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Store Details of Shopify Follow

With a clear dashboard and actionable options, Salesmate makes it easy to view and manage synced data from your Shopify store, including products, customers, and orders.
Note: You'll need permission to manage Apps & Addons in Salesmate to access Shopify store details.
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Steps to Access Shopify Store Details

  • Navigate to the Profile icon in the top right corner.
  • Click on Setup.

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  •  
  • Under the E-commerce section
  • Configure Shopify

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  • Click on the name of the store you want to manage.

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Manage Store Actions

You can perform these actions on your connected Shopify store:
  • Re-sync: Manually sync to check for updates from Shopify.
  • Change Ownership: Reassign all synced data, like products, customers, and orders, to another user.
  • Disconnect Store: Stop the sync without deleting existing data in Salesmate.
  • Remove App: Completely remove the Shopify integration. You must disconnect all stores first.

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View Store Statistics Dashboard

The dashboard shows an overview of synced data:
Synced Data Overview:
  • # Products: Total products synced from Shopify.
  • # Customers: Total customers pulled from your store.
  • # Orders: All Shopify orders created as deals in Salesmate.
  • Last Sync: Timestamp of the most recent successful sync.
Key Features:
  • These numbers only go up with successful imports. Deleting data in Shopify won't reduce the count in Salesmate
  • If your Shopify plan expires, you'll see a note saying the store connection is no longer active.
  • Sync stats refresh after every successful attempt.

View Synced Records

You'll find three tabs: Products, Customers, and Orders. Each one lists synced entries along with key details. Here's what you'll see under each:
  • Products:
    • Product Name: Comes directly from Shopify, including variant info.
    • View in Shopify: Opens the product in your Shopify admin.
    • Last Updated: When the product was last synced.
    • Status: Sync status (successful or failed).
    • Created By: Name of the Salesmate user who connected the store.
  • Customers:
    • Contact Name: Pulled from Shopify's customer record.
    • View in Shopify: Takes you straight to the customer's profile in Shopify.
    • Last Updated: Timestamp of the last sync.
    • Status: Whether the sync was successful or encountered issues.
    • Created By: User who set up the integration.
  • Orders:
    • Deal Title: Shows the order number along with the customer's name.
    • View in Shopify: Opens the order in a new tab in Shopify.
    • Last Updated: Time of the most recent sync.
    • Status: Indicates sync success or failure.
    • Created By: User who initially connected the store.
Notes:
  • Every synced product carries an SM-SHOPIFY tag for easy identification.
  • Even if a product is deleted in Shopify, it stays in Salesmate unless you remove it manually.
  • Products available in multiple currencies are shown as separate entries.
  • Product images are pulled directly from their Shopify URLs.

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