Shopify Setup

GENERATE SHOPIFY API

Follow the steps below to generate a Shopify API Key and Password.

1. Log in to Shopify

2. Click Apps on the main left menu

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3. Scroll to the bottom of the page, then click Manage private apps

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4. Click Create a new private app

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5. Configure the new app with the following selections:

App Details:

Private app name: RICS Software

Emergency developer email: devops@ricssoftware.com

Admin API: Defaults except

Store content like articles, blogs, comments, pages, and redirects: Read access

Customer details and customer groups: Read and write

Orders, transactions, and fulfillments: Read and write

Products, variants and collections: Read and write

Shipping rates, countries and provinces: Read and write

Locations: Read access

Inventory: Read and write

6. Click Save

7. Copy the API Key and Password to be used later in the enablement process

 

ENABLE INTEGRATION IN RICS

Follow the steps below to enable the Shopify integration in RICS:

1. In the RICS Back Office, go to Ecommerce :: Ecommerce Setup

2. Click Add New under the Shopify logo

3. Review the Shopify Account Overview page, then click Next

4. In the Authorize RICS page, scroll down to enter the required authorization fields

Authorization Fields:

Account Label – Name for the connection in RICS

Store Name – Name of the Shopify store found in the Shopify URL, right before “myshopify.com”

API Key – From Shopify (see Generate Shopify API)

API Password – From Shopify (see Generate Shopify API)

First Name – Name of the RICS user logged in

Last Name – Name of the RICS user logged in

Contact Email – Email of the logged in RICS user

Note: For further description of each required field, hover over the question mark on the right.

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5. Click Next

6. In the Default Configurations page, enter and select the default options

Default Configuration Options:

Inventory

Inventory Threshold – Enter an inventory quantity to be reserved for in store only

Fulfillment Strategy – Check if RICS should automatically determine the fulfillment location

Pricing

Pricing Strategy – Select how prices should be managed in Shopify

RICS Active Price – RICS will update prices in Shopify

Manual Price – Online prices are managed in Shopify; RICS will not update prices

Respect MAP Price – Check to prevent Shopify price from going below MAP price if known by RICS

Flat Price Offset – Enter a dollar amount to increase or decrease the Shopify Price relative to the price in RICS

Example: RICS Price $134.99, Flat Price Offset $5, Shopify Price $139.99

Customer

Save Customers – Check to save online customer information in RICS

Adapter Start Date - Set the date and time the integration should begin recording sales (default is immediate)

Note: For further description of each required field, hover over the question mark on the right.

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7. Click Next

8. In the Location page, enter and select the location options

Location Options:

Inventory – Check the store(s) to include in the inventory quantity sent to Shopify

Sales – Check the store to record online sales; only select one store

Location Details – Select a store and enter the required store details; repeat for all stores included in the integration

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9. Click Submit

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