This feature is only available for ShopKeep merchants on select pricing packages.

ShopKeep eCommerce Integration

Sell items online with ShopKeep eCommerce to acquire new customers and grow your business. Items added to BackOffice sync automatically and can be enabled for sale online as desired. After enabling items, configure store settings, such as shipping and payments, and preview the store before sharing it with customers.

Table of Contents

Enable eCommerce Integration

Enable eCommerce integration in BackOffice to begin setting up an online store with ShopKeep eCommerce.

  1. Sign into BackOffice as the Business Owner or an employee with the relevant permissions.
  2. Click ‘Integrations’ and select ‘eCommerce’.
    Click to Enlarge
  3. Click ‘Enable ShopKeep eCommerce’ to set up ShopKeep eCommerce for the account.

    Don’t see the ‘Enable’ button? Click ‘Add ShopKeep eCommerce’ and follow the prompts to upgrade to a pricing package that includes this feature. Only the Business Owner or an employee with ‘Manage Account’ and ‘Manage eCommerce Integration’ permissions can add eCommerce Integration.

    Click to Enlarge

eCommerce Dashboard

Open the ShopKeep eCommerce Dashboard to access the tools needed to set up and manage your online store. The Dashboard is only available after eCommerce integration has been enabled for your account.

  1. Sign into BackOffice as the Business Owner or an employee with the relevant permissions.
  2. Click ‘Integrations’ and select ‘eCommerce’.
    Click to Enlarge
  3. Click ‘Go to Dashboard’.
    Click to Enlarge

Select a Package

Select a package to upgrade or downgrade your existing ShopKeep eCommerce subscription plan. Upgrade to access additional features, such as discount coupons and the ability to sell products on social media, or downgrade if you do not need the features available in an upgraded package.

  1. Sign into BackOffice as the Business Owner or an employee with the relevant permissions.
  2. Click ‘Integrations’ and select ‘eCommerce’.
    Click to Enlarge
  3. Click ‘Upgrade eCommerce Plan’.

    Only the Business Owner and employees with ‘Manage Account’ and ‘Manage eCommerce Integration’ permissions can view and select a package.

    Click to Enlarge
  4. Select a ShopKeep eCommerce package.
    • If upgrading your existing package, you will be charged a prorated fee within 1 – 2 business days for the rest of the current monthly billing cycle. For each following month, the full package amount will be charged.
    • If downgrading your existing package, you will immediately lose access to all features not included in the selected package. To downgrade to the eCommerce package included free with select ShopKeep plans, contact us by submitting a case here.
    Click to Enlarge
  5. Review the billing details for the selected package, then click ‘Change Package’.
    Click to Enlarge
  6. Click ‘Start Using Your New Features’ to return to the BackOffice eCommerce page.
    Click to Enlarge

Item Setup

Most BackOffice inventory items automatically sync to ShopKeep eCommerce, but items must be manually enabled before they will appear in the online store. After reviewing how item syncing works, customize synced items with photos and descriptions, if desired, and enable them for sale online.

Item Syncing

Let’s take a look at how items sync from BackOffice to ShopKeep eCommerce, which item properties sync, and what types of items do not sync to ShopKeep eCommerce.

Having issues with items syncing to ShopKeep eCommerce? Visit our troubleshooting guide for help.

How Item Syncing Works
When the integration is enabled, inventory items present in BackOffice automatically sync to ShopKeep eCommerce. After that, new items will automatically sync as they are added to BackOffice. Synced items are disabled in ShopKeep eCommerce and do not appear for sale in your online store until you manually enable them. If you modify or delete items in BackOffice, those changes will also sync. Synchronization is one-way and items added, modified, or deleted in ShopKeep eCommerce will not sync to BackOffice.

Quantity on hand of items will update in both BackOffice and ShopKeep eCommerce as items are sold and returned at the ShopKeep Register, adjusted and received in BackOffice, and sold online through ShopKeep eCommerce. Quantity on hand will not update in BackOffice if it is manually adjusted in ShopKeep eCommerce or if an order is canceled or refunded.

