The Shopify Connector syncs information to your environment using Click's Commerce entities: Products, Orders, and Abandoned Carts. Relevant data will also sync to Lead and Contact records in your environment.
Products, Orders, and Abandoned Carts are located in the Commerce navigation area within Dynamics:
Products
Your Shopify account's Products will sync to Dynamics as Product records. Each product will have one corresponding Product record.
Here is a screenshot showing a Product record:
As you can see, a Product record contains the following fields, each of which will be populated with data from the corresponding Shopify product:
Name: The Product's name.
Product ID: The Product's ID.
Parent: The Product's parent, if any.
Valid From: The date from which the Product is valid.
Valid To: The date until which the Product is valid.
Description: The Product description.
Unit Group: The Product's Unit Group.
Default Unit: The Product's default Unit.
Default Price List: The Product's default Price List.
Decimals Supported: The number of decimals supported for the Product's price.
Subject: The Product's subject.
Orders
Orders placed with your Shopify account will sync to your Dynamics environment as Order records. Orders contain information about products, pricing, and shipping and, whenever possible, will be associated with a Lead or Contact.
Here is a screenshot showing an Order record:
As you can see, an Order record contains the following information brought in from Shopify:
Order ID: The Order ID.
Name: The Order Name. By default this will match the Order ID, but it is editable.
Currency: The Order's currency.
Price List: The Order's price list.
Prices Locked: Indicates whether the Order's prices are locked.
Products: A sub-grid containing the Products included in the Order.
Detail Amount: The combined price of the Order's Products.
(-) Discount (%): The percentage discount deducted from the Detail Amount.
(-) Discount: The discount deducted from the Detail Amount.
Pre-Freight Amount: The Order's pre-freight amount (detail amount - discount).
(+) Freight Amount: The Order's freight amount.
(+) Total Tax: The Order's total tax.
Total Amount: The Order's total amount (pre-freight amount + fright amount + total tax).
Opportunity: The Order's related Opportunity.
Quote: The Order's related Quote.
Potential Customer: The Lead or Contact who placed the order.
Description: The Order's description.
Shipping Method: The Order's shipping method.
Payment Terms: The Order's payment terms.
Fright Terms: The Order's freight terms.
Addresses: The Addresses section contains "Bill To" and "Ship To" address information.
Abandoned Carts
Abandoned Carts in your Shopify account will sync to your Dynamics environment as Abandoned Cart records. Abandoned Carts contain the Products left in the cart, the time when the cart was last modified, and shipping and billing information when available. Whenever possible, an Abandoned Cart will be associated with the relevant Lead or Contact.
Here is a screenshot showing an Abandoned Cart record:
As you can see, an Abandoned Cart record contains the following information, brought in from Shopify:
Cart ID: The Abandoned Cart's ID.
Name: The Abandoned Cart's name.
Currency: The Abandoned Cart's currency.
Modified At: The date and time when the cart was last modified.
Products: A sub-grid containing the Products left in the Abandoned Cart.
Discount: The discount applied to the Products in the Abandoned Cart.
Total Tax: The total tax on the Products in the Abandoned Cart.
Total Price: The total price of the Products in the Abandoned Cart.
Customer: The Lead or Contact associated with the Abandoned Cart.
Customer Accepts Marketing: Indicates whether or not the Abandoned Cart's Customer accepts marketing.
Note: The Abandoned Cart's note.
Shipping Address: A set of fields specifying the Abandoned Cart's Shipping Address.
Billing Address: A set of fields specifying the Abandoned Cart's Billing Address.
Leads and Contacts
When a new Order or Abandoned Cart is created, the Customer field will be populated with the relevant Lead or Contact; if there is no such Lead or Contact in your environment, and your Shopify Connector's settings are configured to allow it, the Shopify Connector will create a new Lead or Contact based on the data provided to Shopify.
Additionally, Lead and Contact records now contain a Shopify Preferences section.
The Shopify Preference section contains two fields:
Email Marketing Preference: The Lead/Contact's Shopify Email Marketing preference.
SMS Marketing Preference: The Lead/Contact's Shopify SMS Marketing preference.
When populated, these fields function as opt-ins or opt-outs for marketing emails and SMS that your account sends through Click.