ShipHawk Guide

Shopify Installation and Setup Guide

ShipHawk’s Shopify app offers a direct integration of ShipHawk’s order fulfillment and in-cart rating features with your Shopify account. By connecting your Shopify store to ShipHawk, you gain access to all of ShipHawk’s logistics automation features, such as: in-cart carrier rating, label generation, and automated shipping policies via ShipHawk’s rules system.

This guide covers the following topics:

Shopify Overview

The Shopify Installation & Setup Guide provides instructions on how to connect your Shopify store to ShipHawk and install the ShipHawk app in your Shopify account. Using this document, you can configure your app settings and import your product catalog. Once fully installed and configured, your organization has access to ShipHawk’s features, such as in-cart carrier rating and label generation.

Setup Shopify Checklist

To successfully use the ShipHawk app with your Shopify storefront, you must complete the setup tasks in the following order:

  • Connect your Shopify store in ShipHawk.

  • Install the ShipHawk app in Shopify.

  • Review and configure settings in both ShipHawk and Shopify.

  • Import your product catalog.

The preceding steps describe a broad overview of the setup and installation process.

 

Shopify Installation

This section provides step-by-step instructions for how to install the ShipHawk app in Shopify and connect your Shopify account to ShipHawk.

Connecting Shopify to ShipHawk

To begin using ShipHawk’s rates with your Shopify store, you must first connect your Shopify store to ShipHawk. The following section provides detailed instructions for how to set up this connection yourself.

To connect your Shopify store

  1. Log into your ShipHawk account. The ShipHawk dashboard appears.

  2. Click the Settings icon > Integrations


    The Integrations screen appears.



  3. Click the Shopify tile. The Shopify Manage My Accounts screen appears.

     

  4. Complete the screen.

    1. Enter your shop name into the Shop Name URL field.

       

    2. To disable automatic order synchronization from Shopify to ShipHawk, click the Disable order sync? check box.

      By default, Shopify automatically synchronizes all orders in the ‘unshipped’ status with ShipHawk once the two applications are connected unless disable order sync is checked. If you are a customer that uses a separate ERP to manage your organization’s orders, then disable this synchronization. 

    3. To disable automatic product synchronization from Shopify to ShipHawk, click the Disable product sync? checkbox.

      By default, Shopify automatically synchronizes all products with ShipHawk once the two applications are connected. If connecting ShipHawk with an ERP or other source system, you will want to disable product sync.

  5. Click the Connect button to begin the connection process. ShipHawk redirects you to the Shopify site.

  6. Log into your Shopify account. Your Shopify dashboard appears.

     

  7. Click the Install unlisted app button. A message appears confirming the successful installation of the ShipHawk app.

     

  8. If you wish to view the orders that are automatically synchronized with ShipHawk upon installation, click the View Orders button. Unshipped orders are only synchronized upon installation if you enabled this setting in Step 7.

You now have successfully installed the ShipHawk app for your Shopify store. If you have multiple Shopify store accounts to connect to ShipHawk, contact your ShipHawk Implementation Engineer to ensure backend permissions have been granted.. By default, ShipHawk only allows one Shopify connection at a time. Your Implementation Engineer will enable additional store connections as permitted by your ShipHawk license. 

Once additional store connections are enabled by ShipHawk, repeat this procedure for each of your Shopify stores.

Proceed to the following section for instructions on verifying that your ShipHawk app settings are correctly configured.

 

Uninstalling the ShipHawk app

This following section provides instructions for uninstalling the ShipHawk app from your Shopify store.

To delete the ShipHawk app

  1. Log into your Shopify account. Your Shopify dashboard appears.

  2. From the left-side menu, click on the Apps link. The Apps screen appears.

     

  3. Locate the ShipHawk app listed under the Installed Apps section.

     

  4. Click the Delete link in the row corresponding to the ShipHawk app to remove the app from your Shopify account.

The ShipHawk app is now deleted. You may reinstall the app and reconnect your Shopify store to ShipHawk at any time.

 

Shopify Settings

The following section provides information about configuring the ShipHawk app for your Shopify account. Settings for the ShipHawk app are divided between ShipHawk and Shopify. You will need to check both places to complete your configuration. 

Configuring settings in Shopify

After installing the ShipHawk app, you must check that your ShipHawk settings are correctly configured in your Shopify account.

To access ShipHawk settings in Shopify

  1. From your Shopify dashboard, click the Settings link at the bottom left of the screen. The Settings screen appears.

     

  2. Click the Shipping and Delivery link. The Shipping and Delivery screen appears.

     

  3. Navigate to the bottom of the screen to the Shipping To section.

     

  4. Verify that ShipHawk Rates (Rates provided by the app) appears under both the Domestic and Rest of the World sections. Delete any additional rates that appear besides the ShipHawk rates to ensure that you are using ShipHawk alone for in-cart rates.

