Clover to Shopify Product Inventory Sync in Real Time | by CSI Works

hello, in this video, i'm going to demonstrate the capabilities of our new app that is available now on clover and also on shopify app markets. the point of the app is uh to facilitate the merchants that wish to utilize clover devices in their store and the shopify platform for their online presence. okay, so if- if this is your setup, if you're interested in using clover, uh for your own, uh for your uh in in store presence, and if you're interested in using shopify online, you can use our product, uh, the one that we just recently published, to have your inventory and products sync up from both platforms. and so that's what i'm going to quickly demonstrate: how that works. what we have here is our clover account and, as you can see that we have absolutely nothing set up in our inventory, it's completely empty. and we also have our um. this is our shopify account and, as you can see, in our shopify account, we have some items. we have four at the moment. okay, and then what we're going to do now is just quickly install our app clover product, like sync, and so we're going to start with shopify and, again, you can start either with cover or shopify. both will carry the app in the app market, and both will drive you to install first on one and then on the other, right? and so, basically, we're going to go ahead and install the app here on our shopify, and it authentikated our store with our what we call omni gateway, um, and then that's what it tells you to do. next, it says: now you have to install this on your clover dashboard, right? so we're going to install it on our clover dashboard and click, you know, shopify, product sync. here it is, and now we have installed our service on both platforms- on clover and on shopify- and we're just going to click this in the initial batch sync one time, which will pick up our products from shopify- all four of them, uh- and put them into our clover inventory app, and so it's done. in fact, if i refresh this and everything has worked correctly, um, then we're going to see these items here in clover, the ones that are from shopify, and so i'm going to go ahead and refresh and there are the items- four of them- and i want to show you that the sync of item flow is completely automated and it happens in real time. so let me navigate back to my store on shopify here and let me go ahead and create a new product. all right, so we're going to create product number five, okay, and we're going to mark it as active. we're going to give a price of 15.99. we're going to give the skew number like this and a barcode number like that, maybe no b here. uh, we're going to say that we have five of these quantity and that's it. same: product number five, quantity five flows nicely, and so here's our item. now we have five items in our shopify and i haven't navigated to anything to click any kind of sync buttons or anything, and all i'm just going to do now is just go back to my clover account and i'm simply going to refresh my inventory here and see that our product number five is now available here as well. product number five. there it is. so it got transferred from shopify into clover inventory, uh, automatikally, and you can see that the information like name, price and the product codes were transferred, um, automatikally as well. so that's basically now available. so check it out, you know, if you do come here um [Music]. why don't we open it from here? all right, so we have five records. uh, the categories are also. you, you're able to sync your categories between clover and shopify, but those need to be done in batches. so there's a batch that happens on the schedule basis and then you can force the sync by just clicking this button, but the items and products are syncing in real time and you can see the mapping rules, right. so this is this: basically items, uh, item fields in clover, item fields in shopify, and how we map them. okay, and here are some sync rules here as well, and then from here you can navigate either to your clover or your shopify account. so check it out, really cool, thank you.

Send Shopify Online Orders to Clover POS

hello. in this demonstration I'm going to show you how you can sync your Shopify orders with your clover point, a cell causes. these connects your shops- restaurants, bars, retail stores- to accounting point and cellular PCRM in marketplaces. it's easy with these Inc. let's login to e sync and you'll notike a message. you have not creating any actions yet. actions are the operations you would like you think to perform as creating orders, ice, creating customers- that's inventory sync- and creating products. let's create an action. in this demonstration we've already connected Shopify, already connected clever. let's continue now. you'll notike a list of actions. the actions here are: send orders, send customers, send simple products, standard items, send imitate levels for standard items and find matching orders in shop buy and change the tag to e sync, export it for orders. there is a create customer action and or cannot be created in your point of sale without a customer. there's also a sin order action to send the order into your point of sell after the customer has been created. there's also an update Shopify tag with a sync export. the tag will identify orders- Eason cats- already downloaded and will ignore those orders for future downloads and will also prevent duplicate orders in your point of sale. let's start with send customer. you can give it a friendly name or hit save. now create the second action, which is orders clover. continue now send orders. continue now at our third action, which is updating the tag. if I mention orders and shot by and tag order says async export, save. next you will want to configure your actions. start with the first action: create customers. click configure. you want to download the orders in a specific status- open, paid and unchipped. hit save. go back and you can view your saved actions configuration here: open, paid internship. now let's configure orders action: open, paid, unship it saved and follow instructions here at the question market to locate your employee ID, your SKU information, so forth. I am going to use our example for our employee ID. same here: create. ask you for shipping charges, we're gonna call this shipping. our SKUs sculpt shipping. and for online taxes, we're going to do tax tender ID. your tender ID can be found by looking at this URL and insert my account details. here's an example. I am going to insert our example here. now it's safe. I go back to dashboard. look at my action. you will see your safe settings. action is for changing the tank in your shop by work. let's choose a date to filter on any orders that exist in the point cell. since we have not downloaded any orders, we can just choose today or go back 24 hours. I'm going just go back. it's like where else. it's safe. now back to dashboard and when you want to create your task for orders, you can add your configured actions now. so add action, send customers first, then send the work and once a successful order is in your point of sale, find matching order and update it tagged and shot by. we have three actions here. give the frame of a chef i Porter's - clover. it's safe. now feel view Shopify. you can see we have one order that's a paid and unfulfilled. go ahead and hit run anything. look at sapphires, hit refresh and II now see we have a new order for 159 53 that matches the order online. if we look at the shop, buy order will also notike a tag. I was updated for a sync export. it be synced export. that's it. if you have any questions, please contact us at Cosmo central comm with a k' and start your free trial today. thank you you.

