T.M.A.S. - Shopify P.O.S. Integration

Learn how to quickly and easily integrate your Shopify Point of Sale system with the T.M.A.S. platform for a streamlined experience.

Table of Contents

     

    T.M.A.S. allows for the integration of each of your locations' Shopify accounts so that it can import the following data.

    • Sales Data
    • Transactional Data
    • Items Sold

    Click Here to LEARN MORE about SMS Data Privacy Policy

    Requirements

    • Active T.M.A.S. Retail subscription or higher
    • Aligned location ID of T.M.A.S. to match Shopify
    • Shopify account which will be able to authorize T.M.A.S. integration

    How to setup the integration

    Verify and or Disable Manual Retail Dashboard editing

    It is advisable to disable the manual editing feature if you have automated import or POS sync configured to avoid data conflicts. Verify your permissions, access user settings, and disable the manual editing option for users who no longer need access.

     

    Setting up the Integration

    Finding the integration

    1. Login to T.M.A.S. (https://www.smssoftware.net/tmas/index.jsp)

    2. Expand Administration

    3. Select POS Integration

    4. Select Shopify
    Create a custom app in Shopify

    5. Login to Shopify

    6. Select Apps

    7. Select App and sales channel settings

    8. Select Develop apps

    9. Select Create an app

    10. Input an App name

    11. Select Create app

    12. Select Configure Admin API scopes.

    13. Search and check off read_locations and read_orders permissions.

    14. Select Save

    15. Select Install app

    16. Click install to disclaimer message

    17. Keep this window open and proceed to complete the next steps in T.M.A.S.
    Complete General Information

    18. Input label (Example: Your business name)

    19. Input your shopname only, do not include “.myshopify.com”  (example in green: shopname.myshopify.com)

    20. Select Reveal token in Shopify screen from previously completed app and copy/paste into API token field

    21. Click Next

    Obtain the Shopify Location ID

    22. Select Settings

    23. Select Locations

    24. Click on the location

    25. Take note of the last 4 digits of the location # in the browser URL (address bar), this is the store ID of Shopify.  Repeat for any other locations on the account.

     

    Warning

    You might encounter an issue loading the "Location ID Validation" during setup.


    Workaround:

    1. Click "Next," accept the pop-up, and proceed with the integration.
    2. Afterward, go to "Manage Locations" in "Administration" (in T.M.A.S.) with your main Chain selected under "Location Options" on the top left. 
    3. Then, select the location(s) and adjust the Location ID, according to the requirements specified within this guide.
     

     
    Match Location ID between Shopify and T.M.A.S.

    26. Edit Location

    27. Update ID to match Shopify

    28. Click checkmark to save

    29. Click Next

    30. Verify and click yes to following message
    Setting an Import Schedule

    31. Select Hourly

    32. Set time to 00:02

    33. Click Finish

    Success

    The setup is complete, and you should see data populating in the dashboard and reports at the top of the next hour according to your scheduling settings. To verify the data, generate a Totaling or Data Export report.

     

    How to Disable / Enable or Remove the Integration

    Disable Single or Multiple locations - Change Location Status
    1. Select Location
    2. Expand Administration
    3. Select Manage Location
    4. Change status via dropdown to other than functional
    5. Click Save
    Disable - All Locations
    1. Select Location
    2. Expand Administration
    3. Select Manage Locations
    4. Select Import / Export Data / POS Integration
    5. Click Edit next to Shopify job
    6. Uncheck Active (Or Check to activate.)
    7. Click save
    Removing the Integration in T.M.A.S.
    1. Login to T.M.A.S. (https://www.smssoftware.net/tmas/index.jsp)
    2. Expand Administration
    3. Select Manage Location
    4. Select Import / Export Data / POS Integration
    5. Check the Import job to remove which has format showing Shopify
    6. Select Delete or the Trash Can Icon
    7. Select Yes to the following message
    Removing the Custom App from Shopify
    Click uninstall in Shopify from the app listing, this will stop any further reading of data from the account.  As for any data which is residing in T.M.A.S., Click Here to LEARN MORE about SMS Data Privacy Policy.

    F.A.Q.

