Channels
Storing and managing your product information in the PIM is only part of the benefits of using Jasper PIM. Our self-serve Channel Configuration tool gives you the ability to add new BigCommerce or Shopify Storefronts quickly and easily, without the need for tech support.
Note: Some of the available configuration options on channels require other features of the PIM to have been configured previously.
Connect the PIM to a Shopify Storefront
With Jasper PIM, you are able to connect to an e-commerce storefront and publish product data within minutes. This article will guide you through the process to create the necessary credentials to link your Shopify storefront.
Step 1: Generate Shopify API Credentials
Shopify users with admin access and app permissions are able to set up private apps and generate API credentials.
- Navigate to the Apps menu and click the Develop apps link at the top of the page.
- If you're using Apps for the first time you will need to click on the Allow custom app development button in order to authorize your store to create custom apps.
- Create a new app from the button and name it JasperPIM
- Once the app has been created, go to the Configuration tab and click Configure at the Admin API integration section. Ensure that following permissions are set to Read and Write (the rest should be left as No access)
-
- Products (Required)
- Inventory (Required if inventory is to be tracked)
-
- Save the configuration and go to the API credentials tab and Install the app
- Once the app has been installed you will get your API token. You will need that token and the API key to connect the PIM to Shopify.
Step 2: Create a Shopify Channel in the PIM
PIM Administrators or anyone with the proper permissions can create a channel.
- Navigate the left side menu by going to Configuration > Channels and click create a channel.
- Name your channel (something that easily identifies it), make sure to select Shopify from the available types, and click Create.
- Refer to the Channels Overview Article for a detailed explanation of all the available configuration fields.
- Configure your channel with appropriate bases, root categories and inventory locations. If you wish to track inventory from the PIM make sure to check the track inventory box as well.
- Once you have reached the Credentials section, proceed to copy and paste:
-
- Shopify API Key to the API Key field
- Shopify Token to the Password field
-
- For the API URL, copy your Shopify store address and add /admin/api at the end (ex: https://xxxxxxxxxx.myshopify.com/admin/api). Click Save in order to lock in the channel configurations.
- Now that your channel is created and enabled in the PIM you can assign products to be enabled on that channel in bulk or individually from the product Channels Tab.
Step 3: Configure Shopify Channel Entities
Below you will find detailed information about how to configure your Shopify Channel.
(INSERT TABLE)
Step 4: Import Products From Shopify Store
If you are ready to import your products from Shopify store to your Jasper PIM, use the newly created channel to import the products.
Note: Only proceed further if you have updated all of your products in Shopify. Once you run the import, all changes to product data will need to take place in Jasper PIM.You must save your channel credentials first before running an import.
- Disable your recently created channel by unchecking the "Enabled" box.
- Navigate to your newly created channel's
Importtab. - Click "Run Import" to initiate import of products from Shopify to Jaser PIM.
- You can view the progress of the import by going to the "Jobs" menu.
- After the import process says "Finished", you can enable the channel again.
Note: The "Run Import" button only works as a one time request to import all products from your Shopify store platform. This is not meant as a two-way sync once this import is complete.