Shopify/Erplain sync chart

Modified on Fri, 30 Jan at 8:59 AM

The table below lists the actions and their outcomes in Erplain and Shopify with Default Sync Settings.

If you are looking for a more synthetic way to approach the sync between Erplain and Shopify, we invite you to read the article How does the Shopify integration work?

Actions	Platform	Result(s)	Notes
PRODUCTS
Create a product	Shopify	Product is created in erplain.	Synced information: cost per item (if the product is created from Shopify), available stock, price, name, SKU, product description, tags, supplier, HS code, weight, barcode, pictures, inventory tracking
Create a product	Erplain	NA	NA
Delete a product	Shopify	Product is deleted from Erplain	The variants that are unsynchronized are not deleted in Erplain.
Archive a product	Shopify	Product is not deleted from erplain	NA
Delete a product	Erplain	NA	NA
Unpublish a product	Erplain	Product is removed from Shopify	NA
Publish a product	Erplain	Product is created in Shopify.	Synced information: available stock, price, name, SKU, product description, variants, tags, supplier, HS code, weight, barcode, one picture and taxable status
Edit product information	(1)Shopify/(2)Erplain	Product is updated in (1)Erplain/(2)Shopify.
Add an attribute to a product	(1)Shopify/(2)Erplain	Attribute is added to the product in (1)Erplain/(2)Shopify.	NA
Add an option to a product	(1)Shopify/(2)Erplain	Option is added to the product in (1)Erplain/(2)Shopify.	NA
SALES
Create draft order	Shopify	NA	NA
Create sales order	Shopify	Sales order and invoice are created in erplain.	NA
Create sales order	Erplain	NA	NA
Update order	Shopify	Changes sync back to the sales order in Erplain.	NA
Update sales order	Erplain	Changes do not sync back to the order in Shopify.	NA
Remove item from sales order	Shopify	Product return and refund are created in Erplain.	NA
Create shipping order	Erplain	Order is marked as "fullfilled" in Shopify.	NA
Mark order as "Paid"	Shopify	Invoice is marked as "paid" in erplain.	Orders can be marked as "paid" from Shopify only.
Mark order as "Fulfilled"	Shopify	Shipping order is created in Erplain.	NA
Cancel order	Shopify	Order status becomes "Shopify canceled" in Erplain. Product return is created in Erplain.	Orders can be canceled from Shopify only.
Create refund	Shopify	Return and refund are created in Erplain.	Order can be refunded from Shopify only.
Delete sales order	Shopify	Order still shows in Erplain	Shopify deleted sales order cannot be removed from Erplain
Delete sales order	Erplain	NA	Shopify sales order cannot be deleted in Erplain.
Delete invoice	Erplain	NA	Invoices created from Shopify orders cannot be deleted in Erplain.
CONTACTS
Create sales order	Shopify	Customer is created in Erplain. . If a customer with a similar email address already exists in Erplain, the sync between the two will be automatic.	Erplain uses the customer email address to check if customer is new.
Create customer	Erplain	NA	NA
Create customer	Shopify	If the customer email is not already assigned, then a new customer is created in Erplain.	Synced information: name, address, tags, note, company name, phone number, email.
Edit customer	Erplain(1)/Shopify(2)	Customer information are updated in Shopify(1)/Erplain(2)
Publish customer	Erplain	Customer is created in Shopify
Delete customer	Shopify	Customer is inactive in Erplain	NA
Deactivate customer	Erplain	NA	NA
Unpublish customer	Erplain	Customer is no longer available in Shopify	NA
INVENTORY
Create draft order	Shopify	NA	NA
Create sales order	Shopify(1)/(2)Erplain	Available stock is updated in (1)Erplain/(2)Shopify.	NA
Create shipping order	Erplain	On hand stock is decreased in Erplain.	NA
Create single invoice	Erplain	Available stock is decreased in Erplain and sync to Shopify.	NA
Mark order as "Fulfilled"	Shopify	On-hand stock is decreased in Erplain.	NA
Cancel order	Shopify	Available Stock is updated in Shopify and sync to Erplain.	You can choose whether or not to put the products back into inventory from Shopify.
Create refund	Shopify	Available Stock is updated in Shopify and sync to Erplain.
OTHER
DisconnectEerplain & Shopify	Erplain	Products, inventory, contacts and sales stop syncing.	Your Data remain in Shopify and Erplain.