Sync Shopify with Salesforce

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  • Last Post 4 weeks ago
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Berkeley Baker posted this 4 weeks ago

I have a client that is considering using Shopify, and wants to sync Shopify Orders with Salesforce.  Is it possible to sync and create an order in Salesforce while connecting to the contact (or looking up that contact based on matching the email address?)

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Dmitriy Muzurov posted this 4 weeks ago

Hi Berkeley,

Thank you for submitting a ticket with us.

Please provide us with more details about your scenario: what objects you would like to integrate, whether you need bi-directional synchronization or one way data migration, what role should play Salesforce Contact in your scenario.

We are looking forward to hearing from you.

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Dmitriy Muzurov posted this 4 weeks ago

Hi Berkeley,

Also, we would appreciate if you specify the login email associated with your account.

Looking forward to your reply.

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Berkeley Baker posted this 4 weeks ago

Hi Dmitriy,

I have a login account through my company, Arkus, which is a salesforce partner.  I'm helping a client, the Ontario Lung Association, find an option for a store where they can have products, but only charge for bulk shipping costs.  I'm looking for a bi-directional sync for the following:

Shopify Orders - Salesforce Orders (Shopify Products sync with Salesforce Order Products)

Shopify Customer - Salesforce Contact (matching via email used on shopify order or creating a new contact if no match)

 

Let me know if you have any thoughts or questions.

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Dmitriy Muzurov posted this 4 weeks ago

Hi Berkeley,

Thank you for details.

There are several culprits in such scenario.

For first synchronization task Shopify Orders <-> Salesforce Order an AccountId field must be mapped. This field has a relation with parent Salesforce table Account, stores its existing IDs and should be filled with them while no new account is created in your scenario.

Also, a field LineItems from Shopify must be mapped too and since it carries the values in JSON format, it won't be possible to configure such mapping as Salesforce does not organize data in JSON in this object.

In second task you can try to synchronize Shopify Products and Salesforce Product2 since there is no Order Products object on Salesforce side.

Regarding the third task, a synchronization package Shopify Customers <-> Salesforce Contact can be created and your condition met with the help of lookup mapping. It will look like this.

However, with such lookup if there is no email in the Orders, a new contact will be created without it.

Please check more details about synchronization here.

Should you have any questions, do not hesitate to contact us back.

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