Microsoft RMS Shopify Integration Manual

 

After you sign-up with Octopus Bridge, you will be given the login details. Login details are your Username and Password. You can login to your account at http://gui.octopusbridge.com/octopus

Once you login to Octopus Bridge using your login details, you are automatically redirected to the Product Management tab where you will be able to see all the items uploaded from the POS.

In the product management module, a user can perform the following actions:

1. Advance Search: To view advance search, click on the + button on top right corner of the screen.
2. Push Products to Shopping Cart: To push products to the shopping cart.
3. Select All Pages: This will Select all the products listed under the Product Management module
4. Items Per Page: This will allow to select the no. of items you want to display per page.
5. Select All Items on Current Page: Clicking on this checkbox will allow you to select all products on the current page.
6. Edit Product: Click on Product SKU or Product Title to edit product information.
7. Delete Product: To delete a product, click on the checkbox in front of that particular product and click on “Delete” icon located in right side of the screen.

8. Archive Product: To archive a product, click on the product(s), you want to archive and click on the delete button below. 9. Select Item(s): To select one or multiple items, click on the checkbox in front of it.  

POS Code Mapping

You can use POS code mapping if you want to map POS values to octopus bridge values. POS values are commonly in a coded format. For example, blk. You need to set blk into black which is more understandable for users viewing the website. You can also map multiple values at the same time using a spreadsheet format.

1. POS Code Upload Format: You can download the excel format by clicking on the “POS Code Upload Format” link.
2. Choose File: Once you have made changes in the excel format, select spreadsheet file to upload.
3. Click on upload after selecting file.
4. Select Field Name.
5. Replace All Value: Click to replace value after selecting Field Name.
6. Item per Page: Clicking this will create a drop-down box where you can select how many product items to be displayed per page.
7. Search: You can search specific value using the search bar.
8. Channel Value: Edit Channel value here.

 

Generating API Key

A Shopify Key is necessary to connect your Shopify store to Octopus. Please follow the steps below to create an API key.

• Go to https://www.shopify.com/login
• Type in your store URL
• Type in your email address and Password
• Once you’ve logged in, go to Apps and click on Develop Apps. (Refer to the screenshot below)

 

• Click Create an app.

 

• For app name, please type in Octopus. Contact email field is optional and can be left blank. Click on Create App button.

 

• Click on Configure Admin API scopes and set the below permissions to Read and Write.

 

• Then click the Install app button once you’re done.

 

• After the app is installed, you will have the API Access Token, API Key and Secret Key. To view the access token, click on Reveal Token Once. Once you are able to view the token, copy it and save it with you as you will not be able to view it again.

Connect Octopus to Shopify

1. Log in to your Shopify account at https://accounts.shopify.com/lookup


2. Open the Shopify App Store and search for Octopus Bridge App.


3. Install the Octopus Bridge App on your Shopify store.



4. In Shopify, go to Settings/Domains and copy your base URL. Share it with the Octopus onboarding team.



5. Octopus onboarding team will provide the Access Token to connect to Shopify.


6. Once you have the Access Token, go to Shopify settings, enter the Base URL and Access Token and click on Save button.



7. The Octopus onboarding team will access the Octopus Bridge App dashboard in Shopify, add the Merchant Name and Access ID, and complete the setup by clicking Verify.

Once verified, an OAuth Successful message will appear on the app dashboard. This confirms that Octopus Bridge is successfully connected to Shopify.

8.  Enable Pass-through: When setting up the configuration for the first time, this option should be set to No.

• Setting No, means that any items uploaded from the POS to Octopus will remain at Channel level. These items will not be pushed to your Shopify platform unless it is done manually. This is the recommended setting while configuring the system for the first time.
• You also may set this to No if you have set up your POS to upload All items into Octopus, but you do not want to send All items, automatically, to your eCommerce platform. Setting this to No gives you the opportunity to make items web ready before publishing them to your website.
• Once you set it to Yes, any items uploaded from the POS will automatically be pushed to your Shopify platform. This is recommended only when the settings have been fully configured and tested.

