Shopify Orders to Salesforce

Introduction

DBSync for Shopify and Salesforce Integration is an easy-to-use application. It integrates Shopify Products and Orders with Salesforce products, accounts, Opportunity, and Order. DBSync provides integration with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

Data flow integration between Shopify and Salesforce Integration is shown in the table below.

Salesforce	Shopify
Product	Product
Account	Orders/ Customer
Opportunity, Order	Orders

DBSync Profile and Application Setup

• Login to DBSync Cloud Workflow.

• You will be redirected to DBSync Cloud Workflow Home Screen as shown below

List of Project

• Integration Steps

  1. Access the Template Library

     • Navigate to the Template Library.​

     • Locate and select the Shopify Orders to Salesforce template.​

     • Click Import to add the template to your workspace.​

  2. Configure Connectors

     • In the setup wizard, connect your Salesforce and Shopify accounts by providing the necessary credentials.​

     • Ensure both connectors are authenticated successfully to enable data flow.​

  3. Define Integration Variables

     • Specify values for variables based on your business requirements.

     • For example, choose how Shopify products should be created in Salesforce

       • All Products: Sync all Shopify products to Salesforce.

       • Transaction Products: Sync only products associated with orders.

  4. Finalize Setup

     • After configuring variables, click Next to proceed.​

     • Review the summary and confirm the setup to complete the integration configuration.

  5. Run or Schedule the Integration

     • Manual Execution:

       • Navigate to the Run tab.

       • Click Run Now to initiate the data synchronization immediately.

     • Scheduled Execution:

       • Go to the Scheduling and Automation section.

       • Set up a schedule based on your preferred frequency (e.g., every 15 minutes, hourly, daily).

       • Save the schedule to automate the integration process.

  Additional Resources

• Shopify Connector: To know more about how to configure the Shipify Connector, visit the page.

• Salesforce Connector: To know more about how to configure Salesforce Connector, visit the page.