As soon as you have carried out all settings, you test the integration with a few products and orders and then set it live. From then on, Xentral automatically exchanges data with Shopify in the background. Going live deliberately takes place in two stages so that no feature accidentally exchanges data before you have checked it: First, you activate the features you want and test them, then you set the mode to Production in the general settings and switch on Channel active.
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You have set up the product assignment and the workflows, see the article Shopify: Assigning products and the article Shopify: Setting up workflows.
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All products that can be ordered in Shopify are created in Xentral. Otherwise, Xentral does not import orders with these products.
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Navigate to Settings > Integrations.
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Click on the gear icon for your Shopify integration and switch to the tab Workflows.
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In each feature that you want to use, activate the switch Active.
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Click on Save.
If required fields of a feature are empty, you receive an error message. Required fields are marked with *. Fill them in, save, and activate the switch again.
As long as Channel active is switched off, Xentral does not exchange any data automatically yet. You now test the active features specifically via the journal. Xentral does not transfer features that are not active, not even via the journal.
Test the integration before you set it live. In the process, check whether Xentral transfers your test data correctly and as expected.
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Limit the product assignment to one or a few test products.
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Open the journal via the path Automation > Journal or via Smart Search.
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Filter by your Shopify integration and select the entity that you want to test, for example products.
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In the row of a test product, click on the icon for running again. Check the result in the journal and in Shopify.
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Create a test order in Shopify. In the journal, select the tab Orders, click on Import sales orders, and import the order specifically via its order number.
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Check the sales order in Xentral, for example customer, project, payment method, shipping method, taxes, and shipping costs. Ship it and check whether status and tracking number arrive in Shopify.
You trigger all filtered entries again in the tab Articles with Synchronize filtered and in the tab Orders with Re-run filtered.
For all functions of the journal, see the article Import/export journal.
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In the tab Configuration of your Shopify integration, switch to the sub-tab General settings.
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In the section Identity, select the value Production under Mode. In the section Status, activate the switch Channel active.
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Click on Save.
Xentral now starts the processes for all active features and runs them automatically in the background. From this point on, Xentral retrieves orders; the integration does not import older orders automatically.
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In the first few days, check the journal regularly. Filter by your Shopify integration and the status Error.
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After a correction, for example a product created later, trigger the failed order again in the journal.
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To be notified by email about errors in the order import: On the page System status, set up a subscription for your integration under Manage alarms > Create alarm.
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If you have activated the features but Xentral does not exchange any data, check in the general settings whether the mode is set to Production and Channel active is switched on. Only both stages together start the automatic exchange.
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Extend the product assignment to all products that you sell in Shopify only after successful tests.