Synchronize Orders on Shopify with ShipSmart

The synchronization of orders between Shopify and ShipSmart ensures that all order information is processed, and shipping is managed.

Remember to always monitor order integration in the ShipSmart dashboard by accessing “Shipment Management” and “Drafts.”

Follow the instructions below to ensure your orders are synchronized correctly:

1. Sync Orders

When a new international order is placed on Shopify, you will need to manually sync it in the ShipSmart dashboard. To do this:

1. Access the ShipSmart app within your Shopify store.

2. Click on “Sync Orders” (Sincronizar pedidos) to start the synchronization process for the new order.

   

Important:

The ShipSmart app does not automatically sync invoice data. Therefore, after syncing the order, it is necessary to review the data in the ShipSmart dashboard as explained below.

2. Check Synced Orders

After synchronization, the behavior of the order will depend on whether it already contains all the necessary information or if there are pending details.

• Complete Orders: If the order contains all necessary information (e.g., FedEx or UPS orders), it will appear in the ShipSmart dashboard, allowing you to schedule the pickup and generate shipping documents.

  

• Incomplete Orders: If any required data is missing (such as the invoice number), the order will be created as a draft.

3. Manage Draft Orders

If an order is created as a draft due to missing information, you will need to fill in the pending data manually:

1. In the ShipSmart dashboard, go to Menu > Follow up > Quotations & Shipments.

   

2. Go to the Incomplete (Drafts) tab.

   

3. Find the draft order and click on “Edit Draft,” it is represented by the pen icon indicated above.

   

4. In the editing screen, add the missing data, such as the invoice key, for example.

   

5. After adding the information, click on “Edit Draft (Editar rascunho)” to complete.

   

Important:

If your store has orders without a shipping address, you will need to archive these orders before attempting to sync.

4. Troubleshooting: Synchronization Failure

If order synchronization fails or if there are issues with the Shopify app session expiring, follow the steps below to resolve the problem:

1. Access the link below to regenerate the session and access the token for the app:

   https://shipsmart-react.herokuapp.com/auth/toplevel?shop={{STORE’S ID}}.myshopify.com

2. After regenerating the session, return to the app and try syncing the orders again.

Next Step:

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