Documentation / Set-up guides / Orders and money
Shopify
On this page
For a Desk on its own deployment. A hosted workspace does not have this page. Ask us what your workspace offers in its place.
Your Shopify store and the desk kept in step. Orders, buyers and payments are read from the store; stock and shipments go to it. A store product is tied to a part by its SKU, which must be the part number.
Connecting the store
- In Shopify, open dev.shopify.com → Apps and press Create app. Give the app a name, such as Desk.
- Give the app its access scopes. The Shopify panel on the desk lists them, with a Copy button: read_orders, read_customers, read_products, read_inventory, write_inventory, read_locations, read_merchant_managed_fulfillment_orders and write_merchant_managed_fulfillment_orders.
- Install the app on your store, then copy its Client ID and Client secret from the app's Settings.
- Open Admin → Integrations → Connections → Shopify. Enter the Store address, in the form your-store.myshopify.com, the Client ID and the Client secret, and press Connect.
- Pick Stock goes to this store location. Until a location is picked, no stock is sent.
- Set the rest: which orders come to the desk, paid ones only or every order; which warehouse the stock comes from; and whether to load orders from before the connection, the last 7, 30 or 60 days.
- Check the products. The panel says how many store products are tied to a part and lists those that have none. Give each of those the part number as its SKU in Shopify, or add the part here.
What moves, and whose it is
| What | Whose | What happens |
|---|---|---|
| Orders | The store's | An order placed in the store becomes a customer order here, once, with the store's number kept on it. Paid, refunded and cancelled are read back. |
| Buyers | The store's | The buyer is found by email, or made: a company and a contact. No lead is made and nobody is dialled. |
| Parts | The desk's | Tied by SKU. The store's product cards are never rewritten. |
| Stock | The desk's | What is free in the chosen warehouse goes to the chosen store location whenever it changes. |
| Shipments | The desk's | A shipment with a tracking number marks its lines fulfilled in the store, and Shopify tells the customer. |
- Changes reach the desk at once through Shopify's notices, and orders are read again every 15 minutes in case one is lost. Read and send now does it on the spot.
- On some of its plans Shopify withholds a buyer's name, email and address from an app. Such an order still arrives, under a card named by the order's number.
- If the panel says the app lacks access scopes, add them to the app in Shopify, approve the update on the store, and connect again.
- The desk does not create products in the store and does not set their prices.
- Disconnect stops the orders coming and the stock going. What is already here stays.