1. Contents
  2. Reference
  3. Channels and tasks
  4. Shopify
  5. Orders Download

Orders Download

The task fetches the orders from the Shopify shop into TRADElube, with line items, billing and delivery address and the customer behind them. It is this channel's only task running in that direction.

What gets transferred

For each order in the shop an order is created in TRADElube, and with it the records it hangs on: the line items, the two addresses and, where it does not exist yet, the customer. On this channel customers come in through this path only.

An order already transferred and unchanged since is skipped. Nothing is ever deleted: an order canceled in the shop stays in TRADElube, its status changes.

The task's own configuration

One field, Age of Orders to Sync, at fourteen days out of the box. It limits how far back the search goes, so that an execution does not walk the shop's entire order history every time.

The figure does not take effect on every execution but once an hour, and on every manual start. That run looks at all orders within the days set, regardless of their status. The executions in between look only at the last few hours, and within them only at the open orders.

For you that means a new order is there within minutes, while a change to a completed order only arrives with the next hourly execution. Whoever does not want to wait starts the task by hand.

How the transfer plan is built

One plan with eight sections. The tab bar above them is longer than the screen is wide: the arrows at its ends scroll it along.

Transfer plan of the orders download task with the scrolled section bar and the Common section open

Section What sits in it
Selection Which orders get taken over at all, and how an existing customer is recognized
Common The order itself: Release, Origin Order Number, Order Time, Order Status, Payment Method, Shipping Method and Comment
Customer First Name, Last Name and Email as mandatory assignments, plus Company and Phone Number
Billing-/Shipping Address Name, company, street, postal code, city and country, plus the phone number
Product Items Product Number, Product Name, Quantity, Gross Price and Tax Rate
Discount Items A discount without a code, as a line item of its own
Voucher Items A discount with a code, as a line item of its own
Shipping Items The shipping cost, as a line item of its own

Both addresses share one section, and that is not economizing on the interface: the fields are the same, and Shopify explicitly reports whether the delivery address matches the billing address. Where it does, only one address is created in TRADElube, and both point at it.

Discount Items and Voucher Items likewise exclude each other. Where the order carries a voucher code, a voucher item is created; where it carries a discount without a code, a discount item. Both at once do not occur on one order.

Release decides whether an order goes into processing straight away. Out of the box the row sits on Confirmed, so it takes over the shop's confirmation. Two links below it lead to the two alternatives: As Fixed Value releases every order immediately, As Script Assignment opens a prepared script releasing an order only after two hours. The reason for that waiting period lies with the customer in the shop: they ring within the first hour because they forgot an item or the address was wrong, and an order already released is more awkward to change than an open one.

Order Status is set on creation only. So whatever you change about the status in TRADElube afterwards stays, and a further execution does not overwrite it. On offer as fixed values are your own order statuses. Whoever wants to distinguish more finely takes the script and can reach the shop's entries there, on whether the order is fulfillable, fully paid, confirmed, canceled or closed.

Payment Method and Shipping Method come from the channel's mapping tabs of the same name, see Shopify. Where the row is missing there, the order still arrives and carries nothing in that place.

Selection carries two rows, and both are unticked out of the box. Condition decides which orders get taken over at all. The shop's entries are available as sources, for instance whether it has been paid. Existing Customer decides whether an order is attached to a customer already present in TRADElube. It is preset with the search by email address. Without that row TRADElube creates a customer of its own for every Shopify customer, even where one is already kept there under the same address.

The tax rate on product and shipping items comes from the order itself, no mapping tab is needed for it. On discount and voucher items it is a fixed value you pick from your tax rates: Shopify assigns no rate of its own to a discount.

Special features and limits

The order status does not go back into the shop. The channel has no task for it, in full under Shopify.

The shop's order number sits in TRADElube as Origin Order Number. TRADElube assigns your own order number beside it, so that the number ranges of several channels do not overlap.

A product does not have to exist in TRADElube. The line item carries product number and product name from the order, and the reference to the product is made where one with that number is present. So an order for an article you do not keep arrives rather than failing.

Further reading