Overview
Mortar automatically reviews each Shopify product to find a unique link to a product in your POS. Complete the setup by doing the following:
Review the linking results
Fix priority products
Save the links and products to Mortar
Tip: If you have no products in Shopify, you can skip this step.
If you only have test products in Shopify, press Save to skip.
Get started
You can access the Products page in two ways:
Sidebar menu - in the sidebar menu: Mortar > Products
Setup guide - Open the Intercom Task list, select Link products, and press Review.
Review linking results
Mortar imports all active and draft products to create links. Depending on the number of products you have between Shopify and your POS, this process can take some time to complete. Status dials track your progress onscreen. As soon as the process is complete, your results will be displayed, and you will receive a copy of the results by email.
Linking progress
Links are created only between unique matches (1 Shopify Variant to 1 POS product). The more 1-to-1 matches you have, the better.
Learn more: How Mortar links Shopify products to your POS platform
Product link results
Mortar organizes your link results into the following essential tabs: Linked, Unlinked, and Priority.
Linked products
Variants that uniquely match a product in your POS platform require no further action.
Unlinked products
Variants that do not uniquely match a product in your POS require further action. There are three causes for an unlinked Shopify product.
Non-unique - Multiple products on Shopify or your POS platform have the same SKU or Barcode ID
Not found - Mortar wasn't able to find any product in your POS with a matching SKU or Barcode ID
No data - A SKU or Barcode was not present on Shopify
Priority products
Unlinked products with inventory available on Shopify are at risk of being oversold and are referred to as Priority products. Mortar provides this Priority list of high-risk products to focus on first. You need to take action on these high-risk products to ensure a 1-to-1 link between Shopify and your POS.
Export link results
If you have an extensive list of products, export your link results. The results spreadsheet can help you stay organized or split the workload between team members.
Learn more: Using the unlinked products report export.
Fixing unlinked products
Fixing non-unique
Multiple products sharing the same SKU or Barcode in Shopify or your POS can only be linked once you create a 1-to-1 relationship for each product.
There are two options to create unique links for each product:
Update the SKU or Barcode for each product to ensure they are all unique.
Archive redundant products.
Step-by-step Learn more: Fixing "Non-unique" Product Links.
Fixing not found
Products that exist on Shopify but cannot be found in your POS happen for one of the following reasons:
A product doesn't exist or was archived in the POS
The product SKU or Barcode is different in the POS
In each case, you need to either update the existing product with a unique SKU or Barcode or create a new product in your POS if it does not exist.
Step-by-step Learn more: Fixing "Not found" Product Links.
Fixing no data
This means that no SKU or Barcode exists for the variant in Shopify. A product SKU or Barcode in Shopify is required to link to your POS.
The most straightforward fix is to copy the unique ID your POS generates for each product and transfer this to the Shopify SKU field.
POS | Copy POS Unique ID to Shopify SKU |
Lightspeed R-series | System ID |
Lightspeed X-series | Custom or SKU |
Heartland Retail | Item |
Step-by-step Learn more: Fixing "No data" Product Links.
Reimport linking
After making as many product updates or changes as needed, press the Reimport button to process the updates and display your new results.
Save all links
The final step in linking your products is to save the links.
Press the Save button to commit your links to Mortar and set your unlinked Shopify products to draft. This can take some time, depending on how many products you have.
When this process completes, you will receive an email with instructions to activate Mortar.
Don't worry if they aren't perfect; unlinked products will be set to draft status in Shopify so you can continue improving your links after Mortar is activated. Mortar will always try to link new products from your POS to products on Shopify.
Next Steps