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Clover Shopify Integration for Multi Location POS Inventory Sync

hello. in this demonstration I'm going to sync your multiple locations for your clover retail outlets to your multiple location shop buy stores in clover. if you click your locations to ash board, you'll see our locations listed here. you got Portland, Seattle, New York and our main warehouse. if we go to Shopify, we also have our locations listed here: main warehouse: Portland, New York and Seattle. click here to start a free trial anytime. once you have gotten your free trial, just log in and you'll notike the message you haven't created actions yet. the actions are the operations. do you want a sink to perform? those include creating products and inventory sync, and you'll need an inventory sync per location. let's start with creating the Nexen. click clover. we have two locations already set up: Portland, Seattle. we don't have New York or our warehouse. let's just add a different account. name it New York, click continue and choose your New York location. we will also need to connect our warehouse. let's add another account. click next. choose your main warehouse. now click connect and accept the terms. now, if you click over, you'll see Portland, Seattle, New York and main warehouse is: click continue. now choose your shopping cart. that's to shop 5. to connect the shop 5 ad account and follow instructions to your right. give your account a name and your store name connecting to multi-location shop 5: continue. now we want to send products that shop by the. continue your store name: Portland. you want to create products from one location only created in action. click clover- clover Portland. continue. Shopify multi-location. now employ Lowe's for items. continue clover at Portland. sign inventory levels. that's it. now we can create products from Portland. update inventory for poor. on. let's add action for New York, Seattle and the warehouse: clover Seattle. chop Phi multi-location and into our levels: holy, give it a man. do the same for New York and for the warehouse: clover New York, travefy. send in the toy levels for New York. hit save. now it's through the warehouse: inventory levels from the warehouse. now we have our action setup, we can send products from Portland. update inventory from Portland. update inventory from Seattle, New York and the warehouse. in order to use your actions, you have to configure them first. you got to let you sink know the criteria for sending products. for creating products, you just need to set a time stamp. we go back 2 days. your time stamp is used for us to target those products that have been updating your database. if you have products that have not been touched or sold in months. that product won't be touched. in this instance we're only going back two days, so I also go and configure in the toy levels. do the same, go back two days for Portland. now we need to find our location ID for our Portland clover. just go ahead and click the question marks and you'll see examples here. let's login to Shopify, let's click our Portland store and our ID number. it's actually right here. click copy back to easy and it said you go back to the dashboard and click on your action. you will see your save settings here. Portland clover, Orlin Shopify. now let's do the same for Seattle. you, it's a. now let's do the same for New York and our warehouse, New York. let's save and let's locate the New York ID and then in three thousand one and it's safe. now we just got one more ID or configure. choose a date. let's go back two days and let's go to our warehouse and then in 175, check your actions and if you fail to save them, like I just did, you will notike your cows. I see its save again for a main warehouse and if you go back you'll see your saved configuration. now let's create a task. your tasks are used to schedule your actions. you can schedule actions every five minutes or by the hour and only add one action per task, unless instructed to add more. great products over Portland. create another task for inventory levels: inventory levels: see if we can run these right now or finish our tasks. let's check out our Shopify store with products. we have four products here. let's go ahead and run: create products for Portland. we're going back two days. depending on how many products you have, this may take a few minutes or could take a couple hours. you can always close out, you think, at any time and it will continue running and refresh. and let's look at shop by now and you can see there are more products that being created- hopefully sunglasses, ray-ban sunglasses- and you'll see there's zero stok. let's also run our inventory for Portland: it run. that's a refresh. now we have 76 items in stok. let's click on grey bed sunglasses: we toggle down, you'll see Portland- Nob Hill has 76. there's no mention of our other locations. let's go ahead and add those. next, the create task: add action. what you want to do: Seattle inventory: safe, great task. Newark: create, ask and add our final one for our warehouse: it's safe, so with your pay plans. you can always turn on your schedules at any time, run by the hour interval or by a minute interval. I'm gonna run on demand. let's run Seattle, let's run New York and now hit refresh and run warehouse. so if we log into Shopify again and hit refresh, let's see what our stok looks like. buckle down, you'll see we have stok from Seattle, New York and our main warehouse. if you compare that to your inventory levels for the same product, you'll see they match here. New York 15, main warehouse 2018, 2018. New York 15. that's it. it's really that easy. with E sync, you can connect your multiple stores within minutes. if you have any questions, please contact us at Cosmo central, comm with a K and start your free trial today. thank you.

