Operations¶
Every synchronization is an operation. You run an operation in one of three ways:
| Way | When | Where |
|---|---|---|
| By hand | Once, now | Perform Operation on the store or its dashboard card |
| Scheduler | Regularly, in the background | Configuration › Schedulers (Schedulers) |
| Webhook | As soon as something changes on Shopify | Configuration › Webhooks (Webhooks) |
Perform Operation¶
- Open the store (or its card on the Dashboard) and click Perform Operation.
- Choose the Operation. A blue box explains what it does.
- Fill in what it asks: a period, an ID, a file or store locations.
- Click Execute.
The operation creates a sync job, processed in the background. Follow it in Shopify › Activity › Sync Jobs (Monitoring).
The setup must be complete
Operations stop with a message while the store's setup checklist is not complete, or while the store is archived.
All operations¶
| Operation | What it does | Asks for | Scheduler | Webhook |
|---|---|---|---|---|
| Import Products | Brings the products created or changed on Shopify into Odoo. | Period, Date Based On | Yes | Product Created / Updated / Deleted |
| Import Specific Product | Brings one Shopify product now. | Product ID | ||
| Map Products from File | Links Odoo products to Shopify products with a CSV or Excel file. | File, Sync These Products | ||
| Import Customers | Brings the customers created or changed on Shopify, with their addresses. | Period, Date Based On | Yes | Customer Created / Updated / Deleted |
| Import Specific Customer | Brings one Shopify customer now. | Customer ID | ||
| Import Orders | Brings the new Shopify orders and applies the changes of orders already imported. | Period, Date Based On | Yes | Order Created / Updated, Order Deleted |
| Import Specific Order | Brings one Shopify order now. | Order number or ID | ||
| Export Shipments | Sends the deliveries validated in Odoo to Shopify, with tracking numbers. | Period | Yes (added, off) | |
| Prepare Stock Export | Lists the quantities to send to Shopify for the products whose stock changed. | All Products | Yes (added, off) | |
| Export Stock | Sends the listed quantities to Shopify. | Yes (added, off) | ||
| Import Stock | Copies the Shopify stock into Odoo. | Store Locations, Import Mode | ||
| Update Products on Store | Sends the Odoo product changes (products marked Needs Update). | Yes (at most hourly) |
Two more operations start from the product lists instead of Perform Operation:
- Add to Store Layer: from the Odoo product list (Actions ⚙);
- Export to Store and Update on Store: from the store layer (Shopify › Products › Product Templates).
Periods¶
Imports ask for From Date and To Date, and Date Based On:
- Updated Date: records created or changed in the period (to catch up on changes);
- Created Date: only records created in the period.
Which way to choose
Use webhooks for orders, so they arrive within minutes, and keep a daily Import Orders scheduler as a safety net. Products and customers change less often: a scheduler every few hours, or webhooks, is enough.