A beginner's guide to setting up the Plytix Shopify Connector and syncing products to a Shopify store
This article will give an outline of the process to follow when you want to A) migrate your product data from Shopify into Plytix or B) set up a new Shopify store using the data you already have in Plytix.
Importing Products from Shopify to Plytix
(👆 Start here if you already have products in a Shopify store)
Getting the API Access Token from Your Shopify Store
(👆Start here if you do not have products in a Shopify store)
Creating and Managing a Shopify Channel
*Skip to any section in this article by clicking on the links above
Importing Products from Shopify to Plytix
If you have already established a Shopify store with products you'll need is to import your product information from Shopify to Plytix. Since Shopify follows a different sorting method to export data in a CSV, you'll need to make a few changes to your file before importing it into Plytix.
Once you've imported your product data from Shopify to Plytix, proceed to the next step.
Getting the API Access Token from your Shopify Store
Getting the API access token from your Shopify store is necessary to link Plytix and Shopify together. This requires you to have an active Shopify account, so if you don't, you'll need to sign up before starting this process.
When you have your API access token, proceed to the next step.
Creating and Managing a Shopify Channel
You're ready to create a Shopify channel when you have your product data in Plytix and you have obtained your API access token. Getting your channel fully set up requires completing the information in each tab of your channel.
When you have created a Shopify channel, follow the links within the article above to learn about mapping attributes and using metafields OR proceed to the next step.
Mapping Shopify Fields
Your Shopify channel in Plytix has three tabs that require setup to complete the process: products, mapping, and settings. In the last step you should have chosen your product list and adjusted the settings for your channel, so the last requirement is mapping.
Optionally, you may choose to use metafields in your Shopify store. If you want to learn about using metafields, proceed to the next step. Otherwise, continue to the last section, "Processing a Shopify Channel."
Using Shopify Metafields
Using metafields in Shopify is optional. If you want to include product information in your Shopify store that is not required by Shopify, then metafields can be useful.
Once your metafields are complete, or you've opted not to use metafields, proceed to the last step.
Processing a Shopify Channel
When your channel is complete, you're ready to process it. This will sync your product information in Plytix with Shopify so that your products appear (or are updated) in your Shopify store.
Once your channel has processed, you'll be able to see a record of it in the process log. you'll also be able to see your products in the products area of your Shopify store.
If you have any trouble using Plytix and Shopify, don't hesitate to reach out to our customer success team.
What's next?
- Learn how to map Shopify fields
- Learn how to import a Shopify CSV template into Plytix
- Learn how to get the API access token from your Shopify store
If you have any questions just click on the chat box in the bottom-right corner and we'll be happy to answer them...
and please let us know 👇