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Automatically Sync Shopify Order and Customer Details to Odoo

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  • 100% fully customizable
  • Includes 7-day free trial
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  • Setup services available

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:

Step 1.

Detect new Shopify orders

The workflow begins whenever a new order is created in Shopify, making sure all relevant details are captured immediately.

Detect new Shopify orders
Step 2.

Retrieve product variants from Odoo

Query Odoo to retrieve product variants that match the SKUs from the Shopify order line items.

Retrieve product variants from Odoo
Step 3.

Validate product matches

Compare Shopify SKUs with Odoo product codes to ensure proper alignment. Skip unmatched products to prevent errors.

Validate product matches
Step 4.

Retrieve customer details from Odoo

uery Odoo to find a customer matching the Shopify order details, including email, shipping address, and customer rank.

Retrieve customer details from Odoo
Step 5.

Avoid duplicate customer records

Check if the customer already exists in Odoo. Skip the creation process if a match is found.

Avoid duplicate customer records
Step 6.

Retrieve country details

Query Odoo for country details based on the customer’s shipping country code to ensure proper alignment.

Retrieve country details
Step 7.

Retrieve state details

Query Odoo for state information using the country ID and province code from the Shopify order.

Retrieve state details
Step 8.

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.

Add new customer to Odoo
Step 9.

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.

Assign customer ID for order sync
Step 10.

Create order in Odoo

Create a new order in Odoo using Shopify order details, including subtotal, tax, and total amounts.

Create order in Odoo
Step 11.

Prepare order line items for Odoo

Map Shopify order line items to Odoo’s format, including product details, discounts, taxes, and shipping information.

Prepare order line items for Odoo
Step 12.

Loop through order line items

Iterate through each line item in the Shopify order to create corresponding records in Odoo.

Loop through order line items
Step 13.

Map product IDs for order line items

Map product IDs from Odoo to Shopify order line items for accurate order creation.

Map product IDs for order line items
Step 14.

Create order line items in Odoo

Create detailed order lines in Odoo for each Shopify item, including quantities, prices, and tax details.

Create order line items in Odoo

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

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