How does Shopify handle images on Variants?

Only 1 image can be assigned to each variant, as this is a Shopify limitation.

What data is used from in Shopify Collections? 

The Infusion integration with Shopify only maps the Infusion Product Group and Subgroup to Collections in Shopify. Products can be synced with these two Collections / Categories. 

How do I setup Shopify to work with Infusion correctly?

You will need an active Shopify account for setting up Shopify with Infusion. 

Shopify is set up with Infusion using a GraphQL Admin API which requires a valid Shopify Access token.

Log in to Shopify using the account details you wish to connect with Infusion. You should be redirected to the store that has already been created or if you have multiple stores under your Shopify account, select the stores that you wish to set up with Infusion  

If no stores have been created or if you want to test the Shopify to Infusion integration, follow the steps to create a store.

Note: Currently the users can only connect one Shopify Store to Infusion

Create a store in Shopify 

Log in to Shopify using your account credentials, then from the home page, select the purpose of the store, enter the preferred store name, build version, and data configuration values as prompted and ‘create development store’. 

If you are creating a store for testing purpose, we recommend you select the following:

• Purpose of the store - Create a store to test and build
• Build version - Current release 
• Data Configurations - Start with an empty store

Note: If you are creating a test store for integration testing with Infusion, you must unlink the test store prior to configuring Infusion with the original store

To integrate Shopify with Infusion, the user must first generate a valid Shopify access token 

Follow the below steps for generating a Shopify Access token 

1. Set up a Shopify App for generating a Shopify access token

Before you can use the GraphQL Admin API, you need to create a Shopify app and obtain API credentials. 

Log in to Shopify and Create a new Shopify App, if you have multiple stores created select the store that you wish to set up with Infusion and follow the below steps

1.1 From the Home page, go to the 'Settings' menu, then select the 'Develop Apps' option under the 'Apps and Sales Channels' tab.

Select ‘Allow custom app development’ option – selecting this option should take you to a confirmation page with a warning that you are about to allow custom app development for the store selected. 

Once confirmed, you will be taken to the App development page from where the Shopify app is created and configured.

2. Creating and configuring the Shopify app on the selected store

2.1 Select Create an app option and you’ll be prompted to provide the following details:

App Name: This will be the unique name of the app within your store.

App Developer: Give in the details of the person creating the app 

After entering the required information, click the ‘Create App’ button. 

Once the app is successfully created, you can view the app details under the 'Apps and Sales Channels' tab.

2.2 Configuring the Shopify App to generate access tokens 

Configure the Admin API scopes by selecting the access scope needed manually (if not sure about the access scopes needed, we recommend selecting all scope)

3. Installing the Shopify app created

3.1 Once the configuration is complete, to get the Admin API access token you will have to select install app option from the API credentials tab and confirm the installation 

4. Access tokens details

4.1 Once the installation is complete, the token will be automatically generated under the 'API Credentials' tab of the created app. 

Please copy and secure this as you can't repeat this step – to copy the token, click reveal token once button, the token will be now revealed (don’t forget to copy and secure the token as this will be needed to set up Shopify in Infusion. 

Before setting up Shopify on infusion, please update the following settings on Shopify: 

1. Time Zone – Time Zone can be updated from the general tab under settings menu (this needs to update to match the store region as orders will be created for the store according to the time selected)

2. Shipping rates for the region - Shipping rates can be updated from the 'Shipping and Delivery' tab in the Settings menu

3. Tax rates – In Shopify you can activate the setting for dynamic tax inclusion or exclusion, based on your customer's location, similarly, The GST settings on Infusion can be GST inclusive or GST Exclusive

Note: The tax setting on Shopify should match with the GST setting on Infusion

3.1 If the GST setting in Infusion is GST exclusive, follow these steps in Shopify:

3.1.1 Go to Settings, then navigate to Taxes and Duties, select ‘New Zealand’ from the Regional Settings options. Under the GST collection section, choose 'Collect in new region.

Enter the GST number if known, if not click collect GST. 

GST will be set at 15% by default for New Zealand. 

3.1.2 Update the Market and Tax display settings

From the settings menu Select New Zealand as Market

Select ‘Show as line item’ for Tax display value under duties and Import tax setting

3.2 If GST setting on Infusion is GST inclusive, follow these steps in Shopify 

Follow all steps as per section 3.1and for the tax display settings please select ‘Show as included’ 

Additionally, you will also have to enable ‘Include sales tax in product price and shipping rate’ option under the Global settings. 

Follow the steps below on Infusion to set up Shopify 

1. Log in to Infusion and go to the E-commerce settings. From there, select Shopify as your e-commerce provider by following this path: Settings → Integrations → E-commerce Settings → Select Shopify as the e-commerce provider

Link the created store to Infusion by providing the Shopify site URL and the Access token 

Enter the requested information in each of the fields. These will be used when sales made on the Shopify Store are posted through into Infusion.

• E- commerce Provider: Choose your E-Commerce provider, Shopify.
• Shopify URL: This is the URL of the Shopify store.  
• Shopify access token: This is the Access token from Shopify Admin API
• B2C Customer Workflow: Set to use Cash Sales Account by default
• Guest Checkout Customer Workflow: Set to use Cash Sales Account by default
• Cash Sales Account: This is the account that the previous option will assign either unmatched email sales or all sales to
• Sales Rep Hierarchy: Select the sales rep hierarchy to use for the Shopify sales
• Default Sales Rep: Assign a default sales rep to Shopify
• Product location: If multiple locations are used to store products, which location are products being sold from.
• Allow Out of Stock Ordering: This determines whether products that are currently out of stock can be sold in Shopify.
• Website Price level: Select the Price level being used for products on Shopify 
• Batch Fetch Limit: Set by default 
• Batch Update Limit: Set by default
• Connection Timeout (Seconds): Set by default

2. Once the details are saved click ‘Test Settings’ option and the testing should be successful.

3. Confirm that the GST settings in Infusion match those in Shopify by navigating to: Settings → GST Settings. Then, check 'GST on quotes/invoices' is matching with the Shopify set up.