What Item Properties Sync to ShopKeep eCommerce?
Item names, prices, quantities on hand, SKUs, modifiers, and variants all sync from BackOffice to ShopKeep eCommerce.
What Does NOT Sync to ShopKeep eCommerce?
Unit priced items, open priced items, “NO” option modifiers, and all other item properties not specifically mentioned above will not sync from BackOffice to ShopKeep eCommerce.

Customize Synced Items

Customize synced inventory items to add product photos, descriptions, and shipping weights. Each step is optional, so do only what matches your business needs.

Changes made to items in ShopKeep eCommerce will not sync to BackOffice. Editing names, prices, quantities on hand, SKUs, modifiers, or variants in ShopKeep eCommerce will create discrepancies with BackOffice.

  1. From the eCommerce Dashboard, click 'Catalog' and select 'Products'.
    Click to Enlarge
  2. Click 'Edit Product' next to an item.
    Click to Enlarge
  3. Select 'General'.
    Click to Enlarge
  4. (Optional) To add images to the product page of the item, click 'Upload Images', select one or more image files, and click 'Open'.

    Each image file must be less than 20MB.

  5. (Optional) Enter a description to appear on the product page of the item.
    Click to Enlarge
  6. (Optional) Enter a shipping weight.

    This is used to automatically calculate shipping charges after adding a shipping method.

    Click to Enlarge
  7. Click 'Save' to save changes.
    Click to Enlarge
  8. (Optional) Repeat steps 1 - 7 as needed to customize additional items.


    To learn how to organize items into categories to help your customers navigate the online store, visit our Advanced Topics article.
    Learn about additional ways to customize synced items here.

Enable and Disable Items

Enable inventory items to make them immediately available for purchase on your online store and disable items to prevent from being sold online. By default, items are disabled after syncing to ShopKeep eCommerce and stay that way until they are manually enabled.

After enabling items, visit our Advanced Topics article to learn how to advertise and sell items on other platforms, such as Facebook and Google.

  1. From the eCommerce Dashboard, click 'Catalog' and select 'Items'.
    Click to Enlarge
  2. Enable or disable items one at a time or in bulk.
    • To enable or disable a single item, toggle the switch under the item name.
    Click to Enlarge
    • To enable or disable multiple items, check the boxes next to one or more items, then click ‘Bulk Update’ and select ‘Enable’ or ‘Disable Selected’.

Store Settings

Configure webstore settings by entering business information, setting up taxes, adding shipping methods, and deciding how to accept payment for orders.

Business Information

Enter the store name, company name, email address, and company address that will appear on order confirmations and other emails sent to customers.

  1. From the eCommerce Dashboard, click 'Settings' and select 'General'.
    Click to Enlarge
  2. Click 'Store Profile'.
  3. Fill in as much of the store profile as desired, but leave 'Store location' blank.

    ‘Store location’ is configured by default as the URL of the online store.

    Click to Enlarge
  4. Click ‘Save’ to save changes.

Taxes

Manage tax settings to ensure the correct tax amount is charged for every order, no matter where a customer orders from. Set up a separate tax for each state or location in which your business has a sales tax nexus to charge tax on orders placed from those locations.

Orders with multiple tax rates do not sync to the ShopKeep Register app via the eCommerce online ordering feature and must be processed from the eCommerce Dashboard.

IMPORTANT: Sales tax figures in order reporting are estimates based on how you have configured your tax settings. For official filings, always verify the current applicable local tax rates, then manually calculate tax using net taxable and non-taxable revenues. Be aware that tax laws can change at any time and you should contact a tax professional for specific tax advice regarding your business.

