How to integrate Shopify with Hike

How to integrate Shopify with Hike

Hike offers built-in integration with Shopify. Connect your Hike store with Shopify to seamlessly integrate your in-store Hike POS and Shopify’s eCommerce store.

Integrating the two will give you complete management control of your data, including:

  • Product details & variants
  • Product categories
  • Customer profiles
  • Sale transactions
  • Payment history
  • Inventory


Important note before you begin the integration

  1. For the first time sync, the data will sync in one go, any data added in after the integration will go one by one. So we recommend you to have your data nice and clean in one platform before the integration, it will boost the sync process.
  2. Hike does not allow duplicate SKU neither Barcode, please make sure there is no duplicate SKU or Barcode in Shopify before the integration.
  3. Since after the integration any data modification will update between tow platforms, we highly recommend you to take a back up of the most up to date data before you start the integration. Please check how to export product from Hike, you can also export from Shopify.
  4. Apply tax rule: as both Hike and Shopify have different tax setting options, please make sure they are consistent in both platforms. Which means if the price you entered in Shopify is retail price inc tax, you need to make sure in Hike general setting you have “Tax inclusive prices” ticked. If you entered price ex-tax price in Shopify, you need to make sure in Hike general setting you have “Tax inclusive prices” un-ticked example as below:22._New_Hike_tax_setting.png22._New_Shopify_tax_setting.png
  5. Any Hike gift card, discount offers and loyalty point will not sync with Shopify.
  6. Integrate Shopify with other platforms may affect the sync with Hike, for example third party changing price, SKU or barcode. Please test this thoroughly before the integration.
  7. Once your Hike and Shopify is integrated and synced, please do not delete the integration and re-integrate unless you are looking to start from scratch, if you are facing any issue please feel free to contact our support team

Here, you will find a step-by-step guide on how to integrate your Shopify website with your Hike POS. You’ll activate the integration in 2 main steps:

  1. Connect Hike & Shopify
  2. Apply setting rules
    • To get started, make sure that you’ve logged into both Hike & Shopify

Connect Hike & Shopify

  1. In Hike, open the Store Setup tab, and click on Integrations.

    1._Store_Setup.png2._Intergrations.png

  2. From there you will find a list of applications to which Hike connects to. Integrate your Shopify account, by clicking on Activate to the right of the Shopify icon.

    3._Intergrations_Screen.png

  3. A new screen will appear entitled Connect to Shopify. Here you will enter your Shopify’s store name. As an example, our Shopify store is entitled my-store-hike, which we’ve introduced here.

    4._Connect_to_Shopify.png

  4. If you’re unsure about your Shopify store name, it is same as the one you use to login to your Shopify admin console. It is same as the first part of your Shopify admin web address visible in your web browser’s address bar:

    6._Shopify_Store_URL.png

  5. Enter your store’s URL name into Hike and click on Connect.
  6. From here you will then be taken back to your Shopify’s dashboard and be asked to Install Hike POS.

    7._Install_Hike_POS.png

  7. Click on Install App to confirm Shopify’s access to Hike.
  8. If you haven’t logged into Shopify, you will be asked to do so
  9. Once your connection with Shopify is active, you’ll be automatically redirected to the Shopify settings screen in Hike automatically.
    • If you want to make sure that your Shopify integration with Hike has successfully been activated, Close the settings screen, and you’ll land back on Hike’s Integrations page. You’ll notice that next to the Shopify Integration row, the Activate option has been replaced with Manage, which means you have successfully activated the Hike + Shopify connection.

    8._Shopify_Integrations.png

  10. In future, you can revisit the settings by clicking on the Manage settings as shown in the screen below:

    10._New_Manage_Sync_Settings.png

Now it’s time to provide your sync settings

On the Shopify settings screen, you’ll be able to establish exactly how you want your Hike & Shopify pairing to work.


Shopify product vendor map with

In Hike, you can filter your products by brand or by a supplier. Shopify only lets you filter your products by a vendor (manufacturer, wholesaler). Shopify product vendor map with is asking you whether you want to link your items with from Shopify to Hike by brand or supplier.

10._Shopify_Product_Vendor_Map.png

Hike tax for payment

Here you will find all the sales tax options set in Hike. Select the ‘Hike tax’ that is best suited for your Shopify’s online store needs so that when orders are synced, the tax amounts are matched correctly.

To correctly map tax classes in both systems, we suggest you create all relevant taxes in Hike and Shopify both and map those on this screen.

11._New_Tax.png

Hike's retail prices is Shopify's price type


Here, you will need to choose with which price you would like to map the retail price in Hike. You can choose from price and compare at price.
If you map price in Shopify with retail price in Hike, the compare at price will be sync as blank by default unless you have entered the compare at price in Shopify.
If you map compare at price in Shopify with retail price in Hike, the price will sync as the same amount with compare at price in Shopify until you have updated the price field in Shopify.

