Send Orders to Shopify

Create an automation

In this article, we show you how to automatically fulfill an order on Shopify. You also learn how to use the Override price feature. When enabled, the funnel pushes a different purchase price into your Shopify store.

It's a two-step process:

  • create an automation

  • customize the product

To complete these steps, you must first install Funnelish on your Shopify store. We showed you how to do that in a different article.

Creating an automation

  1. Log in to your Funnelish account.

  2. Open a funnel.

  3. Click the step which has your product or products.

  4. Click one product. A side panel opens.

  5. Scroll down to the bottom and click the Create new automation button.

Create an automation

Automation workflow

In this step, link a product on your funnel to the same item on your Shopify store.

Before starting this step, make sure your Shopify store has up-to-date products and product variations.

Follow the guided workflow:

  1. Click the On Purchase tile.

  2. Click Continue.

  3. Click Shopify.

  4. Click the product field dropdown and select the Shopify product you want to link to your funnel.

Customizing the Product

On the Create new automation page:

  1. Enable the Update inventory level feature. (optional, see below)

  2. Switch the Enable bundling toggle to the On position to allow all products chosen in the purchase go as 1 order to Shopify. (learn more)

Additional Settings (Optional)

Under the additional settings you can choose to update your inventory level in Shopify and override the price once the product syncs.

Update Inventory level

When this option is enabled, Funnelish will automatically decrease the inventory level of the product.

To update the inventory level:

  1. Click the Additional settings folder.

  2. Switch the Update inventory level ? toggle to the ON position.

Override price

When syncing a product from Funnelish to Shopify we'll send over the same product price you have in your funnel, so we'll override the price from Shopify by default and it's not necessary to enable override price.

However, if you need to push a different price of the Funnelish Product for any reason, you can do it using the override price feature.

To override the default setting and push a different price to the Shopify store:

  1. Click the Additional settings folder.

  2. Switch the Override price? toggle to the ON position.

  3. Enter a price.

Example

The original product in Funnelish was set at 25 but when overriding it, it will override the price to 19.50 when pushing the order to Shopify

Linking

Next, map products. Complete this step if you have a single product or an item with variants. Link the funnel product (on the left) with the matching Shopify version (on the right).

Map a product

You can:

  • click the Auto-link all variants to map items, or

  • drag a funnel product to the Shopify side.

Click Save changes. Now you're all set! Enable an automation for any product you want to connect to your Shopify store.

Enabling dynamic states

As per Shopify's most recent update, the order won't sync unless dynamic states are collected in your checkout form.

Head to your checkout page editor > state field and enable dynamic states:

Enabling dynamic states

Other optional features

Update inventory level

If enabled, this feature automatically updates inventory levels in your Shopify store with each new purchase.

  • Switch on the Update inventory level toggle and make sure you have the correct inventory in Shopify.

Order Bundling

Read our article about Order Bundling for instructions. We recommend setting this up if you're using upsells or downsells!

Creating Order Notes

Read our article about Creating Order Notes for more instructions.

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