Shopify

Integrating your Shopify account with Velodrop will allow you to take advantage of some useful features that will make managing your workshop a more seamless experience.

In this article

Connecting a Shopify Account
Connecting Shopify Customers
Creating Draft Orders
Connecting Shopify Products

Connecting A Shopify Account

Creating a custom app

Before you can connect your Shopify store to Velodrop, you will need to create a custom app for your store. The essential steps are outlined below. Shopify provides detailed documentation here: https://help.shopify.com/en/manual/apps/app-types/custom-apps

Activate custom app development

  1. From your Shopify admin, click Settings > Apps and sales channels.
  2. Click Develop apps.
  3. Click Allow custom app development.
  4. Read the warning and information provided, and then click Allow custom app development.

Create the custom app

  1. From your Shopify admin, click Settings > Apps and sales channels.
  2. Click Develop apps.
  3. Click Create a custom app.
  4. In the modal window, enter the App name (eg. "Velodrop") and select an App developer.
  5. Click Create app.

Configure admin API scopes

  1. Click Configure admin API scopes.
  2. Select the following scopes:
    1. write_customers
    2. write_draft_orders
    3. write_orders
    4. write_products
  3. Click Save.

Install the app

  1. Click Install app.
  2. In the modal window, click Install.

API credentials

After installing the app, you should be redirected to the API credentials tab automatically.

Get the API credentials

  1. From your Shopify admin, click Settings > Apps and sales channels.
  2. Click Develop apps.
  3. Click the name of the app that you want the credentials for.
  4. Click API credentials.

Copy and save the credentials

Copy and save the following items. They will be needed for the next step.

  1. Admin API access token
  2. API key
  3. API secret

Completing the connection

After saving the required information, in Velodrop, navigate to the Shopify plugin settings page.

  1. Click Settings > Plugins > Shopify > Connect
  2. Enter your Shopify store name (eg. example.myshopify.com)
  3. Enter the Admin API access token, API key and API secret copied during the previous step.
  4. Click Connect.

If the information provided is correct, you should be redirected back to the Shopify settings page with a message indicating successful connection.

Learn more about creating, installing and updating custom Shopify apps here: https://help.shopify.com/en/manual/apps/app-types/custom-apps

Connecting Shopify Customers With Velodrop

You can access exisiting customers from your Shopify account and import them into Velodrop to use in creating new appointments, orders and warranties.

Searching For The Customer

Begin typing the customer’s name in the search bar at the top of the form. If any customer names matching the search exist in the database, they will appear in the dropdown list of results below. If no suitable results come back, you extend the search to look for that customer’s name in the Shopify database by clicking the "Search Shopify" button at the bottom of the search box.

A modal will popup containing the results from Shopify. If needed, the search terms can be corrected and the search can be run again. Results will be updated and shown below the search form.

Importing The Customer

When the customer you are looking for is found, you can import and use this customer in Velodrop by clicking the "Import" button for that customer. This will open another modal giving you the opportunity to make any changes to the customer data before being imported.

When you are finished making any changes you wish to make, click the "Continue" button, and this customer will be imported into your Velodrop database and attached to the current event being created.

Exporting Velodrop Customers To Shopify

You can create new Shopify customers, and link existing Shopify customers to existing Velodrop customers easily from within Velodrop appointments.

Begin by clicking the button "Connect Shopify Customer" below the customer information box.

Export Modal Dialogue

A modal dialogue, which includes the data that will be exported, and a list of search results from Shopify potentially matching the customer. You can choose to select one of the matching customers from the search results below, or create a new Shopify customer using the details contained in Velodrop.

Simply click the button "Continue" and your Velodrop customer will now be linked to a customer profile in Shopify.

Creating A New Shopify Draft Order From Velodrop

One of the perks of connecting your Shopify account is the ability to turn an appointment into a draft order in Shopify with the click of a button.

This is done from the appointment details page. If the customer is already connected to a Shopify profile, you will find a button labeled “Create Draft Order“ below the customer information section. If not the button will be labeled “Connect Shopify Customer“. Before creating a new draft order, the customer will need to be attached to a Shopify customer profile first.

Clicking the button will create a new Shopify draft order, and load a new Shopify tab in your browser so you can edit it further.

Each service and package in the appointment will become a new line item in the draft order with a title and a price. By default services are added as custom line items. If you have your service items already created as products in Shopify, you can connect them to your services and packages.

Connecting Shopify Products

You can connect your Velodrop services to Shopify products and variant, and these will be used when populating new draft orders instead of creating custom line items for each service.

Edit Services And Packages

In Velodrop, navigate to the service or package item you’d like to connect with a Shopify product and scroll down to the section labeled "Link Shopify product".

All you need to do here is enter the Shopify Product ID and then click the "Save" button.

Finding The Shopify Product ID

Finding the Shopify product ID Find the product ID in your browser address bar after ".../products/"

To find the Shopify product ID:

  1. From the Shopify admin, go to “Products” and select the product you need to get the ID for.
  2. Find the product ID in your browser's address bar. It looks like ".../admin/products/PRODUCT_ID".
  3. Copy this number and return to Velodrop to paste it into the input labeled "Shopify Product ID" where required.

When successfully connected, you’ll be able to see the title, description, price and SKU of the product as it exists in Shopify. You’ll also find a link to edit the relevant product page in the Shopify admin.

Finding the Shopify product ID Finding and copying your Shopify product ID

Product Variants

Finding the Shopify variant ID Find the product ID in your browser address bar after ".../variants/"

If you need to add a Shopify product variant instead, simply enter the variant ID instead of the product ID. To find the variant ID from the Shopify product page, scroll down to the "Variants" box and click the "Edit" button next to the variant.

The variant id will be visible in your browser’s address bar. It looks like “…/admin/products/PRODUCT_ID/variants/VARIANT_ID“.

Finding the Shopify variant ID Finding and copying your Shopify variant ID

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