Setting up Shopify

Open the setup wizard

Steps

1. 1In Nucleo, go to Catalog > Settings, and then click Connections.
2. 2Under Connected, click your Shopify connection.
3. 3In the Setup and flows card, click Setup wizard.

The wizard opens on Markets. Click a step at the top to jump to it, or move with Back and Next. The Summary tells you whether every flow is up to date, which flows need attention and which haven't started yet; Done takes you back to Connections.

Long steps run in the background. Started: the status updates by itself. confirms the start, and each step shows its state: In progress, Up to date or Error. If you start a step that is still running, you see This step is already running.

Import your markets

Nucleo reads the markets of your Shopify store and creates them in Nucleo after you confirm.

Steps

1. 1In the setup wizard, click Markets.
2. 2Click Read preview. A table lists every Shopify market with its Countries, Currency, Languages, Prices and what happens to it In Nucleo: Created, Updated, Already the same or Not imported.
3. 3Clear the checkbox of any market you don't want. Only markets that would be created or updated can be selected.
4. 4Click Apply. The button tells you how many markets it applies.

• B2B and store markets are flagged only, not imported.
• A country that already belongs to another market in Nucleo isn't moved: the row says which market has it.
• If the currency or language of the primary market doesn't match your company settings, a warning tells you which. Decide which one is right before applying.
• Markets that are in Nucleo but not in Shopify are listed and kept, not deleted.

Map tags and metafields

Base fields map by themselves. Tags and metafields need a decision: after every product import Nucleo prepares a proposal for each one, including every tag without a key, and you confirm or correct it.

Steps

1. 1On the Shopify connection, open the Tag and metafield mapping card under Setup and flows, or click More actions > Change mapping on the Products and variants row.
2. 2For each row, check the proposal and, in In Nucleo, pick the attribute that receives the value, a new attribute, or Ignore.
3. 3For a new attribute, click Settings to choose its Name, Code and Type, and whether it's Translatable, and then click Save.
4. 4Click Confirm.

Import your products

By default every product comes in, whatever its status. Rules narrow the selection.

Steps

1. 1In the setup wizard, click Products.
2. 2Optional: under Which products, click Add rule for each condition:
   1. Choose Include or Exclude.
   2. Choose the field: Status, Tag, Vendor, Product type, Collection ID or Metafield. For a metafield, enter its key as namespace.key.
   3. Enter or choose the Value.
3. 3Click Count products to see how many products the rules pick.
4. 4Under Test on 20 products, click Run test. Nucleo imports 20 products with your rules, including the one with the most variants. Check them in Catalog.
5. 5Under Full import, click Import all, and then click Import all again to confirm.

The full import shows its progress and resumes where it stopped if it's interrupted. When it's done, the step shows how many products are in Nucleo and how many on Shopify.

Import collections and prices

Steps

1. 1In the setup wizard, click Prices, and then, under Prices by market, click Import prices. Prices set per market in Shopify go into a price list per market.
2. 2Click Collections, and then click Import collections. Your Shopify collections become Catalog categories, with their products.

Import stock, customers and order history

The last step works on the Commerce side. It needs a Shopify connection in Commerce for your store; without one, the step says that locations, customers and orders come in once it's connected.

At the top, a notice tells you whether Record only is on for the connection. Click Open the connection to change it. See Record Shopify orders without processing them.

Steps

1. 1In the setup wizard, click Stock, and then, under Locations and stock, click Read locations.
2. 2For each Shopify location, choose a Nucleo location, New location to create one with the Shopify name, or Ignore.
3. 3Click Save locations, and then click Import stock. Import stock is available once at least one location is linked.
4. 4Click Customers, and then click Import customers. Customers come in with their consents.
5. 5Click Orders. Under Order history, optional: in From, choose the date to start from. Leave it empty to import the whole history.
6. 6Click Import history.

Past orders and returns come in already closed, with the status Recorded: no routing, warehouses or partner events. After the import, stock and customers keep updating as they change in Shopify, as long as their flow reads from Shopify. A location you link publishes Nucleo stock to Shopify only when the stock direction writes to Shopify.

Choose who updates whom

Each row of Setup and flows has a Direction and, for Catalog flows, an Update cadence. The direction is the only switch for what Nucleo writes to Shopify: the source of a flow controls it fully, changes and deletions included.

• Products and variants, Collections, Prices by market and Locations and stock offer all four directions.
• Orders and returns start on Shopify: they're always read, and Both ways lets Nucleo send fulfillments, cancellations and refunds back.
• Update is Automatic (products only: every change as it happens), Every night or Manual only (you run Resync yourself).

Steps

1. 1On the Shopify connection, in Setup and flows, open the Direction menu of a flow and pick a direction.
2. 2If the new direction writes to Shopify, read Write … to Shopify? and click Write to Shopify to confirm.
3. 3Optional: in Update, choose how often the flow updates.

Follow the flows

The Setup and flows card of the Shopify connection shows who updates whom, how often and how it's going, one row per flow: Markets, Products and variants, Collections, Prices by market, and, when Commerce has a Shopify connection, Locations and stock, Customers and Orders and returns.

Each row has More actions:

• Realign runs the step again.
• Change mapping, on Products and variants only, opens the Tag and metafield mapping page.
• Turn off pauses the connection behind the flow, after you confirm.