Step-by-Step Guide - Syncerize for Shopify
Fahad Nawaz
Last Update a month ago
Keeping inventory and products synced in real-time has always been challenging. Syncerize automates your Shopify management process, including real-time inventory syncing, product syncing, and order syncing across multiple Shopify stores. With Syncerize, you can:
- Manage Multiple Shopify Stores
Manage multiple Shopify stores with a centralized dashboard and instant updates across all connected stores.
- Effortless Inventory Syncing
Effortless inventory syncing across all connected Shopify stores with real-time updates and accuracy.
- Easy Product Import
Simplify product import and updates across all connected stores with streamlined inventory management and quick supply updates.
- Product Properties Updates
Enable real-time updates for product properties across all connected Shopify stores, with customizable details and tags.
More Information here:
Product Properties | Help Center
- Automatic Order Push
Automatically forward orders to the source store for smooth fulfillment, track order status, and mark fulfilled orders. It is available on both global and store levels.
In this guide:
What can Syncerize do for you?
How do I get started?
Key Considerations to keep in mind
Help Center
What can Syncerize do for you?
Syncerize is a Shopify multi-store syncing app that allows syncing of multiple stores. It has two sub-stores, a Source store, and a Destination store. The source store is a primary store to manage the main inventory & orders and the Destination store is an additional Shopify store connected to the source store.
Destination Store updates occur automatically whenever the Source Store manually makes changes to a product. The Source Store is the primary store responsible for fulfilling orders, and its actions directly impact the orders in the Destination Store.
Who pays? Do both stores need the app?
Both the source and destination stores are required to have the Syncerize app. Our basic plan is free for both, offering essential features such as:
1 store connection
25 product imports
5 Orders/month
Real-time inventory sync
Manual order forwarding
Invoicing
For more advanced features, the destination store needs to pay a subscription fee, while the source store continues to operate under the free plan.
What are the Price & Feature details for the Destination Store?
Syncerize offers multiple pricing plans with different features. You can choose any plan based on your store requirements.
Detailed guidelines on the Pricing Plan is here:
Step 1
How do I get started?
- Download the Syncerize app from the Shopify platform and select Source or Destination store, depending on your requirements.
Store Connection Process: If you are a source store you need to provide your unique key to the destination store for connection. This unique key is displayed on the Source store’s main dashboard screen.
Source store can also send the Connection Invitation to Destination Store.
To send connection invitation for Source store, Go to the 'Stores' section from your Source store.
At the upper right corner, click on 'Add New Store' as shown in the image below.
- A prompt box will appear where you will get two options, Share your Unique Key or Connect by Sending Invitation.
- Click on 'Invite' and you will be asked to enter the email address of the destination store you are inviting. Click on "Send Invitation" to share your unique key with the destination store.
- If you are a destination store, you need to input the source store's unique key in your store. To connect a source store. go to the store's section from the destination store.
Click over 'Add new store' at the upper right corner, add the source stores' unique key in the prompt box, and click connect.
You can also send the 'Connection Invite' to the Source store for connection.
To send a connection invitation to the Source store, Go to the 'Stores' section from your Destination store.
At the upper right corner, click on 'Add New Store' as shown in the image below.
A new prompt box will appear with two options: connect with a unique key or connect by sending an invite.
- A prompt box will appear where you need to enter the email address of the source store you are inviting. Click on "Send Invitation" to share your unique key with the source store.
- The step-by-step guide is here: Connecting A Source Store to a Destination Store.
If you want to disconnect/reconnect a Source store, the Guide is here: Disconnecting/Reconnecting a Source store
The next step after connecting the source store and destination store is Product Syncing.
Step 2
How to Sync Products?
Prerequisites Before Syncing Products
- Always keep the checkbox "Track Quantity" enabled to ensure accurate inventory syncing. If your product has variants, you must go into the inventory of that specific product and check this box for each variant.
- Learn how to enable "Track Quantity" checkbox for smooth syncing:
- To sync products, ensure they are available in the Source store by accessing the 'Products' section.
- Three different tabs will appear, Synced, Unsynced, and Settings. Open the third category ‘Settings’ and choose ‘All Products’. Click save to apply the settings.
