Automatically Sync Shopify Order and Customer Details to Odoo
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Streamline your operations by automatically sending Shopify order details and customer information to Odoo. This MESA workflow template updates Odoo whenever a new Shopify order is created, saving you time and ensuring accurate data across platforms. Simplify your workflow and maintain consistent records without the hassle of manual data entry.
Frequently asked questions:
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
How this template works:
Detect new Shopify orders
The workflow begins whenever a new order is created in Shopify, making sure all relevant details are captured immediately.
Retrieve product variants from Odoo
Query Odoo to retrieve product variants that match the SKUs from the Shopify order line items.
Validate product matches
Compare Shopify SKUs with Odoo product codes to ensure proper alignment. Skip unmatched products to prevent errors.
Retrieve customer details from Odoo
uery Odoo to find a customer matching the Shopify order details, including email, shipping address, and customer rank.
Avoid duplicate customer records
Check if the customer already exists in Odoo. Skip the creation process if a match is found.
Retrieve country details
Query Odoo for country details based on the customer’s shipping country code to ensure proper alignment.
Retrieve state details
Query Odoo for state information using the country ID and province code from the Shopify order.
Add new customer to Odoo
If no matching customer exists, create a new customer in Odoo with detailed Shopify order information, including address and contact details.
Assign customer ID for order sync
Map the customer ID from either an existing or newly created Odoo record for use in the order creation process.
Create order in Odoo
Create a new order in Odoo using Shopify order details, including subtotal, tax, and total amounts.
Prepare order line items for Odoo
Map Shopify order line items to Odoo’s format, including product details, discounts, taxes, and shipping information.
Loop through order line items
Iterate through each line item in the Shopify order to create corresponding records in Odoo.
Map product IDs for order line items
Map product IDs from Odoo to Shopify order line items for accurate order creation.
Create order line items in Odoo
Create detailed order lines in Odoo for each Shopify item, including quantities, prices, and tax details.
Automatically Sync Shopify Order and Customer Details to Odoo
100% customizable. No code required.
Rated 4.8 out of 5 stars on the Shopify App Store
Use this templateLoved by 3k+ businesses worldwide
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.
