Connecting Shopify POS with Locally
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
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.
- Install the App: Start by installing the Locally Sales Channel app from the Shopify App Store.
Adding Products to Locally Sales Channel
To include your products in the Locally Sales Channel:
- Select Your Shop: Start by selecting the shop you want to use.
- Go to Products: Click on Products on the left sidebar.
- Select All Products: Check the box to select all products.
- More Actions: Click on More actions.
- Include in Sales Channels: Select Include in sales channels.
- Select Locally Sales Channel: Ensure Locally Sales Channel is selected.
- 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. Then reach out to [email protected] and let us know that you have sent us your inventory. We will get your file connected on our end.
Additional Methods
You can also report inventory to Locally from Shopify using one of our third-party partners below.
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:
- Install the Data Export application on Shopify
- Send the code Locally23 to Data Export here: dataexport.io/contact
- Retrieve your unique email address in your Locally account under "Email Method" here
- Select the Inventory on Hand Report from the pre-created reports
- Schedule your report to run automatically
- Report format: CSV
- Attachment type: File
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.
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 PlansMerchants 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 [email protected] and we will get your inventory feed connected.
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 [email protected].
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
- 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.
- .CSV
- .TXT
- .XLX
- .XLSX
Report Naming:
Please name your inventory report file "Locally_Inventory".
Setting Up Your Inventory Connection
- Generate SFTP credentials in your Locally account here.
- 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.
- 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.
- 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.
- 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:[email protected]:2022
- 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.
- Email [email protected] to let us know that you have shared an inventory file via SFTP.
