Shopify Order Import

Shopify Order Import

Info
Module: Imports
Path: Processing > Imports
Topic:  Shopify Order Import 
Version(s):  5.1 & Up
Editions: All

What Are Shopify Order Import 

This module is built for olx 5x and lets us import orders from the Shopify. It supports four payment gateways for importing the orders. The pay proc accounts can be selected from the config page.

Making The Connection

Where Will I See This Within OLX?

  1. You will see the scheduled and manual run imports under Process History.
  2. Orders can be found via any of the system lookups:
    1. Customer Lookup (orderlogix.com)
    2. Order Lookup (orderlogix.com)
    3. Product Lookup (orderlogix.com)

What Reports Can Be Pulled?

  1. Flattened Export Definitions (orderlogix.com)
  2. Datawarehouse Export Definitions (orderlogix.com)
  3. Sales by Origin Report Definitions (orderlogix.com)
  4. Gross Margin Report Definitions (orderlogix.com)
  5. Gross Sales Report Definitions (orderlogix.com)

What Imports/Exports Relate to Shopify Order Import 

  1. Shopify Ship Confirmation Export
    1. this is an optional export that does not automatically come with the Shopify Order Import

Trouble Shooting

  1. Import failed- Reason:Index was outside the bounds of the array. Error in onStart():Import failed.

    1. Check the settings on the scheduled job.

  2. Import failed- Reason:Object reference not set to an instance of an object. Error in onStart():Import failed.

    1. If there was an update done recently to your import the SQL may need to be reinstalled. Open a ticket for OLX support.

  3. A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote connections. (provider: Named Pipes Provider, error: 40 - Could not open a connection to SQL Server)

    1. This typically happens when the Shopify system is in a maintenance period. Job should run successfully once maintenance has been completed.

  4. Import failed- Reason:SEVERE: FUNCTION: AddFileToDB - Error Updating tblDataFile. :Execution Timeout Expired. The timeout period elapsed prior to completion of the operation or the server is not responding. Error in onStart():Import failed.


  5. Error while importing order in olx. The transaction was rollbacked or commited, please provide an open transaction. Parameter name: transaction Import failed- Reason:This SqlTransaction has completed; it is no longer usable. Error in onStart():Import failed.


  6. Import failed- Reason:Thread was being aborted. Error in onStart():Import failed.

    1. This could happen for any number of technical reasons. Simply rerun the job or check to see if the next scheduled job ran successfully

  7. Import failed- Reason:IP*Works! SSL V9 (nsoftware.IPWorksSSL.Https component). Could not find a valid license for using IP*Works! SSL V9 on this system. To obtain a trial license, please visit www.nsoftware.com or email support@nsoftware.com [code: G nodeid: 7MNUXT2S]. Error in onStart():Import failed.



Setup

Prerequisites:

  1. Shopify URL
    1. Example:  Our store URL is https://orderlogixstore.myshopify.com/
    2. you would only put "orderlogixstore".
  1. Shopify API Key
    1. To get your Shopify API key, navigate to Shopify admin > Settings > Apps and sales channels > Develop apps. Select your app and click on API credentials. Your API key will be displayed there.
    2.  

