Get a complete sales view with the Upsert Connector for Shopify by syncing quotes, orders, and more. Having all of this information a click away in Sugar will make your sales team more efficient in give you the ability to automate business processes in Sugar when the next big sale is on the horizon.
Upsert® Connector for Shopify seamlessly synchronizes your Shopify store data into SugarCRM, enabling you to manage your e-commerce operations alongside your customer relationships. Keep your Contacts, Accounts, Opportunities, Products, Purchases, and Quotes automatically up-to-date with real-time data from your Shopify stores.
Key Benefits
Sync Multiple Shopify Stores
Connect and manage multiple Shopify stores from a single SugarCRM instance. Each store configuration is managed independently, allowing you to customize field mappings and sync settings per store while maintaining a unified view of all your e-commerce data in Sugar.
Automated Record Synchronization
Upsert® Connector for Shopify automatically synchronizes key Shopify data in real time to SugarCRM:
- Companies
- Customers
- Draft Orders
- Orders
- Products
- Locations
Your CRM stays current with your e-commerce business without manual data entry or export/import processes.
Flexible Field Mapping
Configure custom field mappings between Shopify and SugarCRM using the intuitive Field Maps module. Map Shopify customer fields to Sugar contacts, order details to purchase records, and product attributes to your product catalog. Customize mappings for each store to match your business requirements.
Quote Versioning Support
Track changes and revisions to your quotes with built-in versioning support. When Shopify draft orders or quotes are updated, the connector creates new versions while preserving the history of previous iterations. This enables you to maintain a complete audit trail of quote changes, compare different versions, and understand the evolution of your proposals throughout the sales process.
Location Management
Track inventory and orders across multiple company locations. The connector synchronizes location data from Shopify, allowing you to manage multi-location operations, track order and quote history by location, and ensure accurate order fulfillment across your entire business.
Automatic Relationship Management
The connector automatically maintains relationships between synchronized records. When Shopify orders sync to Sugar purchases, relationships are automatically created with the corresponding contacts and accounts, ensuring your data stays connected and organized.
Purchase Requirements
Shopify store with Admin API access
System Requirements
Upsert® Connector for Shopify is compatible with:
- Sugar Sell (all Editions), Serve, Enterprise, and Professional products
- Versions 13.0 and higher
- Hosted in SugarCloud or on-site
