Version Note: Retail Express Shopify Connector | Find FAQs and related articles at the bottom of this page
Products are first created within Retail Express and configured to synchronise with Shopify. The integration process uses information already entered into Retail Express to quickly and efficiently create the products online. This reduces the need to double handle the information, and makes it simple to add products ready for selling.
In this article:
Before publishing products to Shopify, care should be taken to check the products and ensure they're configured appropriately. For example:
- Should the products be grouped together (refer to: "Grouping Products Together")
- Have all synchronised fields been populated correctly - product prices, size, colour, brand, short description (refer to: Synchronised product fields)
- Creating a Gift Voucher to sell online? Refer to the Shopify - Gift Voucher Integration article for detailed information on this process.
Retail Express offers a "Mass Upload" feature to Create and Edit products en masse.
Important: If you have existing products on your Shopify store (not created in Retail Express) refer to the Mapping Existing Products article. This feature is only available the first time you enable the Shopify integration for that store. Products not mapped will not be included with Online Orders synchronised to Retail Express.
Products are synchronised using the "Publish to Shopify" process within Retail Express either individually through editing a single product, or for multiple products using the Mass Download/Upload process.
Note: Products to be grouped together should be updated in Retail Express before synchronising - refer to the Shopify - Grouping products together (Matrix/Variable products) article for more information.
Important: It's not recommended to use the Duplicate Product feature within Retail Express to use an existing product; this will create a duplicate Handle Within Shopify (the URL to navigate to the product).
Once the integration with Shopify has been configured a new section will appear within the Product Edit window entitled Publish to Shopify.
To publish a product to Shopify:
- Open the product for editing
- On the Main tab scroll down and locate the new Publish to Shopify section
- Tick the online store/s the product should be published to
- Ensure the product does not have Disabled ticked (if the product is disabled it will not synchronise; untick the box if necessary)
- Click Save Changes
- The product will be queued to synchronise to Shopify. Once published, the product is available in the catalogue immediately for customers to view (if automated Collections are in use this will also add the products to the Collections).
Note: there is an additional set of fields entitled Web that include detail such as Export to Web Service. These fields are not used for Shopify integration and should be ignored.
Retail Express offers a Mass Download feature to edit products en-masse. This can be used for managing products online, including: publishing products to Shopify, updating names and pricing updates.
To Publish products to Shopify:
- Navigate to: Inventory > Mass Download
- Use the filters to search for the required products
- Click Export to Excel
- Open the downloaded file in Microsoft Excel
- On the Product Master tab locate the column "Shopify:abc" (where abc is the name of the store)
- Enter a value of True for the product to be published
- Ensure the Disabled column displays False (disabled products will not synchronise)
- Save the file
- Return to Retail Express, navigate to Inventory > Mass Upload
- Click the Upload Excel tab
- Click the Browse For File button and navigate to the saved file
- Click Upload
The file will be uploaded and the products will be queued for synchronisation.
More information on the Mass Download/Mass Upload feature can be found within the following articles:
Note: Synchronisation timeframes are limited by the Shopify API.
Products and inventory are synchronised separately, which means that when a product first appears on the Shopify store it may temporarily have no stock. This will be updated once the inventory for the product has been synchronised.
When a product is synchronised with Shopify, certain fields from Retail Express are used to pre-populate the product information on Shopify. This makes it quick and easy to create the product online ready to start selling.
The name of the product
Title (default setting - can be changed in the Sync settings)
SEO Title (default setting - can be changed in the Sync settings)
Note the Handle is only mapped on an initial synchronisation for new products (existing products being mapped by the synchronisation will not have their handle modified).
|SupplierSKU||The Stock Keeping Unit for the product||SKU|
The Style Code for a product.
This field does not directly synchronise to a field in Shopify, but is used to group products together to create a product with variants i.e. size, colour options
|Product Type||An attribute used to categorise the product for reporting and informational purposes||
The physical weight of the product. Used to calculate shipping costs.
Note: Shopify will automatically assign a unit based on the default settings e.g. grams, kilograms. The default settings in Shopify are controlled via Settings > General > Standards and Formats.
