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Comprehensive List of Data Syncing Between Jewel360 and Shopify

 

Jewel360 Features and How They Work With Shopify

1. Products - Product creation and edits work only from Jewel360 to Shopify after the initial sync. In the initial sync, existing products in Shopify will be created in Jewel360 if they are active.

2. Customers - Manual customer creation and edits work only from Jewel360 to Shopify after the initial sync. In the initial sync, existing customers in Shopify will be created in Jewel360 if they are active, but not vice versa. New customers in web orders from Shopify will create the new customer listings in Jewel360.

3. Categories - Jewel360 categories are created in Shopify as Collections, but Shopify collections are not brought into Jewel360. Updates and edits to Jewel360 Categories will push to Shopify, but changes in Shopify Collections will not come back to Jewel360.

4. Vendors - Vendor data for products will sync both ways for integrated products in the initial sync, but after, only changes from Jewel360 will push to Shopify for vendors.

5. Reports - All reports should work with web orders received from Shopify, and respect inventory adjustments made by Shopify web orders.

6. Bulk Editing - All changes to supported product and customer fields should sync with Shopify automatically, if they meet the sync criteria.

7. Spreadsheet Updates - All changes to supported product and customer fields should sync with Shopify automatically, if they meet the sync criteria.

8. Spreadsheet Creation - All changes to supported product and customer fields should sync with Shopify automatically, if they meet the sync criteria.

9. Website Pricing Setting - With this enabled, the Jewel360 integration with Shopify will use the Web Price and Web Sale price when available, and fall back to the regular Price and Sale Price when the web fields aren’t in use. Turning this feature on/off may require a manual resync, so we recommend having it set the way you want before integrating.

10. Scheduled Sales - Full support for prices updated by scheduled sales is part of the integration from Jewel360 to Shopify, also respects the Website Pricing setting.

11. Catalog Integrations - Products can be created in Jewel360 from any catalog, and the corresponding product will be created in Shopify, assuming it meets the sync criteria.

12. Website Orders - Web Orders sync from Shopify to Jewel360, but not from Jewel360 to Shopify. New customers, product inventory adjustments, shipping charges, and tax fees also sync with Shopify web orders into Jewel360. Products in Shopify that are not integrated with Jewel360 that are in Shopify web orders will display in the Orders module, but will not track inventory in Jewel360 nor will product-level detail appear in Jewel360 sales reports, such as Transaction Details or Sales Details.

13. Receiving Orders - Like most inventory updates, any inventory changes made in Jewel360 through this feature will update the Shopify product as well. No RO information (such as vendor, RO number, etc.) is sent to Shopify. Only product inventory updates done in the PO/RO will push to Shopify. Does not work with Shopify’s Purchase Order feature.

14. Inventory Transfers - Just like Receiving and other forms of inventory quantity changes, transfers should work to move inventory between locations, and the inventory availability in the Shopify-synced location, if it was part of the Transfer, would increase or decrease accordingly. Does not work with the Shopify Transfers feature.

15. Vendor Integrations - Vendor integrations that save product data to Jewel360 should then push those updates to Shopify, however it is completely untested at this time.

16. Local Inventory with Google - Untested at this time, but it is expected any product changes saved by the integration in Jewel360 should post to Local Inventory with Google.

17. QuickBooks Online - All POS aspects should still work, but it is not currently known how the QBO integration will handle events created by Shopify.

18. Quickbooks Desktop - This feature is untested, but Shopify has its own integration with Quickbooks Desktop.

19. Shipping Rates - Shipping rates are configured in Shopify for orders placed on the Shopify site. However, it is a VERY GOOD IDEA to set up accurate shipping rates in Jewel360 as well, in case you ever decide to configure the Jewel360 website.

20. Tax Rates - Tax rates in Jewel360 will only apply to the POS. The Shopify integration will use Shopify's system to determine and charge taxes and the amount charged will come over to Jewel360 in the order and will appear properly in the sales and tax reports in Jewel360. Jewel360 does not adjust tax for Shopify orders in any way. All taxes for website sales made in Shopify are configured in Shopify.

