Access Your Account Configuration:
Head to the settings area of your CRM account to initiate the integration setup.
Activate Shopify Order Synchronization:
Within the left-hand navigation, select the integrations tab. Mark the checkbox to enable syncing for new Shopify orders under this section.
Review Order Information:
To examine the specifics of orders, go to the payments section via the left navigation menu. From the top navigation bar, click on the Orders tab. Locate the desired order, click the three dots, and select "View Order." This will show the order details along with the transaction amount.
Check Transaction Information:
Revisit the payments section using the left navigation panel. Click on the Transactions tab in the top menu. Find the transaction, click the three dots, and choose "View Transaction." This will provide the transaction details related to the order.
Troubleshooting Tips and Common Questions:
Why aren’t my orders syncing? Ensure that syncing is properly activated in the settings, and confirm that there are no connection problems between Shopify and your CRM.
Can I sync previous orders? No, the integration only supports syncing new orders going forward.
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