Streamline Your Shopify Store with ShipBob
Table of Contents
- Introduction
- Navigating to the Integrations Tab
- Searching and Selecting the Shopify Integration
- Installing the Shopify App
- Managing and Reviewing the Integration Settings
- Syncing Products from Shopify
- Configuring Fulfillment Settings
- Selecting Items for ShipBob Fulfillment
- Importing Historical Orders
- Setting Payment Status for Order Imports
- Enabling Automatic Processing Pause
- Enabling Auto Sync for Real-Time Order Import
- Setting Order Import Delay
- Syncing Inventory Count with Shopify
- Conclusion
Introduction
Welcome to our Shopify store integration guide. In this article, we will walk you through the process of integrating your Shopify store with ShipBob, a fulfillment service provider. By following the steps outlined below, you will be able to seamlessly connect your Shopify store with ShipBob and streamline your order fulfillment process.
1. Navigating to the Integrations Tab
To begin the integration process, you will first need to navigate to the Integrations tab on the ShipBob dashboard. This can be found on the left-hand side of the dashboard. Click on the Integrations tab to proceed.
2. Searching and Selecting the Shopify Integration
Once you are on the Apps and Integrations page, you can search for the Shopify integration by using the search bar. Type "Shopify" and select the corresponding integration from the results.
3. Installing the Shopify App
Click on the "Get App" button to start the installation process. This will direct you to the Shopify App Store. On the App Store page, click the "Add App" button and select the Shopify store you want to integrate with ShipBob. Click the "Install App" button to complete the installation.
4. Managing and Reviewing the Integration Settings
After installing the Shopify app, go back to the ShipBob dashboard and click on the "Manage" link to review your Shopify and ShipBob integration settings. This step is important to confirm that everything is properly configured before moving forward.
5. Syncing Products from Shopify
To sync your products from Shopify to ShipBob, click on the "Sync Products" button. This will import all your Shopify products into the ShipBob dashboard. You can review the synced products at a later stage.
6. Configuring Fulfillment Settings
Next, you'll need to confirm and configure your fulfillment settings for ShipBob. This step involves updating the Shopify settings for each product that ShipBob will be shipping. To do this, visit the inventory section of your Shopify store and select the product you want to update. Edit the fulfillment service option to set it to ShipBob.
7. Selecting Items for ShipBob Fulfillment
If ShipBob will not be fulfilling all of your products, you'll need to select which items ShipBob will handle. You can enable this setting to only allow ShipBob to pick, pack, and ship those line items with their fulfillment service set to ShipBob. Alternatively, you can choose the "All Items" option to have ShipBob fulfill all items regardless of fulfillment service.
8. Importing Historical Orders
If you have a bulk list of historical orders that you want to import, you can use the import feature to bring them into the ShipBob dashboard. This is useful if you want to sync past orders or a large set of orders all at once.
9. Setting Payment Status for Order Imports
Specify at what point of end customer payment you want ShipBob to import orders. You can choose the "Paid Only" option, which will import orders with full payment captured, or enable the "Paid, Authorized, and Processing" option. Note that buy now pay later orders will be considered "Paid Only."
10. Enabling Automatic Processing Pause
Enabling this feature allows you to review and manually release imported orders before fulfillment. It puts all imported orders on hold after auto-syncing, giving you control over the first import. This is particularly useful if you have been self-fulfilling or have an existing 3PL handling orders on your behalf.
11. Enabling Auto Sync for Real-Time Order Import
By enabling auto-sync, orders will be imported into the ShipBob dashboard in real-time. We recommend turning on this feature after sending inventory to ensure that only necessary orders are fulfilled. Auto-sync will import orders that are created on or after the selected start import date.
12. Setting Order Import Delay
If you prefer to add a delay between when an order is created on your Shopify store and when it imports to the ShipBob dashboard, you can use the order import delay feature. You can select a delay of up to 24 hours from the drop-down menu. This is helpful if you need some time to review orders before they are imported into ShipBob.
13. Syncing Inventory Count with Shopify
Enabling this feature will sync your ShipBob inventory counts for both bundle and non-bundle items with Shopify. This helps avoid overselling when your inventory is low. You can set an inventory buffer value, and your store will show zero stock when the quantity in ShipBob falls below that value.
14. Conclusion
Congratulations! You have successfully integrated your Shopify store with ShipBob. By following the steps outlined in this article, you have connected your Shopify store and streamlined your order fulfillment process. Feel free to explore additional features and settings in the ShipBob dashboard to optimize your fulfillment experience.
Highlights
- Step-by-step guide to integrating your Shopify store with ShipBob
- Syncing products from Shopify to ShipBob
- Configuring fulfillment settings for ShipBob
- Selecting items for ShipBob fulfillment
- Importing historical orders into ShipBob
- Setting payment status for order imports
- Enabling automatic processing pause for manual review
- Enabling auto sync for real-time order import
- Setting order import delay for added control
- Syncing inventory count with Shopify for accurate stock management
FAQ
Q: Can I integrate multiple Shopify stores with ShipBob?
A: Yes, you can integrate multiple Shopify stores with ShipBob. Simply follow the same steps outlined in this article for each store you want to connect.
Q: Can I change the fulfillment service for individual variants of a product?
A: Yes, you can edit the fulfillment service for each variant of a product in the Shopify inventory section. Make sure to update the fulfillment service setting for each variant individually.
Q: Can I import orders that were created before the start import date?
A: No, ShipBob will only import orders that were created on or after the selected start import date. If you have historical orders that you want to import, you can use the import feature to bring them into the ShipBob dashboard.
Q: How often does auto sync import orders into ShipBob?
A: Auto sync imports orders into ShipBob in real-time. As soon as an order is created on your Shopify store, it will be automatically imported into the ShipBob dashboard for processing.
Q: Can I make changes to the integration settings after the initial setup?
A: Yes, you can revisit the integration settings at any time to make changes. Simply navigate to the Shopify integration section in the ShipBob dashboard and adjust the desired settings.
Q: Is the inventory count synced between ShipBob and Shopify in real-time?
A: Yes, by enabling the "Sync Inventory Count" feature, your ShipBob inventory counts for both bundle and non-bundle items will be synced with Shopify in real-time. This ensures accurate stock management across platforms.
