If your organization uses Shopify, you can easily integrate your transactions without needing to upload files from automated systems. Follow these steps to install RetailNext app from the Shopify app store.
You need user profile with “Manage store devices and data permission” in RetailNext to follow this guide. You must also have the permission to install and manage apps in Shopify |
Option #1:
Login to your RetailNext subscription
Go to the File Upload Access page in Admin Settings
Scroll down to “Shopify POS Integration Setup” section, enter your Shopify account id, and click Connect (Check Process Shopify Draft Orders option if you want to include Shopify draft orders in data fetching)
You will be taken to Shopify to login to your account and install the app
Once the app is installed and the required permissions have been granted, you will be taken back to the File Upload Access page
If the installation was successful, a list of available stores from your Shopify account will be displayed
For all Stores that have matching Shop IDs with the Store IDs in Admin > Locations, POS data fetching will start
Option #2:
Login to the Shopify App store and search for RetailNext. Alternatively, follow the direct link: https://apps.shopify.com/retailnext-1
On the app listing page, click Add app
In your Shopify admin, to authorize the use of the app, click Install app
After the authorization is complete, you will be redirected to the RetailNext website to enter the subscription URL.
Enter your subscription URL or hostname and click Go.
You will be prompted to sign in and taken to the File Upload Access page in Admin Settings
Scroll down to “Shopify POS Integration Setup” section, enter your Shopify account id and click Connect
This will fetch the list of available stores from your Shopify account and display the list.
For all Stores that have matching Shop IDs with the Store IDs in Admin > Locations, POS data fetching will start.
If you use Shopify and have enabled POS Store ID in RetailNext, load Shopify IDs as per the store's POS Store ID. You should only need to enable the POS Store ID if you need to use a different Store ID for other integrations.
If you use Square, you must enable and use POS Store ID in RetailNext
RetailNext starts pulling all historical POS transaction after connecting to the third party POS platform. Note that it may take several days to catch up with current transactions.
You may notice differences between the sales data reported in RetailNext and the sales data reported in other dashboards, like the one provided by your POS vendor directly. There can be several causes for this, including:
RetailNext displays sales data for the configured store hours by default. If transactions are processed before the store opens or after it closes, these may not be included. Change your data query to 24 hours to compare more effectively.
RetailNext does not include tax when calculating sales metrics. Some other systems may include tax.