This page covers the procedure for importing orders from your Shopify store. This is a specific feature only available to clients who have initiated a Shopify integration.

If you have a Shopify store that you would like to integrate with Orderbot, please contact support@orderbot.com for more details.

 NOTE: This same page is used for Amazon Seller Central and Big Commerce integrations as well. The filepath and steps are the same, but you will only see the option to click on an integration after you've completed the implementation process and provided your credentials.

This stage merely grabs the orders from Shopify and displays them. This step does not create any others in Orderbot.

1. Go to: Orders > Third Party Orders > Manage Orders
2. Click the Shopify icon. You must do this step before you can import any orders. If you have multiple integrations available (e.g. Big Commerce or Amazon), clicking this icon will allow you to select which one you would like to import at this time.

    

   

3. Pick your filters:
   • A. Date Range This is the date range used for pulling orders from Shopify. Don't worry about if this date range over laps with one you've previously imported orders for. An order can only be imported once.
   • B. Sales Channel This is the sales channel that all of the orders (and their customers) will be under when imported. Typically, you'll select DTC. If you're not sure please check with someone at your organization as to which sales channel your company uses.
   • C. Store optional This option will only appear for companies that have more than one Shopify store. If this option appears for you, select the store you wish to import orders from.
4. Click 'Get Orders' - If there are a lot of orders in the date range you selected this may take a couple of minutes.

   

1. After the orders have been pulled from Shopify, they'll display in a list. Once you click 'Upload Orders' orders and customers will be created with the same details in the order list.
2. Review orders - Make sure all the order info looks correct. If any data doesn't look right, double check the order in Shopify. You may need to edit your order to correct shipping address information or other fields.
3. Click 'Upload Orders' - This imports the orders into Orderbot. Again, this may take a few minutes if there are a lot of orders.

   

4. Check Errors - After orders are imported, there will be a message displayed showing which orders were imported successfully, and any that were not able to be imported into Orderbot.

The most common reason for import failure is because of a SKU mismatch between Shopify and Orderbot. The message will indicate which SKU does not exist in Orderbot; you can go to Products > Product Management > Manage Products to add or edit a product so that its SKU matches Shopify. Please see our section on 'setting up for a successful import.'

After you import an order from Shopify into Orderbot, you may mark it as fulfilled in Orderbot by changing its status in Orderbot to 'Shipped.'

Please see our guide on changing order status for more information. Regardless of which page you use to change your order status, if your order originated in Shopify, Orderbot will send a response to update its status in Shopify!

After Shopify orders are imported into Orderbot, they'll be assigned a new Orderbot ID. However, you can still search for them using their original ID–this will be imported as a reference ID that is searchable within Orderbot.

1. Find your reference ID: you can see it as the 'Web / Ref ID' when importing your orders.

    Note: When you're viewing your orders during the 'Getting Orders' phase of bringing in your Shopify orders, you can also view previously-imported orders like the one below.

2. Go to Orders > View Orders.
3. Enter your 'Reference Order ID' in the search field.
4. Click 'Submit.'

   

When Orderbot tries to bring in Orders from Shopify, it's important that your Orderbot settings be completed correctly to accommodate your settings in Shopify. Below are common causes of Shopify import failures, as well as how to resolve them.

• SKU Mismatch - Your product SKUs in Shopify must match your product SKU in Orderbot. If one of your products has a mismatching SKU, or you have any products missing a SKU, your order cannot be imported. Luckily, the solution to this issue is very simple. If you have an order fail due to SKU mismatch, you can simply update your products in Orderbot to match the Shopify SKU.
• Ship Methods - When you completed your initial implementation of your Shopify integration, you should already have gone through the process of providing your Shopify ship methods, as well as the Orderbot ship methods you would like to map them to. However, sometimes you may need to add a new Shopify method. If you try to import an order with an unmapped method, you will encounter a message explaining that Orderbot does not recognize your shipping method. If this happens, please contact Orderbot support with the name of your method, as well as the name of the Orderbot method you'd like to map it to. (Often, you will find that the names will already be similar, but for mapping purposes, the name must be exact.)
• Address Fields - Some fields are required in Orderbot, but not necessarily in Shopify. If your order has one of these fields blank (e.g. customer's address, state, country, and postal code), you will encounter an error message when you try to import. You will need to edit the order in Shopify to add the required field before you may import into Orderbot. You can also avoid this by setting these fields to mandatory on Shopify.