Overview
Switching from the Heartland "first-party" Shopify integration to Mortar is easy. Once you switch, your integration with Shopify becomes much more powerful.
Alert! Disable the Heartland "first-party" Integration in Heartland > Settings >Integration or uninstall the Heartland Retail Shopify app before activating Mortar.
Products
Adding products to Shopify is much simpler with Mortar. Mortar sends complete product information, including long descriptions and images. In addition, Mortar gives you the power to manage products using tags.
Product Feature | Heartland "first-party" | Mortar |
Adding Heartland Products to Shopify | Update the trigger attribute on each, then manually trigger publish from Settings | Add the "add" tag to the grid or item |
Adding Shopify Products to Heartland | Manually trigger a download to Heartland from Settings |
|
Updating product info to Shopify | Manually trigger updates from Settings. | Automatic update of configured product info whenever products are updated, sold, or received in Heartland. |
Product Information
Mortar includes complete product information to Shopify when adding a new product. Heartland Native only includes a few attributes.
Learn more: How product info is mapped to Shopify
Shopify Product Attribute | Heartland "first-party" | Mortar |
Variant SKU | Item # | Item #, UPC, EAN |
Title | Description | Description (default) or mapped |
Description | Long Description | Long Description |
Product Type | Mapped | Category(default) or mapped |
Vendor |
| Primary Vendor (default) or mapped |
Tags | Mapped | Tags (default) or mapped |
SKU | Item # | Item #, UPC, EAN |
Barcode |
| UPC (default) or mapped |
Compare at Price |
| Original Price (default) or mapped |
Price | Current Price | Current Price (default) or mapped |
Continue selling when out of stock |
| Inventoried or "instock" tag |
Charge tax on this variant | Taxable | All products default to taxed when created. Do not update. |
Weight | Weight | Weight |
Product updates by plan
Grow and Scale plans allow control of which attributes update so that you can tailor your workflow and manage certain product information on Shopify, as desired.
Mortar Plan | Product Updates |
Connect | Inventory Only |
Grow | Configurable |
Scale | Configurable |
Locations and Fulfillment Methods
Heartland "first-party" integration does not support multiple Shopify locations. Mortar offers full support for Shopify locations so that you can take advantage of Pickup In-store and Local Delivery fulfillment.
Learn more: Shopify Order Fulfillments
Fulfillment Method | Heartland "first-party" | Mortar |
Shipping | X | X |
Pickup in-store |
| X |
Local Delivery |
| X |
Orders & Refunds
Mortar automates the order distribution and invoicing process in Heartland. Invoices are integrated to Shipstation automatically, dramatically cutting fulfillment time and making it easier to ship orders to your customers.
Note: Mortar can be configured to allow manual invoicing, mimicking the Heartland "first-party" integration. Please let Mortar support know if you would like your account configured for "Heartland manual invoice mode".
Learn more: Shopify orders in Heartland Retail
Order Feature | Heartland "first-party" | Mortar |
Order distribution | Manual | Automatic |
Order fulfillment & invoicing | Manual | Manual or Automatic |
Capture authorized payment when invoiced | Yes |
|
Fulfill in Shopify when invoiced in Heartland | Yes | Coming soon |
Send Invoice Tracking Number to Shopify |
| Coming soon |
Integrated to Shipstation |
| Yes |
Fulfill in Shopify from Shipstation |
| Yes |
Refunds
Heartland "first-party" does not support refunds.
Mortar supports both canceled Shopify orders and partial refunds for restocking or dollars. Restocked refunds return inventory; not-for-restock refunds will create tickets using the Shopify Refund product.
Learn more: Shopify refunds in Heartland Retail
Mortar also supports Shopify return and exchange apps like Returnly, Narvar, and Loop Returns.
Refund Feature | Heartland "first-party" | Mortar |
Restocked Refunds |
| A ticket is created in the restocked location. |
Not-for-restock Refunds |
| A ticket is created using the Shopify Refund product in the original location. |
Additional Links