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 integration. In this article we will show you how to set up a Shopify channel.

Creating a Shopify Channel 

Channel Dashboard

Process Log

Products

Mapping

Metafields

Settings

Processing

Duplicating a Shopify Channel

 

*Skip to any section in this article by clicking on the links above

 

⚠️ This feature isn't available for all accounts yet. Reach out to your customer success manager to get access to this feature.


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. Choose either an existing connection or connect a new store
  6. Add the store URL* of the Shopify store you want to connect with
    *only insert the root of your domain (without the "https://")
  7. Add the API Access Token you can generate from within your Shopify Store
  8. Then click 'Add Channel' on the top right

Adding-Shopify-Channel

 


 

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, hit "enter" to save

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  2. Change the status to make the channel 'Active' or 'Inactive'
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  3. Go back to the channel overview by clicking on the arrow
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Processing Information

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

process-actions-shopify-channel

Here there are 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
  • Arrows: these arrows will take you to the previous/next channel
  • Test Connection: this tests to see if your store connection is still valid
  • Pencil Icon: Change the Connection for your Channel
  • Page Icon: Duplicate Your Shopify Channel
  • Trash Icon: Delete your Shopify 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 'Syncing', 'Processing', 'Canceled', or 'Finished'
  • Parent Products: how many products were processed
  • Result: if the information was sent correctly, as 'Success', if not, as 'Error'

 

ℹ️  Once you process a Shopify Channel, the processing is divided into two stages: “processing” and “syncing”. During the “processing” stage Plytix processes the information from the channel into a package, then Plytix sends that information to Shopify where the information will be “synced” with the store. 


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. Click on the 'info' icon to see more information about the error.

 

Creating and Managing a Shopify Channel

In the log detail you can also see: 

  • Action: if the product was "Created", "Updated", or "Skipped"
  • Result: if the product was correctly processed, you'll see "Success", if not, "Error"

 

ℹ️ Click on the info icon to see a more detailed error message that tells you what exactly caused the error to happen. 

 


 

 

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.

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Mapping

Here you will match attributes from Plytix to Shopify fields.

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Shopify Fields

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

  • Handle
  • Title (when creating new items)

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 required fields when creating new items 

 

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 'Unmatch' icon. 

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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 save your transformations

 


Metafields

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There are two types of Shopify metafields: metafields with definition and metafields without definition.

To create a new metafield:

  1. Click on the 'Create metafield' button and a popup will appear.
  2. Click on 'Definition' (selected by default) or 'No definition'.
  3. For metafields with definition, choose whether it is a 'Product' or 'Variant' metafield.
  4. Type a namespace and key name, and select a value type. If creating a metafield with definition, type a definition name. It is optional to type a description.
  5. Click on 'Create Metafield' in the top right corner of the window.
  6. After creating your metafield, you can match it to an existing attribute or create a computed attribute to match with it by clicking on 'Match metafield'.
  7. Select an attribute from the list or click on 'Create computed'.
  8. Click 'Apply'.
  9. Click 'Save changes' at the top of your channel to ensure the new metafield is saved.

💡 Learn more about metafields in our article, Using Shopify Metafields. Learn more about creating computed attributes in our article, Creating Computed Attributes.

Metafields with definition

Plytix currently supports ten types of metafields with definition:

  • Single Line Text
  • Multi Line Text
  • Integer
  • Decimal
  • Color
  • Date
  • Date and Time
  • JSON String
  • True or False
  • URL

Metafields without definition

Plytix currently supports three types of metafields without definition:

  • Integer
  • String
  • JSON String

Settings

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

 

Scheduling

To enable feed scheduling, click the toggle next to "Set up periodic processing for your feed." This will open settings to 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 "Processing" section.

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. For example, choosing to send all products will result in a longer time when compared to only sending those products that have been modified.

 

The 'Reference Date' tells Plytix 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. To reduce processing time, change this to only include modified items.

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 how to manage 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

 


 

Duplicating a Shopify Channel

Whenever you need a similar setup for your store, but you don't want to create an entire Shopify Channel from scratch again, you can simply duplicate any existing Shopify Channel in Plytix. 


To do so, simply:

  1. Enter the Shopify Channel you wish to duplicate
  2. Hit the 'Duplicate' icon within the Channel 


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This will duplicate the entire channel including the store connection and mapping options applied. 

💡 You can change the store connection in your duplicated channel. 

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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 👇