This article explains how to integrate Carriyo with Shopify. Carriyo offers several options of integration with Shopify. This article includes a complete overview of the integration and covers:
To find instructions on how to setup a Shopify connector in Carriyo, please read this article.
Shopify Integration Overview
Carriyo offers an integration with Shopify that can be setup in a matter of minutes. The scope of integration includes:
- Orders from Shopify to Carriyo
- Pre-booked fulfillments from Shopify to Carriyo
- Tracking updates from Carriyo to Shopify
- Product Information from Shopify to Carriyo
- Location Information from Shopify to Carriyo
- Shipping Codes from Shopify to Carriyo
- Returns from Carriyo to Shopify
Orders from Shopify to Carriyo
The most basic form of integrating Shopify and Carriyo is activating the flow of customer orders in Shopify to be fulfilled, shipped and/or tracked in Carriyo.
Carriyo's integration with Shopify offers two modes of integration:
Fulfillment Flow (recommended)
When a customer order is fulfilled in Shopify, a shipment is automatically created in Carriyo.
Working with the Fulfillment Flow enables some advantages:
- Multi-location fulfillment is possible by creating one shipment in Carriyo per fulfillment in Shopify.
- It is possible to create Pre-booked shipments in Carriyo.
Order Flow
When a customer order is confirmed in Shopify, a shipment is created in Carriyo. in this mode of operation, Carriyo becomes the fulfillment system and will automatically fulfill orders in Shopify via the integration and based on the shipment's status.
The user can chose to automatically fulfill orders in Shopify based on Booked or Shipped shipment statuses in Carriyo using the Auto-Fulfill integration option.
The drawback of Order Flow is that it enforces one shipment and one fulfillment per order and assumed all labels to be booked in Carriyo. However, the Order Flow does not require for fulfillment to be done manually in Shopify or other shipments and simplifies the process for simple workflows.
Pre-booked fulfillments from Shopify to Carriyo
Received fulfillments in Carriyo can include pre-booked information from Shopify when Shopify or another external system is booking labels with a delivery service and Carriyo is being used in a tracking-only capacity.
Shipments received with an air-waybill number and carrier name attached to the fulfillment received from Shopify will automatically be tagged as Pre-Booked in Carriyo.
Tracking updates from Carriyo to Shopify
When Carriyo starts tracking shipments with delivery partners, changes in status will automatically be pushed to Shopify to update the fulfillment with the new delivery status.
When the Order Flow integration mode is being used, tracking information will also trigger the creation of fulfillments in Shopify.
As Carriyo tracks shipments with delivery partners, it will automatically update the Shopify Order Status. The following mappings will take place.
Carriyo Shipment Status | Shopify Order Status Update Status |
Draft or Booked (in Order Flow Integration Mode only) | Confirmed |
Booked, Shipped, In Transit | On its way |
Out for Delivery | Out for Delivery |
Delivered | Delivered |
Failed Delivery Attempt | Attempted Delivery |
Product Information from Shopify to Carriyo
Product details can also be integrated from Shopify to Carriyo to synchronize attributes and important shipping information. When Product Information integration is enabled, the following data elements are captured from Shopify:
- Product Code
- Product Description
- Product Image URL
- Harmonized Schedule Tariff Code (HS Code)
- Country of Origin
For cross border shipping, users must make sure that HS Codes and Country of Origin information are available in Shopify to be able to book shipments in Carriyo successfully. When this information is not set in Shopify, users must add it manually in Carriyo for each shipment to be able to book successfully.
Location Information from Shopify to Carriyo
Location Information is imported from Shopify to Carriyo to execute a mapping of fulfillment locations in Shopify and fulfillment locations in Carriyo.
Shipping Codes from Shopify to Carriyo
Shipping Codes are imported from Shopify to enable mapping of Shopify Shipping Codes to Carriyo Delivery Types.
Setting up this mapping is optional.
Returns from Carriyo to Shopify
When using Carriyo Returns it is also possible to achieve full integration with Shopify.
When Customer Return Requests are approved in Carriyo, a return is immediately initiated in Shopify, providing users with visibility of orders with open returns.
As the returns process is completed in Carriyo, Shopify is also updated of with the respective status so that users can identify returned orders and process refunds and/or exchanges in Shopify.
Shopify Integration Options
Carriyo offers several options as part of the integration configuration.
Order Prefix (optional)
Order prefixing is an optional setting that allows prefixing all incoming orders from a specific Shopify store.
Admin users can set a prefix by accessing the Shopify Connector editor.
Cash on Delivery Payment Types (optional)
This option allows setting which Shopify Payment Types should be classified as Cash on Delivery shipments in Carriyo. This option is important for businesses using cash on delivery.
Admin users can set the Cash on Delivery Payment Types by accessing the Shopify Connector editor.
Auto-Book
When enabled, all incoming shipments from the specified Shopify store will be automatically booked in Carriyo. If this option is turned off, all incoming shipments from Shopify will be created in Draft status and must be manually booked in Carriyo.
Admin users can set the Auto-Book option by accessing the Shopify Connector editor.
Auto-Fulfill (optional)
This option only applies when the Order Flow integration mode is selected. It allows defining when should an incoming order be fulfilled in Shopify. Three options are available:
- On Booked Status - the order will be fulfilled when the shipment is in Booked status.
- On Shipped Status - the order will be fulfilled when the shipment is in Shipped status.
- Do not automatically fulfill - the order will not be automatically fulfilled.
Admin users can set the Auto-Fulfill option by accessing the Shopify Connector editor.
Location Mapping
Mapping locations allows assigning each Shopify Fulfillment Location to Carriyo Locations.
Admin users can map locations by accessing the Shopify Connector editor.
Delivery Type Mapping and Default Delivery Type
Mapping locations allows assigning each Shopify Shipping Codes to Carriyo Delivery Types.
It is also possible to define a Default Delivery Type for all incoming orders independently of the shipping code. When a new Shipping Code is found in an incoming order for which there is no mapping, the Default Delivery Type will be applied.
If there is no mapping and no Default Delivery Type set, shipments will be created with a blank delivery Type.
Admin users can map locations by accessing the Shopify Connector editor.
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