21. Avalara Integration - Its only application in the POS is when applying Shipping at the Register. Jewel360 does not adjust tax for Shopify orders in any way, and this includes through our Avalara Integration. However, shipping in Shopify should be calculated with the same accuracy as Avalara.

    https://help.shopify.com/en/manual/taxes/tax-services

22. Online Canada Tax - Shopify has their own process for this which is not covered through our integration and is handled entirely on Shopify's side:

    https://help.shopify.com/en/manual/taxes/location

23. Australia GST - Shopify has their own process for this which is not covered through our integration and is handled entirely on Shopify's side:

    https://help.shopify.com/en/manual/taxes/location

24. Google Analytics - Shopify has their own process for this which is not covered through our integration.

25. SEO Page Titles & Descriptions / Metatags - Shopify has their own process for this which is not covered through our integration and is handled entirely on Shopify's side.

26. 301 Page Redirects - Shopify has their own process for this which is not covered through our integration and is handled entirely on Shopify's side.

27. Marketing Package - Much of the Jewel360 Marketing Package does not require a live website. Features such as Text Message Marketing and others that are purely internal to Jewel360 do not integrate with Shopify. Marketing tools in Shopify should function as intended, and resulting sales and updates to inventory quantities will still sync to Jewel360.

28. Authorization and Sale Checkout Methods - Shopify has their own process for this which is not covered through our integration but will function as expected within the Shopify website.

29. Facebook Pixel Tracking - Shopify has their own process for this which is not covered through our integration but will function as expected within the Shopify website.

30. Live Selling - CommentSold® has their own integration with Shopify. Using this integration concurrently with the Jewel360 integration is unsupported and untested but should function as expected within the Shopify website.

31. Tailored Lists - Store management only from the Jewel360 side, does not push to Shopify.

32. Online School Rentals - Does not work with Shopify.

33. Online Rental Contracts - Does not work with Shopify.

34. Rental Contracts - Only Jewel360 POS aspects will work, does not integrate with Shopify.

35. Classes - Only Jewel360 POS aspects will work, does not integrate with Shopify.

36. Coupons - Only Jewel360 POS aspects will work, does not integrate with Shopify.

37. Reverb Integration - Our Reverb integration could work, since it adjusts the inventory directly in Jewel360. However, it has not had any testing and is not yet officially supported. Since both Shopify and Reverb have an open API, there are 3rd party services that offer a connection, but implementing these services with the Jewel360/Shopify integration is untested, unsupported and not recommended.

38. JM® Integration - Only Jewel360 POS aspects will work. We are not aware of any integrations that Shopify and JM® might have, but if one does exist, its use with the Jewel360 integration is untested, unsupported, and not recommended. The purchase of JM® Care Plans cannot work through the Shopify integration.

39. Jewel360 Payments Integration - Only POS aspects will work, Jewel360 Payments will not integrate with Shopify.

40. Clientbook Integration - Only Jewel360 POS aspects will work, does not integrate with Shopify.

41. Consignment - Only Jewel360 POS aspects will work. Consignment items can sync to Shopify but will NOT register with the Consignment contract in Jewel360 if they are sold through Shopify, so it is recommended to not list such items in Shopify.

42. Inventory Purchase & Receiving Orders - Only Receiving Order updates to product data in Jewel360 will push to Shopify. Price updates made in PO/RO to integrated products should also push to Shopify.

43. Invoicing - Nothing syncs to Shopify from Invoices except inventory adjustments saved to the products.

44. My Music Staff Integration - The MMS integration should not be affected by the Shopify Integration, and nothing specific to MMS will push to Shopify customers.

45. Short Term Rentals - Nothing about Short Term Rentals syncs to Shopify.

46. Restricted Items - The setting should not affect the Shopify integration. Even in Jewel360 it is a POS-only setting.

47. Special Orders - Only Jewel360 POS aspects will work (most of the feature is POS-only), nothing syncs to Shopify until inventory is adjusted when the Special Order is picked up.

48. Subscriptions - Subscriptions require SSL and a Jewel360 website and cannot work through Shopify. Individual products listed in a Subscription can be sold independently in Shopify. Any Shopify functions for Subscriptions or third-party plugins relating to this functionality have not been tested with the integration.

49. Services - Jewel360 POS only, nothing about Services syncs with Shopify.

50. Gift Registry - Jewel360 POS only, does not sync with Shopify.

51. Departments - Jewel360 POS only, does not sync with Shopify.

52. Wholesale Selling - The integration with Shopify cannot sell wholesale items at wholesale prices with wholesale descriptions listed in Jewel360.

53. Multi-Location - Only one physical location can be synced to Shopify at a time, but that location can be changed at any time.

54. Serial Numbers - Serialized inventory is sellable through the integration, but it goes over as pooled inventory, meaning just as a quantity of the product without specific serial number data. When a sale comes through, the system will assign the first available serial number of the product.