Revel and Shopify Integration: Do you need to connect your Revel Point of Sale system to your Shopify website? DSYNC is a live integration platform that works in both directions both pushing products and pulling orders.
Summary (Our Revel and Shopify Connector operates in both directions)
Our Shopify and Revel integration is in our top five integrations because of the Online orders back to Revel. We can also sync customer changes and products if there are SKUs (or some type of matching element) that can pair the systems
Shopify orders to Revel (live trigger)
Customers <> Customer (new and changes to amended customers)
Product sync > Yes must have SKUs or a corresponding field set up in both Shopify and Revel
Shopify Orders > Revel POS back end
Inventory (Quantity sync) must have correctly paired SKUs - especially for multi establishment.
One website to one establishment - unless you have multiple store level views at the cart level that would separate the establishment- We then can map correct locations to correct establishments
DSYNC is a system integration platform that specializes in synchronizing order data, customer data and product data between multiple applications. One of our most popular connectors is the Revel / Shopify bidirectional connector. Important features include updating orders made in Shopify to the Revel system.
YOU must pick one establishment in Revel as your source of truth (Master). Shopify needs to know what inventory level to sync with.
The most important part for your Revel and Shopify integration is to have SKUs that correspond and you must pick your establishment. Or identifying / matching. DSYNC works by matching identical fields between systems.We perform lots of Shopify and Revel point of sale integrations.
As handy information -There is a field in Revel and a field in Shopify for you to enter a corresponding number.We can use this to do matching, updating to keep your systems aligned.
It is key that the products in Revel and in Shopify have corresponding SKU's or an identifier that will help us to link one product to another. A SKU is any type of reference that we can use to correlate items.
If you are doing a self service integration please follow the below steps
1) Add both Shopify and Revel to your DSYNC dashboard
2) Create your data links between Shopify and Revel
How to turn on your Revel and Shopify SYNC
Products - Creating and Syncing between Revel and Shopify:
- We can sync products from Revel to Shopify.
- We can amend products when updated in Revel the change will be reflected in Shopify
- We can create a product in Revel and it will be created in Shopify. We note that most clients like to add additional fields for example Revel holds one image and as we know customers like to view multiple images when shopping online.
- When products are amended in Shopify, the change is reflected in Revel.
- If you do not want products to sync from Revel to Shopify, then you can uncheck the 3rd Party flag in Revel and change the data mapping settings so that the item will not be displayed in your Revel System.
- Product attributes include: Item name, description, cost, and sale price.
- When an order is made in Shopify it will send a live trigger to Revel. DSYNC can send orders from Shopify to the front and back end of your Revel Point of sale system.
- Automatic printing for order collections - Yes You can set up your Revel Point of sale to print the order A POS terminal needs to have 'Is Print Online Orders' enabled. You will need to contact Revel support to activate this feature.
- Order attributes include: order number, Item name, description, cost, sale price, customer name, email, address, phone.
- Orders from Shopify will trigger an update in inventory in Revel
- This update in inventory in Revel will in turn, trigger an update in inventory in Shopify
- Revel will be the main source of truth for inventory levels - whatever value is in Revel is what will show in Shopify
Customer Syncing between Revel and Shopify
- Customers can be sync'd in both directions between Shopify and Revel. This is handy when a customer makes a change to personal details. The system can be set to amend the latest change.
- Customer attributes include: customer name, email, address, phone.
DSYNC is a very flexible data integration platform and can do some weird and wonderful integration features. If you would like extras that are not covered in the above work flow we do have a professional services option where we can custom code integration features. We charge a scoping fee if you would like something that is not part of the above integration flow.
What does the Shopify and Revel connector do?
There are three main features of the Revel/Shopify connector:
- The connector pushes Revel CRM stock /products quantities to clients Shopify website.
- When sales are made in Shopify the orders are then updated in the Revel system.
- Customer and stock amendments in Revel are synchronized with Shopify.
How hard is the connector to install? The DSYNC platform requires no programming however does require a medium technical level to set up the mapping section. DSYNC offers a paid set up and mapping service for clients who would like the Revel/Shopify integration set up. To initiate the setup, we will require a client install form that provides all the key information for setup.
