Syncing Shopify Shipping Lines to Salesforce ensures that all shipping details, like method, cost, and carrier, are accurately reflected in your CRM. This Shopify Salesforce integration allows you to streamline your processes and eliminates the need for manual updates. Using the Shopify Salesforce Connector, you can easily keep your data consistent across both platforms.

With Salesforce Shopify integration, you can connect your Shopify store directly to Salesforce for real-time data updates. Whether you’re managing orders through Shopify and Salesforce or looking to move data from Shopify to Salesforce, this guide will walk you through the process efficiently, ensuring smooth and reliable syncing between the two platforms.

Step-by-Step Instructions for Syncing Shopify Shipping Lines to Salesforce

Step 1: First, make sure ‘Sync Made Easy’ is installed and configured. If not, follow the User guide.

After this, install and configure the extension app ‘Sync Made Easy Pro’ from AppExchange.

Ensure that the Shopify Shiplines Sync Toggle button listed below is enabled from the SME Pro feature page.

This feature will work only when the Order and Opportunity toggle buttons are enabled from the SME settings Object setup page.

Now enable Shopify Shiplines Sync from the SME Pro feature page.

Step 2 – Go to your Shopify Store and create a new order with a shipping charge.

Step 3 –  Add Shipping Charge by clicking on Add Shipping or Delivery, then click Done.

Step 4 – Once the shipping is added, click on collect payment and then click mark as paid to finalize the order.
 

Step 5 – Click on create order to complete the process in Shopify.

Step 6 –  Copy the “Shopify ID” of the order.

Step 7 – In Salesforce, search for the order using “Shopify ID”, and confirm that the order has been synced into Salesforce.

Step 8 – Open the order record in Salesforce and navigate to the related section. Here you will see that shipping lines have been created. If the related list is not updated, update it by adding the Shipping details. 

Step 9 –  Click on shipping lines to view the details.

Step 10 – The shipping lines are created with the name “Test” and reflect the shipping amount specified in the Shopify order.

Conclusion

By following these steps, you will have successfully synced Shopify shipping lines to Salesforce using the Shopify Salesforce Connector. This integration simplifies order management, ensures accurate shipping data, and enhances overall operational efficiency. Leveraging Shopify and Salesforce together can save time and reduce errors, while the Shopify to Salesforce connection keeps your workflow seamless.

Thank you for using Shopify Salesforce integration – we hope this guide helps you streamline your workflow and improve order tracking in Salesforce.