  1. Create a destination zone for a location where your business has a sales tax nexus or physical presence.
    a From the eCommerce Dashboard, click ‘Shipping & Pickup’ and select ‘Zones’.
    Click to Enlarge
    b Click ‘Add New Zone’.
    Click to Enlarge
    c Enter a name for the zone.
    Click to Enlarge
    d Click ‘Add State’ or ‘Add Region’, then click the + next to a state or region where your business has a sales tax nexus or physical presence.

    e Click ‘Save’ to save changes.
    Learn more about managing destination zones here.
  2. Click 'Settings' and select 'Taxes'.
    Click to Enlarge
  3. Click 'Manage Tax Rates'.
    Click to Enlarge
  4. Click 'Add New Tax'.
    Click to Enlarge
  5. Fill in the tax details.
    Click to Enlarge

    Tax Name | Name of the tax. This appears on the customer checkout page of the online store.
    Enabled by default for all products | When checked, the tax will be automatically applied to all products.
    Tax applies to | Select whether to apply tax to the order subtotal or to the subtotal plus shipping costs.
    Include tax in product prices | If checked, the prices displayed for items in the online store will be adjusted to include tax.
    Zone defines by | Select whether to charge the tax based on the shipping address or the billing address of the customer.
    Rates per zone | Enter a rate to apply to orders from all destination zones or add zone-specific rates.

  6. Click 'Specify rates per zone'.
  7. Select the zone created in step 1 and enter the tax rate to charge for orders placed from that location.
    Click to Enlarge
  8. Click 'Save' to save changes.
  9. Repeat steps 1 - 8 for each additional state or location where your business has a sales tax nexus.

    Learn more about managing taxes here.

Shipping and Pickup

Set up shipping and in-store pickup options to allow customers to get their order shipped or delivered directly to them via USPS, UPS, FedEx, local services, etc. or to pick up their order in store.

Shipping
  1. From the eCommerce Dashboard, click 'Shipping and Pickup' and select 'Shipping and Pickup'.
    Click to Enlarge
  2. To set up a shipping method, click 'Add Shipping Method', then click 'Set Up' next to a shipping carrier and follow the prompts.

    To restrict shipping to a specific region, add a shipping markup, or enter a default package size for automatically calculating shipping rates, click ‘Edit’ after adding the shipping method.

  3. (Optional) Repeat step 2 to add additional shipping methods.
  4. Verify the 'Shipping Origin' is correct. If necessary, click 'Change Address' to enter a new address.

    Learn more about managing shipping options here.

    Click to Enlarge
In-Store Pickup
  1. From the eCommerce Dashboard, click 'Shipping and Pickup' and select 'Shipping and Pickup'.
    Click to Enlarge
  2. To set up in-store pickup, click ‘Add In-store Pickup’.
    Click to Enlarge
  3. Fill in the details for the in-store pickup option.
    Click to Enlarge

    Pickup option’s label | Name of the pickup option. This appears on the customer checkout page of the online store.
    Detailed instructions for customers | Anything customers must know or do to be able to pick up their order. This appears on the customer checkout page after selecting the pickup option.
    Pickup charge | How much extra you will charge for in-store pickup. This appears as a shipping charge on the order after the customer selects the pickup option.

  4. (Optional) Allow customers to schedule a pickup date and time for their order.

    The pickup date and time a customer selects will appear in the order confirmation email sent to the Business Owner and on the Orders screen.

    a Enable ‘Ask for pickup date and time at checkout’.
    b Enter your business hours.
    Customers will only be able to schedule pickups to occur during the hours set here.
    Click to Enlarge
    c Select the number of minutes, hours, or days it takes you to prepare an order for pickup.
    • Customers will not be able to schedule a pickup to occur sooner than this amount of time.
    • To change the fulfillment time later as your business volume fluctuates, follow the steps here to edit the pickup option.
    Click to Enlarge
  5. Click ‘Add Pickup Option’ to save changes.

    Learn more about setting up in-store pickup and managing pickup orders here.

