Sync gift vouchers with Shopify
Overview
Find out how to sync gift vouchers between Shopify and Cin7 Omni so they’re redeemable at your Shopify checkout or Cin7 Omni point-of-sale (POS).
To sync gift vouchers, you must have Shopify Plus.
Gift vouchers (or gift cards) are a special method of payment.
You create gift vouchers as non-stock products in your inventory. When you sell one, you give it a cash value and unique code. Customers typically give them away as gifts which the recipients use as payment in future sales.
Although Shopify and Cin7 Omni both support gift vouchers, they only allow customers to redeem native gift cards as payment. That means your customers can't redeem Cin7 Omni gift vouchers on Shopify sales channels or vice versa.
But with a Shopify custom app you can sync gift vouchers between Shopify and Cin7 Omni. You’ll have effectively one catalog of gift vouchers, and your customers can redeem them at your Shopify checkout or Cin7 Omni point-of-sale (POS).
Configure gift voucher sync
To sync gift vouchers, you must have Shopify Plus and your gift vouchers must have codes a minimum of eight characters long. Then you must configure your
Shopify custom app,
Shopify integration, and
Cin7 Omni point-of-sale (POS).
Configure custom app
Before configuring your Shopify custom app, ask Shopify to enable the Gift Card API with the Gift card adjustments scopes.
Then follow Shopify’s instructions to enable custom app development and create an app, select the scopes, and install it. When selecting your scopes, select both read and write scopes for Gift cards and Gift card adjustments only, as in the image below.
Configure integration
Now configure your Shopify integration:
Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your Shopify integration.
Select Settings.
Open the Settings tab.
Turn on Gift Vouchers and set Voucher Sync to Yes. Optionally, to have new Cin7 Omni gift vouchers uploaded to Shopify automatically, set Auto Upload Vouchers to Yes.
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Under Private Apps, enter your Shopify custom app’s API credentials:
enter the API key into Private App Key, and
enter the Admin API access token into Private App Password.
Select Save Settings.
Configure POS
Finally, configure your Cin7 Omni POS:
Log in to Cin7 Omni.
From the user menu, select Settings.
Select POS then POS Settings.
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Under Ecommerce Voucher Sync,
set Enable Voucher Sync to Yes, and
next to Sync Vouchers with Ecommerce Channels, select your Shopify integration.
Select Save.
Sync and redeem gift vouchers
Now you can sync your gift vouchers.
To upload new Cin7 Omni gift vouchers to Shopify, select Upload New Vouchers on the Gift Voucher Status tile on your Shopify integration dashboard. Or to have new gift vouchers uploaded automatically, select Auto Upload Voucher on the Shopify integration settings.
To download new Shopify gift vouchers to Cin7 Omni, select Download Vouchers from the Gift Voucher Activity tile on your Shopify integration dashboard.
Your customers can redeem any gift voucher at your Shopify checkout or Cin7 Omni point-of-sale (POS) when you’ve kept your gift vouchers in sync.
When gift vouchers are redeemed in Cin7 Omni, their remaining value in Shopify updates automatically. And when they’re redeemed in Shopify, their remaining value in Cin7 Omni updates when you download sales orders from Shopify.