Does the Revel to Shopify synchronize my stock quantities with Shopify? Yes
Will Shopify be updated if I make a change in Revel to customer details? Yes
Are orders made in Shopify then reflected in the Revel CRM? Yes
Where are the Online orders placed when I sell on shopify where will it go? Our standard place is to show automatically on the back end of revel visit Reports / then order History / Depending on what is mapped it will usually show up as created by "atlasadmin"
Can we sync the Online order to the IPAD? Yes we have set up special mapping for clients who want to display on the Revel IPAD.
Can we sync products between Revel and an e-commerce cart? Different systems are structured in different ways so it is important to check with our help desk on how to set up products and SKUs to synchronize smoothly. As an example two way synchronization is best when there are corresponding skus ie simple products on both ends. Meaning, each variant needs to be a separate product with it’s own SKU. SKUs are required to match on both ends as well.
Connect your Revel and Shopify applications together with the DSYNC integration
Can you please detail how freight charges are treated in the Shopify to Revel integration? What set up is required on each end? We use the applied service fee in Revel. We'd just need to create a name i.e "Freight Charge" and assign the amount for each charge. Both Revel and Shopify allow multiple amounts so if there are 4 charges in Shopify there will be 4 charges in Revel.
What is the process to get started?
Option 1 Self install: Sign up to DSYNC – Follow the wizard to set up Revel and Shopify. Activate partner connect with your Revel Rep- this will issue DSYNC the keys to DSYNC. Send our team a note with your revel up URL and we will authorize Revel in your dsync dashboard. Start connecting systems.
Option 2 DSYNC install - Sign up to DSYNC Complete the install agreement and client access form. DSYNC will then coordinate the best time to finalize and test the integration. Contact the team and we will send across the install form. You must be on the 100 plan for the integration to be scheduled in with our team.
What are the common entities I can integrate from Revel?
Address, Attribute, Company, Customer, Employee, Inventory, Order, Payment, Products, Purchase Order, Tax, User, Vendor
What are the common entities I can integrate with Shopify? Products, Inventory and customer orders/ transactions.
Can my developer install for me? Yes, we also work hand-in-hand with the developer to establish the setup. If you do not have a developer DSYNC can help with a paid setup by completing the installation agreements.
Can DSYNC set the connector up for me? Yes, we offer a paid set up service for clients looking to integrate Shopify and Revel. We will require clients to complete two forms
- DSYNC client integration form – This form provides API details for the integration
- Revel client access form – This form allows DSYNC access to the Revel API on client’s behalf
How long does it take to install the Revel /Shopify connector? Setup can take less than an hour and will depend on the queue of integrations. We communicate with the client on preferred go live dates and times.
How does support work? To provide support globally we have assigned representatives in New York, San Francisco and Sydney Australia. Communication via either email with the support concern via the email address Revel@dsync.com please help to list as much detail and screen shots as possible and our team will troubleshoot any concerns.
Do you have a video of the Shopify and Revel connector? Yes, our You Tube channel is available here showing the high level process and the set up and mapping of the two systems
What if clients would like to pick up goods purchased on Shopify in-store via Revel? If there are distinct shipping methods available between the two then yes. Then we can set the dining option based on the text “Store Pickup”. We would need to know the method name ahead of time to set this up. If there are multiple shipping lines then we wouldn’t be able to tell the difference between items that are shipped vs picked up. Address details are sent with the order.
How do I know how much data I am using? Within the DSYNC dashboard there is a data counter that shows your daily and monthly usage - here are instructions on how to find it. This feature is available via your free trial.
Can I integrate other systems as well as Revel and Shopify? Yes we offer unlimited connections within the platform our cost structure is based on data used.
What is the Revel Client access form? As part of Revel's data compliance any systems that integrate with Revels API’s require the client to sign the client access form. This form is required for data governance. The DSYNC team can provide a copy of the Revel access form by emailing Revel@Dsync.com
I already have products in Shopify and Revel. What's the best way to get setup with DSYNC? We listen for changes between the systems and react when something is updated or ordered. Shopify has a limitation of triggering mass uploads, unfortunately many of our clients do a manual export and upload to ensure things like SKUs are in aligned.