For consistency and efficiency of the synchronisation it's recommended that a standard format should be used in Retail Express e.g. if there are some products with grams and some with kilograms, the kilograms should be entered in the value of grams e.g. 1500 is the equivalent of 1.5kg.
The weight unit can be manually overridden for products on Shopify if required.
|Brand||An attribute used to display the brand name of the product||
|Size||The size of the product||
Option of a product with variants
Sizes are synchronised in "List Order" if configured in Retail Express, otherwise will be in alphanumeric order. For more information please refer to the Product Attributes article.
*Note: this option will synchronise specifically with "Size" as the label. Any changes to the label on Shopify will be reverted during the next synchronisation.
The colour of the product.
A variant with the colour set as an option
Colours are synchronised in alphanumeric order.
*Note this option will synchronise specifically with "Colour" as the label. Any changes to the label on Shopify will be reverted during the next synchronisation.
If a product has been configured to incur tax on purchases.
Note: this is set within a product at the Outlet level. Whether tax is enabled/disabled will depend on the Outlet selected as the Sales Outlet within the Shopify integration settings.
Charge taxes on this product (y/n)
- Web sell price
- Outlet Specific Price
- Master POS Price
The pricing from Retail Express is synchronised based on a hierarchy.
Note: Maximum Discount Rules in Retail Express apply, and will not synchronise Product Prices with a price lower than the maximum discount allowed.
The "top of the chain" is the Web Sell Price. If this field has been populated it will be synchronised as the product price. It is the "Master" that takes priority over all other prices.
If the Web Sell Price is blank, Retail Express will send the Outlet Specific Price, based on the Outlet set as the "Sales Outlet" within the Shopify Integration settings.
If there is no Outlet Specific price, the Master POS Price is used.
Note: The Web sell price and Master POS Price fields are global - when integrating with multiple Shopify stores these prices will apply to all stores.
The original price, and used for promotional purposes to display when a product is on sale.
Refer to the section below "Displaying Discounts" for more information on how this field works.
Depending on the Shopify theme used this can appear as a discount on the web store, however it's for display purposes only. When an order is synchronised to Retail Express the Compare At price is not utilised, and has no impact on the "Discount" total of the sale.
Note: The RRP Price field is global - when integrating with multiple Shopify stores this price will apply to all stores.
Compare At price
- Available quantity
The total count of products available for sale online. For more information on managing inventory refer to: Shopify - Managing Inventory
There's no dedicated field in Retail Express, however when the systems are connected and the products are synchronised Shopify will update the products to show "Retail Express" as the Variant Fulfillment Service.
Variant Fulfillment Service
Publish to Shopify (with site ticked)
When the Publish to Shopify field is ticked the product is synchronised to Shopify and sets the Publish option to True/Available.
If the product is unpublished in Retail Express, or marked as disabled, the Published field in Shopify is set to False/Unavailable on all sales channels.
If the "Published" field is updated in Shopify manually this will not be synchronised back to Retail Express (so products can be manually unpublished on specific channels if required).
Custom fields (Custom 1, Custom 2, Custom 3)
These fields are empty fields that can be repurposed within Retail Express for any additional information about the product.
Product Title (optional - must be selected in the Sync settings)
SEO Title (optional - must be selected in the Sync settings)
*Note: The custom field will need to be selected as the Product Title within the Shopify Integration settings.
Used to turn off the ability to disable a product once the stock level reaches zero. For Shopify this will enable the product to be sold continuously regardless of stock level.
Inventory setting enabled "Allow customers to purchase this product when it's out of stock"
Shopify utilises a "Compare At" field to determine whether to show if a product is on sale at a discounted price.
This field can be populated through the Retail Express connector depending on a series of conditions. If these conditions are met, the RRP field from Retail Express is synchronised to update the "Compare At" field.
