Connecting Shopify

Overview

Connecting your Shopify store to Formuley lets you sync products, orders, and inventory between both platforms. This eliminates manual data entry and keeps your formulation records aligned with your storefront. The Shopify integration is available on the Pro plan and above.

Before You Connect

Make sure you have the following before starting:

• A Formuley account on the Pro, Business, Lab, or Enterprise plan.
• A Shopify store with admin access (you will need to authorize the connection).
• Your Shopify store domain (e.g., mystore.myshopify.com).

Connecting Your Store

1. Navigate to Integrations in the sidebar to open the integrations page at /integrations.
2. Find the Shopify card and click Connect to Shopify.
3. In the dialog that appears, enter your Shopify domain (e.g., mystore.myshopify.com) in the input field.
4. Click Connect. Formuley initiates an OAuth flow and redirects you to Shopify.
5. On the Shopify authorization screen, review the permissions Formuley is requesting and click Install App to approve.
6. Shopify redirects you back to Formuley. The integration card now shows a Connected status.

After Connecting

Once connected, the Shopify integration card displays:

• Connection status -- confirms your store is linked.
• Last sync time -- when data was most recently synced between Formuley and Shopify.
• Sync frequency -- how often automatic syncs run.

You also have two action buttons:

• Sync Now -- triggers an immediate sync outside the regular schedule.
• Disconnect -- removes the connection between Formuley and your Shopify store.

What Gets Synced

The Shopify integration syncs three types of data:

Products

Shopify products are matched to Formuley formulas. When you create a product in Shopify or a formula in Formuley, you can map them together. This lets you see which formulas correspond to which products in your store.

Orders

Order data from Shopify flows into Formuley's revenue tracking. This gives you a clear picture of sales volume by product, which feeds into Profit Guardian calculations and financial reports.

Inventory

Inventory levels are kept in sync between platforms. When you log a batch in Formuley, the resulting inventory update can flow to Shopify, and vice versa.

Managing Product Mappings

To view and manage how Shopify products map to Formuley formulas:

1. Navigate to /integrations/shopify to open the Shopify integration detail page.
2. Review the Product Mappings section, which shows each Shopify product alongside its linked Formuley formula.
3. Click Map next to any unmapped product to link it to a formula.
4. View the Sync History to see a log of past sync events, including any errors.

Troubleshooting

OAuth Authorization Fails

If the Shopify authorization screen does not load or returns an error:

1. Verify that your Shopify domain is entered correctly, including the .myshopify.com suffix.
2. Ensure you have admin permissions on the Shopify store.
3. Check that pop-ups are not blocked in your browser.
4. If the issue persists, return to the integrations page and click Reconnect to restart the OAuth flow.

Reinstalling the Integration

If the connection enters an error state (for example, after changing Shopify permissions or reinstalling the Shopify app):

1. Go to Integrations and click Disconnect on the Shopify card.
2. In your Shopify admin, navigate to Settings then Apps and sales channels and remove the Formuley app if it is still listed.
3. Return to Formuley and follow the connection steps above to reconnect from scratch.

Sync Errors

If individual syncs fail, check the Sync History on the Shopify integration detail page. Common causes include:

• Network timeouts -- try clicking Sync Now to retry.
• Product mapping conflicts -- ensure each Shopify product maps to only one Formuley formula.
• API rate limits -- if you have a very large catalog, syncs may need to run in batches. Formuley handles this automatically, but initial syncs may take longer.

Tips

• Map your products to formulas as soon as you connect so that order and inventory data flows correctly from the start.
• Use Sync Now after logging a large batch to push inventory updates to Shopify immediately.
• If you also use QuickBooks for accounting, see Connecting QuickBooks to close the loop between production, sales, and finances.