Payments

Select a payment provider to give customers the option to pay for orders online with a credit card. To accept cash payments outside of your online store, edit the default manual payment method to add instructions, or disable this option to not allow cash payments.

  1. From the eCommerce Dashboard, click 'Payment'.
    Click to Enlarge
  2. Set up credit card processing through ShopKeep Payments or a third-party provider.
    • To set up processing with ShopKeep Payments, follow the steps below.
    • The platform for our eCommerce integration accepts the following credit card types through ShopKeep Payments: Visa, Mastercard, Amex, Discover, Diners Club, JCB, and UnionPay.

    a Follow the steps here to sign up for online payments from the ShopKeep Pocket app or in BackOffice.
    b From the ‘Payment’ section of the eCommerce Dashboard, click ‘Connect to ShopKeep Payments’.
    Click to Enlarge
    c If the page prompts you to turn on online payments, toggle the switch to enable the payment method at checkout if it is not already enabled.
    Click to Enlarge
    • To set up processing with a third-party provider, select a payment processing option and follow the prompts to complete setup.
    Click to Enlarge
  3. Edit the 'Pay by cash' payment method to add customer instructions for making cash order payments or disable this option to not allow cash payments.

    Learn more about setting up and managing payment methods here.

    Click to Enlarge

Order Limits and Comments

Set a minimum and/or maximum dollar amount for orders to prevent customers from placing orders that are too small or large to fulfill, and enable order comments to allow customers to communicate requests or notes they have for the order. Businesses often use order limits if they do not deliver orders under a certain value or to stop unusually large orders from being placed.

The order limits feature requires an upgraded ShopKeep eCommerce plan. For information on upgrading, visit the Select a Package section above.

  1. From the eCommerce Dashboard, click 'Settings' and select 'General'.
    Click to Enlarge
  2. Click ‘Cart & Checkout’.
    Click to Enlarge
  3. (Optional) Enter a dollar amount for ‘Minimum allowed order subtotal’ and/or ‘Maximum allowed order subtotal’ to set order limits.

    Customers will be unable to complete an order if the subtotal of the order is less than the minimum or greater than the maximum.

    Click to Enlarge
  4. (Optional) Enable the ‘Order notes field’ setting and configure the settings below it as needed.

    Customers will be able to enter a comment for their order that can be viewed when processing the order via the eCommerce Dashboard or the ShopKeep Register.

    Click to Enlarge
  5. Click ‘Save’ to save changes.

Preview Your Store

Preview your online store to decide whether additional changes are needed before sharing it with customers.

  1. From the eCommerce Dashboard, click 'Website'.
    Click to Enlarge
  2. Select 'View'.
    Click to Enlarge
  3. Review the store and items.
  4. If necessary, click 'Edit Site' to select a different theme, edit the headline, and make other changes to the site content and appearance.

    Learn more about customizing your Instant Site here.

    Click to Enlarge
  5. When satisfied, repeat step 1 and share the 'Instant Site' URL with customers to allow them to access the online store.

    • Visit our Advanced Topics article to learn how to use your own domain name for the online store.
    • Need to temporarily shut down the online store for maintenance? Visit our troubleshooting guide for help.
    Click to Enlarge

Manually Create Orders

Manually create orders for customers who order over the phone or are unable to place an order online themselves. Creating an order in ShopKeep eCommerce allows you to track its payment and fulfillment status as you process the order from the eCommerce Dashboard.

  • Manually created orders do not sync to the ShopKeep Register app via the eCommerce online ordering feature and must be processed from the eCommerce Dashboard.
  • This feature requires an upgraded ShopKeep eCommerce plan. For information on upgrading, visit the Select a Package section above.
    1. From the eCommerce Dashboard, click ‘My Sales’ and select ‘Order Editor’.
      Click to Enlarge
    2. Click ‘Create Order’.

      By default, a product will be automatically added to each order when created. If necessary, the default product can be removed by following step 6 after adding additional products to the order.

