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
- Customer groups & tiered pricing by groups
- Sale transactions
- Payment history and;
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 2 main steps:
- Connect Hike & Shopify
- Apply setting rules
To get started, make sure that you’ve logged into both Hike & Shopify
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 in your Shopify’s store name. As an example, our Shopify store is entitled my-store-hike, which we’ve entered 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 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 successful activated the Hike + Shopify connection.
- In future, you can revisit the settings by clicking on the Manage -> Sync 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.
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.
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 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.
Shopify product vendor map with
In Hike, you can filter your products by brand or by supplier. Shopify only lets your filter your products by 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 sync’d, 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.
This is where you’ll select how your data is synced, and managed between Hike and Shopify.
There are 3 types of data that can be synced: Customers, Products & Inventory, Sales. We’ll explain how each can be synced to and from Hike, with examples, below:
Select this option will allow you to sync your data to and from Hike and Shopify. For example, by selecting 2-way for Customers, all you customer information will be shared between the two platforms. A new customer in Shopify will be automatically sync with Hike, and vice-versa.
Hike -> Shopify
Select this option if you want your data to be ONLY sent from Hike to Shopify. For example, by selecting Hike -> Shopify for Products & Inventory, all your Products & Inventory data WILL be shared from Hike to Shopify, but NOT from Shopify to Hike. Adding a new product in Hike will automatically sync and appear in your Shopify store but creating a new product in Shopify will not appear in Hike.
Shopify -> Hike
Select this circle if you want your data to be ONLY sent from Shopify to Hike. For example, by selecting Shopify -> Hike for Sales, all your sales information WILL be shared from Shopify to Hike but not the other way around.
Product SKU Reference
Hike uses product (Stock-Keeping Unit) as a unique identifier for your products. This is a standard practice for most leading accounting, POS and eCommerce platforms for 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:
Auto-create SKU numbers to sync those products and variants.
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 related orders now, I’ll first manually create SKUs for those.
Selecting this option will NOT add products that do not have SKUs. Enabling you to manually create them first in your integrated platform.
Once you’ve completed all the necessary steps, it’s time to save and start syncing. Click on the Continue button either at the top or bottom of the page, to go on.
First Time Sync
If this is your first time syncing or if you’ve made any significant changes to your sync settings, you will be prompted with this screen.
If you’ve selected 2-way sync, you will need to confirm which platform is the primary source, which will then overwrite the other in the case of duplicate records.
For example, we’ve previously selected Customers as our 2-way sync. Now you will need to advise which app will overwrite the other if a customer with the same name exists in both apps.
Hike -> Shopify: Selecting this option will make Hike the primary source.
Shopify -> Hike: Selecting this option will make Shopify the primary source.
Once you’ve selected your primary source, simply select Save & Sync Now to finalize your sync settings, and Hike will immediately begin syncing with Shopify!