# Welcome Here, you'll find everything you need to get started with our integration app, including installation instructions, configuration guides, and troubleshooting tips. ## Overview The Shopify-Xoro integration app provides seamless integration between your Shopify store and Xoro, allowing you to streamline your business processes and improve efficiency. With our integration app, you can automatically sync your Shopify orders (including POS orders), customers, products, inventory, fulfillments, and Shopify payouts with Xoro, thus eliminating the need for manual data entry and reducing the risk of errors. In this documentation, we'll walk you through the installation process, show you how to configure the app to work with your XoroERP system, and provide detailed explanations of all the app's features and functionality. We've also included troubleshooting guides and FAQs to help you resolve any issues that may arise during the installation or configuration process. And if you still need assistance, our support team is always available to help you out. Thank you for choosing our integration app. We're confident it will help you streamline your business processes and improve your workflow. ## Quick Start We've put together some helpful guides for you to get set up with the integration app quickly and easily. {% content-ref url="/pages/PR6DCfPWIcYRGHYXG1QM" %} [Installation Guide](/getting-started/installation-guide) {% endcontent-ref %} {% content-ref url="/spaces/6LYHhamvyZMdMHXwEM3g/pages/uoRmiQ25okBsXuQpoxLd" %} [Configuring Settings](/getting-started/configuring-settings) {% endcontent-ref %} {% content-ref url="/spaces/6LYHhamvyZMdMHXwEM3g/pages/fhhKjLoLJBa72T0QYZt0" %} [Workflow](/getting-started/workflow) {% endcontent-ref %} {% content-ref url="/spaces/6LYHhamvyZMdMHXwEM3g/pages/GyxpYAbVtKQqzAu1ZycQ" %} [Third-Party Integrations](/getting-started/third-party-integrations) {% endcontent-ref %} # Features Discover the wide range of features our integration app offers to seamlessly integrate your Shopify store with your Xoro ERP system. ## Automated Orders & Payments Syncing Our integration app automatically syncs orders, customers, and order payments from your Shopify store to your Xoro instance. This feature eliminates the need for manual data entry and reduces the risk of errors, ensuring that your records are always up-to-date and accurate. ## Shopify Markets Support Our integration app supports Shopify Markets - the cross-border management tool, allowing you to expand your business across borders and accept payments in all currencies that Shopify supports. ## Order Editing & Refunds Our integration app supports Shopify order editing and refund syncing, ensuring your data records are always consistent across Xoro and Shopify. This feature enables you to make edits and/or refunds to orders in Shopify, and the changes are automatically synced to Xoro. ## Gift Cards Support Our integration app allows you to sync both purchased and issued gift cards from Shopify to Xoro. This feature ensures that you can keep track of your gift card balances in real-time, enabling automatic application of them to sales orders in Xoro as they are redeemed by your customers on Shopify. ## Products Syncing Our integration app provides automatic syncing of products and variants between your Shopify store and Xoro. This feature ensures that your product information is always up-to-date and accurate across both platforms. With our app, you can easily manage your products and variants in Xoro, and any updates are automatically synced to Shopify on a real-time basis, thus saving you time and effort in manual data entry. ## Real-time Inventory Syncing Our integration app provides real-time inventory syncing between Shopify and your ERP system. This ensures that your inventory levels are always accurate, helping you prevent overselling and stockouts. ## Fulfillment & Order Tracking Our integration app offers automatic syncing of order fulfillment and tracking information between Xoro and your Shopify store. This feature ensures that your customers receive timely and accurate updates on their orders, improving their shopping experience and reducing customer inquiries. With our app, you can streamline your order fulfillment process, reducing the risk of errors and improving your efficiency. ## Third-Party Integrations Our integration app offers seamless integration with third-party services such as Loop Returns, ReturnLogic, and Bolt Payments. This feature enables you to streamline your returns management and payment processing, improving your efficiency and providing your customers with a better shopping experience. With our app, you can easily integrate these services into your business workflows and ensure seamless data consistency across all systems. ## Shopify Payouts Syncing Our integration app supports Shopify payout syncing, which eliminates the need for manual bank transaction data entry and reconciliation. This feature ensures that your financial records are always up-to-date and accurate, saving you hours of manual work. ## Customizable Settings Our integration app provides customizable syncing settings, giving you complete control over which data is synced between your Shopify store and Xoro. This feature enables you to tailor the integration to your specific business needs and workflows, ensuring that you only sync the data that matters most to you. # Installation Guide Here you will find the steps to install the Xoro-Shopify Integration app. Installing the Xoro-Shopify integration app requires: 1. Installing the app in Shopify 2. Installing the app in XoroERP Follow the guides in the next section to proceed. # Step 1: Installing the app in Shopify This page will guide you through step 1 of the Xoro-Shopify integration app installation within your Shopify store. To install the Xoro-Shopify integration app, follow the steps below in order: **Step 1: Add App**\ Head to [Shopify App Store](https://apps.shopify.com/), search for ***Xorosoft ERP,*** and click *Add app* button. **Step 2: Install the App**\ Click on the *Install app* button as shown in the image below.
*Note: You will be redirected to auth.xorosoft.io where you will enter your ERP instance details.* [continue installing the app in XoroERP in the next section...](/getting-started/installation-guide/step-2-installing-the-app-in-xoroerp#step-3-connect-to-erp-instance) # Step 2: Installing the app in XoroERP **Step 3: Connect to the XoroERP instance**\ As shown in the image below, enter your ERP instance URL and click *Submit*.
**Step 4: Install app in XoroERP**\ As shown in the image below, click on the *Install* button.
Congrats:tada:! The app is now installed on your ERP instance and Shopify store. The next step is to configure your app settings. Head to the next section to get guidance on the configurable options. # Configuring Settings Once you have successfully installed the app, you will be presented with the **Settings** page where you will configure your account. The image below gives an idea of what the settings page will look like.

App settings page (un-configured)

There are different tabs for each type of import/export. By default, you are navigated to the **Orders** tab where you will be able to configure the settings for import orders from Shopify. The following guides will help you go over each tab setting in detail so that you can configure the account to align with your business needs. *Let's get started!* # Orders This section will help you configure order import settings for your account.

Integration app settings - Orders page

To import orders from Shopify into Xoro, you will need to enable the order sync as shown in the image above. Once enabled, you will be able to see multiple configurable tabs such as general, accounts, warehousing, and filters. Each of these sections will allow you to take control of your order import settings. # General

General section of order import settings

The *general* section of *order import* settings allows you to configure the following: 1. **Customer Name**: This field allows you to assign a customer to all your Shopify orders. 2. **Sale Store**: This dropdown allows you to choose the store where all the Shopify sales will be recorded. 3. **Project/Class**: This dropdown allows you to assign a project/class name to all your Shopify orders. It is an optional field that can assist you with reporting in the ERP system. 4. **Default Sales Representative**: This dropdown allows you to assign a sales representative to all your Shopify orders. 5. **Default Payment Terms**: This dropdown allows you to choose the payment term to assign to your Shopify sales. If the payment term is not met, the order will not be waved for picking, and packaging in Xoro. 6. **Order Type**: This dropdown allows you to assign an order type to the order dropped into Xoro from Shopify. # General Advanced Settings

General Advanced Settings - Part 1

General Advanced Settings - Part 2

The *advanced settings* in the general section of *order import* settings allow you to configure the following: 1. **Third-Party Return Source**: Xoro supports third-party return processing Shopify apps, namely Loop Returns and ReturnLogic. Based on which app you use, you can choose between the two. If you are not using a third-party app for handling returns for your store, or if you use an app that is not available in the dropdown, you may leave this field blank. 2. **Return SKU Name**: This field allows you to specify the SKU in Xoro that can be used when the returned item in Shopify does not have an SKU number. 3. **Default SKU Name**: This field allows you to specify the SKU in Xoro that can be used when the ordered item in Shopify does not have an SKU number. 4. **Use Default SKU when incoming SKU is not found in Xoro**: When enabled, Xoro will use the default SKU name as the ordered item if the item on order in Shopify does not exist in Xoro. 5. **Duty SKU Name**: If you handle duty charges on your Shopify orders, this field allows you to track them under a *duty SKU* in Xoro. 6. **Enable Tips/Donation Handling**: If you accept tips or donations on your Shopify orders, enable this and specify a tip/donation SKU from Xoro to handle the same. 7. [**Sync Third Party Customer And Company Data With Xoro**](/getting-started/configuring-settings/orders/general/general-advanced-settings/sync-third-party-customer-and-company-data-with-xoro)**:** When enabled, Xoro automatically synchronize the customer and company data associated with the order. # Sync Third Party Customer And Company Data With Xoro
A feature ensures that once an order is dropped in Xoro from Shopify, Xoro automatically synchronizes the customer and company data linked to that specific order. **Applications:** An additional feature added with the app setting allows users to fetch a specific invoice based on the ThirdPartyCustomerId and ThirdPartyCompanyId by using the [invoice API](https://xorosoft.docs.apiary.io/#reference/invoice/get-invoices) endpoint. This API accepts multiple parameters. However, if users wants to retrieve data using third-party customer and company IDs, they can utilize the following parameters: * third\_party\_customer\_id * third\_party\_company\_id With these two parameters, users gain the ability to precisely retrieve invoices associated with a specific Third Party Customer and Company Id. To initiate the retrieval process, users must use the provided API endpoint along with the specified parameters. Upon submission, the Xoro system navigates through the database, filtering and extracting invoices corresponding to the designated Third Party Customer and Company IDs. # Accounts

Accounts section of order import settings

The *accounts* section of *order import* settings allows you to configure the following: 1. **Account Receivable**: This dropdown allows you to select the AR type of account to be assigned to the customer created for the Shopify orders in Xoro. 2. **Payment Account**: This dropdown allows you to select the account used to capture payments associated with all the Shopify sales. 3. **Liability Account**: This dropdown allows you to select a liability account that will be used to sync with payments from Shopify sales. When a deposit is taken, the liability is increased in this account. Once that deposit is applied to the respective invoice, the liability is decreased. 4. **Refund Offset Account**: When you're accepting payments in foreign currencies, there might be scenarios when the exchange rate changes between accepting the payment and issuing a refund. This dropdown allows you to choose an account where that refund offset is tracked. It is an optional field. 5. **Shipping Expense**: This dropdown allows you to choose an account to track shipment expenses. # Accounts Advanced Settings

Accounts Advanced Settings

The *advanced settings* in the accounts section of *order import* settings allow you to configure the following: 1. **Payment Accounts Filtering**: This mapping between the payment gateway, the payment currency, and the payment account allows you to record specific payments into accounts of your choice. If left blank, all payments will drop into the default *payment account* selected [here](/getting-started/configuring-settings/orders/accounts). # Warehousing

Warehousing section of order import settings - Part 1

Warehousing section of order import settings - Part 2

The *warehousing* section of *order import* settings allows you to configure the following: 1. **Invoices OR Orders**: This toggle allows you to choose between dropping Shopify orders directly as invoices or as sales orders in Xoro. This is usually set to invoices for Shopify POS orders as the sale does not require going through the pick/pack/ship process. 2. **Ship Store**: This dropdown allows you to choose a ship store from where the inventory will be depleted once the Shopify order drops. 3. **Location Name**: This field specifies the location in the Ship Store from where the inventory is consumed. 4. **Return Store**: This dropdown allows you to choose a Return Store where the returned inventory is restocked as 'available' or 'not available' - based on the restock flag in Shopify return. 5. **Return Location**: This field specifies the location in the Return Store where the inventory is restocked. 6. **Enable ASN for returns**: When enabled, the line-level returns from Shopify will drop as a "Warehouse" type credit memo and an ASN will automatically be created. 7. **Generate Direct Type Credit Memo for Restocked Items**: When enabled, a "Direct" type of credit memo is created in Xoro when a returned item is also restocked on Shopify. 8. **Adjust Not Available Quantity**: When enabled, the quantity is reduced from On-Hand automatically for the "Direct" type of credit memos with restock flag set to false on Shopify. 9. **Send Fulfillments**: This check is used to enable or disable sending fulfillment confirmations back to Shopify when the respective orders are shipped in Xoro. This also sends a notification to the customer that their order has been shipped. 10. **Auto Release Sales Orders**: When enabled, sales orders will be automatically 'released' in Xoro, when dropped from Shopify. 11. **Auto Wave Sales Orders**: When enabled, the orders are automatically waved (based on the waving rule specified in the setting below) provided that enough inventory is available. 12. **Wave Method**: This dropdown allows you to choose from the waving methods based on your shipping process. # Warehousing Advanced Settings

Warehousing Advanced Settings

The *advanced settings* in the warehousing section of *order import* settings allow you to configure the following: 1. **Default Carrier**: This dropdown allows you to assign a default carrier to your orders. 2. **Default Ship Service**: This dropdown allows you to assign a default shipping service to your orders. 3. **Map Shipping Service by Country**: This field allows you to map specific ship services to orders based on the country they are being shipped to. 4. **Default Shipping Terms**: This dropdown allows you to assign a default shipping term to your orders. 5. **Split Orders to Locations**: Enabling this option will split orders to locations defined till the inventory can be fully allocated for all lines. 6. **Sync Returns Before Integration Start Data**: Enabling this option brings in returns (created after the integration start date) from orders that were created before the integration start date. All such returns are dropped as credits in the system. # Filters

Filters section of order import settings

The *filters* section of *order import* settings allows you to filter the incoming Shopify orders by the options listed below: 1. Currency 2. Fulfillment Channel 3. Gateway 4. Is POS Order 5. Order Date 6. Order Source 7. Order Status 8. Order Tags 9. Order Presentment Currency 10. Ship-To Country There are multiple operators available to meet your conditions. In the Value field, you need to specify the result of the scenario. If the order filter specified is *truthy* for specific orders, only those orders will be dropped into Xoro. # Fulfillments Head to [Warehousing](/getting-started/configuring-settings/orders/warehousing) -> **Send Fulfillments** to enable sending shipment confirmation back to Shopify. # Products & Inventory In order to export products from Xoro to Shopify, you will need to **enable the product sync** as shown in the image below.

Product Sync Settings

In order to sync inventory from Xoro to Shopify, you will need to **enable the inventory sync** as shown in the image below.

Inventory Sync Settings

# Products

Product Settings

The *product sync* settings allow you to create products as well as send product updates from Xoro to Shopify. The configurable options are: 1. **Item Price Currency Code**: This dropdown allows you to select the currency in which the prices for an item are specified. 2. **Price Field**: This dropdown allows you to select the price field in Xoro that will be used to send the item price amount over to Shopify. 3. **Compare Price Field**: This dropdown allows you to select the compare price field in Xoro that will be used to send the item compare price amount over to Shopify. 4. **Buying Cost**: This dropdown allows you to select the buying cost field in Xoro that will be used to send the item buying cost amount over to Shopify. 5. **Update Fields**: This select list allows you to select all the fields that you want to update to Shopify. 6. **Track Quantity**: When enabled, the newly created products will have their inventory tracking enabled. # Product Advanced Settings

Product Advanced Settings

There are some advanced settings available in the product syncing configuration: 1. **Override Taxable Flag**: When enabled, the items are forced taxable when sent to Shopify, regardless of the item taxable flag in Xoro. 2. **Publish Product**: When enabled, the products are published live on the Shopify store when created in Shopify via Xoro. 3. **Allow Overselling**: When enabled, customers will be able to place orders on items even when they run out of stock. 4. **Save Item BOM JSON**: When enabled, the BOM config JSON is synced to the item metafields. 5. **Match Option Sequence**: When enabled, the product option sequence is synced in order from Xoro to Shopify. 6. **Sync Item Metafields**: When enabled, the item and product metafields defined in the rows below are sent over to Shopify. # Inventory

Inventory Sync Settings

The *inventory sync* settings allow you to sync inventory updates from Xoro to Shopify. The configurable options are: 1. **Inventory Field**: This dropdown allows you to choose the inventory field that you want to sync from Xoro to Shopify. 2. **Store Mapping**: This field allows you to map Xoro stores to Shopify locations. Only the mapped stores will have their inventory synced to the mapped Shopify location. # Inventory Advanced Settings

Inventory Advanced Settings

There are some advanced settings available in the inventory syncing configuration: 1. **Include unpublished products**: When enabled, the inventory is synced for inactive/draft items as well. 2. **Include duplicate items**: When enabled, the inventory is synced for duplicate SKUs in Shopify. 3. **Linked Accounts**: This select list allows you to select the accounts whose inventory changes should not be sent to Shopify. When you have multiple accounts pointing to the same Shopify store, this will generally have those accounts selected here. # Filters

Product & Inventory Filter Settings

The *filters* section of *product and inventory* settings allows you to filter the outgoing product/inventory changes based on tags on the items. This is a multi-select list, therefore you can specify multiple tags. # Gift Cards

Gift Cards Settings

The *gift card sync* settings allow you to sync issued and purchased gift cards from Shopify to Xoro. The configurable options are: 1. **Gift Card SKU Name**: This field allows you to specify the SKU name from Xoro that will be used as the gift card SKU while dropping as customer credits. 2. **Gift Card Account**: This dropdown allows you to choose the liability account to track gift card transactions. Liability is increased in this account when a gift card is issued and decreased when it is consumed on an invoice. # Gift Card Advanced Settings

Gift Cards Advanced Settings

There are some advanced settings available in the gift card syncing configuration: 1. **Third-Party API Client IDs to Filter**: This field allows you to specify the client ID in case you have a third-party Shopify app generating the gift cards for you. This is required and can be found in the api\_client\_id field in the gift card created by the third-party app on Shopify. 2. **Gift Card Account Receivable**: This dropdown allows you to choose the account receivable for gift card credit memos. 3. **Fetch Gift Cards if Not Found**: When enabled, the system automatically drops the gift cards that are applied to an order in Shopify but do not exist in Xoro yet. # Payouts

Payouts Settings - Part 1

Payouts Settings - Part 2

The *warehousing* section of *order import* settings allows you to configure the following: 1. **Payment Gateway**: This dropdown allows you to select the payment gateway of payouts. 2. **Start Date**: This field allows you to select the date from when the payouts will be processed. 3. **Bank Account**: This dropdown allows you to select the bank account where the payouts will be reconciled. 4. **Fee/Adjustment Account**: This dropdown allows you to choose an account that can be used to handle any fee or adjustments in payouts. 5. **Dispute Account**: This dropdown allows you to choose an account that can be used to handle any disputed transactions in payouts. 6. **Penny Routing Account**: This dropdown allows you to choose an account that can be used to handle any penny-rounding mismatches in payouts. 7. **Reserve Account**: This dropdown allows you to choose an account that can be used to handle any reserve transactions in payouts. 8. **Payout Currency**: This dropdown allows you to filter payouts by currency code. If blank, payouts with all available currencies will be synced. # Import Settings {% hint style="warning" %} If you're configuring the app settings for the first time after installation, you must follow the [Account Name](#one-time-required-account-name-configuration) configuration step to finish the setup. {% endhint %}
First-time required: Account Name configuration During configuration after the first time install, you'll see a field for **Account Name**, as shown in the image below. You may enter your Shopify store name in this field. = *NOTE: Avoid entering any special characters such as &, =, or / in the account name field.*

Import Settings

The *import* settings allow you to set up the auto imports. The configurable options are: 1. **Time Zone**: Use this to specify the time zone that your online store operates in. 2. **Enable auto import/export**: When enabled, the auto import and export processes such as order import, fulfillment export, etc. are turned ON. 3. **Integration Start Date**: This field allows you to specify the date on and after which you want the integration to start. Any transactions previous to this date will be ignored and filtered out from syncing into Xoro. 4. **Hour**: Used to specify the regular sync interval hours. 5. **Mins**: Used to specify the regular sync interval minutes. 6. **Auto Import Start Time Offset**: This field is used to add an offset (specified in minutes) to the sync interval minutes. # Import Advanced Settings

Advanced Import Settings

There are some advanced settings available in the auto-import configuration: 1. **Enable daily full sync**: When enabled, an automatic sync is run at midnight for the same day to bring sync all transactions. 2. **Enable daily inventory sync**: When enabled, a complete inventory sync is performed at the end of the day. # Notifications

Notification Settings

The *notifications settings* allow you to set up your email to receive any errors that might occur while syncing the enabled features. You can choose from: 1. **Receive import error notifications by email**: When enabled, any errors will be sent right away as they are logged to the specified comma-separated emails. 2. **Send daily error email**: When enabled, any errors logged will be sent at the end of the day to the specified comma-separated emails. # Workflow The page will guide you in monitoring the flow of data between XoroERP and Shopify. Once the app settings are configured, the app is now ready to exchange information between XoroERP and Shopify. The below image will give you an idea of what each control means.

