Using the App

What Gets Synced

Sync for Shopify automatically synchronizes order and customer data from your Shopify store to dedicated boards in monday.com. This includes order details, order status, and customer information.

See something missing that you'd like? Let us know at [email protected]

Ways to Sync Your Data

There are three methods to initiate synchronization between Shopify and monday.com:

1. Pre-installed Automations

Your template includes ready-to-use automations that sync automatically when triggered. These automations are pre-configured in your monday.com workspace and can be viewed or modified in the Automations section of your Orders and Customers boards:

Full Board Sync

• Change Shopify Sync Action status column to "Refresh Board"

• Syncs all orders or customers from your Shopify store to the respective board

Individual Item Sync

• Change Shopify Sync Action status column to "Refresh Item"

• Syncs only the specific order or customer in that row

How to use: Navigate to your Orders or Customers board, find the Shopify Sync Action column, and change the status to trigger the sync.

2. Manual Sync Options

Board Group Sync (all items): Navigate to your board group → click the board group menu (three dots) → select Shopify Order Sync in the Apps section → click the sync button

Item-Level Sync (specific items): Select one or more order or customer items → click the item menu (three dots) → select Shopify Order Sync in the Apps section → click the sync button

Custom Automations

Create custom automations using Sync for Shopify actions that can be triggered by any monday.com automation trigger (time-based, status changes, etc.) to fit your specific workflow needs.

Available sync actions:

• Sync all orders from Shopify

• Sync specific order from Shopify

• Sync all customers from Shopify

• Sync specific customer from Shopify