      Click to Enlarge
    3. Click ‘Edit’ next to ‘Customer Email’, then enter the customer’s email address and click ‘Save changes’.

      If the customer previously ordered from your webstore, their shipping and billing addresses will automatically appear in the appropriate sections after clicking ‘Save changes’.

    4. Edit and save the ‘Shipping Address’, ‘Shipping Method’, ‘Billing Address’, and ‘Payment Method’ sections as needed.

      ‘Payment Method’ is used for tracking purposes only. Payment for created orders must be manually processed outside of ShopKeep eCommerce.

    5. Add products to the order.
      a Click ‘Add product’.
      Click to Enlarge
      b Enter a product SKU and quantity, then click ‘Add product’.
      • Don’t know the SKU for a product? Look it up from the Products page.
      • The product name and price will automatically appear after clicking ‘Add product’.
      Click to Enlarge
    6. (Optional) To remove a product from the order, click ‘Edit’ next to that product and select ‘Remove’.
    7. (Optional) Click ‘Edit’ next to the order total to add shipping and handling fees, tax, and discounts as needed.
      Click to Enlarge
    8. Click ‘Place Order’ to save changes.
      Click to Enlarge

    Learn how to edit, manage, export, and print orders here.

    Process Orders

    After the Business Owner is notified by email that a customer placed an order, visit ShopKeep eCommerce to view the details of the order, add notes to it, change its payment status, ship it out, and mark it as shipped.

    Orders can also be received and processed at the ShopKeep Register. Visit our ShopKeep eCommerce: Online Ordering article to learn how to use this feature.

    1. From the eCommerce Dashboard, click 'My Sales' and select 'Orders'.
      Click to Enlarge
    2. Select an order number to view details.
      Click to Enlarge
    3. (Optional) Add notes to the order.

      This feature requires an upgraded ShopKeep eCommerce plan. For information on upgrading, visit the Select a Package section above.

      a Click ‘Add note’.
      Click to Enlarge
      b Enter notes, then click ‘Save’.
      • Add a special request, the reason for a refund, or other internal information staff need to know.
      • Notes are visible only to staff in ShopKeep eCommerce and customers cannot see them.
      Click to Enlarge
    4. If the customer submitted a manual payment (e.g. by phone, in person, etc.), click the 'Payment Status' drop-down to update the status to ‘Paid’ as needed.

      If the customer paid online by credit card, the status will automatically update to ‘Paid’.

      Click to Enlarge
    5. Ship the order to the customer using the selected shipping method.
    6. After shipping the order, click the 'Fulfillment Status' drop-down to update the order status to 'Shipped'.

      Learn more about managing orders here.
      To learn how to refund orders, visit our troubleshooting guide.

      Click to Enlarge

    FAQ

    Continue below for answers to common questions about ShopKeep eCommerce integration.

    How can I get more help setting up and managing my online store?

    Visit our ShopKeep eCommerce: Advanced Topics article to learn how to set up product categories, manage shipping regions, use your own domain name, add your online store to WordPress, advertise and sell products on social media, and enable online gift cards.

    How can I get help with a problem affecting ShopKeep eCommerce?

    Visit our ShopKeep eCommerce Troubleshooting guide for help with some common issues.

    Can I upgrade to add additional features to my online store?

    Yes. Upgrade your ShopKeep eCommerce package to enable advanced functionality for your online store. For information on upgrading, visit the Select a Package section above.

    Can I downgrade my ShopKeep eCommerce package?

    Yes. Downgrade your ShopKeep subscription package if you do not need the features available in an upgraded package. To learn how to downgrade, visit the Select a Package section above.

    What kinds of items do not sync from BackOffice?

    Open priced and unit priced items are not supported and do not sync from BackOffice to ShopKeep eCommerce. Additionally, “NO” Option modifiers added to items in BackOffice do not sync with those items.

    Will changes made to items in ShopKeep eCommerce sync to BackOffice?