The settings within Shopify are now correctly configured. Proceed to the next section to check that the settings available within ShipHawk are also configured correctly.

 

Configure settings in ShipHawk

After installing the ShipHawk app, you must check that your Shopify shop settings are correctly configured in your ShipHawk account.

To access Shopify settings in ShipHawk

  1. Log into your ShipHawk account. The ShipHawk dashboard appears.

  2. Click the Settings icon > Integrations


    The Integrations screen appears.

     

  3. Click the Shopify tile. The Shopify Manage My Accounts screen appears.

     

  4. After successfully connecting your Shopify account to ShipHawk, new settings appear on the Shopify Manage Your Accounts screen. Review these settings and configure them to best fit your organization’s fulfillment needs.

    1. Select Yes for the Allow In-Cart Rating? setting if you wish to use ShipHawk’s carrier rating system in your Shopify cart at checkout.



    2. Select Yes for the Email customer when tracking number is updated? setting if you wish to send an automated email to customers when tracking numbers are updated for their order.



      This setting sends an email to the customer using your Shopify store email address. Use this setting if you wish to brand your tracking emails with your store’s domain.

    3. Select Yes for the Disable order sync? setting if you do not wish to automatically synchronize your orders with ShipHawk.


      You previously configured this setting during setup of your Shopify account with ShipHawk.

    4. Select Yes for the Disable product sync? setting if you do not wish to automatically synchronize your products with ShipHawk.

       

      You previously configured this setting during setup of your Shopify account with ShipHawk.

  5. Once you are finished configuring your Shopify settings, click the Update button to finish.                                   

If you have chosen to synchronize your Shopify product catalog with ShipHawk, proceed to the next section for detailed instructions on importing your products.

 

Product Import

If you are a customer who does not have an ERP or other source system that contains all your data, you have the option to synchronize your product catalog in Shopify with ShipHawk to optimize your carrier rating and streamline fulfillment.

Manually importing products

Once your Shopify storefront has been connected to ShipHawk, you can initiate a manual import from Shopify using the import function within ShipHawk.

If you opted to enable automatic product synchronization in previous steps, the product catalog will have synchronized by default already.

To synchronize your Shopify product catalog

  1. Log into your ShipHawk account. The ShipHawk dashboard appears.

  2. From the top menu, click the Products drop-down menu link. The new menu options appear.

     

  3. Click on Product Import/Exports. The Product History screen appears.

     

  4. Click on the Action drop-down menu button. New menu options appear.

     

  5. Click on the Import Products link. The Product Import screen appears.

     

  6. Click on the Import from the drop-down menu. Two options appear: CSV File and eCommerce Integration

     

  7. Select the eCommerce Integration option. A new Choose an Integration field appears to the right. 

     

  8. Click on the Choose an Integration drop-down field for more menu options. Your Shopify integration appears with your shop’s name next to it.

     

  9. Select your shop name.

  10. Below, make sure the Default option is selected for the Algorithm for Selecting the Packing setting.

     

  11. Click the Start Import button to begin the import process.

  12. A message appears to confirm successful import.

 

You may repeat this process to add/update products to ShipHawk from Shopify at any time.

Proceed to the next section for instructions to test the connection between ShipHawk and Shopify and verify that you are correctly receiving ShipHawk rates in your shopping cart.

 

Test the Connection

The following section provides information about testing the connection between ShipHawk and your Shopify account.

Verifying successful in-cart rating

You can verify a successful connection between Shopify and ShipHawk by navigating to your Shopify store’s website, add an item to your cart, and verify that you receive an in-cart carrier rating from ShipHawk. 

The Allow In-Cart Rating setting must be set to Yes before testing as described in the section titled Configure Settings in ShipHawk.

 

To verify a successful connection

  1. Navigate to your Shopify store website.

  2. Add an item to your cart.

     

  3. Go to check out and pay for your item. The Information screen of your shopping cart  appears.

     

  4. Complete the screen and click the Continue to Shipping button. The Shipping screen of your shopping cart appears.

     

  5. If you have successfully connected ShipHawk to Shopify, the grid under the Shipping Method section shows a list of carrier rates based on your negotiated rates and/or Rating Rules.

 

Congratulations. You have now successfully installed, configured, and connected the ShipHawk app to your Shopify store. If you have any further questions, contact your ShipHawk implementation engineer.


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