store synchronization.
Adding, Editing, and Deleting multiple stores
- To add a new store to your Salesforce org, Click on Having More than one store. Now, from the multi-store control panel, click on ‘New” as shown in Figure 55.
- You will be redirected to the credentials page where you have to insert the new store name and Shopify access token and click on ‘Check credential’ as shown in Figure 56.
- Go back to www.Shopify.com and log in using your store credentials. Now, follow the same process as mentioned in section 5.1 and retrieve your Shopify access token. As mentioned above, the access token once revealed can’t be accessed again. So, make sure to copy the token and keep it securely for later use.
- Now back on the credentials page, insert the new store Name and access token in their respective fields. Scroll down and click on ” Save & Go to Next Step” as shown in Figure 57 for reference.
- The new store is now added.
Step 1 - Editing the Store
- To modify the store, click on ‘Having more than one store’ and then select ok on the warning dialogue box as shown in Figure 58.
- Now, on the multi-store control panel, select the store you want to edit and click on the edit button on its left. See Figure 59.
- You will be redirected to the Shopify credentials page, and you can modify fields as you want and then click on Save & go to Next Page to save your changes as shown in Figure 60.
- Likewise, to delete a store, simply go to the multi-store control panel, select the store you want to delete, and click on the trash icon next to it as shown in Figure 61.
Step 3 - Object Setup
- On this page, you can view what Salesforce object is mapped with your Shopify objects.
- You can also select “Person Account” or “Business Account” as shown in Figure 62.
- If you don’t want to create an “Opportunity” of orders or “Opportunity Line Item” or “Order Fulfillment”, you can turn off the toggle button of these objects. If you want to use full functionality, you can go with our default settings. Now Click on Save and Go to the Next Step as shown in Figure 63.
Step 4 - Field Mapping
- On the Field Mapping page, you can choose to use the default Field Mapping. Click on’ Save and go to Next Step’ as in Figure 64.
- Sync Made Easy comes with default field mapping that you can always use.
- But if you want to customize the mapping, you can also do that by turning off the toggle button.
- For Custom mapping, you can turn off the toggle button for all the objects or just turn off the toggle button of the object in which you want to add your custom mapping as shown in Figure No. 65.
- Now, if you want to add a few more fields, you need to open the object scroll down to the Add row option, and click on it. Refer to Figure 66.
- You can also “SYNC ALL CONTACTS/ORDER IN SINGLE ACCOUNT” by enabling the toggle button of “SYNC ALL CONTACTS/ORDER IN SINGLE ACCOUNT” and giving the name of the account you want to sync all your contacts/order, as shown in Figure 67.
Field Mapping: Final step of field mapping
You can also give all your opportunities a “Default Date” and “Default Stage” by scrolling down to the bottom of the page to “Opportunity Settings”. Enable the toggle button and give the number of days you want, and you can also select the stage by clicking on the stage as shown in Figure 68.
- Click Save and Go to the Next Step, as in Figure 69.
Step 5 - Record Type
Here, whatever record type you select, the Record will be created by the respective record type only as shown in Figure 70.
After completing all the configuration steps, when you click on the “Save & Go to Next Page,” 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 “Terms & Conditions” popup window from where you can click on the “Import Sample Records” button as shown in Figure 71.
Please Note: You can sync legacy records and proceed with the process, or else, you can simply start using the app with the real-time syncing feature.
Now the Import Sample Records popup window is opened, click on “Start Sync” as shown in Figure 72.
Step 6 - Finished
After you click on “Start Sync” the legacy data sync will get started, and you can see the progress of your sync in Figure 73 and 74.
Support
For further assistance or installation-related queries, click on Contact Support at the top right of each page to submit an issue as shown in Figure 75, Or reach out to us at support@syncmadeasy.com.
Shopify Log
You may view all the synced products, orders, variants, etc. on the Shopify Log. You may use the toggle button to see the list of logs updated. Also, can download them into a CSV file.