    No. Synchronization is one-way with information syncing from BackOffice to ShopKeep eCommerce only.

    When I sell an item online will the quantity of the item automatically update in BackOffice?

    Yes. The quantity of a sold item will be automatically removed from BackOffice and from ShopKeep eCommerce when a customer purchases the item online.

    When I sell or return an item in store will the quantity of the item update in ShopKeep eCommerce?

    Yes. The quantity of a sold item will be automatically removed from ShopKeep eCommerce and from BackOffice when the item is rung up in the ShopKeep Register app. For returns processed in the ShopKeep Register app, the returned quantity will be automatically added to ShopKeep eCommerce and to BackOffice.

    Do quantity on hand adjustments made in ShopKeep eCommerce sync to BackOffice?

    No. Changes made to the quantity on hand of an item in ShopKeep eCommerce will not sync to BackOffice and will cause a discrepancy between the quantity shown in both places.

    Will the quantity on hand of an item automatically update if I cancel or refund an order in ShopKeep eCommerce?

    If you cancel or refund an order in ShopKeep eCommerce, the quantity of the returned item will be automatically added to ShopKeep eCommerce but will not be added to BackOffice.

    Can I manage orders at the register?

    Yes. Orders can be received, viewed, and processed at the ShopKeep Register via the eCommerce online ordering feature if it is enabled for your store.

    How can I offer discounts on my online store?

    Visit our ShopKeep eCommerce: Advanced Topics article to learn how to set up Discount Coupons, allowing you to offer discount codes for fixed value or percentage discounts and free shipping.

    How can I prevent out-of-stock items from being sold?

    Items and item variants will be automatically marked out of stock on your online store when their quantity on hand in ShopKeep eCommerce reaches 0, preventing customers from purchasing them. When you receive more of an item, update its quantity in BackOffice to start selling it again online.

    Can I enable or disable individual item variations?

    No, only entire items can be enabled or disabled.

    What is the URL of my online store?

    To find the URL of your online store, visit the eCommerce Dashboard and click ‘Website’.

    Can I change the URL of my online store?

    Sure. Change the subdomain of your ShopKeep eCommerce store by visiting the eCommerce Dashboard, clicking ‘Website’, and selecting ‘Change URL’.

    Can I accept ShopKeep gift cards in my online store?

    ShopKeep integrated gift cards cannot be accepted as payment for online purchases. However, separate online-only gift cards can be sold and redeemed in your webstore. Visit our ShopKeep eCommerce: Advanced Topics article to learn how to set up online gift cards.

    Can I customize the layout of my online store?

    Yes. From the eCommerce Dashboard, click ‘Website’ and select ‘Edit’ to customize the look and feel of your online store. Select a preset theme or use the editor to change individual settings. Learn more about customizing your online store here.

    Are online orders included in BackOffice reporting?

    Only online orders closed at a ShopKeep Register using the eCommerce online ordering feature will be included in BackOffice reporting. To view all orders placed through your online store, click ‘My Sales’ and select ‘Orders’ from the eCommerce Dashboard.

    What’s Next?

    After setting up eCommerce integration, move on to other eCommerce-related topics. Learn how to advertise and sell products on social media, manage online orders at the register, and get help with any issues or questions that come up.

    Advanced Topics

    With eCommerce setup complete, learn about additional features designed to help you manage, market, and grow your online webstore, including how to sell products on social media, use your own domain name for your store, and manage shipping regions. Visit our ShopKeep eCommerce: Advanced Topics article for more information.

    Online Ordering

    Learn how to use the eCommerce online ordering feature to receive and process orders at the register that were placed through your online webstore. These orders can print to your kitchen printers and include customer notes and delivery details. Visit our ShopKeep eCommerce: Online Ordering article to learn more.

    Troubleshooting and Additional Support

    Visit our ShopKeep eCommerce Troubleshooting guide for help with any issues that arise or go here to learn how to use features not covered in ShopKeep documentation.