Syncing Shopify Orders to Clover for Physical Store Fulfillment

Learn how to seamlessly integrate and synchronize your Shopify online orders with Clover for efficient fulfillment at your physical store.

Written By QuickSync Admin (Super Administrator)

Updated at November 18th, 2024

For businesses that sell online using Shopify and fulfill orders through their physical stores powered by Clover, syncing orders between the two platforms is essential for smooth operations. QuickSync automates this process, ensuring online Shopify orders are transferred to Clover for in-store fulfillment, saving time and reducing errors.

Why Sync Shopify Orders to Clover?

Syncing Shopify orders to Clover allows you to:

    1.    Centralize Fulfillment Operations: Process all orders, online and in-store, through Clover’s POS system.
    2.    Leverage Physical Store Inventory: Fulfill online Shopify orders using in-store stock.
    3.    Streamline Order Processing: Use Clover’s tools to pick, pack, and prepare orders for shipping or pickup.
    4.    Offer Flexible Customer Options: Provide customers with options like in-store pickup for online purchases.

Prerequisites

Before syncing orders, ensure:

    1.    You have a QuickSync account. Sign up here if needed.
    2.    Your Shopify and Clover accounts are active and you have admin access.

Step 1: Connect Shopify and Clover to QuickSync

    1.   Log in to QuickSync:
    •    Go to QuickSync.pro and log in.
    2.   Integrate Shopify:
    •    Navigate to Settings > Integrations > Shopify.
    •    Enter your Shopify store URL and follow the prompts to authorize QuickSync.
    3.   Integrate Clover:
    •    Navigate to Settings > Integrations > Clover.
    •    Log in with your Clover credentials and authorize QuickSync.

Step 2: Configure Order Syncing

    1.    Enable Order Syncing from Shopify to Clover:
    •    Go to the QuickSync dashboard and navigate to Order Syncing.
    •    Enable Order Syncing, and choose Clover as the fulfillment store. This will allow clover to start receiving new Shopify Orders.

Step 3: Sync Orders to Clover

    1.    Real-Time Order Syncing:
    •    New orders placed on Shopify are automatically synced to Clover in real time.
    •    All relevant details, including customer information, order notes, shipping details, and applied discounts, are transferred.
    2.    Clover Order Management:
    •    Synced Shopify orders appear in Clover’s order dashboard, ready for in-store processing.

Step 4: Process Orders in Clover

    1.    Access Orders in Clover:
    •    Open the Clover POS dashboard and navigate to the synced orders.
    2.    Fulfill Orders:
    •    Use Clover to pick, pack, and prepare orders for shipping or in-store pickup.
    •    Mark orders as fulfilled or completed directly in Clover.

Key Features of Shopify-to-Clover Order Syncing

    1.    Real-Time Updates:
    •    Orders are transferred from Shopify to Clover instantly for timely processing.
    2.    Accurate Data Transfer:
    •    All order details, including line items, shipping, discounts, and notes, are synced without errors.
    3.    Custom Product Handling:
    •    QuickSync creates unmatched products as custom items in Clover, ensuring no data is lost.
    4.    Inventory Adjustments:
    •    Inventory levels in Clover are automatically updated when orders are processed, maintaining accuracy.

 Example:
A customer places an online order on Shopify for in-store pickup.
    1. The order is automatically synced to Clover, including the product details, customer name, and pickup instructions.
    2. Store staff prepares the order for pickup and marks it as ready in Clover.  

 

Final Thoughts

Syncing Shopify orders to Clover for physical store fulfillment with QuickSync enables businesses to streamline operations, improve efficiency, and provide flexible options for customers. Whether you’re fulfilling online orders using in-store inventory or offering pickup options, QuickSync ensures accurate data transfer and real-time updates.

Start syncing your Shopify orders to Clover today with QuickSync and transform your fulfillment workflow in 2024!