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Shopify Integration

Racko offers seamless integration with Shopify to streamline your e-commerce operations and inventory management. This guide will walk you through the steps to connect your Shopify store with Racko.

Integration Methods​

You can initiate the integration process in two ways:

  1. Directly from Racko
  2. Through the Shopify App Store

This guide focuses on the integration process from within Racko.

Step-by-Step Integration Process​

1. Access the Connections Settings​

  • Log in to your Racko account
  • Click on your username in the top right corner of the header
  • Select "Settings" from the dropdown menu
  • Navigate to the "Connections" tab

2. Create a New Connection​

  • Click on "Create a Connection"
  • In the modal that appears, select the Shopify icon
  • Name your connection (e.g., "My Shopify Store")

3. Initiate Shopify Sync​

  • Click "Connect with Shopify"
  • You will be redirected to the Shopify authorization page

4. Authorize the Connection​

  • Log in to your Shopify account if prompted
  • Select the store you want to connect (if you have multiple stores)
  • Review the requested permissions and click "Install app" to grant Racko access to your Shopify data

5. Configure Sync Settings​

  • After successful authorization, you'll be returned to Racko to configure your sync settings. These settings determine how data is synchronized between Shopify and Racko.
Product Matching Options

Choose how Racko should match Shopify products with your inventory:

  1. Shopify Product Title - Variant Title matched against the Racko Name field

    • Example: "Tactical Shoes - Blue" in Shopify would match with "Tactical Shoes - Blue" in Racko
    • Best for: Businesses that use detailed, consistent naming across both platforms

  2. Shopify Product SKU matched against the Racko SKU field

    • Example: "TS-Blue" in Shopify would match with "TS-Blue" in Racko
    • Best for: Businesses that rely on SKUs for product identification

  3. Shopify Product SKU matched against the Racko Name field

    • Example: "TS-Blue" in Shopify would match with "TS-Blue" as the product name in Racko
    • Best for: Businesses that use SKUs as product names in Racko
Order Settings
  • Sync Start Date: Select the date from which to start syncing Shopify data
  • Order Prefix: Enter a prefix for Shopify orders in Racko (e.g., "SHOP-")
  • Order Type: Choose how Shopify orders will be recorded (e.g., "SALESRECEIPT")
  • Customer Assignment:
    • Toggle "Is Single Customer" if you want all Shopify orders assigned to one customer
    • If enabled, enter the "Single Customer Name" to be used
Account Mappings

Configure how Shopify transactions map to your accounting structure:

  • Sales Account: For Shopify sales income
  • Bank Payout Account: Where Shopify payments will be deposited
  • Undeposited Fund Account: For funds not yet deposited
  • Fee Expense Account: For recording Shopify fees

If using PayPal:

  • PayPal Undeposited Fund Account: For PayPal funds not yet transferred
  • PayPal Fee Expense Account: For recording PayPal fees
Best Practices
  • Align account selections with your existing chart of accounts
  • Consider creating Shopify-specific accounts for detailed reporting
  • Regularly review these settings as your business evolves

6. Data Migration​

  • Click "Start Sync" to begin the initial data migration process
  • Racko will import your existing Shopify products, orders, and customer data

7. Start Syncing​

  • Once data migration is complete, the integration will be active
  • Your Shopify store will now sync automatically with Racko based on your configured settings

Important Notes​

  1. Product Updates: Any changes made to products in Racko will be reflected in your Shopify store.

  2. Inventory Sync: Racko will manage your inventory levels and update Shopify in real-time to prevent overselling.

  3. Order Management: New orders from Shopify will automatically appear in Racko for processing.

  4. Customer Data: Customer information from Shopify orders will be imported into Racko for a unified view of your customers.

Troubleshooting​

If you encounter any issues during the integration process, please refer to our Troubleshooting Guide or contact our support team for assistance.

Next Steps​

After successfully integrating with Shopify, you may want to: