Yes During setup you can choose the default Cost center where jobs would be created.
Orders and Jobs: Shopify orders to simPRO jobs. When a customer places an order on your Shopify store, the integration automatically creates a corresponding job in simPRO, capturing all relevant order details and preparing it for scheduling and allocation.
Customer and Contact Information: The integration enables the seamless exchange of customer and contact information between Shopify and simPRO. When an order is received on Shopify, customer details are automatically captured and stored in simPRO, facilitating consistent customer management and communication across both platforms.
Product and Pricing: The integration ensures the selection of the correct SKUs and parts in the Job. Where an exact match part number is not found the integration creates a new item in simPRO with the Shopify details allowing it to be updated in the future.
Why my order is not syncing?
Please note that if any item in your Shopify order is missing an SKU, the entire order will fail to sync. To avoid this, ensure all products in Shopify have an SKU assigned.
It’s important to understand that once an order is blocked from syncing due to a missing SKU, it cannot be synced even after the SKU is added. In such cases, you will need to manually create that order in simPRO.
If you want to check whether an order failed to sync due to a missing SKU, navigate to the Data View tab and select the error table from the dropdown list.
What is the Order ID?
The Order ID can be found on the Shopify order page. You can locate it in the URL of the page. Please refer to the screenshot below for guidance.
How are POS orders synced to Simpro?
POS orders are synced to Simpro under a default customer that you define in the integration settings.
To configure this:
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Go to the integration settings.
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Enter the Simpro customer ID in the Default Customer field.
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All POS orders will be synced to this customer.
You can also rename this customer in Simpro to something like “Cash Sale” or “POS Sales” to easily identify orders coming from the POS system instead of the website.
Yes. You can automatically sync project tags from Shopify orders to Simpro jobs.
To enable this:
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Go to Settings → Project Tags in the integration.
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The integration will fetch the available tags from Simpro.
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Select the tags you want to apply.
Once configured, every Shopify order synced to Simpro as a job will automatically have the selected tags applied.