  2. Shopify Password
  3. Payment Gateway of choice must already be installed. 
    Warning
    The Payment Account types are hard coded to look for the corresponding payment gateway. If you require another payment gateway to be used this requires a code change.
    1. Authorize.net: 
      1. New version of Auth.net API (Rolling out to all instances in first quarter 2022)
        1. associated processor must be AuthNetAPI
      2. Can import paid orders or pre auths which which are tokenized and can be reused for installments or subscription services inside of OrderLogix.   
      3. Once imported you can void and refund the order. 
        1. This will not show the refund in Shopify, but if used in conjunction with the Shopify Ship Confirm Export it will update to show as paid once captured.  
    2. Shopify Payments:  
      1. Can import paid orders or pre auths to be captured in OrderLogix. 
      2. Shopify Payments only allows one time use. 
      3. Any void or refund will display in both OrderLogix and Shopify. 
    3. Paypal- 
      1. Can import paid orders or pre auth which which are tokenized and can be reused for installments or subscription services inside of OrderLogix.   
      2. Once imported you can void and refund the order. 
        1. This will not show the refund in Shopify, but if used in conjunction with the Shopify Ship Confirm Export it will update to show as paid once captured.  
    4. Amazon pay: 
      1. Can import paid orders or pre auth which which are tokenized and can be reused for installments or subscription services inside of OrderLogix.   
      2. Once imported you can void and refund the order. 
        1. This will not show the refund in Shopify, but if used in conjunction with the Shopify Ship Confirm Export it will update to show as paid once captured.  
    5. Affirm 
      1. Can import paid orders which are tokenized. 
      2. Since this is a 3rd party payment system used for installment payments not all of the transactional data is available in OrderLogix.   
      3. Once imported you can void and refund the order. 
        1. This will not show the refund in Shopify, but if used in conjunction with the Shopify Ship Confirm Export it will update to show as paid once captured.  
OLX requires First and Last Name on Shipping and Billing addresses. You can make these required in Shopify as well to prevent exceptions when trying to import orders:
  1. From your Shopify admin, go to Settings > Checkout.
  2. In the Form options section, check the Require first and last name and Require phone number boxes.
  3. In the Shipping address section, check the Require shipping address box.
  4. In the Billing address section, check the Require billing address box.

To Use:

Navigate to Processing > Import

Connection Information:


  1. Store URL
    1. Example:  Our store URL is https://orderlogixstore.myshopify.com/
    2. you would only put "orderlogixstore".
  1. Auth Type
    1. Basic - applies to accounts prior to June 2022 and should not be selected for newer accounts.
    2. OAuth - this will remove the SHopify APIKey field
  2. Shopify APIKey
  3. Shopify Password

Filter Criteria Information:


 
Warning
The option for Max # records to retrieve has been removed as of the March 2024 update. This is hard coded to 250 records. Please let us know if you anticipate needing a higher value.

  1. Override Order Id, if override order id is provided then only that order is imported regardless of date range.
    1. you will need to login to your shopify store
    2. navigate to orders from left menu
    3. select the order in question
    4. use the Shopify order ID at the end of the url after the forward slash (/)

  2. Days back from today to retrieve (used in schedule mode)
  3. Order Date between (used in manual run)
  4. Shopify Status Filter currently only support Open orders.
    1. Financial status should be either Paid or Authorized.
  5. Employee to assign for the imported order
  6. DNIS to assign for the imported order
  7. Auth.net: Select the Pay Proc account is used if orders are associated with auth.net
  8. Shopify Payments Select the Pay Proc account you want to associate these orders to in OrderLogix.
  9. Paypal: Select the Pay Proc account you want to associate these orders to in OrderLogix.
  10. Amazon Pay: Select the Pay Proc account you want to associate these orders to in OrderLogix.
  11. Affirm: Select the Pay Proc account you want to associate these orders to in OrderLogix.
  12. Ebay Payments for Paypal Pay Proc accounts is used if orders are associated with ebay Paypal account
  13. Location (Required) Choose the location in OrderLogix you want to associate these orders to. 
  14. Tag (if tag is provided and matches with the product's tags in shopify then the order is split between products matching that tag.)
Idea
Orders having unsupported gateways will be imported as invoice orders.

Options:

The following options will need to be coded specifically for your business needs. Please inform OLX if you need any of the following:

  1. Include Tax in Order Total
    1. checked - tax amount will be added to the order total upon import.  
    2. unchecked - order total will not be adjusted on import.
  2. Close Order in Shopify -
    1. checked - order will be archived in the Shopify upon successful import.
    2. unchecked - no changes will be made to the order in Shopify.
Idea
If we do not close the orders then we can use the Shopify Ship Confirm export to add fulfillments for those order.
  1. Multiply Shipping by Quantity 
    1. checked - this will require the customer to pay shipping for each time this offer is sold on a single order.
    2. unchecked - only one shipping fee will be applied to the product offer. 
  2.  Import paid orders having no transaction:
    1. checkbox is checked then orders having no transaction but are in the paid status will be imported.
    2. unchecked - 


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