Session Setup

This guide will help you create a fresh e-commerce session in OrderWise for your Shopify integration. Creating a new session avoids legacy quirks and ensures optimal order synchronization.

Before You Start

Ensure you have:

• Admin access to OrderWise
• Email address of the person responsible for the integration
• A dedicated Shopify "admin user" in OrderWise for imported orders

Step 1: Create a New Session

1. Go to E-Commerce → E-Commerce Sessions in OrderWise
2. Click Add to create a new session
3. Name: Use something clear (e.g., your Shopify shop name)
4. Export: Set to Off (unticked)
5. Schedule: Set to Every 5 minutes
6. Notification email: Enter the responsible person's email

Why these settings?

• Export off prevents unintended pushes
• Short schedule keeps imports flowing
• Notifications ensure someone sees errors promptly

Step 2: Import Setup Tab

1. Transfer Type: Set to Web Service
2. Review other options carefully—changes here can impact the integration

Note: Only change options you understand or that are documented by your integration plan.

Step 3: Settings Tab (General Session Settings)

Review all settings and confirm they fit your site's behavior:

• Import orders as: Set a dedicated Shopify user (recommended)
  • Create a user in OrderWise for Shopify orders (e.g., Shopify_Orders)
  • This keeps audit trails tidy and avoids orders showing against real staff members

Step 4: Import Setup → Advanced Settings

Tax Configuration

• Use Delivery Method system tax code: Ticked
• Use CVariant system tax code: Ticked

Customer Configuration

• Add Customer Contact to existing customer if not found: Ticked

Variant Configuration

• Use CVariant stock location if default is not available: Ticked
• Override Variant Disallow setting: Ticked

Customer Validation

• Tick all options (ensures stricter checks to maintain data quality)

Step 5: Save Configuration

Click Save to commit all settings.

Finding Your Session ID

After creating and saving your session, you'll need the Session ID for the Shopwise configuration:

1. Go to E-Commerce → E-Commerce Sessions
2. Identify your new import session
3. Right-click on the grid and select Edit Grid Layout
4. Add the ID column to the grid
5. Note the Session ID for use in Shopwise

Next Steps

With your OrderWise session configured, you're ready to:

1. Configure Orderwise Integration - Set up the main integration settings
2. Set up Stock Updates - Configure inventory synchronization
3. Configure Mappings - Set up payment, shipping, and status mappings

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Session created successfully? Proceed to Orderwise Integration to configure the main settings.