When integrating an existing Shopify Store with point of sale, Accumula can match your existing products in both systems so that a store reset is not required. To accurately match, it is essential that the SKU/matching field in point of sale match the Variant SKUs in Shopify before turning on the Shopify integration.
Important: Matching values must be unique in each system.
NOTE: If you are a former user of the Lightspeed/MerchantOS Connector see here, instead.
Accumula will download existing products from Shopify and match them to the items/products in point of sale using the SKU of each Variant in Shopify. Accumula will then add the "accumula" tag or check "Sell Online" for matched products in point of sale.
New Shopify Products with multiple variants must be setup in Matrices/Grids in Point of Sale.
NOTE: Duplicate products will be created if data does not match exactly or if the data is changed to match after Shopify integration is enabled. Special Characters such as &, /, ", etc, will interfere with successful matching.
Lightspeed Retail Matching Criteria
Lightspeed Onsite Matching Criteria
Springboard Retail Matching Criteria
Matching will respect the SKU Source setting in Apps > Shopify > Products. If you prefer, the SKU Source can be set to match on Product ID/SystemID, UPC, or Manufacturer SKU, instead of Product Code/SKU. Just let Accumula Support know.
NOTE: Springboard supports SKU Source of Item # or UPC.
Product Matching Process
Once your point of sale data has been verified and synced to the Accumula Cloud, you can authorize your Shopify store to begin the integration to Shopify.
Accumula will download products from Shopify and attempt to match your Items by SKU with your existing Products in Shopify. Matching of Products only occurs the first time Shopify is authorized, not on the fly. The process is as follows:
- Your Shopify store is authorized in Accumula settings.
- Existing Products in your Shopify Store are downloaded to the Accumula Cloud.
- Data from Shopify and your POS is matched and linked.
NOTE: Depending on the total number of products in your system, this process can take up to 24 hours to complete.
Update Settings for Existing Shopify Stores
During the initial sync when Shopify is first authorized, existing Shopify stores will only update the following Shopify product information:
- Selling Price
This is a safety precaution that ensures that Inventory and Selling Price is updated but no other product data is overwritten in Shopify. You may adjust these settings at your own discretion.
Additionally, the Archived Product Action/Non-Product Action will initially be set to "Ignore" to protect any tagging mistakes.
Important: DO NOT CHANGE THIS SETTING WITHOUT SPEAKING WITH SUPPORT, IT MAY DELETE PRODUCTS FROM SHOPIFY IF YOU HAVE NOT TAGGED THEM.
Once the initial sync is complete, Accumula Support can verify that you tagged your products successfully before any adjustments are made. Once verified, we recommend changing this setting to "Delete".