1: Add the Workspace Template
All synced Shopify data lives in a monday.com workspace template, a folder of pre-configured boards that automatically sync real-time data from your shop. The workspace template is available in the template center after you install the app.
2: Connect Your Store
In the Getting Started board of the workspace template, there is a screen to connect your store. This is done once and will authorize both Shopify and monday.com to sync orders on your behalf. To initiate the connection, click the "Connect Shopify" button.
- Go to the Getting Started board and access the board view there
- Select "Connect Shopify"
- Authorize the Shopify app for you store and then Authorize the monday.com app
3: Configure Your Boards
After your store is connected, you will be prompted to configure your board mapping so that the app knows where to sync your store data to. There are default boards that come with the template you can add, or you can add an existing board you have (like a CRM board of customers). You can always add the default boards or more existing boards later.
If you add an existing board, you will be prompted to customize the column mapping, filters, and real-time configuration for the board data.
4: Real-time Updates
After adding a board, you must explicitly turn on real-time updates for the board to receive new customers, orders, etc. If the item doesn't exist in the board, then a new item will be created. If the item already exists then the existing item will simply be updated for all boards that item is already linked to. The app logic ensures that new items or updates to items do not create duplicates within your monday board.
Notes:
- Orders/Customers/Inventory: Anytime an item is create OR updated, the latest order data will be synced into the orders board. The orders also will sync order line items as sub-items in the monday board.
- Abandoned Checkouts: These items will only sync once per day. But you can always manually sync the latest items in the "Import Existing Data" section
If items are not syncing properly, check the Getting Started board view to make sure there are no errors or that you don't need to re-authorize your store.
FAQ: The difference between "Creating new items" and "Updating new items" is subtle but important.
Shopify will send a notification every time a new item (customer, order, product, etc) is CREATED. When the monday app receives this notification, it will create a new item in your board. Shopify will send this notification ONLY ONCE at the time of creation.
Shopify will also send a notification every time an existing item is UPDATED (customer email, shipping address, etc). These notifications happen MUCH more frequently. When the app receives these notifications, it will lookup to see if the item is already linked to an existing monday board item and update it, otherwise it will create a new item from the notification. This prevents creating duplicates every time there is a a change to the item in Shopify. It also ensures the item exists in your monday board even if the initial "create" notification was missed.
5: Manually Sync Shop Data
Once your store is connected and you have at least one mapped board in the store, you can click "Sync Now" to initiate an import from your store. (Note: If you connected an existing board, please reference the "Reconciling" section below to ensure no data is duplicated)
BoostSync for Shopify was built for real-time shop management, but you may always initiate a manual sync to import historical data if you are just getting started or for peace of mind. While real-time shop updates are nice, they can sometimes be unreliable or missing complete data, which is why some users run a manual sync once a day to ensure nothing gets missed.
Syncing large amounts of shop data can take time. As an example, syncing 1000 customers can take up to 10 minutes. This would be a good time for a coffee break!
6: Custom Mapping and Filters
On all paid plans, you can customize the mapping and filters for the data that comes from Shopify and is synced to your boards. To access these settings, click on the "Configure" button next to the board you'd like to edit:
Then click on the Row Mapping tab to open up the mapping to match your current columns to available Shopify attributes:
To access filters, click on the Filtering tab and add your rule. This example rule is saying "Only customers that have spent more than $0 should be added to this board" for manual syncs and real-time updates. Once you are done, click Confirm to save.
7: Customer Item View
To edit and manage customers in monday.com, the app has an Item View feature on all items in the customer board. In this view, you can add notes that sync back to the Shopify store customer and also view all orders that customer has in your store
To access an item view, you need to click on the double arrow next to the item name in the monday board:
8: Order Item View
We offer an order Item View feature on all order objects in the order board. In this view, you can edit the shipping address, view line items, and manually mark the order as fulfilled for 3rd party fulfillment workflows
9: Bi-Directional Syncing
BoostSync for Shopify supports bi-directional syncing between monday.com and Shopify. You can import existing Shopify records into monday.com and link them to board items, or start from monday.com by creating or exporting new records into Shopify. Once a monday item is linked to a Shopify record, the app can keep that relationship in sync so updates can flow both ways.
To help keep data accurate, updates from monday.com to Shopify are typically handled through the item view. This makes it possible to validate the change, format the data correctly, and ensure it matches what Shopify expects before sending the update. In practice, that means monday.com becomes a flexible workspace for managing your data, while BoostSync helps maintain a reliable connection to the corresponding records in Shopify.
(In board mapping, there is an optional column you can map that shows whether the item is in sync with the item from Shopify.)
10: Connect Multiple Shops
With BoostSync for Shopify you are able to connect multiple shops! This is available in the Pro Plan only and you are able to swap between shops easily on the home page. Each shop will have its own board mapping and filtering configuration that you can set.
You can always add or remove shops at any time. You will be asked to authorize each new store that you add.
11: Billing and Features
Pricing for BoostSync for Shopify has a free, basic ($30/mo), and pro plan ($50/mo). You can view more pricing and feature details here. The basic plan is suitable for most users. If you are managing multiple stores or need to manage inventory, then you will need the pro plan.
12: Uninstall and Data Removal
We follow all Shopify and monday.com safe data handling practices. To clear your saved data, click the Reset All button on the settings page. This will clear all Shopify and monday.com tokens that are used to sync your Shop data. If you have multiple stores configured, this will remove all of them.
