Data Access from Your Shopify Account
When connected to Shopify, Borderless360 accesses:
- Products, variants, and inventory levels
- Unfulfilled orders and fulfillments
- Shipping methods
- Location data
For information on how to connect your store: Connecting Shopify to Borderless360 For the First Time
Product Sync Recommendations
Unique SKUs
Each product in Shopify must have a unique SKU. Products with duplicate SKUs will be treated as the same item in Borderless360. Note that SKUs are case-sensitive (e.g., TOY1 and toy1 are different).
Product Weights
Ensure product weights are correctly set up in Shopify. New products will sync automatically with a new order.
We recommend that you create it manually and provide all the necessary information via the Overview of the Products Page , so it doesn’t affect the fulfilment process. Otherwise the order will be stuck in Action Required.
Skipping Product Titles
To skip syncing specific product titles (e.g., "Tip" or "Bag"), you can do that by following these instructions.
Important: Borderless360 requires accurate information for each order item. Contact Client Success for special exceptions.
Adding Multiple Shopify Stores
Borderless360 supports multiple Shopify stores under one account. To distinguish orders from each store, set up a unique Shopify Order Prefix.
To add a new store, click Add a new integration and follow the same process.
Enabling/Disabling the Integration
You can disable the Shopify integration at any time, which stops order and inventory syncing. Orders created before disabling will still be fulfilled automatically in Shopify.
Shopify Options Explained:
- Partially Refunded Orders: These should be handled manually. Although they appear in Borderless360, we don’t have control over the refunded items. Therefore, it’s recommended to use this option only if you refund the orders on the Shopify side, but make the changes on the Borderless360 app.
- Partially fulfilled orders: Useful if you have other fulfillment services or have fulfilled items manually in Shopify. Only fulfillable quantities will sync to ship.
- Fulfilling orders partially in Shopify: This is useful for when you run out of stock of certain products. If an item is out of stock, you can partially fulfill an order in Shopify. Remove out-of-stock products to proceed with fulfillment. Copy the order in Borderless360 to fulfill remaining items once inventory is restocked.
(Note: This feature is not supported for product bundles.)
- Syncing tracking events between Shopify and Borderless360: This feature is particularly useful if using less-known couriers. Shopify supports automatic tracking event syncing with well-known courier. However, we’re also able to provide the tracking events back to Shopify for any additional couriers we use. This will allow your end customers to receive an email notification from Shopify and be able to track their orders from your Shopify store.
Inventory sync
Syncing inventory from Borderless360 warehouses to Shopify is optional but can support multiple stores or Shopify Plus accounts.
Note: once you enable inventory we will update your products’ fulfilment location and the inventory stock within a few hours.
- Default Borderless360 location: Combines stock across warehouses to provide one total inventory count for a specified Shopify store location. This becomes useful when you want to provide country inventory level availability to end customers. For example, we will combine Melbourne, Sydney and Perth facilities’ stock into a total combined stock which will be provided back to your Australian Shopify store and mapped by SKU.
- Shopify Location sync: Allows flexibility by syncing only selected Borderless360 locations, useful when using multiple fulfillment services. For example, you might use one location with one fulfilment service and another one with Borderless360. In that case, the inventory won’t be overwritten by different services. However, it’s also recommended to have dedicated product SKUs for each fulfilment service you use.
- Multiple locations: Maps multiple Shopify locations to Borderless360 warehouses, ideal for Shopify Plus accounts with different country-based inventory needs. This helps provide accurate stock levels for Europe, the US, Australia etc for selected locations.
Note: Adding a new warehouse? Ensure it’s mapped to the correct Shopify location to avoid inventory discrepancies.
Bundle Sync
Once you've enabled inventory synchronisation across all warehouses you’ll get a new option ⇒ inventory sync for product bundles, which will allow you to sync your product bundles.
Filter by country (optional)
If you decide to fetch orders only by certain countries you do this by selecting the appropriate country in the popup. Leave it blank to bring up all orders from all locations.
