Our Technical Support Team will help integrate your Shopify with Artisan – this article is mainly for our staff. However, you may read through it if you choose to gain more insight on the process.
More and more stores are looking toward an online store for increasing their sales. With Artisan it is very easy, especially when compared to other solutions. This article will help you start your own site in just a few hours.
If you get stuck, just call our technical support team and we’ll be happy to assist you.
If you would like to skip to certain areas of the article, please click the highlighted links.
Here’s some prerequisites before you get started:
- You need to have a licensed copy of Artisan POS. If not, call our sales team at 877-723-7835.
- You must have the Add-On package for Internet Store Interface or ISI. If not, call our sales team at 877-723-7835.
- This article is for Shopify, but there are other choices such as Woo Commerce (which is for WordPress).
If you are still not sure which one you want, Shopify has a trial version you can experiment with.
- You must create a Shopify Account. Please order it through this link so CerTek can get credit for the sale and make a tiny commission. Thank you!
- If you’re using your existing Shopify account and you have existing products, you should make sure those products are in Artisan as well. If you have lots of products already and those aren’t in Artisan, we can assist you with importing those items into Artisan for a fee.
- Artisan will only send Items/Products TO Shopify. Artisan cannot receive Items/Products FROM Shopify.
- Artisan will only RECEIVE orders from Shopify. At this time, Artisan does not update Order Status in Shopify, but this is on our list of things to accomplish.
From this point on, we’ll use the following terms:
Item – An individual product that you sell, such as a T-Shirt or Coffee Mug. This item has a unique number called a SKU or Item Code.
Category – A group of similar products such as Glass, Ladies Tops, or Gifts. In Shopify, this is called a collection, but they are pretty much the same thing. One item can be in more than one collection.
ISI – Internet Store Interface (a.k.a. Artisan Task Manager).
Artisan Task Manager is a utility program that comes with Artisan POS. It is already on your computer if you have had a relatively recent version of Artisan 4.4 and on.
Upload – The process of sending data to another computer, network, or program.
Download – The process of receiving data from another computer, network, or program.
Configuring the Artisan Task Manager:
Getting your site actually communicating with Artisan is easy because we will do this step for you. We normally do this from the start, that way you can learn how things look best on your site. Give us a call and we will get this done right away. Or, if you want to venture on your own…
Shopify continually updates its interface and how its settings are mapped out. The following instructions are updated as soon as we are made aware of the latest changes.
Instructions as of 7/14/2022:
Log into your Shopify account.
From the dashboard, click “Settings.”
Click on “Apps and sales channels.”
Click on “Develop apps for your store.”
Click on “Create an App.”
For the”App name,” type in “Artisan POS.” The “App Developer” should default to your name and email. Select “Create app.”
This should take you to a page to configure your new app. Click on “API credentials.”
Select “Configure Admin API scopes.”
Select the following:
Ignore the “Webhook” section.
Note: If you get a strange error when you try to sync, one of these settings may be the problem. Turn them off one by one and see if your sync is working again.
Head to “API Credentials” and copy the key and the secret key to Notepad.
Save the file on your computer.
Click “Install app” and “Install.”
For new Shopify users, or those transitioning from another webstore to Shopify:
We are now using the Admin API key as your password in the Task Manager. PLEASE keep a copy of this somewhere on your computer as it will only display once.
Run the Artisan Task Manager (search for it in your computer’s search bar to open the program).
Click on “Task” -> “New” and give it a name.
Configure Artisan Task Manager – Upload to Shopify
The first few fields are easy to find in your copy of Artisan. (Click on “Help” and “About Artisan POS Software“).
You’ll see your database server type, server port number, and name listed there.
Map these fields as shown:
In our example, we’re using Artisan 4.6
Task Type: Upload
Task Frequency: 15
Internet Store Type: Shopify
Store URL: This is your Shopify web address. You MUST include the https:// and be just like the example, but with your address instead. Also, include .myshopify.com
Store User ID: This is the API Key from the Shopify Setup
Store Password: This is the API password from the Shopify Setup
That’s it – you can leave the rest alone for now.
Click “Save.” Press “Run.”
Configure Artisan Task Manager – Download Shopify Orders to Artisan
Now, you’ll need to follow similar steps so any sales made on Shopify will download to Artisan.
In the Task Manager, click “Task” and “New.” Give it a name.
Enter the same details you entered for the other task manager record – just change “Task Type” to “Download.”
Press “Save” and “Run.”
You’ll need to select any item(s) you want to include in your Internet store from the “Item Records” tab.
Inside of an item record, you’ll see a tab labeled: “Internet Store.” This tab contains all settings required to add an item to your web store. Specifically, it contains several fields that you can use to customize this item inside of your web store.
For example, fields like “Featured Product, Catalog Order,” affect where and in what order an item is positioned. “Additional Categories,” and “Related Products” allow you to designate which other categories this item belongs to, and what other items relate to this product. And finally, fields like “Brief Description, and Detailed Description” exist to further describe and customize an items appearance in your web store. They allow you to set the item’s title and description respectively.
If you have multiple items you want to include in your online store, you can do so by utilizing the Bulk Changes button.
In the Item Records screen, click on “Bulk Changes.”
Select “Bulk Change Internet Store Fields.”
Change the “Include in Internet Store?” dropdown to “Yes.”
A pop-up will display, asking if you really want to change the Internet Store settings for your records. Select “Yes.”
You’ll receive a confirmation message.
Click here to learn what to do next.