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Clover POS Shopify Integration to Sync Inventory and More!

hello. in this demonstration I'm going to show you how to connect clover to cosmos async for your ecommerce integration. after you've gotten your free trial, you will notike a message: you have not created any actions yet. actions are used to create products, inventory, sync and orders. click on create action. choose clover. add a different account. if you have multiple locations, give it a name: Portland clover. choose your location, in this case of Portland async. now when you click clover, you will see Portland clover is connected, click, continue and choose your next connections. I'm going to choose Shopify, add account. keep your store name and next go back to the shop buy and you see your account is connected. click, continue. click, pull over and your location. now, at this point, you'll need to add your action for the operations you want to achieve. I'm going to send standard products- clover, Portland. give it a name, its save. let's do the same for inventory, inventory levels for standard. and then now you will need to configure actions. to let me sink know the criteria with clover yelling need to give a date so we target on a timestamp for your products when they were updated. if your product is changing our point-of-sale or you've newly imported products, they will have a new timestamp and will target only those products. its save. go back, configure your other actions and if you have any questions, just follow the question marks and they will tell you what to do. go back one day. hit save now. we need locate our location ID. go to this URL at your shopping cart: Tasi, sitcom, my shopify and our Portland store. apparently is this location okay, so hit save now. if you want to review your settings, just click configure again and you'll see that they have been saved. now to use your actions, you need to add them into a task. just add one action per task to create products. we're going to send standard its save. let us do the same for inventory. hit save now. you, if we log into clover, change the price to 17 and I give it a new timestamp and let's run clover Portland to create products into our Shopify. click products and see a scarf right here, price is $17.99. you will also notike that inventory is at 0. we're gonna have to run our inventory action next, so run now. if we hit refresh and shop by, you will see a Portland warehouse has to turn to in stopped. we change the quani. hit save, run again. you, Cornie, now is 250. if you have any questions, please contact us at Cosmo central comm and start your free trial today. thank you.

Clover Matrix Items with Variants for Shopify

hello. today i'm going to show you how to add items with variants. these are products that have colors or sizes, like clothing. just search for the app by a breeze tiknology in your clover app store. after we're going to show you how to add those to your shopify store or woocommerce and so forth, now let's go to our items with variance app that we've already pre-installed from here under inventory, you can see items with variants. give your product a name, call it my t-shirt. give it a price, cost and a skew, select the category and add any other information you may need. at the bottom you see add attributes. you choose the colors or sizes. here i'm just going to do colors. these are the pre colors i've added, and if i just want to just add black, green and yellow, i'll do that and remove blue. now i have three items. the skus are all the same. you're going to want these to be unique for a shopping cart, so i'm just going to update this as blk, grn and yellow and then hit submit success. we are adding items. now this process may take a few minutes from here, look in your store and inventory and here you go- my great t-shirt. you can see they have three products here under men's enterprise. there is no inventory, but you can add stok count. now let's do that. hit done. now that you've added your matrix item, you can use e-sync to create this in your web store. in this example, i'm just going to show you shopify. you can see we have one product. now let's go into esync. we have a task here that you can run on schedule or you can run on demand to create a matrix and update inventory. let's run this right now. now let's view shopify. there's my great t-shirt: zero in stok, three variants. just hit refresh again, since the product is still updating, and now you see you have 15 in stok with three variants. pictures coming soon. if you have any questions, please contact us at cosmoscentralcom with a k and start your free trial today. thank you,

Send Shopify Orders to Clover POS Short Version

hello. in this demonstration I'm going to show you how you can sync your Shopify orders with your clover point-of-sale causes. these connects your shops, restaurants, bars, retail stores- to accounting point and cellular PCRM in marketplaces. it's easy with these Inc. let's login to e sync and you'll notike a message. you have not creating any actions yet. actions are the operations you would like you think to perform as creating orders, ice, creating customers- that's inventory sync- and creating products. let's create an action. in this demonstration. we've already connected Shopify, already connected clover. let's continue now. you'll notike a list of actions for orders. there is a create customer action and order cannot be created in your point of sale without a customer. there's also a send order action to send the order into your point of sale after the customer has been created. there's also an update shop fight tag. with a sync exported, the tag will identify orders- a sink hats already downloaded and we'll ignore those orders for future downloads and will also prevent duplicate orders in your point-of-sale. let's start with send customer. you can give it a friendly name or hit save. now create the second action, which is orders clover. continue now, send orders. continue now at our third action, which is updating the tag. if I mention orders and shot by and tag order says the async export save. next you will want to configure your actions. start with the first action: create customers and follow instructions here at the question mark to locate your employee ID, your SKU information, so forth. now hit save and when you want to create your task for orders, you can add your configured actions now. so add action, send customers first, then send the work and once a successful order is in your point of sale, find matching order and update it tagged and shot by. we have three actions here: get the frame, a shot by porters to clover. it's safe now feel. view Shopify: you can see we have one order that's a paid and unfulfilled. go ahead and hit run anything. look at sapphire orders, hit refresh and you now see we have a new order for 159 53 that matches the order. a lie. if we look at the shop buy order, we will also notike a tag. I was updated for you: sink export. it be sink export. that's it. if you have any questions, please contact us at Cosmo. essential comm with a k' and start your free trial today. thank you you.