How to Sync Shopify Orders

Access Your Account Settings:

  • Navigate to the settings section of your CRM account to begin the integration process.

Enable Shopify Order Sync:

  • Go to the integrations tab from the left navigation menu.
  • Check the box to turn on the syncing for new Shopify orders under the integrations tab.

View Order Details:

  • To see the details of the orders, access the payments tab from the left navigation menu.
  • Select the Orders tab from the upper navigation menu.
  • Click on the three dots of the required order and select View Order.
  • Here, you can view the order details along with the associated transaction value.

View Transaction Details:

  • Access the payments tab from the left navigation menu again.
  • Select the Transactions tab from the upper navigation menu.
  • Click on the three dots of the required transactions and select View Transaction.
  • This will display the transaction details of the placed order.

Troubleshooting Tips and Frequently Asked Questions

  • What if my orders are not syncing?Ensure that the integration is properly enabled in the settings and that there are no connectivity issues between Shopify and the CRM.
  • Can I sync past orders?No. The integration will sync new orders moving forward.
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