Configuration Set-Up Services are Required

Configuration Set-Up Services must be performed by Sugar Professional Services or a SugarCRM Implementation Partner. Please contact integrate@sugarcrm.com for more details.

Introduction

Gain management of orders, fulfillment, and customer information using Sugar Integrate for Shopify. Take advantage of deeper customer action insights via tracking enablement and follow-up based on abandoned cart information.

Workflow Details

• Shopify Customers are created as SugarCRM Contacts.
• Any updates within Shopify related to customer data fields, further gets updated into SugarCRM Contacts.​​
• Shopify Orders can be viewed on a click of a button called “View Shopify Order” from the SugarCRM Quotes module based on the OrderID link between SugarCRM and Shopify.​​
• Shopify Abandoned Carts can be viewed similarly on a click of a button called “View Abandoned Carts” from the SugarCRM Quotes module based on a link between SugarCRM and Shopify.

Integration Capabilities

• Shopify Customer (Contact) can be configured to sync one way to Sugar as a Contact (and Account).​
• Sync between the systems runs every 15 min (configurable default setting) detecting changes, enabling Shopify Customer data and Sugar Contacts to stay up to date with changes. ​
• Orders and Order Lines sync one way from Shopify. Configurable option to view Order related information. ​
• Discounts & Taxes sync one-way from Shopify, providing holistic view of Order details and are also configurable.
• Shopify Order and Order Line details are configurable.
• Abandoned Carts sync one way from Shopify into Sugar as Quote with status as "Abandoned."

Integration Prerequisites

• Shopify Instance with full API access
• Sugar Sell or Sugar Enterprise 11.0
• Sugar’s Shopify installable package – adding custom Sugar fields
• Shopify custom fields reservation (i.e., SugarCRM ID fields)
• Sugar Integrate license for Shopify
• Sugar dedicated user license for the integration

Integration Limitations

• Shopify storefront has strict API limitations. Calls to the Storefront API are governed by time-based limits, which means you should consider the time your requests take to complete, rather than the number of requests.