Integrating MyPOS Connect to Shopify
During the Coronavirus pandemic we’ve helped a lot of our customers focus their efforts on increasing online sales. Many of them have chosen to use the Shopify eCommerce platform and have deployed our Shopify Integration plug-in for MyPOS Connect. Today’s article is a step-by-step outline of the process we generally lead our customers through to ensure a smooth implementation of the Shopify Integration plug-in.
The steps outlined below describe the process of setting up a new Shopify site with your MyPOS Connect system. It is also possible to connect an existing Shopify site to your MyPOS Connect system, but this requires additional setup time.
Here is the process for getting your MyPOS Connect product database ready for online sales.
- Improve (or add) detailed “Full Descriptions” for all products you intend to sell online. For example, you might have a product called “T-Shirt” and the full description in MyPOS Connect also says “T-Shirt” but on the web, you will typically want to provide detail such as “Men’s V-neck T-Shirt with short sleeves. 60% cotton, 40% polyester. Machine wash.”
- If you’re selling products that come in multiple sizes, they will need to be put into “Styles” in MyPOS Connect. Check with our Support Team or refer to the screencast on using the Style Builder in the Customer Resources section of our website at https://tricityretail.com/customer-resources/ (Note: you must be a customer to access this resource. If you are a customer and you are not yet registered, go to the Customer Resources page and click on “Join Us”, then fill out the form to request your login credentials.)
- Images can either be linked in MyPOS Connect or directly on Shopify, but regardless of your method of choice, you’ll need images for the products you plan to put online. Make sure that all your image files are compressed. Your Shopify consultant will be able to provide a specification for the optimal size and resolution for your product images.
- Optionally, a web “holdback” can be defined for each product. If you set a holdback value of, say, 2 and the store has a quantity of 10, only 8 would available online. This is set to prevent selling the last product in the store to someone who walks in before your staff has a chance to grab it for an online order.
- Once the above steps are done for at least some products, we can install the integration and begin training. The integration will link to a single store and in most cases, will use that store’s inventory for online availability. However, multiple stores can be combined for inventory values if required. In addition to actually linking your Shopify store (which shouldn’t have products yet), we also review import setup for Shopify as well as the Sync process from the MyPOS Connect side.
- Normally, users continue to work on adding products; and when that task is finished, we typically run a few “test” sales through a test payment gateway to ensure that the sales are flowing to MyPOS Connect. These sales will need to be returned on Shopify.
- The last tasks are to “go live” with your payment gateway (a single test is recommended) and then finally “go live” with the site. The “go live” requires the final test with the real payment gateway; and then activation of the ongoing sync to keep online inventory quantities sync’d as well as automatically downloading “picked-packed and shipped” orders.
Generally, assistance from your Tri-City Retail Support Team is about 4 to 6 hours. However, some users have used less time, while others have used more. We have seen some retailers get online in days, while other retailers take months. The number of products you sell online and the complexity of the site will impact this timing.
If you have questions about any of this, or you are thinking of integrating your MyPOS Connect to an eCommerce website, feel free to call our Support team at (877) 877-4767; or email them at email@example.com.