Managing inventory, products, and orders between Shopify and Square can be challenging without the right tools. QuickSync simplifies the process by seamlessly integrating the two platforms, allowing businesses to synchronize data in real time. Whether you’re a retailer, restaurant owner, or running a multi-location business, integrating Shopify and Square with QuickSync ensures consistent operations across your online and in-store channels.
Why Integrate Shopify and Square with QuickSync?
By integrating Shopify and Square, you can centralize inventory management by syncing stock levels in real time to prevent overselling or stockouts, streamline product updates by automatically syncing prices, descriptions, and images across both platforms, simplify order management by transferring Shopify orders to Square for in-store fulfillment or consolidating Square orders into Shopify, and enhance efficiency by automating data syncing to minimize manual errors and save time.
Prerequisites
Before you start, ensure:
- You have a QuickSync account. Sign up if needed:
- Via QuickSync website
- Via Square app store
- Via Shopify app store
- Admin access to both Shopify and Square accounts.
Step 1: Connect Shopify and Square to QuickSync
1. Log in to QuickSync:
• Go to QuickSync.pro and log in with your credentials.
2. Integrate Shopify:
• Navigate to Settings > Integrations > Shopify.
• Enter your Shopify store URL and follow the prompts to authorize QuickSync to access it.
3. Integrate Square:
• Navigate to Settings → Integrations → Square.
• Log in to your Square account and authorize QuickSync to access it.
Once connected, QuickSync will begin syncing data between Shopify and Square based on your selected settings.
Step 2: Configure Syncing Preferences
1. Enable Inventory Syncing:
• In the QuickSync dashboard, turn on Inventory Syncing to keep stock levels updated across Shopify and Square.
2. Enable Product Syncing:
• Toggle on Product Syncing to sync product details, such as names, descriptions, prices, images, and SKUs, between platforms.
• You can designate Shopify or Square as the Master Store for product updates.
3. Enable Order Syncing (Optional):
• Choose to sync orders from Shopify to Square for centralized fulfillment.
• Select a fulfillment store where orders will be processed (currently only shopify can be a fulfillment store).
4. Selective Syncing:
• Use QuickSync’s Selective Syncing feature to sync specific products, categories, or locations based on your business needs.
Example
A clothing retailer uses Square for in-store sales and Shopify for e-commerce.
1. The retailer connects both platforms to QuickSync and enables inventory and product syncing.
2. When a shirt is sold in-store using Square, QuickSync automatically updates the stock level on Shopify.
3. The retailer adds a new product to Shopify, and QuickSync syncs it to Square, including the price, description, and images.
4. With order syncing enabled, Shopify orders are pushed to Square for in-store pickup.
Final Thoughts
Integrating Shopify and Square with QuickSync ensures seamless management of inventory, products, and orders across your online and in-store channels. By automating syncing and offering flexible features like selective syncing and real-time updates, QuickSync helps you streamline operations and focus on growing your business.