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Documentation for Streamline 4.x

User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

shopify-connection-guide

3.5.6. How to Import Data from Shopify

Key Terms Correspondence

The key entities which Shopify operates on are products, product variants (variants), locations, and sales channels. Streamline treats products as item categories, variants as items, variant name as item description, locations as locations, and sales channels as channels.

Integration Limitations

There are several integration limitations between Streamline and Shopify due to limitations of the Shopify API. These are:

  • The integration is one-directional. It means that Streamline pulls all available data from Shopify, however, can't push recommended POs back.
  • No on-hand history is available. It means that Streamline is not able to:
    • calculate inventory turn-over,
    • compute the number of days in the period you had run out of inventory (Stockout days), and
    • automatically determine whether lost sales are caused by a stock-out or zero demand.
  • The delivery date for incoming POs is unknown. In this case, Streamline will treat that as if the orders have been already received, and adds the Qty to receive to the Last on hand when calculates a purchase/replenishment plan.
  • No orders-to-ship are available. This information would allow Streamline to calculate purchase/replenishment plan and expected stockouts more accurately.

Imported data

Data imported into Streamline is described in the Inventory Management Systems article.

Data Import Workflow

To create a new Streamline project from Shopify data, do the following:

1. Go to the File > New > Shopify connection. The Shopify connection dialog appears (see figure below).

2. Enter the name of your shop at Shopify into the Shop name field. This one you can extract from the URL you use to login into your shop: https://<your-shop-name>.myshopify.com.

3. Enter or choose the date to start the import from in the Starting date control.

To get accurate forecasts, we recommend providing Streamline with at least 24 months of sales history.
2019/05/21 14:51 · admin

4. Choose the data aggregation period in the Group by control. Streamline automatically aggregates your data in the given periods (days, weeks, or months). For example, if you want to see the forecasts, purchase/replenishment plans, and other reports in months, group the data by months.

5. Click OK.

After that, Streamline opens a Shopify login page in your default browser (see figure below).

6. Click the Install unlisted app button to grant Streamline read access to the required data.

Then, Streamline redirects you to a new page that notifies you about successful authorization (see figure below).

Now, you may close the browser and wait up until Streamline imports the data.


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shopify-connection-guide.txt · Last modified: 2019/06/19 16:21 by admin