Now you can integrate Booker and Shopify.

What is the Booker/Shopify integration?

We have created integration points between Booker and Shopify, enabling the following:

1. Product setup (products, pricing and inventory) is managed in Booker and synced to Shopify

2. When a consumer purchases a product in Shopify, an order is created in Booker under the consumer’s profile

3. Inventory is automatically deducted from Booker when a product is purchased in Shopify

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Read the Frequently Asked Questions

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What do I need to do before I get started?

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Shopify Settings :

You need to have signed up for a Shopify store, and have products added in Booker.  For a smooth integration, we strongly recommend using the following settings in Shopify:

Settings > Checkout

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Secondly, your onboarding rep will help you set up a custom payment method in Booker called “Shopify”.  This is required in order to see Shopify orders reflected correctly in Booker.

Additionally, you have the choice of either adding photos and product descriptions in Booker or in Shopify.  If you choose to manage photos and descriptions in Shopify instead of Booker, please consult your onboarding rep or Pandaflow.

PLEASE NOTE: If you are already selling products in Shopify and want to start syncing with Booker, we will need to make sure that the product SKUs in Booker match the product SKUs in Shopify before turning on the integration so that the products sync correctly.

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Booker Settings :

1. Create a Custom Payment Method (Cash Equivalent) called Shopify, so that you can track payments with this payment method.
2. Create an admin user called your_spa_name@pandaflow.io and assign a strong password, you will need this information to connect Booker in Pandaflow.
3. Create a Product called Shopify Adjustments and set the Tax to 0 for this product. If you can't set the to 0, check the Tax Settings and make it Flexible for products.

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1. How to create Custom Payment Method in booker?

Go to Booker - Click on the Top Right Gear Menu

Go to Custom Payment Method

Add Payment Method and select (Cash Equivalent name as Shopify) 

Click Submit

You should see a Shopify as one of the payment method

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2. Create an Admin User

Go to Settings

Add User Logins

Add User (A new user as admin) and your username should be your_spa_name@pandaflow.io (replace it with a your spa name)

Make sure the password never expires.

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3. Add a Shopify Adjustment Product

Go to Products

Add Products

Name your product Shopify Adjustments and select any category that is not used by your busines

Set everything to 0 (price taxes)

Set the Inventory to Unlimited

Click Save

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Here is how it will work.‍

Ok, I did those things.  Now how do I get started with Pandaflow?

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1. Signup up at Pandaflow.io

You can get a free account at Pandaflow.io. Once you have the account you can login and connect your Booker account.

2. Connect your Booker Account

Connect your Booker Account.

Connect Booker with the new user that you created above. (Note: Do not use your personal Booker account to connect to Booker .

We recommend you create a new admin user to connect to Booker)

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3. Connect Your Shopify Account

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4 GO to Playbook

1. All the values should be set automatically and all the worflows should be active.

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Make workflow Active.

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5.Sync Orders From Shopify To Booker

Once the customers starts ordering on your Shopify Online Store, your orders will get reflected in Booker

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Video Instructions:

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