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Rivly + Shopify integration (beta)

Daniel
  • Updated

INTEGRATION TYPE: Native

INTEGRATION SYNC: 2-way

INTEGRATION REQUIREMENTS: Shopify Basic, Grow, Advanced, or Plus plan

INTEGRATION SETUP TIME: 5 minutes

 

The Rivly integration with Shopify is an extensive, native connection that provides several useful features that can make selling on Rivly easy.

In summary, you will spend about 5 minutes to create a custom app in your Shopify dashboard, provide Rivly with the credentials on the Integrations page, then you will enable features such as:

  • import new listings from Shopify
  • inventory sync
  • price changes in Shopify are updated in Rivly
  • Rivly orders are sent to your Shopify account for handling and fulfillment
  • orders fulfilled in Shopify will have shipping information sent back to update Rivly
  • shopper returns on Rivly are sync'd to your Shopify account
  • order cancelation and refunds you issue in Shopify are created/updated in Rivly for shoppers

Note: there can only be 1 Shopify store connected to 1 Rivly seller account. If you have more than 1 Shopify store, you must create additional Rivly seller accounts for each connection. If needed for a legitimate reason, you can use the same business information to open more than 1 Rivly seller account.

Additionally, a Rivly seller account cannot be connected to both Amazon and Shopify at the same time as you can only have 1 product source integration. If you would like to switch your integration, please reach out to Rivly seller support for assistance.

 

Shopify Integration Guide

 

The following steps will guide you through the process of connecting Rivly to your Shopify store. It should only take a few minutes of time to complete the process.

 

Step 1 - Create a custom app in Shopify

  1. While in your Shopify dashboard, head to your "Settings" menu, then go to the "Apps and sales channels" page
  2. Click to "Develop apps" and if you haven't already for your store, click twice to "Allow custom app development"
  3. Name your app "Rivly" and click to create app

 

Step 2 - Configure Admin API scopes

Now that you've created your custom app, you'll need to set up which scopes that Rivly can access in your Shopify store.

configure admin API scopes.png

  1. Click to "Configure Admin API scopes"
  2. Check the boxes for each item in following list and then click "Save" to activate them. This is the minimum required that Rivly needs to perform all the necessary functions for your account.
    • write_draft_orders AND read_draft_orders
    • read_fulfillments
    • read_inventory
    • read_locations
    • write_merchant_managed_fulfillment_orders AND read_merchant_managed_fulfillment_orders
    • write_orders AND read_orders
    • read_product_listings
    • read_products
    • write_returns AND read_returns
    • read_shipping
    • read_markets

If Rivly requires any additional scopes as we continuously roll out new features, we will notify you to enable those.

 

Step 3 - Provide API credentials to Rivly

  1. Click to "Install app" which will give you the API credentials needed for your custom app
  2. Copy and paste the following 4 pieces of data from Shopify into Rivly on the Integrations page
    • MyShopify Store URL (e.g. awesome-store.myshopify.com)
        • IMPORTANT NOTE: If you changed your store URL at all in Shopify, this has to be your 1st, original domain URL that Shopify assigned to your store.
    • Admin API Access Token
    • API Key
    • API Secret Key
  3. Now click to "Connect" your Shopify store to Rivly and you're all set!

API credentials.png

 

Shopify Product Importer

You're able to import an unlimited number of products seamlessly using our Shopify import functionality. 

The importer will bring in any NEW products/variants in your Shopify store that are not already present in your Rivly product list. Existing products in Rivly will not be updated by the importer.

Additionally, new products added to your Shopify store will NOT automatically be added to your Rivly store. It is your choice whether to initiate another Shopify import in your Rivly seller portal to bring in these new SKUs.

In order to start a Shopify import, you will be prompted to define 2 settings:

  1. AI Optimization - We use AI to assist in the import process in order to optimize your listings for the Rivly platform. AI product categorization is mandatory, though you have the option to choose to use AI to create new 80-character titles in our recommended format and/or to create 5 bullet points to highlight the benefits of your product. Keep in mind that with any use of AI, it can do a great job but should be reviewed for accuracy.
  2. Manufacturing Country Attestation - choose the source country to be the default for your product import. After the import has completed, you can edit the country of origin using the bulk action button in your product list or in using our bulk file spreadsheet uploader.

The import process may take up to a few hours or several days depending on the number of products and the current queue. Additionally, we constantly monitor our Shopify imports and if any issues arise that would delay the process, our engineering team works to resolve and will automatically restart the import. There is nothing you need to do.

 

Important notes regarding the Shopify importer

  • the Shopify "vendor" is your "brand" on Rivly. Be sure it's set correctly before you import.
  • we only import Shopify listings with an "active" status
  • only physical products that are shipped, no digital downloads or gift cards
  • SKUs are required on Rivly. If a SKU is missing in Shopify then we assign one for you.
  • AI is very helpful but not perfect. It is your responsibility to review and modify as needed.
  • videos will not import and must be uploaded in the Rivly seller portal
  • each variant must have its own 1 variant main image specific to that variant to give the best shopper experience. Rivly may suppress your listing if your main image does not clearly display the actual variant listed for sale
  • Shopify metafields do not import
  • any existing products in your Rivly account that were added manually will NOT match up with the same product imported from Shopify. If you want to use Shopify for a product, it must be imported from Shopify in order to establish the proper connection needed.

Always keep in mind that if you have any questions or if you're unhappy with your import and would prefer to have your entire product list cleared so you can do it again, please feel free to reach out to seller support for assistance.

 

Shopify Product Sync

Inventory = 2-way sync

When available quantities change on Shopify, they are updated on Rivly and vice versa.

Price = 1-way sync Shopify to Rivly

Price changes on Shopify will update prices on Rivly. Changing the price on Rivly will NOT update Shopify.

Title, images, and other content = No Sync

Due to the often AI-optimized titles on import, there is no automatic sync for titles or other listing content. After your product is imported, in order to update listing content other than inventory levels or price, you must either manually update the listing in your Rivly seller portal, or delete the listing and re-import it. The ability to sync this content will be a feature that we release in the near future.

 

Shopify Order Cancelations & Refunds

When a shopper returns an order on Rivly, your Shopify store will be updated to reflect the refund/return.

Additionally, for all products imported from Shopify, you will need to manage any cancelations and refunds in your Shopify account which will then update Rivly. You will not be able to cancel or refund any items in your Rivly seller portal that were imported from Shopify.

 

Important Notes

  • Cancelations - When canceling an order, you must choose the default option to refund "Now" so that Rivly receives the cancel notification immediately. Rivly will then cancel the order and refund the customer on your behalf so you do not need to perform any refund in Shopify. You do NOT need to refund the order first before you cancel the order in Shopify as Rivly takes care of both of these in the normal Shopify cancelation process see below.

shopify cancel.png

  • Refunds - If you are providing a FULL refund for a particular item in an order, you must assign a quantity of that item for the refund and use the pre-filled amount given by Shopify (see image below). For a refund amount that is LESS then a full refund (e.g. $10 refund for $50 item), please just enter the refund amount in the "Manual" field on the Shopify refund screen.

assign item.png

 

Miscellaneous Notes

  • Live chat - shopper chat messages will not be sent to Shopify and must be handled in your Rivly seller portal or even easier in using our Rivly seller mobile app

If you have any questions about our Shopify integration features or need any assistance, always feel free to contact our seller support team.

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