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
- Back on the Getting Started board, ensure your store is selected in the drop down and click "Confirm". This will configure your store's shop data to automatically sync to the boards in this workspace folder
That's it! Your boards will now begin receiving real-time Shopify data.
3: Import Existing Data
By default your boards will sync new and updated items from your store. However you may want to populate your boards with existing data, particularly for Customers and Products/Inventory. Select the data you'd like to import, a past date from which you'd like to start the import, and confirm.
As an example, syncing 1000 customers can take up to 10 minutes. This would be a good time for a coffee break!
4: Real-time Updates
After connecting your store, real-time updates will automatically flow into your boards. 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.
Notes:
- Orders: Anytime an order 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.
5: 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 "Update Configuration" on the Home tab on the getting started board:
Then click on the board you want to customize. The arrow on the right side will open up a dropdown where you can configure your column mapping:
To access filters, click on the Edit Filters button and add your rule. In this rule show, we will only be syncing orders with the status of "PAID". Once you are done, click Confirm to save.
6: 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:
7: 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
8: Bi-Directional Syncing
In the default subscription plan, most of the data is only synced one way from Shopify to monday.com. We are currently working with users to expose specific things that can be updated directly from monday such as order status and customer metadata (see above section on Customer Item View). If you intentionally or accidentally update a column in monday, it will be flagged as "out of sync" in the board so that you know.
9: Connect Multiple Stores
With Sync for Shopify you are able to connect multiple stores! However, we require that you install a new workspace template for each store. In the default subscription, you are unable to sync multiple shops and their data to the same monday boards. If this is something you need to have, please contact us and we will help you set that up.
10: Billing and Features
Pricing for Sync for Shopify is a simple monthly subscription of $50/month, and billing is done directly through your monday.com account. With this subscription you get all current and future features of the app including:
- Pre-configured boards for Orders, Customers, Products & Inventory, Draft Orders, and Abandoned Carts
- Real-time updates for all Shopify items, including statuses, metadata, notes, and more
- Order and Customer item views to view detailed data and manage updates
- Bi-directional notes, addresses, and fulfilment on customers and orders
- Historical data import for all boards to get you up and running quickly
- Premium support for any issues you run into or new features required to help your business
11: Uninstall and Data Removal
We follow all Shopify and monday.com safe data handling practices. To clear your saved data, click the Reset Connections button on the Getting Started view. 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.
