Adding a Sandbag Store to Zoho Reports

We have setup a system of retrieving orders and transactions from Shopify, Stripe and Paypal for all Sandbag stores. This allows Sandbag to view matches of orders against payments.

Overview

To avoid complex API programming, we have adopted a system of using three SaaS tools: Zapier, Zoho Creator and Zoho Reports to achieve our objective. Zapier is a tool for automating API events between platforms. In this case, every time a new order is placed in a connected Shopify store or a transaction occurs in a connected Stripe or PayPal account, a new record is created in Zoho Creator, which is a web application tool with database. Then, every hour, Zoho Reports pulls in all data from Zoho Creator and updates three tables for Shopify, Stripe and PayPal. A report, when accessed or refreshed, runs a query script that matches the Shopify orders with the appropriate Stripe or PayPal transaction.

All of this programming is in place so that the only action that needs to take place is to add additional Zaps in Zapier for any new Shopify stores that go online.

Note:You do not have to have a final URL for a store in order to add it. We only use the *.myshopify.com URL when creating a Zap.

However, once the Zap is configured, you will have any test orders created thereafter added to the system. It's best to set this up after you have completed all order testing.

A Zap does NOT send past orders to Zoho. The Zap only occurs when an order is placed after the Zap is turned on.

Creating the Zap

While you can certainly create the Zap that sends Shopify order information to Zoho Creator from scratch, it's easiest to copy an existing Zap and revise it for the new store.

1. Log into Zapier.
   1. Email webmaster@onelivemedia.com
   2. Password YKaLNH2ZE8cT
   3. Click Log In.
2. Find an existing Zap to a current Sandbag Shopify Store (for this example, we're choosing Declan McKenna EU Shopify Orders. Click the down arrow on the right edge of the Zap and choose Copy. 
3. 
4. Scroll down the screen to the section labeled Off and find the copy you just created. 
5. 
6. Click on the name of the Zap.
7. Under #2, Select a Shopify account:
   1. Click the account shown and in the dropdown menu, scroll to the very end and select Connect a different Shopify Account.
   2. Rename the connection by entering [Store Name] Shopify account. (Similarly as the current Zap is named.)
   3. Enter the Shopify username (the store subdomain). For example, if the Shopify store URL is https://atreyu-2.myshopify.com, enter atrey-2.                                                                                                             
   4. Click Continue.
8. A new browser tab will open. If you are not logged into the Shopify store backend, log in.
9. Click Install App. You will be returned to the Zap Editor screen                                                                                                                                       
10. Note: Note that if the connection is successful, you will see a green check to the right of the Shopify account, with the text "Account is working." If you do not see this, you may need to try your connection again.                         
11. To the right of the Zoho Creator Account, click Test this Account to validate the connection to the Zoho Creator app.
12. Under #6, Test this Zap, you may click to test the Shopify trigger. If you do not have any orders yet in Shopify, you will get a message that the Zap did not work. Don't worry about it. But, if you do have orders in Shopify, you can click to actually send the Zap to Zoho Creator.
13. Under #7, Name and turn this Zap on:
    1. Edit the name of the Zap to [Store Name] Shopify Orders (remove "Copy").
    2. Click Turn Zap on.

Once you have the Zap created, you can monitor its success by clicking the dropdown on the Zap and selecting History. This will show all the Zaps triggered by the account.                                                                                                                                                                                                                                    

Note: By default, we have "Auto Replay" turned on all Zaps. This means that if a Zap has trouble connecting to any platform, it will continue re-trying the Zap until successful.