Hike offers built-in integration with Shopify. Connect your Hike store with Shopify to seamlessly integrate your in-store Hike POS and Shopify’s eCommerce store.
Integrating the two will give you complete management control of your data, including:
- Product details & variants
- Product categories
- Customer profiles
- Sale transactions
- Payment history
Here, you will find a step-by-step guide on how to integrate your Shopify website with your Hike POS. You’ll activate the integration in 3 main steps:
- Connect Hike & Shopify
- Apply setting rules
- To get started, make sure that you’ve logged into both Hike & Shopify
- Apply tax rule: as both Hike and Shopify have different tax setting options, please make sure they are consistent in both platforms. Which means if the price you entered in Shopify is retail price inc tax, you need to make sure in Hike general setting you have “Tax inclusive prices” ticked. If you entered price ex-tax price in Shopify, you need to make sure in Hike general setting you have “Tax inclusive prices” un-ticked example as below:
Connect Hike & Shopify
- In Hike, open the Store Setup tab, and click on Integrations.
- From there you will find a list of applications to which Hike connects to. Integrate your Shopify account, by clicking on Activate to the right of the Shopify icon.
- A new screen will appear entitled Connect to Shopify. Here you will enter your Shopify’s store name. As an example, our Shopify store is entitled my-store-hike, which we’ve introduced here.
- If you’re unsure about your Shopify store name, it is same as the one you use to login to your Shopify admin console. It is same as the first part of your Shopify admin web address visible in your web browser’s address bar:
- Enter your store’s URL name into Hike and click on Connect.
- From here you will then be taken back to your Shopify’s dashboard and be asked to Install Hike POS.
- Click on Install App to confirm Shopify’s access to Hike.
- If you haven’t logged into Shopify, you will be asked to do so
- Once your connection with Shopify is active, you’ll be automatically redirected to the Shopify settings screen in Hike.
If you want to make sure that your Shopify integration with Hike has successfully been activated, Close the settings screen, and you’ll land back on Hike’s Integrations page. You’ll notice that next to the Shopify Integration row, the Activate option has been replaced with Manage, which means you have successfully activated the Hike + Shopify connection.
- In future, you can revisit the settings by clicking on the Manage settings as shown in the screen below:
Now it’s time to provide your sync settings
On the Shopify settings screen, you’ll be able to establish exactly how you want your Hike & Shopify pairing to work.
Shopify product vendor map with
In Hike, you can filter your products by brand or by a supplier. Shopify only lets you filter your products by a vendor (manufacturer, wholesaler). Shopify product vendor map with is asking you whether you want to link your items with from Shopify to Hike by brand or supplier.
Hike tax for payment
Here you will find all the sales tax options set in Hike. Select the ‘Hike tax’ that is best suited for your Shopify’s online store needs so that when orders are synced, the tax amounts are matched correctly.
To correctly map tax classes in both systems, we suggest you create all relevant taxes in Hike and Shopify both and map those on this screen.
Hike register for payments
Check this box if you’d like to track and reconcile your online order payments in Hike. Checking this box will bring up a drop-down box of all the registers in your chosen outlet.
From now onwards, when you close the cash register at the end of the day/shift, it will also include the Shopify payments in the daily receipt summary. You can revisit this summary at any point in time to verify payments against the online order dispatches.
Hike Recommends: We suggest a dedicated cash register for your online sales with Shopify to give you greater transparency on online sales transactions and payments.
Hike Outlet for Inventory Sync
Select the outlet/physical inventory location your Shopify store will draw inventory from. It could be one of your outlets or a central warehouse you dispatch online orders from.
Do you keep separate inventory for online sales?
If so, create a new outlet in Hike, name it ‘eCommerce’ or any other name that works for you and link it here. This way, Hike will track your online sales and orders as a separate outlet.
Your online orders will link with your selected outlet and will appear under its ‘order history’.
When you receive an online order, it will appear in this outlet’s order history as a ‘parked’ order. Now you can pick-n-pack the order using your Hike iPad register and once dispatched mark it as complete in Hike. Hike will update the status back to Shopify.
This way, you’ll only need to use one system to manage ALL your orders – online and in-store.
Select the Shopify location that your Hike store will send inventory to. It could be one of your Shopify store locations.
This is where you’ll select how your data is synced and managed between Hike and Shopify.
Shopify -> Hike
There are different sync settings you can select based on your requirements. We’ll explain how each can be synced to and from Hike, with examples below:
Update inventory in Hike when an order is created in Shopify
When order placed in Shopify, it will update the product inventory involved in that order in Hike at the same time
Note: to apply this setting; you need to make sure the products included in this sale are already synced to Hike
Send full Shopify order to Hike and save in Hike's sales history
When order placed in Shopify, the order will sync to Hike, and you can check it in Hike sales history like below
- To apply this setting, you need to make sure all the products and customer included in this sale are already synced to Hike, if there is any unsynced item in this sale, it will not sync.
- Draft order in Shopify will not sync to Hike
Send new products created in Shopify to Hike
Any new product created in Shopify will sync to Hike
Update inventory in Shopify when a sale, purchase order or inventory take is created in Hike
The stock will update in Shopify if there is any sale, purchase order or stocktake processed in Hike.
- Manual stock adjustment for the products will update only from Hike to Shopify; any manual stock adjustment happened in Shopify will not update in Hike, so we strongly recommend to manage your stock in Hike
- To apply this setting, you need to make sure the products already synced to Shopify
Send new products in Hike to Shopify
Any new product created in Hike will sync to Shopify if they have eCommerce channel active in Hike like below (you will find how to activate it from Product support)
Product SKU Reference
Hike uses the product (Stock-Keeping Unit) as a unique identifier for your products. This is standard practice for most leading accounting, POS and eCommerce platforms for the retail industry. However, some eCommerce applications do allow to create products without SKUs. To solve this discrepancy Hike lets you choose one of the following two options:
Sync non-SKU products to Hike and auto-assign SKU numbers
Selecting this option will trigger Hike to automatically create SKU numbers for products that are being added, but do not have an existing SKU.
Do not sync non-SKU products and their sales orders
Selecting this option will NOT add products that do not have SKUs. Enabling you to create them first in your integrated platform manually.
The customer is 2-way sync by default.
Once you’ve completed all the necessary steps, it’s time to save and start syncing. Click on the Save button at the top to go on.