How to Connect Shopify to Afosto: A Step-by-Step Guide

Welcome! In this guide, we’ll walk you through the process of connecting your Shopify store to Afosto. Once connected, you can manage all your orders, inventory, and product data across multiple sales channels with ease. This guide is designed to make onboarding simple and straightforward, so let’s dive in!

Overview of the Shopify Integration

The Afosto integration for Shopify is designed to simplify and streamline your e-commerce operations by connecting your Shopify store directly to Afosto’s platform. This integration allows you to manage all your orders, inventory, and customer interactions from one centralized system. Here’s a quick look at what this integration can do:

• Automatically Import Orders: Every time a customer places an order in your Shopify store, it’s instantly pulled into Afosto’s Order Management System (OMS), where you can manage and fulfill it alongside orders from other channels.
• Sync Cancellations and Returns: Any cancellation or return requests made in Shopify are automatically synced to Afosto, helping you keep track of customer service needs.
• Real-Time Stock Updates: The integration updates your inventory in real-time, ensuring that stock levels in your Shopify store and other connected channels are always accurate, reducing the risk of overselling.
• Order Status Updates: Keep your customers informed by pushing status updates like “In Transit,” “Ready to Collect,” or “Delivered” directly from Afosto to Shopify.
• Multi-Location Stock Management: Manage inventory across multiple locations, syncing stock levels between your physical stores, warehouses, and online channels.

In short, this integration helps you efficiently manage your entire order process, from receiving an order to final delivery, all while keeping your inventory synchronized and up to date.

Step 1: Sign up for Afosto

1. Register for a free Afosto account: Sign up for a free Afosto account

1. Navigate to your Afosto Dashboard: Afosto Dashboard

Step 2: Add Shopify Channel

Add Channel

Click the + button next to the Shopify logo.

Fill in Channel Settings

1. Channel Name:
   Provide a unique name for the channel so it can be easily found later.
   Example: Shopify + [storename]
2. Preferred Language:
   Select the desired language for this channel.
3. Selling Party:
   Select the company you want to use as the selling party for this sales channel.
4. Currency and Price Lists:
   Choose the currencies you want to use for this channel and link a price list to each currency.

Step 3: Connect Shopify to Afosto

To connect Shopify, you need to provide some key credentials. Follow the instructions below to get your Shopify store connected to Afosto:

Provide Credentials

1. Provide Credentials
2. Access Token: Enter the access token that can be found in your Shopify account. Example: shpat_xxxxxx
3. Shopify Store Name: Enter the store name of your Shopify store. See the note above
4. Where to Find Your Shopify Access Token
5. To find your Shopify Admin API access token:
6. Log in to your Shopify account as the store admin.
   Go to Apps > App and Sales Channel Settings > Develop Apps > Create App.
   Follow the steps to configure the Admin API scopes and generate your access token.
7. For detailed instructions, you can read the full guide here.
8. Click Connect
   Once you’ve entered your access token and store name, click Connect to finalize the integration.

Step 4: Configure Shopify

Set Configuration

1. Reference:
   Provide a reference for your integration so that you can recognize it later.
   Example: Shopify [storename]
2. Select Shopify Channel
   In the dropdown select the channel from Shopify that you want to connect to Afosto.
3. Inventory updates
   checkbox: Send inventory updates to a single location (use this option if you want to combine all of the shopify locations into one Afosto stock location)
4. Configure your locations
   Map your Shopify locations to the Afosto locations.
5. Synchronize
   This setting determines if the orders from the selected Shopify channel should be synced to Afosto.
6. Synchronize Cancellations:
   Determine whether cancellations should be synchronized.
7. Synchronize Return orders
   Determine whether return orders should be synchronized.
8. Synchronize Stock Changes:
   Determine whether stock changes should be synchronized.
9. Synchronize from:
   Specify the date and time to start synchronization.
   This determines from which moment your orders are synchronized to Afosto; this moment can also be in the past.
10. Click Save.

Step 5: Choose Shipping Provider

1. Choose the provider for your shipping labels:
   here you can choose from various carriers where you must have your own login and which you can connect with Afosto to retrieve the shipping labels. If you prefer to create your shipping labels manually, you can choose Afosto label provider. This way, you can set the orders to shipped manually and add your own track and trace code.
2. Sort your shipping methods of the linked provider:
   After linking a provider, we retrieve all available methods, which you can sort by dragging them into an order that places the methods you use most often at the top. They will also appear in this order when shipping an order later.
3. Click save.

Step 6: Create Shipping Methods

In this step, we will create the shipping methods. Here, you create methods per shipping provider (e.g., PostNL or DHL) and link them to your shipping zones (e.g., Netherlands) and you can set the shipping costs per method.

1. Select your carrier
2. Select the shipping zone
3. Select whether the shipping method is enabled or disabled by default
   Optionally, add exceptions to this default setting:
   (With exceptions, you can activate or deactivate a shipping method for a particular customer, country, product category, or other specifications)
4. Set the visible name and description of the shipping method
   The name and description are shown to your customers in our headless checkout.
5. Optionally add translations for the name and description
6. Set the shipping method costs with any exceptions
7. Select the appropriate options for this shipping method
   By selecting the options, you filter out certain methods with the shipping provider, reducing the list of available methods when shipping the order.
8. Click Add
   Now the shipping method has been added and you can start handling your Shopify orders in Afosto.

Done!

Congratulations! The orders from your Shopify store are now synchronized with Afosto's OMS, and you can use our extensive WMS and Fulfillment capabilities for your linked Shopify environment.

Add Extra Shopify Channels

If you want to add more Shopify channels, you can repeat the above steps. All channels can be connected to one or more warehouse locations in Afosto.

Need Help?

If you need help with the setup, contact us at support@afosto.com or use the chat function in your Afosto environment.