Settings - ProntoeCatalogue

Owned by Posimente
May 23, 2023
3 min read

The ProntoeCatalogue Settings are found on the 'General Settings' tab in the Lightning version of the App.

Settings Tab

The API Key, Secret and Shop URL are what is needed to authenticate the connection between Shopify and Salesforce or WooCommerce.

In the Top Left hand corner, there is a drop down for you to select which online store connection you are using.

Select Opportunity Record Type - choose from the record types in Setup for which record type the Order will be created as. If 'default' is selected, PeCat will create a record without stating a specific record type and Salesforce will automatically assign it to the default set up in Salesforce settings

Select Opportunity Lead Source - choose from the lead sources in Setup to set the default Lead Source when an Opportunity is created for Orders

Sync Draft Orders - turn on/off the syncing of draft orders from Shopify

Select Opportunity Stage (Draft Orders) - choose from the Opportunity Stages in Setup for which stage the Draft from Shopify will be created as

Enable/Disable Scheduled Syncing - the magic button that sends information between the online store and Shopify

Sync Address to Standard Contact Address Field - ProntoeCatalogue creates "Online Store" fields to hold the Customer address, and ticking this will also fill this information into the standard Salesforce fields

Sync Email to Standard Contact Email Field - ProntoeCatalogue creates "Online Store" fields to hold the Customer email, and ticking this will also fill this information into the standard Salesforce field

Sync Phone to Standard Contact Phone Field - ProntoeCatalogue creates "Online Store" fields to hold the Customer phone, and ticking this will also fill this information into the standard Salesforce field

Sync Contact to NPSP Contact Field - If you have Salesforce Non-Profit Success Pack (NPSP) ticking this box will sync the customer to the NPSP Contact field on the Opportunity

Sync Shop Customers to Accounts - If you are using Person Accounts and want to sync your online store Contacts to Accounts, tick this box

Save - This button will Save all changes to the Settings

Test Connection - This button allows you to check if the credentials are valid, which will ensure that you are syncing from a valid store and will not encounter credential errors during the batch process.


Sync Tab

There 6 separate sync buttons. Five (5) are specific objects while the other one (1) is combination of all sync buttons.

  • Sync Collections – pulls product collections from the Online Store and creates/updates in Salesforce

  • Sync Orders – pulls Orders from the Online Store and creates/updates in Salesforce

  • Sync Customers –pulls Customers from the Online Store and creates/updates Contacts in Salesforce

  • Sync Products –pulls Products from the Online Store and creates/updates in Salesforce

  • Sync Discounts – pulls Discount codes from the Online Store and creates/updates codes and adds associated discounted products

  • Sync All – pulls all collections, orders, customers, products and discounts.

Aside from the manual syncing mentioned above, a batch syncing (just like “Sync All”) is also scheduled to run automatically every after 10 minutes.

If you wish to sync only a specific object (Collections, Orders, Customers, Products, Discounts) you can simply click the specific button. Syncing time depends on the volume of data. The bigger the volume the longer it takes. Specific Sync button is useful if only a certain object needs to be synced.