Getting started guide
Installation and setup
After installing the App from Shopify's marketplace, complete the free trial form, and click the Submit button to start your 14-day free trial.
Next: Select the Approve charge button.
After the 14-day trial period, a monthly charge is included with your Shopify invoice if the App is still installed.
Once you approve the charge, enter and confirm the password for your eSync account, and select the Create password button.
Connect your Revel account
After creating a password, you are asked to connect your Revel Systems account to eSync. To begin, select the Connect Revel Systems button.
This directs you to your Revel Systems account. Once you are logged into your Revel account, select the Agree & Continue button.
Your Revel Systems account is now connected, and you are returned to the eSync Dashboard.
Configure each Action to control how data is synced between applications.
Below each action select Configure.
Enter the required settings for the first application.
For details on each setting, hover over the Help (?) Icons.
After you complete the settings for the first application, select the Save Settings button.
This saves the settings for the first application, and clears the form fields.
If the second application also requires settings, complete the form fields, and select the Save Settings button for the second application.
Next: Select the Back to Dashboard link.
Repeat these steps to configure each Action.
Once all the Actions are configured, go to the Dashboard > Tasks tab, and select the Create Task button.
On the Create Task screen, select Add Actions > find the standard item Action, and click the Add Action button.
Next: Give the Task a name and select the Save Task button.
Repeat these steps to create Tasks for the matrix item Action, and order Action.
Run and schedule Tasks
Select the Run button to sync data on demand, or;
Turn the Schedule ON to run Tasks, and sync data every 5-60 minutes or 1-12 hours.
Run Tasks to sync product data between Revel Systems and Shopify
Product information that has been updated in Revel Systems (after the date you configure for the Action) is sent from Revel Systems, and products are created and updated in Shopify each time the Task runs.
If a SKU from Revel does not exist in Shopify, the product is created in Shopify.
If a SKU from Revel exists in Shopify, the product is updated in Shopify.
Updates to your product information in Shopify are permanent.
Tip: Before running the task the first time, we recommend making a backup of your product information in Shopify, or;
creating a Shopify trial store to verify the product information in Shopify is ready to be integrated with Revel Systems.
Run Tasks to sync order details between Shopify and Revel Systems
When orders in Shopify match all 3 statuses you configure for the Action, then orders are sent from Shopify, and created in Revel each time the Task runs.
As orders from Shopify are created in Revel Systems, inventory levels are automatically updated in Revel Systems based on the number of items sold.
After the Task runs, we recommend updating the Fulfillment Status for each order that was sent from Shopify, so the same order is not exported a second time.
Tip: We recommend turning the schedule OFF for Tasks that include the order Action for Shopify-Revel. This allows you to update the Fulfillment Status in Shopify before the next run.
Create new Actions
Actions let you choose what type of data to sync between applications. To create a new Action, select the Create Action button from the Dashboard > Actions tab.
Once a new Action is created, configure the Action, and add it to a Task to sync data between applications.