Shopify Set Up Guide

To sync your Shopify account follow these steps:

1. Click the drop-down next to your brand name
2. Click "Company Prefrences"
3. Select 'Integrations'
4. Next to the Shopify app click "Connect"
5. You will be redirected to the Shopify app store for Cohley's listing
6. Sign-in to your Shopify account and Install
7. Follow the on-screen prompts, accept the permissions and install 
8. You will be automatically redirected back to Cohley
9. Create a brief and add products via your Shopify catalog

Benefits of using the Shopify integration:

1. Quickly add products to brief with visual and link to PDP
2. Process orders to Creators at a $0 price 
3. Tracking information will automatically be sent to Creator
4. 4. Variants that Creator receives can be limited

Did you know that all Cohley orders show up in Shopify with a 'cohley' tag? For additional support or best practices, view our helpful guide to ensure you are using the 'cohley' tag efficiently. https://docs.google.com/presentation/d/1I9Ww43E1VYX8NnUPaqGJ_w60U6uMz9q9SeqdoTtrkOQ/edit?slide=id.p2#slide=id.p2

Setup done — now send product. Connecting Shopify doesn't place any orders. Once Creators are accepted, you send each one their product with Process Order on the Creator card — see Shipping Products.

Can I place a test order?

There is no test mode. Any order placed through the integration is a real order in your Shopify store — it is not flagged as a test, and nothing distinguishes it from a normal order. Every Cohley order carries the cohley tag, including this one, so the tag will not tell it apart either.

Before you try one, know what that means for your store:

• If your store processes orders automatically, it will ship. Depending on how your fulfillment is set up, the order can reach your warehouse or 3PL within seconds, which is usually too fast to cancel.

• It goes to a real shipping address — whichever Creator the order is processed for. There is no dummy address that accepts an order without one being sent.

• It draws on real inventory and appears in your order history and reporting like any other order.

• Process Order is one-way. Once the order reaches Shopify it cannot be reprocessed, and the product and variant can no longer be changed.

If you have weighed that and still want to see the flow work end to end, you have a few options:

• Ask your CSM to apply to a test brief. The simplest route, and it keeps the order away from a Creator who is not expecting product.

• Process a single Creator first. Send to one accepted Creator, confirm the order lands in Shopify and that tracking comes back, then process the rest. This is a real order to a real Creator, so pick someone you were always going to send product to.

• Sign up as a Creator yourself and apply to your own brief. That puts the shipping address under your control, so the product comes to you.

Whichever you choose, the order is real. Plan for it to ship, and cancel it in Shopify yourself if you do not want it fulfilled.

Before you process any order, confirm the Creator’s shipping address, check the product and variant are the ones you intend to send — these can still be changed right up until processing, see Changing a Creator’s Product Selection — and make sure you are only processing the Creators you mean to, since bulk Process Order sends to everyone selected.