Why are SKUs important in the Revel integration? SKUs are integral in Revel integrations, as it works as a unique identifier for us to match the products from Revel to another platform.
Think of a SKU serving the same function as your email address when you use it to sign-up for other apps (like Facebook and Snapchat for example). Your email address is what helps those apps identify you from all the other users.
In the same way, SKUs are the easiest and most accurate way for us to move product data from one system to another, which is why we will ask that you have SKUs in both systems that you want to integrate.
It doesn’t have to be a complicated string - some examples of SKUs that our clients have used are things like Tshirt001, Skirt001 etc or MondayOrder1, MondayOrder2 etc.
In the future, once the integration is installed, anything you update or create in Revel will automatically populate into your other platform.
What is the Order limitations in Revel and Shopify integration? Currently, DSYNC is able to sync order creations from Shopify to Revel which will update inventory levels. However, if a refund occurs in Shopify then it will not update inventory levels in Revel. You will have to manually update inventory levels in Revel if a refund occurs.
I have products in Shopify that don't have a SKU number. Will a synchronization from Revel create a duplicate? Can we assign the SKU to the correct product during the sync? The safest and most efficient way to overcome this issue is to make sure the SKUs are matching before the integration occurs.
If we turn on the synchronization without having matching SKUs on both sides, it will cause the DSYNC system to create links with the duplicate items in Shopify. From there, the duplicates will create an established link with the matching item in Revel, and even if you delete the uploaded duplicate on Shopify, the link will still exist within the data. This can confuse our system because it will still consider the Revel item to be linked to its duplicate item and not the correct item in Shopify, even after the correct SKU is assigned.
Can a synchronization from Revel to Shopify create new unpublished products in Shopify if the SKU doesn't match? Our system does not have the logic to do that. We can either set all products as “Published” when they are sent to Shopify, or all products as “Unpublished”. This aside, if the SKUs don’t match, the product won't be created if it doesn’t have a title.
Can I sync variant products with Revel? Yes, but there are limitations. It is integral that you understand the different types of variants - there are Multiple Single Products and Single Configurable Products. Please read the full article Can I sync variant products with Revel? for more information.
What actions am I able to take with “Open” orders on Revel, and how would I do that? After an order is completed, the next steps are done directly through the POS system (meaning point of sale system, or the iPad used to make the sale). The most popular option is to “Close” the order once it is fulfilled.
Will a sync cause Revel to overwrite the title, description, and picture of a product in Shopify? We can set the system up to not sync title, description and pictures. This will however cause you issues when you want to create a product. When creating a product in Shopify, the “Title” is a required field, so without a title it will fail to create.
For example, if you create a product in Revel it will not successfully create the same product in Shopify. You will have to manually create the item in Shopify first, with matching SKUs, and then manually create it in Revel, and then implement the mass sync again for the two items to be linked in our system. Otherwise updates will not occur between the two products whenever changes are made.
How do I map brands and vendors from Revel to Shopify? In order to complete the mapping between Revel and Shopify, we need list of brands (Shopify) and vendors (Revel) and which map to which. “Vendors" is the term Revel uses which is equivalent to Shopify's “brands”. Thus, DSYNC needs a list of brands and which vendors they should be mapped to.
I just started my Shopify account. Why are my Revel products not showing up in Shopify? If you did not already have existing products in Shopify for DSYNC to match with Revel, then you will first need to create or update the products on Revel. Once created, these products will automatically appear on your Shopify account.
Why is my order in 'Order history' not showing up in Sales Summary in Revel? By default, DSYNC will label an order as “open” to allow the client to choose how they would like to continue. To view this order, make sure to tick “open orders” when viewing your Sales Summary. If you want your orders to be automatically assigned a different status during the sync, please let DSYNC know during integration set-up.