Hike register for payments

Check this box if you’d like to track and reconcile your online order payments in Hike. Checking this box will bring up a drop-down box of all the registers in your chosen outlet.Screen_Shot_2018-10-25_at_7.47.44_am.png

From now onwards, when you close the cash register at the end of the day/shift, it will also include the Shopify payments in the daily receipt summary. You can revisit this summary at any point in time to verify payments against the online order dispatches.

Hike Recommends: We suggest a dedicated cash register for your online sales with Shopify to give you greater transparency on online sales transactions and payments. It will also help to manage your register report because any sale sync from Shopify to Hike after you close your register will re-open the register which integrated with Shopify. Please check How to create outlets and registers, there might be an additional charge based on which subscription plan you have, please check the Hike plan price before doing any change. 

If you are using separate register for Shopify sale record, it will auto open the register whenever this is a sale synced from Shopify to Hike. We strongly recommend to close this register on daily basis or at least within 5 days since it opened as it will hep to check the report and reconcile.  

Inventory settings

You can choose to map Hike outlets with Shopify locations one to one or combine the inventory of multiple outlets to one Shopify location.

Map Hike outlets and Shopify locations

Select the outlet/physical inventory location your Shopify store will draw inventory from. It could be one of your outlets or a central warehouse you dispatch online orders from. Select the Shopify location that your Hike store will send inventory to. It could be one of your Shopify store locations.


Merge multiple outlets to a single location

Select the outlets in Hike where you would draw the inventory, and map with a single location in Shopify. When this option is chosen, the online order synced from Shopify to Hike will deduct the product inventory from the outlet under which the invoice syncs.

As shown, we would recommend you to manage the inventory in Hike if you choose this option for inventory settings.

Sync Settings


This is where you’ll select how your data is synced and managed between Hike and Shopify.

Shopify -> Hike

There are different sync settings you can select based on your requirements. We’ll explain how each can be synced to and from Hike, with examples below:

Update inventory in Hike when an order is created in Shopify

When order placed in Shopify, it will update the product inventory involved in that order in Hike at the same time

Note:

  • To apply this setting, you need to make sure the products included in this sale are already synced to Hike
  • If this setting is off your inventory may not match between Hike and Shopify
  • If this setting was off, and later on turn it back on, please make sure reconcile your stock in both Hike and Shopify

Send full Shopify order to Hike and save in Hike's sales history

When order placed in Shopify, the order will sync to Hike, and you can check it in Hike sales history like below

14._New_Send_full_Shopify_order_to_Hike_and_save_in_Hike_s_sales_history_1_.pngPicture1.png

Note:

  • To apply this setting, you need to make sure all the products and customer included in this sale are already synced to Hike, if there is any unsynced item in this sale, it will not sync
  • Draft order in Shopify will not sync to Hike
  • Hike will only take the new sales processed after the integration, any pre-existing sale in Shopify will not sync

Send new products created in Shopify to Hike

Any new product created in Shopify will sync to Hike

Sync cost price with hike cost

This option allows you to sync the cost on the product page in Hike with the cost per item in Shopify. The sync is in 2 ways.

Make product visiblity to all outlet when created in Hike.

This option only appears when you have multiple outlets in Hike. Unticking this option will only make the product visible in the mapped outlet/s in the inventory settings section when a new product syncs from Shopify to Hike.

Hike ->Shopify

Update inventory in Shopify when a sale, purchase order or inventory take is created in Hike

The stock will update in Shopify if there is any sale, purchase order or stocktake processed in Hike.

Note:

  • Manual stock adjustment for the products will update only from Hike to Shopify; any manual stock adjustment happened in Shopify will not update in Hike, so we strongly recommend to manage your stock in Hike
  • To apply this setting, you need to make sure the products already synced to Shopify
  • The inventory will only update in the Shopify location that you linked with Hike
  • Hike supports fraction sale feature however Shopify does not support it. If you are going to sell your products in a fraction in Hike, it will cause the problems with the stock level. Please consider carefully and test thoroughly before the integration

Send new products in Hike to Shopify

Any new product created in Hike will sync to Shopify if they have eCommerce channel active in Hike like below (you will find how to activate it from Product support)

e-commerce.png

Note:

  • The composite product will not sync to Shopify but individual products included in this composite product will show in Shopify as individual products
  • If you are planning to delete any already linked product, you need to delete on both platforms

Send full Hike order to Shopify and save in Shopify's sales history

Any sale processed in Hike will sync to Shopify. We don't recommend to enable this feature, because using Hike as the master of sales orders will result in a faster and more accurate inventory movement.
Note:
  1. The product included in the sale must have synced to Shopify. Otherwise, the invoice can't sync through.
  2. If you have multiple outlets, sales processed in all outlets will sync to Shopify. However, inventory will only be deducted from the one you have mapped in the inventory settings section of integration settings.
  3. Due to API limitation, exchange in Hike can't sync to Shopify. However, the inventory will be updated accordingly. 

