Download sales orders from Shopify

Overview

Find out how to download sales orders from Shopify to Cin7 Omni.

One of the most basic documents in inventory management is the sales order. A sales order is an internal record of the details of a sale, such as what sold, how much it cost, who it sold to, and so on.

In Cin7 Omni, sales orders are the basis for real-time visibility of stock levels, accounting synchronization, accurate reporting, as well as reliable, customizable, and automatable fulfillment strategies.

To ensure your record of sales is complete, you must download Shopify sales orders to Cin7 Omni. And before downloading Shopify sales orders, you must configure how they’ll be downloaded by your Shopify integration.

Configure download sales orders

To download sales orders from Shopify, you must have turned on Download Orders in your Shopify integration settings and configured your sales order settings, such as

which sales orders to download (see Download Orders settings),
which branch or branches should fulfill them (see Branch settings), and
what should be their default customer, fulfillment, and accounting properties (see Customer Tracking and Accounting settings).

For help configuring your integration, read descriptions of your Shopify integration settings and talk to support.

Download sales orders

Before downloading sales orders from Shopify, make sure your Shopify and Cin7 Omni product catalogs are in sync. You may need to download products, upload products, or create product mappings.

Once you’ve configured your integration and your product catalogs are in sync, you can download Shopify sales orders:

Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your Shopify integration.
On the Order Activity tile, select Download Orders.

Alternatively, configure your Shopify integration to download sales orders automatically (see the Download Orders > Auto Order Downloads setting).

Note that, when you download Shopify sales orders, you'll also be downloading updates to the statuses of sales orders, if you’ve enabled your Shopify integration to download status updates (see below).

Downloading order updates

When downloading sales orders from Shopify, Cin7 Omni also updates existing orders in two ways:

Line item quantity updates
Status updates

Line item quantity updates

If you add a line item to a sales order Shopify, it’s added to the sales order in Omni too. If you change a line item’s quantity, that change syncs to Omni. If you remove a line item, its quantity changes to 0.

The order’s total, subtotals, and taxes update accordingly. Additional payments don’t sync.

Status updates

If you fulfill an order in Shopify, its status can sync to Omni, depending on your Auto Dispatch Orders setting:

Yes - Complete Orders Only (Ignore Stock): Its Stage will change to Dispatched.
Yes - Completed Orders Only: Its Stage will change to Dispatched if each line item can be dispatched.

Also, if you cancel a Shopify order, the matching Omni sales order will be voided (applies to both settings).

How sales orders download

When you download a sales order from Shopify, a matching sales order is created in Omni. Here's how the Shopify sales order's data maps to the matching Omni sales order:

Shopify sales order		Cin7 Omni sales order
Sales order data	Line item data	Sales order data	Line item data
Order #		Ref #
Date		Created Date
		Delivery Date (if Estimated Time of Delivery is set to Created Date in your Shopify integration settings)
		Invoice Date
Customer		First Name and Last Name
Contact information > Phone		Phone
Contact information > Email		Email Address
Shipping address		Delivery Address
Billing address		Billing Address
Notes		Delivery Instructions
	Name		Product
	SKU		Code
	Unit price		Unit Price
	Quantity		Qty Ordered
	Total		Amount
	Product ID		Notes (if Add Fields To Line Notes is enabled in your Shopify integration settings)
	Variant ID
	Vendor
	Properties
Discount (description and value)		Discount (description and value)
Shipping (description and value)		Freight (description and value)
Subtotal		Product Total
Total		Total
Paid (value)		Payments > Amount
PO number		Customer PO No
Checkout ID		Customer PO No (if Download Checkout ID has been enabled by Cin7 Omni supportin your Shopify integration settings)

FAQs

Does downloading sales orders also download gift vouchers?

Downloading Shopify sales orders doesn’t download new Shopify gift vouchers.

But if you download a sales order paid for with a gift voucher that you’ve previously synced with Cin7 Omni, that gift voucher’s remaining value will update in Cin7 Omni. Find out more about syncing gift vouchers with Shopify.

What if downloading sales orders times-out?

If you’re downloading a large volume of sales orders and the download times-out, please contact support.

Cin7 Omni downloads sales orders in time-based “batches.” If there are too many sales orders in a batch, the download may time-out. Support can configure your Shopify integration to download smaller batches.