This article covers how to configure your Shopify store settings within ShipHero. We'll explain how to manage product and order information, synchronize data, and control inventory flow between both platforms.
After connecting your store, you can access these settings by going to My Account Stores and selecting the Settings button for your Shopify store.
Inventory & Product Management
Inventory & Product Management
These settings determine how inventory levels and product information are managed between ShipHero and Shopify.
Have ShipHero Manage my Shopify Inventory
When you enable "Have ShipHero manage my Shopify inventory," ShipHero becomes the single source of truth for your inventory. Any changes you make to an SKU's available quantity in ShipHero will automatically update on your Shopify store.
IMPORTANT NOTE:: Changes to inventory levels made directly in Shopify will not update inventory in ShipHero.
- If an SKU has backorders in ShipHero, a negative inventory count will be pushed to Shopify instead of zero.
- If this setting is off, ShipHero will not push any inventory updates to your Shopify store.
Product Creation Settings
As a best practice, create all new products in Shopify and let them sync to ShipHero. ShipHero does not push new SKUs to your Shopify store. To ensure products and orders are downloaded from Shopify, the setting "Download Products and Orders that are created in Shopify" must be enabled.
When a new product syncs from Shopify, you'll need to configure these settings:
1. Determine Starting Inventory
When a product is imported, you have two options for setting its starting inventory value in ShipHero:
-
Match what is in Shopify: This pulls the current inventory from Shopify.
Heads-Up! You must create a location named "Unassigned" in ShipHero for this to work correctly. If the location doesn't exist, inventory will be added to the "On Hand" field but won't be assigned to a location, making it impossible to pick and pack orders.- For multi-warehouse accounts, all Shopify inventory for a product will be combined and synced only to the Primary warehouse.
- This setting will not sync inventory for SKUs that already exist in ShipHero.
-
Start at 0: This sets the inventory to 0 in ShipHero, regardless of the quantity in Shopify.
Warning: If the setting "Have ShipHero manage my Shopify inventory" is enabled, this option will immediately overwrite your Shopify inventory with a value of 0.
2. Manage Which Warehouse SKUs are Created In
For multi-warehouse accounts, you can choose where new products are created: All Warehouses (the default) or Specific Warehouses. Using the Specific Warehouses option prevents unnecessary data from being imported.
- To select specific warehouses, choose the Specific Warehouses option from the dropdown. You can select multiple locations by holding the Ctrl or CMD key while clicking.
Product Behavior & Syncing
| Action in Shopify | Result in ShipHero |
|---|---|
| A product is created with no SKU | ShipHero uses the Shopify Product ID as the SKU. |
| An SKU is changed | The product's SKU will be updated in ShipHero. |
| A product is created with no barcode | ShipHero will incrementally generate a barcode. |
| A product name is changed | The new name will appear on new orders but will not update on previously imported orders. |
Order Management
ShipHero offers several settings to control which orders are imported from Shopify and how they're processed. Orders typically sync within a few seconds, though it can sometimes take several minutes. By default, ShipHero pulls in the last three weeks of orders upon connection.
Order Behavior & Syncing
Here's how common order adjustments affect an order on the other platform. Most processing errors happen when a user edits an order that's already being processed. To avoid issues, always confirm an order isn't being processed by your warehouse team before making any changes.
| Action in Shopify | Result in ShipHero |
|---|---|
| An order is canceled | The order will be canceled in ShipHero. |
| You cancel a line item | The item will be cancelled in ShipHero |
| You add products to an order | They will be added to the order in ShipHero. |
| You refund an order | ShipHero will add a transaction note to the order history |
| Action in ShipHero | Result in Shopify |
|---|---|
| You cancel a line item | It will not update the order in Shopify. |
| You cancel the entire order | The order will be canceled in Shopify. |
| You add products to an order | They will not be added to the order in Shopify. |
| You refund an order | Shopify will refund the customer's original payment method. |
Preventing Orders from Importing
ShipHero's native integration pulls all orders as they're placed. If you want to prevent all or a set of old orders from importing, use the "Do not import orders before this order id" setting.
- To prevent all orders from importing: Set the Order ID field to a very high number like 999999999999999 and hit Save. This is useful if you want to set up your inventory in ShipHero before you start processing orders.
- To prevent old orders from importing: Find the Shopify Order ID for the oldest order you want to import. Paste that ID into the field and save.
General Order Settings
Below are the order settings available to notify your customers or add a litte something extra for new customers.
