Do you own a Shopify store and are looking to improve your existing fulfilment workflow? We're super glad we've met! Our Shopify integration streamlines shipping process process by automatically converting purchases made in your Shopify store into ready shipping labels, eliminating the need for manual entry of addresses and other shipping details.
Connecting both platforms is super easy and quick, taking just a few minutes. In this post, we'll walk you through the process, step by step, for a seamless connection experience.
- Step 1
Login to your Swotzy account
If you don't have a Swotzy account yet, simply visit app.swotzy.com to Sign up. The platform is entirely free of charge, with no contracts required. We offer the lowest shipping rates for all leading shipping partners, regardless of your shipping volumea. The registration process is quick, taking just a few minutes. Once your business is added, you can easily integrate with Shopify.
- Step 2
Add your Shopify account
Once you have Signed Up or Logged into the Swotzy platform, go to the Settings section (by clicking on the icon in the top right corner).
In the Settings area, navigate to the left sidebar and select Integrations, then click on the Stores icon. Here, you'll find the Shopify integration option. To link your accounts, simply click on the Shopify logo, and you'll be redirected to the Shopify app store for further steps.
Click Install to move forward with the setup. You'll be redirected to a page where you can log into your Shopify account.
After logging into your Shopify account, click on the Install app button.
- Step 3
Import Paid Purchase from Shopify
Once you've connected both accounts, any orders in your Shopify store marked as 'Paid' and 'Unfulfilled' status will automatically be imported into the Swotzy platform.
All shipments imported from Shopify are automatically marked with an Action needed status. This indicates that you need to add manually final shipment details, for example, package dimensions and for international shipments information about shipped item for customs. Not often, but occasionally you might need to correct details like addresses or phone numbers if they were entered incorrectly by the customer.
- Step 4
Add Your Parcel Dimensions
To add package parameters, navigate to the Shipments section on the platform and select the relevant shipment by pressing on it.
When the specific shipment is open, go to the Edit Package section. You can add package parameters manually or choose from your previously saved Packaging Library
- Step 5
For all international shipments - items information is mandatory
It's crucial to note that for shipments going outside your local market, you must include detailed information about the shipment content- your item description. This information is required for customs declarations, ensuring the shipment can be inspected and the correct import tax applied in the destination country.
Providing accurate product information can significantly speed up the delivery process, helping your package reach its recipient without unnecessary delays.
You can add your product information in the same area where you just added your parcel parameters - under the Edit Package section of teach shipment shipment. To add or edit this information, simply click on the Edit button.
Here's the information you'll need for customs in the destination country:
- Title/Description: Give a clear and concise name for the product. Using two words is best to avoid any confusion during customs clearance.
- Quantity: How many of the product are included.
- Price (per item): The commercial value of each individual product.
- Weight (in total): The overall weight of everything in the package.
- Country of Origin: Where the product was made.
- Category/HS Code: The standard classification code for the product (make sure it matches the product name, as this is important for customs clearance).
- Step 6
Choose the Best Shipping service for your Delivery needs
After your order is imported and updated (especially for international shipments), it's time for the fun part - picking the right shipping service.
Once you've picked the shipping service that suits you best, just click Create. Voilà! Your shipment is Ready. In the Shipments section, you'll see its status change to Ready which means your good to schedule most appropriate courier pickup time and prepare your parcel.
You can print the shipping label for this shipment right away by clicking the yellow Label button. Or if you prefer, you can do it later, even for multiple shipments at once.
- Step 7
Schedule a Pickup for Your Convenience
We highly recommend to schedule a courier who will come to collect your shipment, making things more convenient for you. The best part is, this service is already included in the standard shipping fees, so there's no extra cost. You can easily schedule a courier pickup in the Pickups section on the platform.
Need Technical Support?
We're always here to assist you. Feel free to reach out to us if you have any questions or need clarification by emailing us at support@swotzy.com.
