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 sales and inventory solution.

Table of Contents

    Response to Shopify ommunication to TMAS customers about integration

    Dear Valued Customers,

    We're committed to ensuring TMAS aligns with Shopify's new API. Our team is actively updating TMAS to meet Shopify's April 1, 2024 deadline, aiming for a smooth transition without impacting your operations.

    No immediate action is required on your part. TMAS will operate as usual, and we'll inform you about the progress and completion of these updates.

    Your understanding is appreciated as we enhance TMAS. For any concerns, our customer support team is here to assist.

    Thank you for trusting TMAS.

     

     

    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

    Setting up the Integration

    Finding the integration

    1. Login to T.M.A.S.

    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.

    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.
    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 ERPLY.
    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 suffiencient access priviledges 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, so 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 where 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: All locations are syncing data expect for 1 or 2 locations.
    A: Make sure that the location's ID is correct in TMAS and 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 aware currently of a clock in/out function which has been integrated from the Shopify POS.


     

     

    header-top-left-border Created with Sketch.
    header-top-right-border Created with Sketch.