Skip products titles
You can skip some products, which means they will not be recorded in the Borderless360 platform. This could be useful if you for example sell virtual products along with shippable products. This option might affect your orders being Partially Fulfilled if this option is selected.
Using Shopify across multiple Borderless360 warehouses
When originally connecting your Shopify account to Borderless360, Shopify interprets Borderless360 as one centralised location. You will need to create a location per region in Shopify's settings to enable multi-location functionality.
To enable multi-location support:
- Create Shopify locations (see Shopify Help for instructions).
- Go to Borderless360 > Settings > Integrations > Shopify.
- Disable Inventory Sync by unchecking the box, then click Refresh Locations.
Then, you need to enable inventory sync and map the Shopify locations with B360 warehouses. To do this, copy your Shopify location specific links and add them as a new integration.
For orders by specific countries, use the Country Filter to limit order sync to selected regions.
Using the Safety Stock Feature
The Safety Stock feature prevents inventory from syncing when it falls below a specified Safety Stock level, helping to avoid overselling, especially for high-demand products during peak season. When a product's inventory drops below the safety stock level, the system automatically sets the inventory to zero.
The Safety Stock field is now visible under the Products Page and can be adjusted individually or by using the Bulk Update feature.
When quantities are reaching the safety stock level, the Inventory Page will show low stock quantities highlighted in yellow.
Order Import Delay or Scheduled Order Sync
Order import delay
Set a delay (e.g., 1 hour, 2 hours, 1 day) before new Shopify orders sync with Borderless360. This allows time to cancel or adjust orders before fulfillment.
To set the Order Import Delay:
- From the Dashboard, head to Settings
- Click Integrations, then Shopify
- Scroll to Order import delay and select either NO DELAY, 1 HOUR, 2 HOURS, or 1 DAY from the options.
Sync orders at a specific time
By default, orders sync automatically from Shopify as they are created. However, you can also schedule specific times for order syncs to streamline processing.
Use Case:
If your team primarily processes orders at specific times, such as at the end of the working day or just before warehouse cut-off times, setting scheduled syncs can help ensure all orders are up-to-date and ready for fulfillment. This approach minimizes interruptions during peak working hours and enables batch processing of orders while aligning with warehouse operations.
When enabled, you can schedule automatic order syncs at specific times throughout the day.
- Navigate to the Integrations tab in Settings.
- Click the green "Fetch Orders" button to manually retrieve orders.
- To schedule automatic syncs, toggle "Sync orders at specific time" to Enable.
- Set your preferred sync time by selecting hours and minutes.
- Click "+ Add" to schedule multiple sync times throughout the day.
Fetch Orders
The "Fetch Orders" button allows you to sync orders on demand.
Managing Customs Values and Discounts for Shopify Orders
Manage and adjust customs values for products and bundles, especially when handling discounts:
- Bundle Customs Values: Evenly distributes the customs value across all items in a bundle.
- Apply Discounts to Customs Values: When enabled, discounts apply to both single products and bundles.
- Manual Product Update: A “Fetch Products” button lets you manually update products and their customs values at anytime.
Customs Value for Bundles
For Shopify users, bundle customs values are pulled directly from Shopify and distributed evenly across all items within a bundle. This ensures that customs values are calculated accurately for your commercial invoices.
Applying Discounts to Customs Values
With our "Apply Discounts" feature, discounts can be applied to both single products and bundles. Here’s how it works:
- Bundle Discounts: When a discount is applied in Shopify (e.g., through a promotion or discount code), our system will fetch the discounted customs value for the entire bundle.
- Single Product Discounts: Discounts for individual products are also applied when the "Fetch Declared Values" option is enabled. If this option is disabled, the discount will not be reflected in the customs value.
Ensure that "Fetch Declared Values" is enabled for the most accurate and up-to-date customs value calculations.
Cancellation and refund process
The cancellation process should be handled manually on both sides. This is because there are some cases when the order cannot be cancelled automatically and should be communicated to the end customer in order to organise a return or other appropriate actions.