Link Shopify to Spatula to manage deliveries and send live tracking links to customers

There are a lot of great solutions now for setting up an online store, Shopify and WooCommerce being two of the best going around. Once set up, a lot of sites need to think about organising and optimising deliveries. Shopify isn’t really designed for delivery management and I’ve seen florists copy & paste from the email notification to SMS their driver, and food delivery exporting to Google Sheets, importing into a route manager and printing out a run sheet. We can do better that that!

Lately I’ve had with several companies request help link their Shopify or WooCommerce account to Spatula to organise and optimise deliveries while avoiding printouts and manual handling. The final delivery process looks like this:

  1. Orders received through Shopify are automatically created in Spatula

  2. Look at the map and shift-click the jobs for dispatch to each driver

  3. Set the best route by picking the start and end location and clicking ‘suggest a route’

  4. The driver receives all the details on the driver app, with jobs in suggested order

  5. When the driver clicks ‘On My Way’ an SMS is sent to the job contact with a link to a live tracking page where they can watch the driver live on a map until the job is closed

Setting the integration up doesn’t need a programmer and takes only 20 minutes or so. Here I’m going to walk you through the process step by step, so grab a coffee and let’s get started.

Step 1: Getting Ready

First thing we need is to be logged into the pieces of the puzzle. We’ll use your Shopify, Spatula and a program called Zapier that makes connecting multiple programs easy.

  1. Log into your Shopify account

  2. Create a Spatula account by going to http://spatula.io and signing up for a trial with your email and a password

  3. Create a Zapier account at http://zapier.com

Step 2: Set Up the Shopify Integration

Log into Zapier and let’s get started with the integration. Once you see how simple this is you’ll be tempted to stop reading, but there’s a couple of pitfalls so come back and read if you get stuck!

At the top of the page, click the bright orange “MAKE A ZAP!” button. Then search for Shopify in the Choose a Trigger App page and select Shopify.

 

Screen Shot 2017-02-09 at 11.03.52 PM.png

 

Then select New Paid Order and click continue.

Link Zapier to your Shopify account

Luckily it’s easy, all you have to do is click the Connect a New Account button. You may be prompted to re-enter the name of your Shopify store and password, but then there will just be a confirmation message that you want to give Zapier access to your account (which is necessary since we want Zapier to take actions on our behalf)

Click the test button and make sure you get a green ok before clicking continue.

Next step is to configure what makes a job ready to be sent from Shopify to Spatula, so have a look at the options and see what makes sense for your situation. Or feel free to copy mine for testing.

To test, you’ll need at least one paid order in your Shopify account so that you can see whether the parameters get pulled over correctly. Send me a note if you need help to troubleshoot!

Step 3: Set Up the Spatula Integration

Now you’ve set up Zapier and connected Shopify, the fields from Shopify orders are available to use in actions other programs - Spatula being one of them! As of 9 Feb 2017 you need the invitation link to add Spatula as an option, so click this link next:

https://zapier.com/developer/invite/49294/c0e08d6f02a62a49d901a843ab5355f1/  

  1. Select Spatula as the Zap action and click next

  2. Select ‘Create Job’ as the action we want to take.

Click the connect a new account button much like you did for Shopify. If you logged in, this will go straight to a confirmation screen that you allow Zapier control of your Spatula account and you just need to confirm to continue. Simples.

New Job template

When you’re working on the template, click the plus button on the right of the field to show the available variables from Shopify

The hardest bit about this step is deciding how you want your jobs to look in Spatula. I encourage you to create a test job and see how it looks in the dashboard and driver app and repeat until you like your setup. There are some constraints to be aware of though:

  1. For every stop address, you must have a latitude and longitude.

  2. The job contact phone number must be in international format. This is so that our live tracking link SMS finds it’s way to the right person when your driver clicks ‘On My Way’.

  3. For line item fields in Shopify, you must make sure that you use a line item descriptor as the label/attribute name to make sure the number of names and values match. For example using the name of the line item as the Name and the qty purchased as the value like this:

Step 4: Turn the Zap On!

Once the template creates jobs you’re happy with, turn on the Zap and you’re done! Assuming there are no errors in your template, new purchases in Shopify that match your requirements will start triggering new jobs in Spatula.

I hope this article helped you to get yourself set up to manage your deliveries efficiently. Feel free to get in touch with the Spatula team via the Help button inside of Spatula. Or email me at andrew@spatula.io and I’ll get straight back to you!