Customer Integrations - Shopify
This article will help you to integrate Shopify with Transvirtual. This setup helps you to create consignment in the Transvirtual database, as well as enabling you to print the packaging label and track the order.
Pre-Requisite
Before integrating Shopify with Transvirtual, ensure that the import tag is set up correctly. To set up the import tag key, you first need to have a Plugin Key. Follow the steps below to generate your Plugin Key.
1. How to Generate Plugin Keys
In Transvirtual, Plugin Keys are generated via the Customer Rate Card. To do this, log in to the TMS web portal, go to Customer Card Files, double-click the customer you want to generate the Plugin Key for, and their Customer Details page will open.
2. On the Customer Details tab, on the right side of the screen, you will see the Plugin Key section. Click the Generate button (as shown above) to create the Plugin Key. The generated key will then be displayed (as shown below).
If you accidentally create a Plugin Key and want to delete it, simply click the Delete button. Only create or delete a key when necessary.
3. Once Plugin key is generated, you can now generate the Import tag, by going to the Shopify page.
2. How to Generate Import Tag
1. To generate an Import Tag, Log in to Shopify and then go to the Apps in the menu (you can click the Pin Icon to keep it in the menu for future access) as shown below.
2. Enter the Plugin Key in the Connection Key field and then manually add a tag in the Tag to Import field. Then click the Add New Connection button to save the tag in the database.
1. The Plugin Key is either generated in Transvirtual web app, via Card Files (as described in above paragraph) or can be provided by your carrier.
2. You need to choose a tag to link with the orders that use this integration. This tag can be the carrier's name, but don’t use any spaces in the Tag.
3. Once the Plugin Key and tag have been added, your final screen will look like as shown below:
4. As you can see, the Account is now linked. If needed, you can unlink it at any time by clicking on Break Connection as shown above.
If you're using more than one Transvirtual carrier, you can do this step for each one. Just make sure you have a unique Plugin Key for each carrier.
5. After completing step 4, the integration setup between Shopify and Transvirtual using a carrier is complete. Now you can use this integration either Manually or Automatically when creating a Consignment.
How to Use this Integration
Once the integration between Shopify and Transvirtual is complete, you can start using it.
1. In the Shopify application, create an order (fill in the required details such as Product Name and Customer), then manually enter the tag in the Tags field at the bottom of the order creation screen, as shown below.
2. Once the tag has been entered, click on Collect Payment and complete the payment process. A confirmation pop-up will appear, click Create Order, the order will then be created as shown below.
3. After the order is created, its current status will be Unfulfilled. Click on Fulfill Item, the Fulfill Item screen will appear. Click on Fulfill Item to update the order status to Fulfilled.
The Tag must be added before the order is marked as fulfilled or at the time of consignment creation. Fulfilment is what triggers the order to be sent to Transvirtual.
4. Once the item status has changed, wait for 15-30 seconds. A "Track Package" hyperlink will appear as shown below.
If the Track Package hyperlink is not visible, refresh the page.
5. This Track Package hyperlink confirms that the order has been created in the Transvirtual database. You can now track the order and print the Transvirtual labels.
6. To generate the label, on Order Detail page click on Drop-Down of More Actions button and then click on Print Transvirtual Label. The label will be displayed in a new tab.
Consignment Creation
Extra Information
There are two ways to add the Import tag i.e., Manually and Automatically, as describe below.
Manually Adding a Tag
1. When you're viewing an order in Shopify, you'll find the order tags in the bottom-right corner of the screen. In that section, type the same tag you used when setting up the Transvirtual link as shown below.
Automatic Tagging of Order
1. In Shopify there is a tool called Flow, which allows you to automate processes like applying tags to orders based on specific triggers. You can also set conditions to control when tags are applied. Here’s an example of a basic workflow that automatically applies a tag to an order without any conditions.
2. This example shows that when an order is paid, the Tag “TVCouriers” will be applied. This ensures that the tag is added to the order before it is fulfilled and thus enables the transfer to Transvirtual.
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