In this article, you will find information about how to pass customer orders from your Shopify store to Gelato.
Orders for items created/connected via Gelato will be automatically imported from your Shopify to Gelato as soon as they are marked as Paid in your store. It is not possible to manually import an order from your store, for instance, if it was placed before your store or items were connected to Gelato.
Order import is active and automated only after you connect your Shopify with Gelato. In case you do not want to miss orders placed in your Shopify before you connect the items, you can easily transition your future orders and products to Gelato by using the Import order functionality. It will create all orders that you receive in Shopify (for items that are not connected with Gelato) as draft orders in Gelato. The orders will have the status Not connected and you can choose if you want to connect or ignore each order item in the order.
Once you have connected an order item any future order with the same product will be automatically processed for you (in accordance with your store settings).
We highly recommend using Import orders regardless of the number of orders or products. If you for example process all orders each day that come in as Not connected then you will within a few days have connected most of your best selling products, and having spent only a few minutes each day doing so.
How to activate Import orders
You activate the Import order by going to Stores > Select a Shopify store > Settings and check the box for Import not connected orders.
Once it is checked all orders coming into your Shopify store will be added to your order list. You will also get an email notification saying that an order requires that one or more order items require action.
Taking action on an order that is "Not connected"
Go to the specific order. For each order item that is not connected, you can choose between two actions: Connect or Ignore.
If you select Connect you go through the process of connecting the product to be fulfilled via Gelato for both this specific order and for any future orders that contain the same order item.
If you select Ignore you get 3 options:
- Ignore this item for this order. Any future order with one of these items will create a new Not connected order and you will again get the choice to connect or ignore it.
- Ignore this variant for all incoming orders. Any future order with one of these items will not create a new Not connected order (assuming there are no other Not connected items in it also)
- Ignore this product for all incoming orders in all variants. Any future order with any variant of the product will not create a Not connected order.