    Q: Unable to find Develop Apps or cannot see the option?
    A: The Shopify user does not have sufficient access privileges for the development of apps section in Shopify.  Have the account owner assign the proper permissions or login with the owner account.
    Q: Why does total sales from Shopify, NOT match total sales figures shown in T.M.A.S.?
    A: T.M.A.S. imports Net Sales from Shopify, therefore, Shopify reports which show the net sales figures, and not gross sales figures, will match T.M.A.S. .
    Q: Why does the Average order value from Shopify Reports NOT match Average sale in T.M.A.S.?
    A: Average order value from Shopify is based on gross sales, while Average sale in T.M.A.S. is based on net sales, and this is what is imported from Shopify.
    Q: Why does total Orders from Shopify reports NOT match total Transactions from T.M.A.S.?
    A: Shopify does not count a return as an order, where a return is considered as a transaction in T.M.A.S. .
    Q: Does T.M.A.S. import my online sales?
    A: No, Online and Store sales are separated in Shopify by different channels, T.M.A.S. imports only the POS Store channel sales, not the Online Store channel.
    Q: Why don’t some returns appear immediately when using Shopify, and does it affect my TMAS sales reports?

    A: In Shopify, if a customer returns an item and takes an immediate refund, the return is properly recorded and everything matches up.
    However, if a customer chooses store credit instead of an immediate refund, Shopify does not create a return record at that time. The store credit is only reflected later when the customer uses it for a future purchase.

    Because of this, it might appear that there are extra sales without matching returns.
    That said, the number of transactions remains correct, and your TMAS integration continues to accurately tie customer traffic to sales conversion rates.
    Your conversion reporting and operational insights remain reliable, even with this Shopify limitation.

    Q: All locations are syncing data expect for 1 or 2 locations.
    A: Make sure that the location's ID is correct in T.M.A.S., and that that store status is set to functional (see section “Obtain the Shopify Location ID” in this article).
    Q: Can staff be imported from Shopify?
    A: No, SMS Storetraffic is not currently aware of a clock-in/out function which has been integrated from the Shopify POS.
    Q : My intergration has stopped working, but is still shown as active T.M.A.S.

    A: Possible reason : The Custom App was removed; the person who set up integration was removed from Shopify

    1) Login to Shopify > Custom Apps to see if T.M.A.S. still appears. 

    • If not, then remove integration and redo it. 

    2) If T.M.A.S. is still visible in Custom Apps, verify if location ID's are correct 

    • reach out to SMS Storetraffic's tech support if this is the case
    Q: How Can I Grant Permissions to a User for Creating API Keys in a Shopify Custom App?

    A: To grant a user permission to create an API key in Shopify using a custom app, the Shopify owner account needs to follow these steps:

    1. Log into Shopify as the Store Owner
      • Only the store owner or users with appropriate permissions can manage app and API settings.
    2. Navigate to the Setting
      • In the Shopify admin dashboard, go to the settings located at the bottom-left of the screen.
    3. Click on "Users and permission
      • In the settings menu, select Users and permissions to manage account roles and access levels.
    4. Add or Edit the User's Account
      • If the user is already added, click on the user’s name to edit their permissions.
      • If you need to add a new user, click Add staff and enter their details.
    5. Assign Custom App Permissions
      • Scroll down to the App and channel developer section
      • Enable the checkbox for Develop custom apps. This grants the user permission to create custom apps and generate API keys.
    6. Save Permissions
      • After assigning the correct permissions, click Save to apply the changes.
    7. Confirm API Key Access
      • The user can now go to Apps in the Shopify dashboard, create a custom app, and generate an API key under API credentials.

    These steps ensure the user has the necessary permissions to manage custom apps and create API keys within Shopify.

    Q: How do I import staff hours if they don’t sync from Shopify POS?

    A: If staff hours aren’t syncing, you can manually upload a CSV file via FTP. Make sure the Staff box is unchecked in your Shopify POS integration settings.

    • Where do I upload the file? Upload the file to the TMAS FTP server, and TMAS will process it automatically.
    • Can I automate staff hour imports? Yes, you can set up an automated upload to the FTP server. 
    • What if staff hours don’t appear in TMAS after import? Check the file format, confirm the upload was successful, and contact support if needed.
     

     

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