Locally

Back to website Submit a ticket My Tickets Login to Locally.com
Welcome
Login  Sign up
  1. Solution home
  2. Locally for Retailers
  3. Connect With: Specific POS

Shopify *Premier Connection*

Mark Strella
Modified on: Wed, 9 Apr, 2025 at 9:47 AM
We’re excited to introduce our enhanced Locally for Shopify connection! This new solution is designed to make syncing your Shopify inventory with Locally seamless. In the interim, our trusted partners have been supporting Shopify users with alternative methods, which remain available below.


TABLE OF CONTENTS

Connecting Shopify POS with Locally using the Locally Sales Channel App

Our Locally Sales Channel app is now available for Shopify POS users, offering a streamlined way to sync inventory with Locally. Follow the steps below to set up and use this integration.

Please note that installing the Shopify x Locally Sales Channel will automatically opt you into online purchases for in-store pickup. If you aren't interested in this feature, we'd recommend using one of the third-party apps listed at the end of this article instead. 

Getting Started with Locally Sales Channel

  1. Compatibility Requirements:

    • Shopify POS Only: This app is designed for Shopify POS users only. If you use Shopify as a website or e-commerce platform without POS, this app will not sync your inventory with Locally.
    • Locally Account Setup: Ensure your Locally account is claimed and that you are logged in to Locally before installing the app. This allows the app to correctly pull your store data.
  2. Install the App: Start by installing the Locally Sales Channel app from the Shopify App Store.
  3. Complete Onboarding Steps. Please complete the following steps to fully onboard the app:
    • Map your locations, and click "Accept Mapping"
      • Multi-store mapping note: You can map out multiple stores during the initial installation and onboarding process.
        • If you need to remap your stores (for example, to include a new location), you can do this at any time by logging into the Locally Sales Channel > clicking on the "Settings” tab, where you will see the mapping component at the bottom of the page.  
    • Install the web-pixel for order tracking. 
    • Approve the billing subscription. 
    • Accept the Locally terms and conditions.
    • Once you finish these steps, please ensure you click "Finish Setup" to finalize the onboarding process, shown below.

Adding Products to Locally Sales Channel

To include your products in the Locally Sales Channel:

  1. Select Your Shop: Start by selecting the shop you want to use.
  2. Go to Products: Click on Products on the left sidebar.
  3. Select All Products: Check the box to select all products.
  4. More Actions: Click on More actions.
  5. Include in Sales Channels: Select Include in sales channels.
  6. Select Locally Sales Channel: Ensure Locally Sales Channel is selected.
  7. Include Products: Click Include products to complete the process.

Syncing Inventory

Once your products are included, ensure that “Locally Sales Channel” is selected within Shopify for accurate syncing between Shopify POS and Locally!

  • Your inventory will automatically sync nightly every 24 hours however, you can run a manual sync anytime by clicking “Sync Inventory Now” within the Locally Sales Channel in Shopify. 

Verifying Installation

To ensure you have fully onboarded the Locally Sales Channel, please contact support@locally.com and let us know you've installed the new app!  

How to Uninstall 

If you need to uninstall the Locally Sales Channel for any reason, you can: 

  • Log into Shopify.
  • Go to Settings > Apps and Sales Channels in Shopify.
  • Locate Locally Sales Channel in the list.
  • Click the three dots next to the app and select Uninstall.

Additional Methods for non-POS users

You can also report inventory to Locally from Shopify using one of our third-party partners below.

Data Export

We are excited to offer an automated inventory connection with Shopify using the Data Export app! Please follow the instructions below to get set up.

Data Export is a paid service, but we are happy to offer a lifetime 20% discount off Data Export's monthly fee. Plans start at $7. To claim your discount, email or live-chat the code "Locally23" to Data Export here: dataexport.io/contact. Data Export offers 24/7 support, be sure to contact them if you need help. 

