Initial Configuration: To Establish the Store Connection with a Public App

The following activity will walk you through the process of connecting your Shopify store to your MYOB Acumatica instance.

Attention:
This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the SweetLife Fruits & Jams company wants to sell jam in its online store deployed on the Shopify platform. SweetLife is already using MYOB Acumatica and now needs to integrate its instance with a new Shopify store. As SweetLife's implementation consultant, you need to install the Acumatica Cloud ERP app from the Shopify App Store and establish the connection between MYOB Acumatica and the Shopify store.

Process Overview

In this activity, you will install the Acumatica Cloud ERP app from the Shopify App Store and then use it to connect MYOB Acumatica to your Shopify store.

System Preparation

Before you start this activity, make sure of the following:

  1. You have deployed an MYOB Acumatica instance and made it publicly accessible through the internet.
  2. You have set up a Shopify store, as described in Initial Configuration: To Set Up a Shopify Store.

Step 1: Installing the Acumatica Cloud ERP App

To install the Acumatica Cloud ERP app, while you are signed in to your Shopify store, do the following:

  1. In the left menu, click Apps.
  2. In the upper right of the Apps page, which opens, click Customize your store.
  3. If prompted, sign in with your Shopify credentials.

    The main page of the Shopify App Store opens.

  4. In the search bar, type acumatica.
  5. In the search results, click Acumatica Cloud ERP.
  6. On the page of the Acumatica Cloud ERP app, which opens, click Add app.
  7. On the app installation page of your Shopify store, which opens, review the permissions the Acumatica Cloud ERP app will be granted in your store, and click Install app.

    The system installs the Acumatica Cloud ERP app and opens the first page of a wizard that walks you through connecting MYOB Acumatica to the Shopify store.

    Tip:
    You can open the Acumatica Cloud ERP app by clicking the app name in the Installed apps section of the Apps page. You navigate to this page by clicking Apps in the left menu.

Step 2: Connecting the MYOB Acumatica Instance

To connect MYOB Acumatica to your Shopify store, while you are viewing the first step of the connection wizard, do the following:

  1. In the Connect to Acumatica step, right of Do you have an instance of Acumatica ERP ready for connection?, click Yes.
  2. In the Connect your Acumatica ERP Account step, specify the following settings:
    • Acumatica ERP URL with full path: The full public URL of your MYOB Acumatica instance deployed for training
    • Tenant: The name of the tenant with the U100 dataset
  3. Click Authorize.
  4. On the MYOB Acumatica sign-in page, which opens in a pop-up window, make sure the correct tenant is selected, enter the gibbs username and 123 password, and click Sign In.

    The app establishes the connection to the MYOB Acumatica instance and creates a new Shopify store on the Shopify Stores (BC201010) form.

    Note:
    If the app shows a warning that your version of MYOB Acumatica is not supported, ignore it and continue with the configuration.
  5. In the Connect your Acumatica ERP Account step, which now shows the question Is this a sandbox?, click Yes.

    You have now connected your MYOB Acumatica instance with the Shopify store.

    In a production environment, you would need to answer No to the last question and provide additional details about yourself and your business so that representatives of MYOB Australia Pty Limited could contact you and help you get started.