More Information about Making Products Available is here:
Making Products Available | Help Center
Sync Products
To sync the products, go to the Destination store and click on the ‘Products’ section.
The products will appear in two categories, Synced, and Unsynced. Open the ‘Unsynced’ products category, select the product, and click on Sync.
If you want information on How to Unsync the Synced Products, detailed steps are here:
How to Unsync the Synced Products | Help Centre
You can also unsync the products from the Destination stores’ ‘Product’ section.
Select the product from the ‘Synced’ category and click on ‘Unsync’.
When you choose to unsync a product, you will see two options: "Unsync Only" and "Delete and Unsync."
Selecting "Unsync Only" will keep the product in the store but stop syncing it. Choosing "Delete and Unsync" will unsync and remove the product with all its saved attributes from the store.
If you unsynced a product using the "Unsync Only" option, then you can resync it by performing product mapping.
If you unsynced a product using the “Unsync and Delete”, then you need to follow the whole syncing process from the beginning to resync the product again.
How to Map A Single Product?
When you already have products on your Destination store which you want to sync from source store(s), then you need to Map those products.
To map:
Go to the ‘Products’ tab and select the product you want to map under the ‘Un-sync’ category. Click on the map button as shown below.
- The following screen will pop up. Select the ‘OK’ button; it will start the search operation for mapping.
- If the search is successful, the product placed on the destination store with the same SKUs and number of variants as that of the source store product you want to map will be displayed below.
- Here you can select the available options for the product map and click the ‘Map’ button.
Once mapped, your store would reflect the mapped product without creating an identical product with the same SKU.
Note: You can also Bulk Map the Products. It will allow you to map up to 500 products at a time.
Detailed information on How to do Bulk Mapping is here:
Step 3
Order Management
Syncerize allows order management from both the source store and the destination store. The source store is responsible for fulfilling the order that the destination store pushes.
The destination store is responsible for pushing an order to the source store. It can be done in two ways, manual order pushing and automatic order push.
How to Push an Order Manually?
To push an order to the source store for fulfillment, go to your destination store's ‘Orders’ tab.
Here you will find a list of all orders placed at your destination store for synced products.
Select the order under the ‘Not Pushed’ category that you need to forward to the source store for fulfillment.
Now click on the Order and order details will appear.
Here you can view the order details and customer details, add the shipping fee, and push the order to the source store for fulfillment by clicking the Push Order button.
The order would be pushed, and the status would be updated as shown.
Automatic Order Push
Automatic Order Push is applied on all the connected Source stores and synced products.
Your order will be automatically pushed toward the source store if the automatic push feature is enabled from the destination store’s setting.
To enable this feature, go to the ‘Settings’ section from your destination store.
Click on ‘Enable’ if the feature is disabled.
Syncerize allows you to enable automatic order push at both the global and store levels. However, it must first be activated at the global level before you can enable it for individual stores.
To enable automatic order pushing for a specific store, follow these steps:
- Go to the Settings section of the destination store.
- Scroll down to Store Connection Settings.
- Select the store where you want to enable the automatic order push.
- In the same section, check the box for Automatic Order Push to activate/deactivate it for that store.
- To know about the conditions that must be met for a successful Automatic Order Push click the link below:
- Automatic Order Push | Help Center
How to Fulfill an Order Pushed by Destination Store?
Go to the ‘Orders’ tab from the Source Store of the Syncerize App.
All the orders forwarded (placed at the connected destination store) to you for fulfillment for synced products will be visible on this screen under different categories.
Click the order under the ‘Unfulfilled’ category you aim to fulfill.
A new screen will appear, here you can view the order, and customer details, and add payment details.
You can also see the ‘Payment Status’ of this order as ‘Pending’ and the fulfillment status of this order as ‘Unfulfilled’ at the top.
More detailed information is here:
Key Considerations to Keep in Mind
To create an order, the product must be synced.
- If stores use different currencies, currency exchange rate must be added from the store's connection settings to sync the product.
- Always keep the checkbox "Track Quantity" enabled in the inventory section to ensure accurate inventory syncing. If your product has variants, you must go into the product details and check this box for each variant.
Automatic order push is only available with the paid plan.
Select a unique identifier (SKU or Barcode) for accurate product mapping in the store’s settings.