- Notify customers via email: Enables ShipHero to send a webhook to Shopify upon order completion, which triggers Shopify to email your customers. ShipHero itself does not send these notifications.
- If an order is canceled or refunded in ShipHero, have Shopify send an email: Triggers a customer email from Shopify when an order is canceled or refunded in ShipHero. Note: (If the automation rule "Cancel in ShipHero but not in Store platform" is used the email will not be triggered to your customer.)
- Free Sku For First Time Customers: Automatically adds a free product (with a specified SKU that must exist in ShipHero) to a new customer's order.
Order Allocation Settings
For multi-warehouse accounts, these settings determine which warehouse an order will ship from. You can either select a single warehouse or choose "Let ShipHero decide."
Best Practice: We recommend using Multi Warehouse Allocation (MWA) Rules instead of this legacy setting. If MWA is enabled, these settings will be ignored.
Data Syncing
These settings offer fine-grained control over how product and order data syncs between your Shopify store and ShipHero. To manage these settings, go to My Account Stores and select the Settings button.
Data Syncing: Shopify to ShipHero
These settings control what updates will be pushed from your Shopify store to ShipHero.
| Setting | What it Does |
|---|---|
| If an address changes in an order in Shopify, update that order in ShipHero. | Updates an order's address in ShipHero when it's changed in Shopify. |
| Only Import orders into ShipHero that have been paid for. | Only paid orders will be imported and processed in ShipHero. |
| If the barcode for a product changes in Shopify, update that product in ShipHero to that barcode | Automatically updates the product information in ShipHero. |
| If the price for a product changes in Shopify, update that product in ShipHero to that price. | Automatically updates the product information in ShipHero. |
| If the weight for a product changes in Shopify, update that product in ShipHero to that weight. | Automatically updates the product information in ShipHero. |
| If the country of origin or the Harmonized System (HS) code for a product changes in Shopify, update that product in ShipHero. | Automatically updates the product information in ShipHero. |
| Download fulfillment created in Shopify and not ShipHero. | Syncs fulfillments created by a third party in Shopify to ShipHero and enters the information to the Shipments Section on the order details page.. |
| Disable product name synchronization to ShipHero. | Prevents product name changes from syncing. |
| Remove stock in ShipHero for fulfillment created in Shopify and not ShipHero. | Fulfilments in Shopify will depracte the On Hand inventory in ShipHero. Most commonly used with Shopify POS. Additional setup is required with the assistance of ShipHero's Support team. |
| If a product has a vendor in Shopify, create that vendor in ShipHero. | Automatically creates a vendor record in ShipHero. |
| If an order has a customer note in Shopify, sync that into the Gift Note in ShipHero. | Transfers customer notes to the gift note field in ShipHero. |
| Even if an order is unpaid in Shopify, never apply a Payment Hold | Prevents a Payment Hold from being added to an order in ShipHero for unpaid Shopify orders. |
| If an order is paid in Shopify but has a payment hold in ShipHero, remove the payment hold in ShipHero (use this if you manage your payment holds in Shopify, not ShipHero). | Automatically removes a Payment Hold on the order in ShipHero when marked as paid in Shopify. |
| Import Order Incoterms (must be enabled on your Shopify account) (More info) | Automatically adds the incoterms from Shopify to the order in ShipHero. (More Info) |
|
Save Item Fulfillment Location When Importing Orders Note: This will increase Shopify API usage and should only be enabled if the fulfillment location is being used in Automation Rules. |
Pulls in the item fulfillment location from Shopify for each order an is used in conjunction with Automation and MWA Rules. |
Data Syncing: ShipHero to Shopify
These settings control what updates will be pushed from ShipHero to your Shopify store.
| Setting | What it Does |
|---|---|
| If the barcode for a product changes in ShipHero, update that product in Shopify to that barcode. | Automatically updates the product information in Shopify. |
| If the SKU for a product changes in ShipHero, update that product in Shopify to that SKU. | Automatically updates the product information in Shopify. |
| If the weight for a product changes in ShipHero, update that product in Shopify to that weight. | Automatically updates the product information in Shopify. |
| If the country of origin or the Harmonized System code for a product changes in ShipHero, update that product in Shopify. | Automatically updates the product information in ShipHero. |
| When an order ships in ShipHero, charge that order in Shopify. | Triggers payment capture in Shopify upon shipment. |
| Have ShipHero archive my orders in Shopify once they are shipped. | Automatically archives shipped orders in Shopify. |
| When an Address changes in ShipHero, update that Address in Shopify. | Pushes address updates made in ShipHero back to the original order in Shopify. |