Workflow page of Xoro-Shopify Integration app

1. **Total pending errors count**: Each tab (orders, fulfillments, products, gift cards, and logs) will include an error count to display the current total number of pending jobs. 2. **Log search fields**: In each tab, there are log search fields that you can use to filter through the list of jobs. 3. **Transaction history table**: You will find a tabular representation of the transactions related to each tab. The image above displays all the transactions related to orders. Each table has the following columns: 1. **Transaction Ref#**: This column holds the reference to the transaction. Example: In the orders tab, this column is called *Order#* and contains the Shopify order numbers. 2. **Import Date**: This is a clickable link that offers two important functions: 1. It tells the time when the transaction was run. 2. Once clicked, it shows a detailed view of each step of the process that a transaction had to go through. This is of great help when debugging any issue. 3. **Message**: This column displays the current step a transaction is in. Initially, all requests are added to a queue in a pending state. As they are automatically run, you can read the current process they are in by reading the text in this column. 4. **Table row actions**: This is the last column in every table that serves two options: 1. **Mark an error as resolved**: This action marks an error as resolved and *excludes* it from running again in the next scheduled batch. 2. **Re-run transaction**: This action re-runs a pending errored transaction. This comes in handy when you have a stuck or an errored transaction that is now fixed to run again and drop into the target system. 4. **Table filters**: There are two table filters available: 1. **Hide resolved exports**: By default, the resolved transactions are hidden from the table view. You can uncheck this option to view all the resolved exports. 2. **Show errors only**: By default, only the errored transactions are displayed in the table. You can uncheck this option to view successful transactions as well. 5. **Actions**: Each tab allows you to run custom actions such as fetching a transaction (order, payout, gift card, etc.). Head to the following sections for detailed information on the supported actions. # Orders This page provides information on order import actions.

Order Import Actions

1. **Import By Date Range**: This option allows you to import Shopify orders within the specified date range. Simply select a **start date** and an **end date**, and click on import. This will fetch all the Shopify orders that were created within that date range and add them to the order import queue for (re)processing.

Date-Range Based Order Import

2. **Import By Order**: This option allows you to import a specific group of orders by either a Shopify order number, order ID, or a custom query. 1. **Order Number**: This field allows you to import a single Shopify order by its order number. 2. **Order ID**: This field allows you to import multiple Shopify orders by their ID. This ID can be found in the URL *(.../orders/\)* of an order. Each order ID needs to be separated by a comma (,). 3. **Custom Query**: This field allows you to run a custom query to import order(s). This is an advanced query field that should only be used if you are familiar with Shopify GET order queries.

Value Based Order Import

# Payouts This page provides information on payout import actions.

Payout Import Actions

1. **Import By Date Range**: This option allows you to import Shopify Payouts within the specified date range. Simply select a **start date** and an **end date**, and click on import. This will fetch all the Shopify payouts that were created within that date range and add them to the order import queue for (re)processing.

Date-Range Based Order Import

2. **Import By Payout ID**: This option allows you to import a specific group of payouts by either a payout ID or a custom query. 1. **Payout ID**: This field allows you to import multiple payouts by their ID. This ID can be found in the URL *(.../payments/payouts/\)* of an order. Each payout ID needs to be separated by a comma (,). 2. **Custom Query**: This field allows you to run a custom query to import payout(s). This is an advanced query field that should only be used if you are familiar with Shopify GET payout queries.

Value Based Order Import

# Inventory This page provides information on inventory sync actions. {% hint style="warning" %} Manual inventory syncing is **NOT RECOMMENDED** in a live system since there is a high possibility that multiple orders are in a processing state and might cause mismatches in inventory count upon dropping into the system. Only proceed if the system is not live or if you are comfortable with the consequences. {% endhint %}

Inventory Sync Actions

1. **Sync Full Inventory**: This option allows you to sync inventory for all the items from Xoro to Shopify.

Full Inventory Sync Action

1. **Sync Inventory Per SKU**: This option allows you to sync inventory for specific SKUs instead of a full inventory sync. There are two options you can choose here: 1. **SKU Numbers**: This field allows you to enter comma-separated SKU numbers. However, if left blank, inventory for all SKUs will be synced. 2. **Custom Query**: This field allows you to enter a custom Shopify query to get SKU Numbers and sync inventory for those specific SKUs.

Value Based Inventory Sync

# Gift Cards This page provides information on gift cards import actions.

Gift Card Import Actions

1. **Import By Date Range**: This option allows you to import Shopify gift cards within the specified date range. Simply select a **start date** and an **end date**, and click on import. This will fetch all the Shopify gift cards that were created within that date range and add them to the gift cards import queue for (re)processing.