If I add new products into Revel in the future, will they sync into my website automatically? Yes, after our initial integration set-up, any items you create in Revel will be synced onto your website. This is the case for all of our integrations, regardless of whether it is in Revel or any other system. Please see our Revel FAQ on SKUs or product ids for more information on how to ensure a smooth product data synchronization.
When should I expect my changes or updates to sync? Revel is a real-time integration with cron, so the data from Revel is synced in batches. It can happen in near-real time if desired, (i.e. setting the interval to sync every minute) but the client can choose the interval at which the data will sync. But when syncing from Shopify to Revel, all updates are in real-time (or as close to real-time as possible) so there is no interval to set.
What happens when there are changes in quantities (i.e. an order goes through)? In a Revel to Shopify integration, we use the inventory/product variant endpoint to update the quantities based on the SKUs. In a Shopify to Revel integration, inventory is deducted and the stock will be adjusted.
If I delete a product in one system, will it be deleted in the other? If you delete your product in Revel, you will have to manually go in and delete it from Shopify as well. This is because Revel is cron, and so it pulls data from other systems, so if there is no data to pull then nothing will happen. If you delete a product in Shopify, it will trigger the product to delete in Revel as well.
What happens when I make a sale on Revel or Shopify? In Shopify, the order will go through and the inventory will change. You will be able to see a record of the sale in the sale report. In Revel, you will need to manually close the sale.
Where will the orders show? For Revel, the orders will show under Reports and Order History, as long as you're in the right establishment. In Shopify, they will be under Orders.
What's the best way to test my Revel and Shopify integration? You can create a product, update the inventory, and make an order with the product. Then check both systems to see if the updates went through.
How do sale prices work? Revel offers regular and sale pricing, called alternative price. In the mapping it is labelled happy_hour_price.
Is this a two-way connection? Yes, but only for certain things. For inventory, we typically sync from Revel to Shopify. For orders, we sync from Shopify to Revel.
Why have a received a response that says "429 TOO MANY REQUESTS`"? it means that you've exceeded your daily limit of API calls. You can reduce the amount of calls made within the DSYNC scheduler. The DSYNC scheduler is where you can set how often you would like your systems to communicate / send jobs to one another.
Shopify Sales Orders to Revel
How does image or picture synchronization occur between Revel and Shopify? Revel will only be able to hold and push one image to sync with your Shopify store additional images will need to be added manually to your Shopify dashboard.
Can the image sync upon addition? Yes it will download the source
Can it change the image on amendment? Yes it will download the source
Order limitations in Revel and Shopify integration
Currently, DSYNC is able to sync order creations from Shopify to Revel which will update inventory levels. However, if a refund occurs in Shopify then it will not update inventory levels in Revel. You will have to manually update inventory levels in Revel if a refund occurs.
Why am I having problem syncing the data regarding the weights of my shipments? If you run into problems regarding syncing the weights from Revel to Shopify, you may need to go into the mapping of products within your DSYNC system to make changes. Click here for further instructions.
What happens if I make a sale on Revel? Usually, the standard synchronization is Shopify to Revel. Our standard integration includes synchronization of orders from Shopify to Revel, and synchronization of inventory between Revel and Shopify, but it holds Revel as the master or source of truth. When you sell on Revel, it will update the inventory on Shopify. Please note that no order information will be sent through. As Revel is the source of truth, all order information will be stored in Revel. If they are synced both ways, meaning they are programmed to update changes in both systems, then they will keep triggering each other indefinitely.
Is it possible for DSYNC to ignore products without the "Display on 3rd Party" flag checked? This is a field in Revel and it would eliminate products that we don't want syncing to Shopify?
Yes this can be done through the data mapping process. If this function is implemented in the data map, the following will happen: if the "Display on 3rd Party" flag is checked in Revel it will go to Shopify, if it is unchecked in Revel it won’t try to push to Shopify. Click here for further instructions. If you have opted for a complementary integration set-up, please notify your DSYNC Sales representative or On-Boarding Specialist of this request.
