Creating and Managing a Shopify Channel

Use our Shopify connector to send product content directly to Shopify stores

Sync data between Plytix and Shopify stores with our direct connector. In this article we will show you how to set up a Shopify channel.

 

Creating a Shopify Channel 

Channel Dashboard

Process Log

Products

Mapping

Settings

Processing

 

 

⚠️ This feature is not yet available for all accounts.

 

 


 

 

Creating a Shopify Channel

The Shopify connector can be found in the Channels add-on. To create a new Shopify channel: 

  1. Navigate to the "Channels" area 
  2. Click the "Add Channel" button on the right
  3. Then give your Channel a unique name
  4. Choose the "Shopify" Channel type
  5. Add the store URL of the Shopify store you want to connect with
  6. Then click "Add Channel" on the top right

connect-shopify-plytix

This will redirect you to your Shopify store where you can authorize the connection and install the Plytix app. Once you have done this, then you will need to return to Channels to continue the process.

 

 


 

 

Channel Dashboard

The channel dashboard gives you essential information about the channel. Here is a quick tour:

Channel Name and Status

At the top left, you can see a section that shows the channel name and type. 

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Here you can: 

  1. Change the channel name, click "enter" to save
    rename-shopify-channel

  2. Change the status to make the channel "Active" or "Inactive"
    mark as active or inactive
  3. Access or copy your store URL
    copy store URL
  4. Go back to the channel overview by clicking on the arrow
    go back to channels overview

Processing Information

At the top right, you can see information related to processing the channel. 

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Here there is a few bits of information and some actions you can take. 

 

Information: 

  • Created: the time the channel was created
  • Modified: the last time the channel was updated in any way
  • Processed: the last time a channel was processed either manually or on a schedule

Actions: 

  • Process Now: this will manually process the channel, pushing information to your Shopify store
  • Preview: See what your product content looks like before you send it
  • Test Connection: this tests to see if your store connection is still valid
  • Arrows: these arrows will take you to the previous/next channel

 


 

 

Process Log

The process log shows the records of the last time information was pushed from Plytix to Shopify. If this is your first Shopify channel the log will be empty until you process it for the first time.

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The log shows:

  • Start Date: the date and time the process was started
  • Finish Date: the date and time the process completed
  • Status: if the process is "Processing" or "Finished"
  • Nº. Products: how many products were processed
  • Result: if the information was sent correctly, as "Success", if not, as "Error"


Log Detail

If there are any errors in processing, you can check what happened at a product-level by clicking on the "Start Date". This will take you to the log detail. 

Here you will be able to review error messages from Shopify to remedy the issue. 

 

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In the log detail you can also see: 

  • Action: if the product was "Created", "Updated", or "Skipped"
  • Result: if the product was correctly processed, as "Success", if not, "Error"

To the right of the result you can see any associated error message. 

 


 

 

Products

In this section, you will assign a product list to your Channel. This product list defines the products that will be sent to this Shopify store.

products shopify channel

 


 

 

Mapping

Here you will match attributes from Plytix to Shopify fields.

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Shopify Fields

There are a few mandatory fields to make sure your product content gets to your Shopify store: 

  • Title
  • Handle

Each Shopify field has certain requirements for formatting. 👉🏼 Use this guide 👈🏼to make sure you match the right content from Plytix to Shopify.

 

⚠️  Handle and Title are mandatory fields

Mapping Attributes

To map a new attribute: 

  1. Click on "Match attribute" in the "PIM Attributes" column
  2. Select the attribute you want to match, or create a Computed Attribute
  3. Then click "Apply"
  4. To save your changes, click "Save changes" in the save bar that appears at the top

To unmatch, click the "unlink" icon. 

unmatch

Formatting Attributes

Just like with other channels in Plytix, you are able to make attribute transformations for each of your attributes. To do this: 

  1. Hover over the attribute you want to edit
  2. If it has transformation options available, a "Settings" icon will appear to the right
  3. Click the "Settings" icon, and all the options will appear

    attribute-settings-icon
  4. Make your changes
  5. Click "Apply"
  6. Click "Save Changes" to keep your transformations




 

 

Settings

The Settings tab lets you set up feed scheduling and how metafields are managed and feed scheduling. 

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Scheduling

To enable feed scheduling, click on the button in the "Scheduling" box. This will open settings that will help you configure how and when information is automatically sent to your store. 

Screenshot 2021-03-31 at 15.54.11

Feed data and Store data options will be explained in the next section "Processing"

Metafields

This setting tells Shopify what to do with the metafields you have created in Plytix. 

Screenshot 2021-04-01 at 16.27.16

 


 

 

Processing

When you press the "Process Now" at the top right of the channel, before processing your products, you will see options for how to send data. These are the same options as in the scheduling section. 

Feed Data

This tells Plytix which products and assets to send to your store from your product list. You can choose to send: 

  • "All" products or assets (default)
  • Only products that are newly added to the list or "Created"
  • Only products from the list that have been "Modified"
  • Or any product or asset that has been "Created" or "Modified"

 

ℹ️  These options affect the processing times of your feed. Choosing to send all will result in a longer time when compared to only sending those that have been modified, for example.

 

The "Reference Date" tells Plytix from after which date to consider products that have been created or modified.

 

For example:

In this scenario, this feed will process only products and assets created after April 01, 2021

Screenshot 2021-04-01 at 16.21.12

 

💡By default the channel will process all products and assets. Change this to only include modified items to reduce processing times.

Store Data

This tells Shopify how to manage incoming data. You can decide if products already in your store will be updated or not, as well as new products that are not yet in your store.

Screenshot 2021-04-01 at 16.38.20

 

Summary

When manually sending information by clicking the "Process Now" button, you will also get a summary of what you are sending to make sure everything is correct. Click "Start Processing" to begin syncing information to Shopify.

Screenshot 2021-04-01 at 16.53.20


What's Next

 

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 👇