Date-Range Based Gift Card Import

2. **Import By Gift Card**: This option allows you to import specific gift cards by either a Shopify gift card's last 4 digits, gift card ID, or a custom query. 1. **Gift Card Number (last 4 digits)**: This field allows you to import a single Shopify gift card by its last 4 digits. You can specify comma-separated last 4 digits to bring in multiple gift cards. 2. **Gift Card ID**: This field allows you to import multiple Shopify gift cards by their ID. Each gift card ID needs to be separated by a comma (,). 3. **Custom Query**: This field allows you to run a custom query to import gift card(s). This is an advanced query field that should only be used if you are familiar with Shopify gift card import queries.

Value Based Gift Card Import

# Third-Party Integrations The page will provide you with details on the third-party integrations that the Xoro-Shopify app supports and maintains. {% hint style="info" %} This page is a work-in-progress. {% endhint %} Xoro-Shopify app integrates with two third-party return apps: 1. [LoopReturns](/getting-started/third-party-integrations/loop-returns) 2. ReturnLogic # Loop Returns If you use Shopify in combination with Loop, you can sync Loop returns as RMA's, process them directly in Xoro which will sync them across Shopify, Loop, & Xoro. This guide will step through a typical return scenario where RMA's are used in Xoro. 1. Let's start with a typical Shopify order that's been dropped into Xoro and fulfilled/shipped. Then, the end customer decides to make a return or exchange on an item. They will initiate the return and it will appear in Loop's "Returns" page.

Loop's Returns page

2. Before proceeding any further, in order to drop Loop returns as RMA's into Xoro, we need to ensure Loop is selected as the Third Party Return Source, Loop's API token is entered, and syncing returns is enabled - as so:

Xoro's Shopify App settings for Loop found in Settings -> Orders -> General -> Advanced

3. There are 3 ways to import Loop returns into Xoro as RMA's: 1. Manually by date range:

Manually import by date range of RMA

2. Manually by RMA:

You can use Shopify's order# or Loop's return ID

\ The Loop return ID can be found in the URL of an opened return. For example, the following URL: would have a return ID of 52393555.\
3. Automatically import Loop returns based on the Shopify app scheduler polling setting (ie. every 15 or 30 minutes).
4. After a Loop return has been dropped into Xoro as an RMA, it will also generate an ASN automatically that is linked to the RMA. After the returned item has arrived, you can receive the ASN. Once the ASN has been closed, the Loop return will be automatically processed or flagged within a minute. You can check this by viewing the Loop return. If the ASN was not fully received, the Loop return will be flagged. If it was fully received, then it will be processed. For flagged returns, you will have to manually take action within Loop.\
5. For processed returns, upon the next Xoro Shopify App sync, the relevant transactions will be dropped into Xoro - depending on the return type:\
1. Credit: a gift card will get dropped into Xoro as a credit memo. 2. Refund: a refunded credit memo will get dropped into Xoro. 3. Exchange: exchange order is dropped into Xoro.\
6. If a credit or refund was dropped, then the process ends here. In the future when the customer uses the gift card on their next order, the credit memo will automatically be applied to the invoice in Xoro.\ \ If an exchange order was dropped, then that order is picked packed and shipped as usual.\
The following attached PDF flowchart goes through the above process in detail :point\_down: {% file src="/files/mhLN8pfO5n3cTE7JsL0b" %} # Troubleshooting Guide This guide will help you troubleshoot and resolve any issues that may arise during the installation or configuration process. {% hint style="info" %} This page is a work-in-progress. {% endhint %} If you cannot find or resolve your issues, contact our integrations support team at ** or log a support ticket via your Xoro instance. # FAQs Here are the most frequently asked questions about the integration app. {% hint style="info" %} This page is a work-in-progress. {% endhint %} *Q: An order came through in Shopify but I don't see it in order in Xoro. Where is the order?* A: There could be two reasons an order is not showing up in Xoro: 1. The order is not pulled by the auto-schedulers, yet. This takes the set amount of intervals between order syncs in the [import settings](/getting-started/configuring-settings/import-settings). 2. The order errored while importing. Check the error logs and see if you can resolve the error.