1. Metapack
  2. Shipping
  3. Integrations
  4. Integrating with Shopify

Configuring the Shopify Integration

Configuring the Shopify integration involves the following:

  • Setting up Delivery Manager to work with the integration.

  • Setting up the Shopify Admin app to work with the Delivery Options API.

Setting up Delivery Manager

In Delivery Manager, you will do the following:

  • Make a note of summary information about your warehouses.

  • Make a note of codes for your carrier service groups.

  • Review (and modify) cutoff times for each of your carrier services.

  • Review the shipping charges (presented to shoppers at checkout) for each of your carriers.

To set up Delivery Manager for the integration, complete the following steps:

  1. Log into Delivery Manager.

    New_log_in_screen.png

  2. Click Setup.

  3. Under Warehouses, click Warehouses.

    dm_setup_warehouses.png

    The warehouses (shipping locations) associated with your shipper account are displayed.

    dm_warehouses_page.png

  4. Make a note of the following information for each warehouse:

    • Warehouse code

    • Name

    • Address

    • Phone number

  5. Click Setup. again.

  6. Under Service Groups, click Service Groups.

    dm_setup_service_groups.png

  7. Make a note of the code for each carrier service group that you want displayed by the Delivery Options API in Shopify.

    dm_service_groups_page.png

  8. Click Setup again.

  9. Under Carriers and Services, click Configure carriers.

    dm_setup_carriers_services.png

    Under Services, active (and inactive) carrier services associated with your shipper account are listed.

  10. Under Active Services, click Set cut off times for each carrier service.

    dm_carrrier_active_services.png

  11. In the Cutoff-Time Details page, review the Cutoff and Web cutoff times for each carrier service to ensure that there is sufficient time between ordering and despatch.

    Change the cutoff times as required.

    dm_carrier_services_cutoff_times.png

    In the example shown, the web cutoff time is two hours before the cutoff. This means that there is confidence that your fulfilment team is confident that it can accept and despatch an order within two hours to meet the delivery date presented to a shopper.

  12. Navigate back to the Configure Carriers page, and click Select a carrier > Set charges.

    dm_carrier_setup_set_charges.png

  13. Under Add Charge Rule(s), select a charge type and add rules for carrier services, applicable areas (countries or zones), and applicable warehouses.

    dm_carrier_setup_add_charge_rules.png

Note

Shipping charges are not required for parcel allocation, so they are not usually defined by Metapack Professional Services implementation consultants when setting up shipper accounts for new Metapack shipping customers. However, if you want to use the Delivery Options API or the Shopify integration, you must set up shipping charges in Delivery Manager.

Tip

For more information about configuring shipping charges, see Setting up the Carrier Charges.

You have now completed setting up Delivery Manager for the integration.

Setting up the Shopify Admin app

In the Shopify Admin app, you will do the following:

  • Configure Metapack as an available delivery method.

  • Configure API request parameters that are passed to the Delivery Options API.

  • Configure the delivery options presented to shoppers on the product pages and checkout pages of your eCommerce website.

Note

If you want to use the Delivery Options API to return retail store locations for the integration, you must first use Metapack Location Services to set up your own stores for the API. For more information about this, see Setting up your Own Stores.

To set up the Shopify Admin app for the integration, complete the following steps:

  1. Log into the Shopify Admin app.

  2. Click Apps > Metapack.

  3. In the Host Name field, enter the name of the Metapack Options host server provided by Metapack Professional Services.

  4. In the API key field, enter your Delivery Options API key (as provided by Metapack Professional Services or your Metapack account manager, whichever is applicable).

    Admin_API_Key_Configuration.png

  5. Click Save.

  6. Configure Delivery (Home/Business) as follows:

    1. Select the Enable check box to display Delivery (Home/Business) to users in checkout.

      Otherwise, this option will not be displayed to shoppers.

    2. In the Delivery Service Groups field, enter the Metapack Delivery Manager service groups that relate to Delivery (Home/Business) services.

    3. Click Enable Nominated Day Delivery if you want to allow users to choose a specific day for delivery.

    4. In the Nominated Day Delivery Service Groups field, enter the Metapack Delivery Manager service group that relates to nominated day delivery.

      Admin_Delivery_Home_Business_Configuration.png

  7. Click Save.

  8. Configure Store Collection as follows:

    1. Select the Enable check box to display retail Store Collection to users in checkout.

      Otherwise, this option will not be displayed to shoppers.

    2. In the Service Groups field, enter the Metapack Delivery Manager service groups that relate to Store Collection services.

    3. Set a Minimum number of retail stores you want to display to users at checkout.

      Metapack recommends setting this to 2 or 3.

    4. Set a Maximum number of retail stores you want to display to users at checkout.

      Metapack recommends setting this to 5.

    5. Set a Radius for the search area to 1000, 2000, 5000, or 10000 metres.

      Admin_Store_Collection_Configuration.png

  9. Click Save.

  10. Configure Local Collection Point as follows:

    1. Select the Enable check box to display local collection points to users in checkout.

      Otherwise, this option will not be displayed to shoppers.

    2. In the Service Groups field, enter the Metapack Delivery Manager service groups that relate to Local Collection Point services.

    3. Set a Minimum number of collection points you want to display to users at checkout.

      Metapack recommends setting this to 2 or 3.

    4. Set a Maximum number of collection points you wish to display to users at checkout.

      Metapack recommends setting this to 5.

    5. Set a Radius for the search area to 1000, 2000, 5000, or 10000 metres.

      Admin_Local_Collection_Configuration.png

  11. Click Save.

  12. Configure Default Warehouse as follows:

    1. In the Default Warehouse Code field, enter the code of any warehouse defined in your Metapack shipper account.

      Admin_Warehouse_Configuration.png

  13. Click Save.

  14. Configure Shipping Zones as follows:

    1. Click Edit and enter the code of the warehouse defined in your Metapack shipper account that relates to the Shopify shipping zone.

      Admin_Shipping_Zones_to_Warehouse_Code_Configuration.png

  15. Click Save.

  16. Optional: If you want to allow shoppers to check delivery options on product details pages, enable the Product Display Page Widget as follows:

    1. Click Online Store > Themes.

    2. Select your desired theme and click Customize.

    3. Navigate to the Product page of your theme.

    4. Under Product Information, click Add Block.

    5. Click Metapack Shipping Options in the list provided.

    6. Move the Check Shipping Options block to the desired location on the page.

  17. Click Save.

You have now completed setting up Shopify Admin app for the integration.