Inventory challenges? products sold in Shopify are not updating quantities in Revel. The issue there was in the customer tags coming from Shopify and our matching algorithm which decides if a customer should be placed into the Collective group in Revel. The logic for the customer group - any new orders should go now into Revel. The logic is: if there's a customer tag 'Collective' on the Shopify order we translate into 'resources/CustomerGroup/1/ which is the Collective customer group in Revel CRM. If the customer does not belong to Collective, there is no customer assignment done in Revel.
Do you have a connector available for updating Revel Inventory for sales completed in Shopify?This is usually done with our Shopify and Revel connector. We push orders from Shopify to Revel which decreases stock levels and equally push updated stock levels from Revel back to Shopify. The link is the product SKU -client needs to ensure they have matching SKUs in Shopify and Revel for this to work.
Could I get a complete mapping or is there a way to view on the setup? Answer: Yes if you login to DSYNC dashboard then view the lines between the two systems it will bring you into the mapping section.
Quantities don’t seem to be updating correct. Test Item: $18.99 Revel SKU 93663, updating as 1 in stock when there are 12. ANSWER: To make the inventory or products sync you will need to make an update or a change. We also note that some of the products are missing corresponding skus - See error for No data found for sku It needs to match so that we can update it on the other side.
Need to know what field from Revel is updating Product Type in Shopify? This is critical for collections and search to work. Answer: It is currently mapped to "Type" see attached By using DSYNC you can change to a different field if you wish.
Vendor doesn’t seem to be updating with correct vendor name? Answer: We can map the vendor name to anyfield most times we are asked to link it to brand- The vendor name can be mapped to any field in the DSYNC mapping section.
Can the Barcode be synced from Revel to Shopify? This would be helpful Yes the rules would be that you would need to have a matching sku and then make an update on the Revel side to the bar-code to sync it across.
What are some common endpoints people link
SELF install notes
INVENTORY: When SYncing inventory from Revel to shopify you must pick the following endpoints: Inventory by SKU to Batch Variant
PRODUCT Revel to Shopify: Needs to be mapped to both Variant and Product - This is because some clients have normal simple products and some people have variants.
Our revel account has two locations (establishments) can the two accounts be connected with Shopify together? We have connected two before - you must be careful not to contaminate skus across stores as inventory levels are important. The general rule is: One website to one establishment - unless you have multiple store level views at the cart level that would separate the establishment- We then can map correct locations to correct establishments
The product are existing in Shopify and I can make sure that the SKU of the products in Revel and Shopify are the same. So we just need to set SKU as the share key, right? Yes correct - however as above be-careful of contaminating the same sku across establishments
If we have new products uploaded, will DSYNC help us to update the new products information for us? You can set it up to create new products - there are certain restrictions that may impact the full experience since your using an API to create. For example we can only take the one image from Revel and sync to Shopify. Many people prefer to create the basic sync then perform additional finishing touches to the shopify store. If you are on a plan and it is set up then the sync would be automated to create new products.
Will the Revel and Shopify integration work on the free trial? Yes it will.
We want to manage the Shopify product inventory, customer information and reward points by Revel. Can it be achieved by Dsync? You can manage product inventory, customer information however reward points is limited by the Shopify API. The last time we checked users would need to be on shopify plus to get the loyalty endpoint. If you are on shopify plus we could investigate some custom development for you.
How does the shipping line get added to the order in Revel when a order is sent from Shopify? Answer: It is pulled across and added to the customer records in the Revel system.
Mapping product types: Shopify “Product Type” synced to Revel “Type” Where is the Type field in Revel? Need to be able to send over things like (Baked Goods, Candy, Gift, Etc) Answer: Revel to Shopify product type mapping can be found by selecting the line between the jobs. What field is the (Baked Goods, Candy, Gift, Etc) under this sounds like category? So we will need the category you would like and the corresponding category number. DSYNC can map category in Revel into Types in Shopify - We just need a list to provide the transformation.
If you are syncing orders from Shopify to Revel and you have organized with the DSYNC and Revel team to show on the IPAD please make sure for orders to go through the IPAD is still turned on and set to never sleep. Also, it should not use any screensaver but the non-Revel customized screensaver.
revel systems integrations, shopify and Revel POS