Configuration set up

Summary

Configuration set up

App Connection Settings

This section explains how to access and set up your Akeneo App for Shopify within the Akeneo PIM platform.

Prerequisites

Before proceeding with the setup, ensure the following:

  1. Enable Akeneo App for Shopify: The Akeneo App for Shopify must be activated in your Akeneo PIM instance by your Customer Success Manager. Please reach out to them to activate the app for your account.
  2. Manage/Open App System Role: To manage and open the app, your account in the Akeneo PIM instance must have the Manage/Open App permission activated.

 

How to activate App management and opening permissions?

To enable App management and opening permissions in your Akeneo PIM, follow these steps:

  1. Log in to your Akeneo PIM instance.
  2. Navigate to the System/Roles section.
  3. Locate and select the role assigned to your user account. For example, if you have an administrator role, select that role.
  4. Go to the Permissions tab within the selected role.
  5. Scroll down or search for the Connect category and click on it to expand the permissions.
  6. Check the checkboxes next to Manage apps and Open apps to activate these permissions.
  7. Save the changes to update the role's permissions.

 

First Connection

To establish the initial connection, follow these steps:

  1. Go to the Connect menu in Akeneo.
  2. Navigate to the App Store.
  3. Find and select the Akeneo App for Shopify.
  4. Click on Connect to initiate the connection.
 
 

Subsequent Connections

For subsequent connections, follow these steps:

  1. Go to the Connect menu in Akeneo.
  2. Select Connected Apps.
  3. Find and choose the Akeneo App for Shopify.
  4. Click on Open to access the app.
 
 

 

Setting up Your App for Shopify in the Akeneo PIM

This section explains how to set up your Akeneo App for Shopify within the Akeneo PIM interface. Note that these steps are applicable to the first usage by an administrator.


Setup Steps

Follow these steps to set up your app:

  1. Go to the Connect menu in Akeneo.
  2. Navigate to the App Store section.
  3. Locate and click on the Akeneo App for Shopify.
  4. Click on Connect to proceed.
  5. A pop-in window will appear, displaying authorization permissions. Read and agree to the App's Privacy Policy and Terms of Use.
  6. Another pop-in window will appear, presenting the requested permissions. Acknowledge and confirm these permissions.
  7. Allow the following permissions:
    • Category tree: Tick all categories.
    • Locales: Tick all locales.
    • Attribute Groups: Tick all attribute groups.
  8. A summary of the permissions will be displayed. Confirm the permissions.
  9. The app is now activated and will be open for use.

 

Setting up Store Configuration

This section explains how to configure your store settings within the Akeneo App for Shopify.

Use the dropdown list to select the desired fields.   
The options are automatically populated from your PIM.

Configure the following settings:

  • Locale: Select the main locale from which products and their attributes will be synchronized. Please use the same locale as the default one on your Shopify store.
  • Secondary locales (optional): Select the secondary locales to synchronize.
  • Channel: Defines the channel for your store.
  • Currency: Set your default currency, even if you don't use your PIM for pricing. Please use the same currency as your Shopify store's main one.
  • Markets pricing (optional): Select the Shopify markets to which you want to sync your international prices.
  • Category Code: Specify the category for your store.

 

Please note that only products created within a specific locale, channel, and category will be imported into your Shopify instance. Double-check your store's configuration before the initial import.  

Be cautious when making changes to the following fields as they can cause issues with your app:

  • Locale
  • Secondary locale
  • Channel
  • Currency
  • Markets pricing
  • Category

If changes are necessary, manually clean the Shopify store and perform any required modifications before reimporting your products from your PIM. 

The app can clean data persistence to restart the configuration and mapping, but this means you will need to reimport your PIM catalog from scratch.

 

Please ensure that the units for your metrics (weight, dimensions, etc.) are consistent between PIM and Shopify. There is no automatic conversion between these two platforms.

 

 

Store Resetting

In case you make changes to your store's data configuration after the initial import (e.g., changing the channel or locale), it is highly recommended to delete your store to avoid any potential data import issues due to the new configuration. Deleting the store will clean the data persistence links within the app.

For instructions on store deletion, please consult the article provided here.

After deleting the store, you can reconnect it. We strongly advise consulting with our support team if you have any questions or concerns about the cleaning process and carefully considering any changes to your store's configuration before the initial import.

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