Note: If these conditions are not met the Compare At field will not be populated via the Retail Express Shopify Connector Integration.
|Retail Express Price Field*||Condition||Compare At synchronised||Effect on Order in Retail Express|
|RRP||Field is blank||No||-|
|Web Price||Web Price value is less than the RRP value||Yes||Discount added to the sale|
|Web Price||Web Price value is equal to or more than the RRP value||No||-|
|Outlet POS Price||Outlet POS Price is less than the RRP value||Yes||Product price adjusted, no visible discount|
|Outlet POS Price||Outlet POS Price is equal to or more than the RRP value||No||-|
|Master POS Price||Master POS price is less than the RRP value||Yes||Product Price adjusted, no visible discount|
|Master POS Price||Master POS Price is equal to or more than the RRP value||No||-|
*Note that the Retail Express price fields will still respect the hierarchy as covered in the Synchronised Fields "Standard Pricing" section:
- The "top of the chain" is the Web Sell Price. If this field has been populated it will be synchronised as the product price. It is the "Master" that takes priority over all other prices.
- If the Web Sell Price is blank, Retail Express will send the Outlet Specific Price, based on the Outlet set as the "Sales Outlet" within the Shopify Integration settings.
- If there is no Outlet Specific price, the Master POS Price is used.
Multiple Shopify store integrations:
If using multiple Shopify store integrations you should keep in mind the following rules:
- The RRP and Web Price fields are Global, meaning that if a product has a value in either of these fields the information will be synchronised to all stores
- Product prices can be different between stores by using a different outlet-specific price for each store (the stores will need to have different Sales and Pricing Outlets - it's recommended to have a dedicated web store outlet in these cases)
- Without an RRP price no promotional price will be visible on Shopify i.e. there won't be a price with the crossed-out effect
Product showing a promotional price via RRP
Product without an RRP price and using an outlet-specific price of $15
Once a product has been added to Shopify, further information can be uploaded to the product listing. This includes images, and categorising the products into a Collection.
More information on editing your Products in Shopify can be found within the Shopify Help Centre.
Common data configuration scenarios
Below you'll find some common data configuration scenarios, and how to set up the products in Retail Express.
To display a product with size/colour drop-downs, all the individual variations must be grouped together in Retail Express using a common Manufacturer SKU. This will create a "master" product on Shopify with all the individual products listed as variants.
Refer to the Shopify - Grouping products together (Matrix/Variable products) article for more information.
Shopify has the ability to automatically assign products to a collection (category) based on specific conditions. For example, an automated collection could be set up to display products with a matching vendor (brand). Whenever a product for that brand is added to Retail Express and published to Shopify the product will automatically appear within that collection.
Find more information see the Shopify Help Center article on Automated Collections.
Australia Post automatically calculates shipping costs depending on the weight of the products. In order for this to work appropriately with the Retail Express integration, the following needs to be completed:
- Products must have a weight in Retail Express (this can be entered individually or en-masse using the Mass Upload process)
- The weight in Shopify must been configured to match the weight values entered against the products in Retail Express. For example, if the product has a value of "1" in Retail Express )(the equivalent of 1kg), then "Kilogram (kg)" should be selected on Shopify. Refer to the "Configure Shopify" section in the article "Shopify - Connect to Retail Express" for more information.
When the product is synchronised the weight value will be added to the product, and Shopify will assign the default weight unit accordingly. The Australia Post app will then be able to calculate the shipping rate for the product automatically.
If a product synchronisation hasn't occurred as expected, check the product doesn't match any of the below conditions.
If a product hasn't been created online, check whether the product is marked as Disabled or Enabled in Retail Express. Even if the product has been ticked to publish to Shopify, if the product is Disabled the product will not synchronise.
To search for products integrated with your Shopify Store:
- Navigate to Inventory > Product Search & Management
- Click the Refine Search heading to expand the section
- Use the Sales Channels filter to select your Shopify store
- Use the remainder of the filters as required
- Click Search
For more information refer to the Inventory - Product Search & Management article
If you delete the integration, when you next reconnect the store you will need to work through the Data Mapping process to match your products. As part of this, you will need to update Retail Express to configure which products should be published to the Shopify store. The most efficient way to do this will be through the Mass Download/Upload process.
Want more information? View all Shopify articles.