How to sync your inventory to Locally with Data Export: 

  1. Install the Data Export application on Shopify
  2. Send the code Locally23 to Data Export here: dataexport.io/contact
  3. Retrieve your unique email address in your Locally account under "Email Method" here
  4. Select the Inventory on Hand Report from the pre-created reports
  5. Schedule your report to run automatically 
Important! You must use the following format and attachment type:
  • Report format: CSV
  • Attachment type: File
Inventory Report Criteria:

  • Required Fields:

    • UPC (Universal Product Code) or EAN (European Article Number)

    • Quantity on Hand (The number of units currently available in your inventory)

    • Price

  • Multi-location retailers:
    • Include a "Location" field in your report to specify the location of each item.
    • Alternatively, send one report per location with a separate file for each store.

Once you have scheduled your report, reach out to us at support@locally.com to let us know that your inventory has been sent. That way we can get your inventory files connected to your stores correctly in our system.

Feed Donkey

We are excited to offer an automated inventory connection with Shopify using the Feed Donkey app! Please follow the instructions below to get set up.

Pricing and Plans

Merchants using Shopify will pay for Feed Donkey on a monthly SaaS (software as a service) basis through a Shopify App Store recurring charge. The amount you pay depends upon the size of your product database and how frequently you need feed data refreshing. Plans start at $8.99.

Learn more about Feed Donkey here.
Inventory Feed Requirements

To ensure a smooth connection between your Shopify store and Locally, your inventory feed must adhere to the following criteria:

  • Required Fields:
    • UPC (Universal Product Code) or EAN (European Article Number)
    • Quantity on Hand (The number of units currently available in your inventory)
    • Price
  • Accepted File Types:
    • .CSV
    • .TXT
    • .XLX
    • .XLSX

Feed Donkey Templates

Feed Donkey has created Locally inventory feed templates that you can share with us via URL. The inventory feed will update every 24 hours by default. More frequent updates are available for purchase.

Connection Setup

Once you have created your inventory feed URL, send the URL to us at support@locally.com and we will get your inventory feed connected.

Matrixify

We are excited to offer an automated inventory connection with Shopify using the Matrixify app! Matrixify is a paid subscription, check it out here. Please follow the instructions below to get set up. If you have any questions about the Matrixify app, please reach out to support@matrixify.app.

Need a visual guide? Check out the Matrixify video walkthrough before diving into the written steps: https://youtu.be/rEOP29vinU8 (While helpful, these written instructions are the most up-to-date method).
Inventory Report Criteria

Required Fields:

  • UPC (Universal Product Code) or EAN (European Article Number)
  • Quantity on Hand (The number of units currently available in your inventory)
  • Price
Multi-location retailers:
  • Include a "Location" field in your report to specify the location of each item.
  • Alternatively, send one report per location with a separate file for each store.
Accepted File Types:
  • .CSV
  • .TXT
  • .XLX
  • .XLSX

Report Naming:

Please name your inventory report file "Locally_Inventory".

Setting Up Your Inventory Connection

  1. Generate SFTP credentials in your Locally account here.
  2. Set Up Your Server in Matrixify
    • Open the Matrixify app and navigate to Settings.
    • In the Servers section, create a new server to store your user credentials. You can use either password or private key authentication.
    • Replace "@" with "%40" if usernames contain email symbols.
  3. Create a New Export
    • Once your server is set up, go to the Matrixify app Home page.
    • In the Export section, create a new export.
    • Choose your desired export format and data (refer to the Matrixify "How it Works" page for details).
    • Set file name to: "Locally_Inventory" and we can only accept .csv, .xls, .xlsx, .txt file types.
  4. Configure Export Options for SFTP Upload
    • Define how your export will run in the export options.
    • Use the Repeat every and Schedule on options to set the initial export time and repetition frequency.
      • Set as often as the file should be synced to Locally, for example, Repeat every 1 hour
    • In the Upload to dropdown, select the previously created server.
    • Enter the folder path for the app to upload the data in the Path field.
  5. Alternatively, Uploading via Full URL:
    • If your server isn't set up in Matrixify, choose Full URL and enter the complete SFTP URL.
    • The URL format should include user credentials and the file path: sftp://username:password@ftp.locally.com:2022
  6. Start Your Export!
    • Once everything is configured, click the Export button in the app to initiate the process.
    • Upon completion, the file will be uploaded to your specified SFTP server folder.
    • The Matrixify app's All Jobs page displays all your past, running, and scheduled import/export jobs.
  7. Email support@locally.com to let us know that you have shared an inventory file via SFTP.

 Next Step: Activate Buy It Locally

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.