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Complete the setup

A connected store does not synchronize until its setup is complete. Until then, the store shows a yellow box, Complete the store setup to start synchronizing, with a progress bar and the settings still missing.

Why operations wait

Odoo creates products, contacts and orders from your store's data. Without a company, a warehouse or a rule to match products, it would create them in the wrong place or create duplicates. Every operation stops with a message until the checklist is complete.

The checklist

Step Settings checked Shown
Connect the store The store is Connected Always
General Settings Company, Store Currency, Warehouse Always
Product Settings Match Product By, Product Type, the Shopify Product Statuses to Import (at least one), and the Pricelist when prices are kept in a pricelist Always
Order Settings The order settings and the store values to map When Import Orders is on
Stock Settings A store location that exports stock, and its warehouses When Export Stock is on

Configuration mode

Click Continue Setup in the yellow box: the store opens in configuration mode, on the first section with missing settings. You can also open it any time with the Configuration button of the store.

Configuration mode: sections on the left, settings of the chosen section on the right

  • Sections on the left: General, Products, Customers, Orders, Stock, Field Mappings and Schedulers. A section with missing settings is marked.
  • Tables under a section open the lists that belong to it, such as Attribute Mappings or Store Categories.
  • Every setting has a short explanation; hover the ? for more.
  • Every change is recorded in the store's chatter, with the old and the new value.
  • Click ← Back to Store when you are done.

Schedulers are never switched on for you

Odoo adds the schedulers a store needs (for example Export Shipments when you import orders), but switched off. Nothing runs by itself until you switch a scheduler on in Schedulers.