
Step 1: Initial Connection
Before configuring settings in Zedonk, you must establish the secure link between the two platforms by installing the public app. Follow the steps outlined within the Shopify Connector - Overview and Activation article.
Once installed, let your Client Success Manager know you are ready to proceed. By default, a temporary blocker on imports to Zedonk is set so you can finalise the Product, Catalogue, ATS and Settings setup before going live.
Review the Overview paragraph of the Shopify Connector - Overview and Activation article and determine which Shopify Connector Version (V1, V2 or V3) you'd like to choose. Inform your Client Success Manager.
Step 2: Configuration & Catalogue
Once the connection is authorised, proceed to Zedonk to prepare your products and available-to-sell stock.
If you chose the Shopify Connector V2 or V3, which imports retail orders to Zedonk, you will also need to create a Shopify Retail Customer and a Retail Order Tag in Zedonk:
Step 3: Create Your Product Catalogue
In this step, you will define which products are included in the export tasks, such as Product Export, Product IDs Sync and Stock (ATS) Export.
Step 4: Configure Connector Settings
Depending on the Shopify Connector version you chose, define the settings and rules for data synchronisation between Zedonk and Shopify:
Step 5: Enable Alerts
Set up alerts to receive notifications if a sync fails (e.g., due to a missing SKU or data mismatch):
Step 6: Test the Integration
Before going live, perform manual tests to verify accuracy.
- Only required if you don't have products in Shopify - Test the Product Export:
- Create and populate your Catalogue
- In the Connector, select Connectors > Shopify > Actions > Product Export
- Check your Shopify Admin to verify the product appears with the correct Title, Description, Price, and Image (as per your Connector Settings).
- Test Inventory Sync:
- Update the stock levels for your products in Zedonk (Prepare Available to Sell Stock).
- Run Connectors > Shopify > Actions > Stock Export.
- Verify the stock quantities update in Shopify.
- Test Order Import:
- Place a test order in Shopify using a test product.
- Review Connectors > Shopify > Activity area and confirm that stock adjustments from a sale have been imported. Verify the sales stock adjustment appears in Zedonk's Products Stock Inventory Module (Adjustments) with the correct product/size and quantities.
- Only required if you chose Shopify Connector V2 or V3 - Verify the order appears in Zedonk's Order module with the correct product/size, customer data, and quantities.
- Test Refund/Restock Import:
- Trigger a refund and restock on a test order in Shopify (Refund Adjustment).
- Review Connectors > Shopify > Activity area and confirm that stock adjustments from a refund/restock have been imported.
- Verify the refund/restock adjustment appears in Zedonk's Products Stock Inventory module (Adjustments) with the correct product/size and quantities.
Step 7: Monitor and Troubleshoot
- Check Activity:
- Regularly review the Activity in the Shopify Connector.
- Look for "Red" error flags. Common errors include barcode mismatch (the barcode in Shopify doesn't match Zedonk exactly or is missing). See Shopify Connector - Troubleshooting for more details.
- Resolve Issues:
- If a stock adjustment or an order fails to import, correct the data in Shopify or Zedonk and update the Shopify order or re-create a test Shopify order to confirm the error has been corrected.
Step 8: Go Live
- Enable Automation:
- Once testing is successful, request your Client Success Manager to lift the blocker on the imports from Shopify and enable a scheduled export of ATS to happen every hour.
- Handover:
- You are now live! Your inventory and sales will sync automatically.