Shopify: set up order tags

About this article

This article describes how to automatically tag orders on Shopify with the name of the marketplace, e.g.: Amazon, bol, Kaufland from which they came.

Table of contents

Introduction

Limitations

Instructions

Introduction

When orders are tagged and exported from ChannelEngine to Shopify, you can:

• Easily see the name of the marketplace where each order originated from.
• Group orders from the same marketplace for financial auditing.

Limitations

You cannot set up order tags for orders that come from marketplaces that support sales channels, i.e.: allow listing and selling products across multiple countries from the same connection/channel plugin. 

Instructions

1. On Shopify, go to Apps, Flow.

2. Click Create workflow to open the workflow builder.

   

3. Click Select a trigger to start building.
4. Search for and select the trigger Order created. (This starts the workflow whenever a new order is created in Shopify.)
5. Click Then, and choose Condition.
6. Configure the condition with the following IF/AND rule:
   • IF at least one of order / custom attributes  
         where Key (customAttributes_item.key) Equal to Key (ChannelName) 
   • AND 
   • Value (customAttributes_item.value) Equal to the exact Channel Name on ChannelEngine, e.g.: 'Bol.com Plaza NL (v3)'

  The condition should resemble this structure:

7. To set up the result of the condition, click Then, Action.
8. Click Add order tags. 
9. In the Tags field, enter the tag name that identifies the marketplace, e.g., 'bol NL', Channel-bol', or any consistent label that helps you identify these orders. 

10. Review the complete workflow. It should follow this general flow:  
    1. Order created 
    2. Condition (checks ChannelName) 
    3. Add order tags
11. Give the workflow a clear name (e.g.: 'Tag ChannelEngine – Bol.com orders').
12. Toggle the workflow to Active to enable it.

New orders imported from ChannelEngine to Shopify automatically receive the specified tag(s). You can filter or search for these orders in the Shopify Orders view using the tag.

If you need to set up multiple tags because your orders originate from more than one marketplace, repeat the steps above. To speed up this process, you can duplicate the existing flow, but remember to change the name of the channel as well as the name of the tag.