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How does the Shopify integration work? One way? Two way?

Anne M Robichaux
$organization

Our museum shop is in the process of moving from TAM to Shopify and contacted me after they'd already started their move to talk about the Tessitura integration. Here's hoping it ends up being the best for what we all need. :-) I have put in a help ticket to get the consulting work done for the integration, but I'd like to know a little more about just what the integration does and I can't find it online. Is anyone using it already? It is my understanding that our in-store staff will be able to pull up constituent records and member discounts will automatically apply (Huzzah!), but what about the other way? If the shop sells a membership, will that track back into Tessitura? If so, will it process as a product rather than a contribution? I'm sure I'll find out more once we get the process moving, but I'm trying to gather some info for both our shop and development teams in advance. Am I correct in seeing that the online Shopify portal will NOT connect to Tessitura? I'm less concerned about members here, as they are used to inputting a promo code for their discount, but I'm curious about new constituents. I'm guessing these would have to be input using the constituent import utility periodically if the online POS doesn't talk to Tessitura. Any insight anyone who has already gone down this path would be much appreciated. 

Thanks!

Anne Robichaux
The Historic New Orleans Collection

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  • $organization

    Hi Anne - 

    It's always fun when you get surprises like that! I'm attaching the one-sheet although I don't think it will provide you the specific answers you are looking for, so I'll go ahead and answer them here as well.

    First, the integration is currently a single way look up, it does not create or push membership information from Shopify. It's definitely something that people have had interest in, and on my list of possible feature set enhancements if we get enough traction on it. It is also, at this time, retail only and not online. Something like the constituent import utility (or the contribution import utility) would be a great path to explore for any new constituents created via Shopify online.

    Our integration currently offers the following points of functionality:

    • Customer record lookup to record purchase history to existing Tessitura accounts and to validate and apply any percentage and specific dollar amount discounts that customer is eligible for.
    • Tessitura gift certificate validation and redemption
    • POS purchase history data passed and housed in Tessitura 

    Hope that helps! Please do feel free to open a ticket if you want to get more details on cost, timeline, or sundries for your specific project.

    Best,

    Heather

    Shopify One-Sheet 01.18.19 (1).pdf

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  • $organization

    Hi Anne - 

    It's always fun when you get surprises like that! I'm attaching the one-sheet although I don't think it will provide you the specific answers you are looking for, so I'll go ahead and answer them here as well.

    First, the integration is currently a single way look up, it does not create or push membership information from Shopify. It's definitely something that people have had interest in, and on my list of possible feature set enhancements if we get enough traction on it. It is also, at this time, retail only and not online. Something like the constituent import utility (or the contribution import utility) would be a great path to explore for any new constituents created via Shopify online.

    Our integration currently offers the following points of functionality:

    • Customer record lookup to record purchase history to existing Tessitura accounts and to validate and apply any percentage and specific dollar amount discounts that customer is eligible for.
    • Tessitura gift certificate validation and redemption
    • POS purchase history data passed and housed in Tessitura 

    Hope that helps! Please do feel free to open a ticket if you want to get more details on cost, timeline, or sundries for your specific project.

    Best,

    Heather

    Shopify One-Sheet 01.18.19 (1).pdf

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