Zapier Integration For Shopify

For Shopify users, you can now choose to have your jobs from your Shopify account entered into Detrack automatically by setting up the Zapier connection (one time setup) to achieve this automation.

Link to Zapier template.

Once you have the above, you are ready to start on the steps below.

Steps

  1. In your Zapier account, create a new Zap.
  2. Select “Shopify” for Choose App, and “New Paid Order” for Choose Trigger Event.
  3. Click Continue.
  4. Select and setup your Shopify account.
  5. Enter the domain of your Shopify account.
  6. Click “Yes. Continue.”
  7. Return back to the Zap.
  8. Click “Continue”.
      • Select the following:

      • “Paid” for Payment Status
      • “open” for Order Status
      • “Unshipped” for Fulfilment Status

    Note: You may change them according to your workflow.

  9. Click “Continue”.
  10. You may click “Test & Continue” if you have existing data in your Shopify account.
  11. Click on the “plus” button to create a new action.
  12. Search for “Detrack”. Kindly use the latest version.
  13. Click “Continue”.
  14. Click “Sign in to Detrack”.
  15. Enter your Detrack API Key.
    Refer to How To Generate Your API Key or How To Generate An API Key For Your Sub-User.
  16. Click “Yes. Continue” when done.
  17. Return back to the Zap, and click “Continue”.
  18. If necessary, you may edit your Detrack account to Zapier account by clicking on the “Edit Accounts”.
  19. Select “Create Job” for Action Event.
  20. Click “Continue”.
  21. Customize how the information from your Shopify account will be mapped to attributes in your Detrack account.
      The four required attributes are:

    • Type
    • DO Number
    • Date
    • Address

    The value of these fields can either be constants, or reference columns in the result of the New Spreadsheet Row trigger you specified in Step 1.
    To reference columns, click on the button to the right of each input field.

  22. For assigning values to other optional fields, you may select “Yes” under “Show All Data Fields”.
  23. If you have entries meant for the Item details, you may enter the values in the “Items” section.
  24. Click “Continue” when done.

  25. Note: If you had tested the zap before turning it on, a Job should have already been successfully created in your Detrack Dashboard on the specified sample Date.
    As this action does not allow duplicate jobs (with the same D.O. No.) to be created on the same date, and if you were to trigger the test again, you will get an error.
    This mechanism is to prevent extra updates from Shopify from overwriting Job data already present in your Detrack Dashboard.
  26. Navigate to Settings and provide a name to the Zap.
  27. Return back to Home and Switch On the Zap.

Using Custom Attributes

If you happen to be using some custom plug-ins on Shopify, you may create the additional step in your Zap to retrieve the information in the “additional note” from your Shopify account.

At the point of writing, Zapier recognizes these additional fields/attributes as a group of line items; and does not support the extracting of a specific line directly.

To overcome the constraint, additional actions and App (e.g. GoogleSheets) can be created in the Zap to process the and extract specific information for use.

Below is an example to obtain the “Delivery date” from your Shopify account for use in your Detrack account.

Steps

  1. Create a Google Sheet (e.g. “Zapier Test”), with the following 3 columns.
    • Order ID
    • Attribute Name
    • Attribute Value

    This Google Sheet will be used as a container to hold the information from your Shopify account.

  2. As different plug-ins use different attribute names, create a test order on your Shopify order, and note down the custom attribute in the order details page.

    For example, the name of the attribute is “date” with a value of “03/16/2020”.
  3. Click on the “Plus” button to create a new step.
  4. Select “Google Spreadsheet” for Choose App; and “Create Spreadsheet Row” for Choose Action Event.
  5. Click “Continue”.
  6. Select your account.
  7. Click “Continue”.
  8. Select the spreadsheet that was created in Step 1, and the related attributes to match the columns in the spreadsheet.
    For example:
  9. Click “Continue”.
  10. Click “Continue”.
  11. Click on the “Plus” button to create a new step.
  12. Select “Google Sheets” for Choose App; and “Lookup Spreadsheet Row” for Choose Action Event.
  13. Click “Continue”.
  14. Select your account.
  15. Click “Continue”
  16. Match for custom attributes to your columns in your Google Sheet.
  17. Click “Continue”.
  18. You may perform a test.
  19. Click “Continue”.
  20. Click on the “Plus” button to create a new step.
  21. Search for “Detrack”.
  22. Click “Continue”.
  23. Click “Sign in to Detrack”.
  24. Enter your Detrack API Key.
    Refer to How To Generate Your API Key or How To Generate An API Key For Your Sub-User.
  25. Click “Yes. Continue” when done.
  26. Return back to the Zap, and click “Continue”.
  27. If necessary, you may edit your Detrack account to Zapier account by clicking on the “Edit Accounts”.
  28. Select “Create Job” for Choose Action Event.
  29. Click “Continue”.
  30. Map the data to your Detrack account.
    For example, the “Date” was being mapped to the custom attribute.
  31. Click “Continue.
  32. Workflow of Zap.
  33. Switch On the Zap.
  34. You may try creating a test job from your Shopify account to test.
      • Note:

      • A maximum of 10 item entries can be saved to a single job. (Limitation of Google Sheets Integration with Zapier Platform.)
      • Every job must have at least one corresponding row in the “Job Items” worksheet, and Zapier will stop the workflow if there is an absent of row in the “Find Many Spreadsheet Rows” action.
      • Using this method, every single Job must have at least one corresponding row in the items worksheet, as Zapier will stop the workflow if no rows are found in the Find Many Spreadsheet Rows Action.
        At point of writing, Zapier does not offer “optional” or “failable” actions.
        You might need to create an additional yes/no column in the Jobs worksheet, then use branching in Zapier to either use a variant of the Create Job Action with no column references to the Items Worksheet to create a Job with no items, or a variant of the Create Job Action with references to the Items Worksheet to create a Job with items.