by SugarCRM

With Sugar Integrate for Shopify simplify the management of both your e-Commerce and CRM Customer orders, fulfillment and information across both systems.

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Overview

Configuration Set-Up Services are Required

Configuration Set-Up Services must be performed by Sugar Professional Services or a SugarCRM Implementation Partner. Please contact integrate@sugarcrm.com for more details.

Introduction

Gain management of orders, fulfillment, and customer information using Sugar Integrate for Shopify. Take advantage of deeper customer action insights via tracking enablement and follow-up based on abandoned cart information.

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Workflow Details

  • Shopify Customers are created as SugarCRM Contacts.
  • Any updates within Shopify related to customer data fields, further gets updated into SugarCRM Contacts.​​
  • Shopify Orders can be viewed on a click of a button called “View Shopify Order” from the SugarCRM Quotes module based on the OrderID link between SugarCRM and Shopify.​​
  • Shopify Abandoned Carts can be viewed similarly on a click of a button called “View Abandoned Carts” from the SugarCRM Quotes module based on a link between SugarCRM and Shopify.

Integration Capabilities

  • Shopify Customer (Contact) can be configured to sync one way to Sugar as a Contact (and Account).​
  • Sync between the systems runs every 15 min (configurable default setting) detecting changes, enabling Shopify Customer data and Sugar Contacts to stay up to date with changes. ​
  • Orders and Order Lines sync one way from Shopify. Configurable option to view Order related information. ​
  • Discounts & Taxes sync one-way from Shopify, providing holistic view of Order details and are also configurable.
  • Shopify Order and Order Line details are configurable.
  • Abandoned Carts sync one way from Shopify into Sugar as Quote with status as "Abandoned."

Integration Prerequisites

  • Shopify Instance with full API access
  • Sugar Sell or Sugar Enterprise 11.0
  • Sugar’s Shopify installable package – adding custom Sugar fields
  • Shopify custom fields reservation (i.e., SugarCRM ID fields)
  • Sugar Integrate license for Shopify
  • Sugar dedicated user license for the integration

Integration Limitations

  • Shopify storefront has strict API limitations. Calls to the Storefront API are governed by time-based limits, which means you should consider the time your requests take to complete, rather than the number of requests.
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