Importing a Shopify site into UltraCart

Shopify Import

What it does

The Shopify importer connects to your Shopify store's Admin API using an access token.
Depending on the options you select it will:

• Pull your customers (with an optional cutoff date).

• Pull your products and variants into UltraCart's item catalog, with an option to
  overwrite existing items.

• Pull your historical orders (with an optional cutoff date) and re-create them as
  placed orders in UltraCart.

• Pull your Smart Collections into an UltraCart StoreFront catalog.

• Pull your blog articles into an UltraCart StoreFront.

Before you start — generate a Shopify Admin Access Token

The importer requires an Admin API access token from a custom Shopify app you
create on your store. See our detailed walkthrough here:
<Importing a Shopify site into UltraCart >

At a high level:

1. In your Shopify admin, go to Settings → Apps and sales channels → Develop apps.

2. Create a new app and grant it read (or read/write) access to the scopes you
   need — at minimum: customers, products, orders, collections, and content (blogs).

3. Install the app on your store; Shopify will then issue an Admin API access
   token starting with shpat_. Copy it — it is shown only once.

Filling out the configuration screen

When you submit the form, UltraCart will test your access token against your Shopify
domain before starting the import.

Checkbox options

• Import Customers — Imports customer records from Shopify.

  • Since (optional) — Enter a date in MM/DD/YYYY format to import only
    customers created on or after that date. Leave blank to import all customers.

• Import Items — Imports Shopify products (and each variant) as UltraCart items.

  • Overwrite — When checked, existing UltraCart items that match a Shopify
    product will be overwritten with the latest data from Shopify. Leave unchecked to
    skip items that already exist.

• Import Orders — Imports historical orders from Shopify as placed orders in
  UltraCart.

  • Since (optional) — Enter a date in MM/DD/YYYY format to import only orders
    placed on or after that date. Leave blank to import all orders. For a large, long
    running store, a Since date is strongly recommended.

• Import Smart Collections into StoreFront — Imports your Shopify Smart
  Collections as an UltraCart StoreFront catalog. Requires selecting a StoreFront.

• Import Blog Articles into StoreFront — Imports your Shopify blog articles into
  the selected StoreFront's content. Requires selecting a StoreFront.

You must select at least one of the five checkboxes.

General tips

• Run in stages. For a large store, it is often easier to import customers and
  items first, review them in UltraCart, then return and import catalog and orders.

• Use Since dates on Shopify. If you have years of orders and customers, using
  the Since fields dramatically shortens the import and lets you focus on recent data.

• Imports are idempotent by ID. Both importers tag imported records with their
  originating WooCommerce / Shopify ID, so re-running will not create duplicate items
  or orders. (For Shopify items specifically, use Overwrite if you want existing
  items refreshed.)

• Credentials use a dedicated API user / app, not your admin login. Both
  platforms require you to generate API credentials from within their admin before
  running the import.

• Watch the progress screen. The importer reports per-step progress
  (customers → items → catalog → orders) and produces a log file you can download if
  anything needs to be investigated.