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How To Update Your Platform Connection

Keep Intuitive Shipping up-to-date by syncing changes to your eCommerce platform account and product settings.

Intuitive Shipping syncs with your Shopify or BigCommerce store to access the information needed for rate calculations and to connect with your checkout. This includes your store name, primary shipping address, contact email, and product catalog.

 

How It Works

Syncing happens automatically when you install the app and complete the initial setup.

While you’re in Sandbox mode, any changes to your store information or product catalog must be imported manually using the steps below.

Once you activate your account by selecting a billing plan, product catalog updates, including metafield dimensions, will sync automatically. However, if you make a large number of changes in a short period, such as adding or updating many products, we recommend running a manual import to ensure everything is up to date.

Changes to account settings (store info) requires a manual import, even when billing has been activated.

 

 

1. Click Shopify connection or BigCommerce connection on the sidebar menu.

IS - Activity Menu - Shopify Connection

IS - Activity Menu -  BigCommerce Connection

Shop Settings

We recommend performing this action whenever you do any of the following:

  • Update your store name.
  • Update your store’s primary shipping origin address. We use this to calculate real-time carrier rates and, if applicable, distance-based rates.
  • Change your primary contact email address.
  • Change your store’s currency. 
  • Change your Shopify Shipping & delivery or BigCommerce shipping settings. This may affect our ability to display rates at checkout.

KB Knowledge

Importing shop settings does not update your product catalog.

To import changes to your products, skip ahead to Product Catalog.

 

1. Click the Import settings button.

IS - Shopify Connection - Import Settings

 

The time since your last settings import is displayed next to the setting heading and will update once the import has finished.

IS - Shopify Connection - Shop Settings Last Imported

While importing, the button will be replaced with the message ‘Importing in progress’.

Importing may take several seconds. You can continue using Intuitive Shipping during this time, but we recommend avoiding test checkouts that could be affected by recent changes, such as updates to currency settings or your shipping origin address.

2. Check back and review the timestamp to confirm the import has completed.

 

 

Product Catalog

We recommend performing this action while in Sandbox mode whenever you do any of the following:

  • Add or remove products or variants
  • Change product or variant titles (names)
  • Add or remove product tags
  • Add or edit product dimension metafields (Shopify)
  • Assign or remove product vendors
  • Add to or update product collections/ categories
  • Update product prices
  • Update product types
  • Update product images
  • Update fulfillment services (legacy Shopify feature)

KB Knowledge

Importing product catalog changes is required while in Sandbox mode.

 

Product catalog changes are imported automatically once you have an active billing plan. However, we recommend running a manual import if you add, remove, or update multiple products in a short period of time.

1. Click the Import catalog button.

IS - Shopify Connection - Import Catalog

 

The number of products and collections imported is displayed below the button. These totals reflect what exists in your platform settings and will only change if the overall quantity changes. If you’re importing updates to existing products or collections, the totals will remain the same.

IS - Shopify Connection - Products Updated

 

The time since your last product import is displayed next to the setting heading and updated once the import has finished.

IS - Shopify Connection - Catalog Last Imported

While importing, the button will be replaced with the message ‘Importing in progress’.

Importing may take a few seconds up to a few minutes, depending on the size of your product catalog. You can continue using Intuitive Shipping during this time, but we strongly recommend avoiding test checkouts or making changes to product settings in Intuitive Shipping.

2. Check back and review the timestamp to confirm the import has completed.

KB KnowledgeManual syncing refreshes your entire product catalog, even if only a few products were changed.

If you're on Shopify, Intuitive Shipping supports metafields for product dimensions. Metafields for dimensions lets you manage product dimensions right in your eCommerce platform product settings so you don't need to add them to your Intuitive Shipping product settings for features that require dimensions, such as the SmartBoxing packing algorithm.

KB Technical Support NewMetafields for dimensions must be added in your Shopify settings before mapping can be completed. Mapping must also be enabled for Shopify metafield dimensions to be used in rate calculations.

 

 

1. Click the toggle beside Metafield mapping to enable metafields for dimensions.

IS - Shopify Connection - Metafield Mapping Toggle

 

2. Click the drop-down arrow beside product.length.

IS - Shopify Connection - Metafield Length Drop Down

 

3. Search the name of the length metafield by typing

IS - Shopify Connection - Length Metafield Search

 

4. Select the length metafield.

IS - Shopify Connection - Length Metafield Select

 

5. Repeat Steps 2 to 4 for each additional metafield. 

 

6. Click Save mapping

IS - Shopify Connection - Save Mapping

 

Once mapping is completed, we recommend importing your catalog again to ensure all of your product metafield dimensions are synced with Intuitive Shipping.

Please note: for product metafield dimensions to sync with Intuitive Shipping, all three metafields for length, width, and height must be mapped, and each product must have values entered for all three dimensions in your Shopify product settings.

For example, if only length and width are mapped, or if all three are mapped but a product is missing a value for one of them, such as height, the dimensions will not be synced with Intuitive Shipping.

Mapping metafields for variants is only required if your products have variants. As with parent products, all three dimension metafields for variants must be mapped, and each variant must have values entered for all three dimensions.

 

KB Technical Support NewMissing metafield dimensions for length, width or height may result in checkout errors.

 

 

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