Use the steps below to set up a new Production integration between RyderShip and Shopify. This setup will not work for a test store.

There are several different strategies for adding RyderShip to your fulfillment network. The steps here highlight the most common ways customers move from their old fulfillment partnerships to RyderShip’s fulfillment services. It’s recommended that you work with the RyderShip Customer Success team to step through this initial setup process.

In this article: 

• Installing Shopify and configuring RyderShip
• Initial inventory sync in RyderShip
• Troubleshooting information

Installing Shopify and configuring RyderShip

Use these four steps to install Shopify and configure your products to use RyderShip as your fulfillment partner.

Install Shopify

1.   Log in to your RyderShip account.

Be sure you're logged out of Shopify.

2.  Go to Preferences (under Customer) > Shops tab.

3.  Click Install Shopify. 

4.   You’re taken to the Shopify app store page for RyderShip:  https://apps.shopify.com/ryder-ecommerce

5.   Click Log in to install.

6.   Enter your email, and select your store and account to connect your store with both RyderShip and Shopify.

You’ll see this confirmation page in RyderShip:

RyderShip/Whiplash will appear as an App Location in the Settings > Locations page in Shopify.

You also will need to review your Shipping Profiles in Shopify and include whiplash app as a location where appropriate. If this is not configured, your orders may not route to RyderShip as expected.

7.  Once installed, review the Shop Settings in RyderShip to ensure they match your expectations and RyderShip’s recommendations. See Shopify Integration – RyderShip Shop Settings for more information.

8.  Next, verify that RyderShip has installed correctly, using the Diagnostics page. Go to Preferences (under Customer) > Shops > your store > Diagnostics.

Verify the following:

• Under Shopify Locations: Ensure the Set to sync from this location setting is associated with Whiplash.

When connecting a shop to Shopify, make sure the whiplash location is in your first 50 Shopify locations. Otherwise, the connection will break.

• Under Web Hooks and Access Scopes: These 7 web hooks and 17 access scopes are in place.

If these web hooks and/or access scopes are not in place, try re-initializing them first under Preferences > Shops. If that is not successful, then reach out to Support at support@whiplash.com. Be sure to include your Customer Success Manager (CSM) in the email.

Configure RyderShip/Whiplash as a location on your products/items

1.  In Shopify, update all appropriate products/items to include Whiplash as a location. Subsequent processes will not work if this step is missed or not fully completed.

Shopify offers a few ways for merchants to do this:

• Manually by product/variant.
• Via Bulk Edit from the Inventory page.
• Via Product Import Tool (most common). Detailed instructions below:

a)  In the Products section of your admin, select the products/items that you'd like to update and click Export to export the selected products/items as a CSV file.

b)  Open the exported file. We recommend Google Spreadsheets for the best experience.

Note: Be aware that most word processing programs (Excel, Word, etc.) will eliminate any leading zeros from SKUs during this Shopify/Whiplash configuration process. Please note which SKUs have leading zeros. You will need to manually add these zeros either after exporting from Shopify or before importing to Whiplash. 

c)  Update the values of the Variant Fulfillment Service column from manual (default) to whiplash

Be sure to enter whiplash in all lowercase. No caps!

d)  Save the CSV file.

e)  Back in the Products section of your admin, click Import and add the updated CSV file.

f)  Select Overwrite to update any current products that have the same handle option.

g)  Click Upload and Preview. Review the summary of the products/items to ensure the information looks correct before importing.

h)  Click Import products. You’ll receive confirmation once the import is successful.

If any products/items do not successfully import and you have questions about how to correct the errors, contact Shopify to help you understand what went wrong.

2.  Now that your products/items are configured for RyderShip in Shopify, the items should exist in RyderShip and be ready for subsequent processes.

To verify that your products/items are in RyderShip: Go to Preferences (under Customer) > Shops > Products > Orders tab of RyderShip Items page.

Products/items featured on the page with hyperlinks have been successfully imported into RyderShip, while those displayed in black text next to a checkbox remain unimported.

Create/update Order Routing in Shopify

Next, Order Routing rules should be created or updated in Shopify to align with your transition strategy to RyderShip. See the Shopify Help Center for additional documentation on how routing rules work.

You will need to work with your RyderShip onboarding contact on your specific cutover plan.

Here’s common strategies merchants use:

• Prioritize RyderShip/Whiplash first as your fulfillment provider.
• Prioritize another provider first as your fulfillment provider.

Example of final Order Routing page in Shopify with RyderShip/Whiplash as the top location:

• When appropriate, action the inventory from your previous provider’s location in accordance with your cutover strategy. You will need to zero out the inventory when you’re ready.

Optional step: You may decide to deactivate your previous location. If there is still inventory in that previous location, Shopify will require you to relocate that inventory to an alternate physical location. Shopify will not let you transfer this inventory to an App Location like Whiplash.

• Use the Inventory export from your previous provider that you created earlier in this setup to help reconcile any discrepancies.

Review Shopify settings

1.  In Shopify, go to Settings > Checkout > Order Processing.

2.  Update your Order processing settings to match these settings:

• Select: Don't fulfill any of the order's line items automatically

RyderShip will mark orders fulfilled once they ship. Marking them "fulfilled" prior to that will cancel the order in RyderShip.

• Deselect: Automatically archive the order

Archiving an order in Shopify will trigger that the order be canceled in RyderShip. There is a risk that an unfulfilled order could get archived/closed and then canceled.

3.  For fully automated shipping: In Shopify, go to Settings > Payments > Payment capture method > Manage, and select Automatically at checkout.

Initial inventory sync in RyderShip

Now that you’re connected to RyderShip, the next step is to sync your inventory, based on your own cutover strategy. See Syncing Inventory for specific settings for syncing the inventory.

Troubleshooting information

See these articles for specific troubleshooting information:

• Shopify Inventory Sync Troubleshooting
• Shopify Locations
• Shopify: Whiplash Item isn't Connected to Shopify / Connected to Wrong Item