Product Description Sync Preference


As Shopify provides higher flexibility regarding the display of product description, you may have the product description in Shopify with HTML markups. Hike provides you with an option to manage your product description in Shopify only, to avoid the markups from being overwritten by that in Hike. We recommend you to choose syncing product description from Shopify to Hike only.

Product Image Sync Preference


Shopify supports product images with high resolution while Hike supports 500px x 500px as the maximum of product images. If you would like to keep product images of higher resolution to improve the experience of your customers, we would recommend you to manage the product images in Shopify. After choosing "Sync product image updates from Shopify to Hike only, 1-way (recommended)", product images assigned to products when you create them in Hike will sync to Shopify. Further update to the images will sync from Shopify to Hike only.

Product SKU Reference

Hike uses the product (Stock-Keeping Unit) as a unique identifier for your products. This is standard practice for most leading accounting, POS and eCommerce platforms for the retail industry. However, some eCommerce applications do allow to create products without SKUs. To solve this discrepancy Hike lets you choose one of the following two options:20._New_SKU.png

Sync non-SKU products to Hike and auto-assign SKU numbers

Selecting this option will trigger Hike to automatically create SKU numbers for products that are being added, but do not have an existing SKU.

Do not sync non-SKU products and their sales orders

Selecting this option will NOT add products that do not have SKUs. Enabling you to create them first in your integrated platform manually.

20._SKU.png

Customer sync:

The customer is 2-way sync by default.

Save

Once you’ve completed all the necessary steps, it’s time to save and start syncing. Click on the Save button at the top to go on.


Hike Tip: If the Save button is greyed out, it means you have not completed all the mandatory settings. The scenario in the image below is one of the most common ones. Ensure you have completed everything on the page, before moving on.

Please be advised that syncing your data across may take some time (depending on the number of products and customers you have in system).

FAQ:

1. How the variant product will sync between Hike and Shopify?

Hike to Shopify: If it is a variant product in Hike all the variants will sync to Shopify and list as variant options under one product. If it is a simple product in Hike, it will sync to Shopify as a simple product

Shopify to Hike: if it is a variant product in Shopify, it will sync as a variant product in Hike. If it is a simple product in Shopify, it will sync to Hike as a simple product

2. How the different fields are mapped between Hike and Shopify?

Hike product name: Shopify product title

Hike variants: Shopify variants

Hike description: Shopify description

Hike SKU: Shopify SKU (Shopify does not show SKU for main product, only for variants)

Hike barcode: Shopify barcode

Hike retail (ex-tax) price: depends on your tax setting rule, please refer to Apply tax rule

Hike retail (inc tax) price:depends on your tax setting rule, please refer to Apply tax rule

Hike stock: Shopify quantity

Hike product type: Shopify product type

Hike brand: depends on your sync setting, please refer to Shopify product vendor map with

Hike tags: Shopify tags

Hike image: Shopify image

Hike cost: Shopify cost per item

3. How the Shopify payment method will display in Hike once synced?

No matter what sort of payment you applied for a sale in Shopify, it will show the payment name as “Shopify” once synced to Hike

4. If I have a sale in Hike including products having eCommerce sales channel active as well as inactive, will it update my stock in Shopify or not?

Yes it will update the stock for your product in Shopify if you have ticked the option “Update inventory in Shopify when a sale, purchase order or inventory take is created in Hike.

5. If I don’t want to sync a particular product to Shopify, what should I do?

You can simple untick the sales channel “eCommerce” in Hike for that product. Please note, if you mark this product as inactive in Hike but still tick “eCommerce”, it will still sync to Shopify.

6. How the shipping charge will display in Hike?

If the shipping charge is added for sale in Shopify, it will be added as an extra line in Hike invoice like in the below. The shipping tax based on the general tax setting, Hike will take only the total of the shippingFAQ7.png

7. How do I quickly find the liked product from Hike in Shopify?

Once you finalise the integration with Shopify, you will see a sync icon next to each of them in the product list, simply click on the sync icon you will see the sync log. Then click on the Shopify icon on the top right corner it will direct you to Shopify page with the linked product.FAQ8_1.pngFAQ8_2.png

8. If I have plug-in in my Shopify account, will it sync?

No, Hike is not syncing any update came from the plug-in with the third party


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