Shopify Integration

Kladana provides a built-in integration with Shopify, allowing you to transfer:

• Product cards from Shopify to Kladana.
• Sales Orders and counterparty information from Shopify to Kladana.
• Product Stock levels from Kladana to Shopify.

How to start:

1. Install the integration in Shopify.
2. Set up the connection between Kladana and Shopify.
3. Configure synchronization between Kladana and Shopify.
4. Explore the data exchange details.

You can use the Shopify integration partially — for example, by exporting only Sales Orders without syncing stock data.

Install Integration in Shopify

To install the integration:

1. In your Shopify dashboard, navigate to the Settings section.
2. Select Apps and sales channels in the menu.
3. Click Develop Apps.
4. Click Allow custom app development.
5. Click Allow custom app development.
6. Click Create an App.
7. In the opened window, enter the name of your app and click Create App.
8. Navigate to the Configuration tab.
9. Access the Admin API integration section and click Configure.
10. In the list of permissions, check the following checkboxes: read_products, write_products, read_customers, read_orders, write_orders, read_inventory, write_inventory, read_draft_orders, write_draft_orders, read_locations.
11. Click Save.
12. Click Install App.
13. In the installation window, click Install.
14. Click Reveal token once, copy the generated token and save it.

Connect Kladana to Shopify

Set up the connection between Kladana and Shopify:

1. In the Kladana workspace, navigate to the eCommerce section.
2. Click Connect and select Shopify in the dropdown menu.
3. In the opened window, indicate:
   • Name — the name of your Shopify store;
   • Domain Store Name — your store’s Shopify URL, which can be found under the store’s name;
     
   • Token — the authentication token for your Shopify store. Ensure it is saved in advance.
4. Click Connect.
   
5. If the connection is successfully established, the Import Products button becomes available.

Set up Synchronization

Set up automatic synchronization of products, Sales Orders, and stock between Kladana and Shopify.

First, import products from Shopify to Kladana:

1. If product stock exists in Shopify, uncheck the Push stock to Shopify checkbox. Otherwise, stock data will be overwritten within 1 hour after the product import.
2. Сlick Import products to bring all products from Shopify into Kladana. You can re-import as needed to load new products or update existing ones in Kladana.

Next, if you have products in stock in Shopify, create Stock Adjustments for the products you actually have on hand before starting stock synchronization.

Next, configure Sales Order synchronization from Shopify to Kladana:

1. In the Sales Orders section, click Pull now to initiate an immediate sync. The sync frequency cannot be set to less than 5 minutes (default setting).
2. Keep the Pull orders from Shopify checkbox enabled to ensure that data is updated regularly.
3. Keep the Reserve the products checkbox enabled to ensure that all ordered products are reserved and not used in other orders.
   

Next, set up stock synchronization:

1. In the Stocks section, enable the Push stock to Shopify checkbox to automatically transfer stock data from Kladana to Shopify.
   
2. Click Push now to initiate an immediate sync. The sync frequency cannot be set to less than 60 minutes (default setting).

Working with the integration after setup:

• Add new products in Shopify first, then synchronize with Kladana. This ensures proper product mapping and keeps stock levels in sync.
• Synchronization of Sales Orders and stock is controlled by timers. To start synchronization immediately, click Pull Now or Push Now.
• To view the data exchange history, click View Sync Logs.
• To add new products to Kladana after the initial product import, first create the product in your Shopify store. Then, in Kladana, go to the Shopify shop card (Settings → eCommerce) and click Import products.
  When reimporting product cards from Shopify to Kladana, existing product data will be overwritten.

Data Exchange Details

Product Data Exchange

After the product import, new product items are created in Kladana. For each item, the following information is specified:

• Product name;
• Description;
• Country;
• SKU;
• External code;
• UOM (Unit of Measure);
• Barcode;
• Sale price main;
• Minimum Sale Price and Purchase Price — defaulted to zero;
• Variants — including Name, External code, Attribute, and Sale price for each variant.

When transferring data from product cards, if product variants exist in Shopify, they are created as product variants in Kladana. Image import is not available in the current version of the integration.

Sales Orders Data Exchange

During the synchronization of Sales Orders, information on new Sales Orders and counterparties (customers) is transferred. The following details are specified in the Sales Order:

• Comment with the Sales Order number;
• Sales Order creation date;
• Qty ordered;
• Currency;
• Tax;
• Discount;
• Total order amount.

When a Sales Order is received in Kladana from Shopify, it is assigned the initial status configured for Sales Orders.

The organization and warehouse in the Sales Order are automatically set to the default values specified in the user settings.

Сounterparties Data Exchange

When transferring data about counterparties:

• If a new counterparty is specified in the Sales Order, a new counterparty is also created in Kladana;
• If the Sales Order specifies a counterparty that already exists in Kladana, the existing counterparty is linked in the order;
• If no counterparty is specified in the Sales Order, a new counterparty with the name Unknown supplier is created in Kladana.

The following information is transferred for each counterparty:

• Personal Information — First name, Last name, Phone, Email;
• External Code;
• Company and Tax Details — Country, City, Full Company Name, Billing Address;
• Shipping Address — Country, Address Line 1, Address Line 2, City, State, Zip Code.

Stock Data Exchange

During the stock synchronization, general stock data is transferred at the selected frequency.

When transferring stock data to the warehouse, the total stock from all warehouses is sent. Synchronization is based on the stock marked as Available in Kladana, considering committed and awaiting products.