Connecting Shopify

Overview

The Shopify integration connects your online store to EQUOS so that orders placed on Shopify automatically appear in your Order Manager as send orders. This eliminates manual data entry and ensures your warehouse team can begin fulfilment as soon as an order is placed.

What gets synced

How it works

The integration uses Nango as a secure intermediary for OAuth authentication and data synchronisation:

1. You authorise EQUOS to read your Shopify store data via OAuth
2. Nango periodically syncs new orders from the Shopify API
3. The EQUOS backend processes synced records, maps them to work orders, and writes them to Firestore
4. Orders appear in your Order Manager, matched against your existing product catalog by SKU

Permissions requested

EQUOS requests read-only access to your Shopify store:

• read_orders — Fetch order details, line items, and customer information
• read_products — Match Shopify products to your EQUOS inventory (future)
• read_inventory — Sync stock levels between platforms (future)
• read_locations — Map Shopify locations to EQUOS warehouses (future)

Connecting your Shopify store

The integration is managed from the Integrations page in the EQUOS console portal.

Step 1: Open the Integrations page

1. Sign in to the EQUOS console portal.
2. Navigate to the Integrations section.
3. If you manage multiple businesses, select the one you want to connect.

Step 2: Start the connection

1. Find the Shopify card on the integrations page.
2. Click Connect.
3. A Shopify authorisation window opens.

Step 3: Authorise EQUOS

1. Sign in to your Shopify admin if prompted.
2. Review the permissions EQUOS is requesting.
3. Click Install app to authorise the connection.
4. The window closes and returns you to the EQUOS portal.

Step 4: Verify the connection

Once connected, the Shopify card updates to show:

• A green Connected status indicator
• The time of last sync
• A sync status badge (healthy, syncing, or error)

How order sync works

Once connected, orders flow from Shopify into EQUOS automatically.

Sync pipeline

1. Nango polls Shopify on a regular schedule for new and updated orders
2. Webhook notification alerts the EQUOS backend that new data is available
3. Backend processing fetches records from Nango, maps Shopify order data to EQUOS work orders
4. Firestore write creates the order in your Order Manager

What happens to each order

Each Shopify order becomes a send order in EQUOS:

• Order number — Assigned sequentially (WO-0001, WO-0002, etc.)
• Customer — Name and address from the Shopify order
• Line items — Products matched by SKU against your EQUOS inventory
• Source — Tagged as “shopify” for easy filtering
• Metadata — Original Shopify order ID, order name, and financial status preserved

SKU matching

The import pipeline matches Shopify products to your EQUOS inventory using SKU codes:

• If a Shopify line item’s SKU matches an EQUOS product, the product reference is linked
• If no match is found, the line item is imported with the Shopify product name and SKU for manual reconciliation
• Ensure your Shopify product SKUs match your EQUOS inventory SKUs for automatic matching

Deduplication

The system tracks which Shopify orders have already been imported. Each order is only imported once, even if the sync runs multiple times. This prevents duplicate orders in your system.

Configuring the integration

Click Settings on a connected Shopify card to adjust sync options.

Available settings

Monitoring sync status

The integration card on the portal shows:

• Last sync time — When the most recent sync completed
• Sync status — Whether the last sync succeeded or encountered errors
• Connection health — Whether the OAuth token is valid

Disconnecting Shopify

If you need to remove the integration:

1. Click Disconnect on the Shopify card.
2. Confirm the action in the dialog.
3. The OAuth connection is revoked immediately.
4. No further orders will be synced.

Previously imported orders remain in your Order Manager — disconnecting does not delete existing data.

Working with imported orders

Imported Shopify orders appear in the Order Manager under send orders. From there, the standard EQUOS workflow applies:

1. Review the imported order details
2. Create warehouse outbound tasks for picking
3. Pick, verify, and commit stock
4. Book freight and ship to the customer

See Shipping orders for the complete fulfilment workflow.

Related documentation

• Order Manager module — Managing work orders
• Setting up products — Configuring your product catalog and SKUs
• Shipping orders — Picking, packing, and shipping
• Warehouse module — Warehouse operations