Sync Status: Select Enable

Shopify Product Module

In Product Management, when an Item is selected to be published to an eCommerce platform, it is first sent to the specific Shopping Cart Module (SCM). SCM for each supported shopping cart, including marketplaces such as Amazon and eBay, gives users the ability to define shopping cart specific rules.

These rules may vary based on the eCommerce platform that you are using. For example, Items being sent to Shopify may have a different Product Name, Prices, and Quantity as compared to items being sent to eBay.

Whereas Product Management module shows all the products uploaded from the POS, Shopify Product module shows only those items that are actively synchronizing with Shopify.

1. Hover your mouse to the Shopping Carts tab
2. Select Shopify under the drop down menu
3. Click on Shopify products

 
  All Shopify Products:

1. This screen shows items that have been enabled to sync with Shopify and should already be in sync. To manually publish items to Shopify, Select All Pages and Publish.
2. You can also use CheckBoxes to select a specific item to publish.
3. Product SKU: The dot is an indicator if a product is successfully synchronizing with the website. Green means successfully added while red means it is not successfully synced. If Red, you can use the Log files to troubleshoot.
4. When an item has been successfully set up to sync with Shopify, it shows its Shopify ID. If an ID is missing, it means the item is not yet synced with Shopify.
5. Add Product to Shopify: This button allows you to add products to a Shopify website.
6. Search tab: This tab allows you to search for a specific item by entering the product SKU or keyword.
7. Item per Page: Clicking this will create a drop-down box where you can select how many product items to be displayed per page.

 

Map Product Attributes

Merchants using various POS systems may use any of the fields within a POS while creating items. Map Fields option allows a merchant to map Shopify product fields with their own POS product fields.

For example, Shopify website Product Name (Title) can be mapped with any of the POS data fields provided in the pull-down menu.

This also provides an option NOT to send certain POS data to Shopify website.

Some fields, such as, SKU and Quantity are mandatory and are automatically updated in the website.

The left-hand side shows the Shopify fields.

The right-hand side shows the POS fields.
     
How to create Custom Tags?

Tags: In the Map Fields from the Tag option select Custom Tag from the dropdown menu.

Step 1: In the Map Fields from the Tag option select Custom Tag from the dropdown menu.
     
Step 2: Now go to Custom Rules and in the field Custom Tags you can add multiple fields by clicking on the button Add Fields.
 
      Step 3: Now from the drop down select the field and press Add. If you want any special characters such as | to be present between 2 selected fields then you can enter the same in the Separator

 
Step 4: After adding the required fields click on the Save button.

   
Out of Stock Rule 1: Select this checkbox if you want to delete products from Shopify when the stock reaches ‘zero’. If an item has been deleted, it will delete any custom work you may have done at the Shopify level.
Out of Stock Rule 2: Select this checkbox if you want to prevent shoppers from buying an ‘Out of Stock’ item. When stock becomes > 0, the product is put back on the website automatically. Product Status: This enables posting new products as Draft on the Shopify dashboard.
Out of Stock Rule 3: Select this checkbox if you want to make out of stock items as Draft. It will override the Product Status rule. When an item returns in stock, it becomes visible again.  
Inventory Management: Check this if you do not want to track Inventory by Shopify. It will not show inventory levels on the front of the website.
Country Name/Code: Check this if you want the country name in orders. Some POS systems require it.
Merge Existing Images: Check this if you want to merge existing images in Shopify. This will not overwrite the existing images in Shopify.
Payment Rule: Check this if you accept multiple payment methods in a single order.
Store Location: After downloading the Shopify store locations to Octopus, you need to select the store where you want to upload the inventory.
Update Style Attributes: Check this if you want to update style attributes (color, size, etc).
Create Custom Collections: Check this if you want to create custom collections the same as your POS.
 
 
Custom Tags:

Step 1: In the Map Fields from the Tag option select Custom Tag from the dropdown menu.
Step 2: Now go to the Custom Rules tab and in the field Custom Tags you can add multiple fields by clicking on the button Add Fields.
Step 3: Now from the drop-down select the field and press Add. If you want any special characters such as | to be present between 2 selected fields then you can enter the same in the Separator. After adding the required fields, click on the Save button.