Guides for linking, adding or updating products, finding orders and using reports.
31 articles
How Mortar links Shopify products to your POSMortar automatically tries to find a unique link to products in your POS.
Using the unlinked products reportThe unlinked products report spreadsheet helps organize, track, and share fixing linking for priority and unlinked products.
Fixing "No match" productsStep by step guide for linking "No match" products; where no match was found to a product in your POS.
Fixing "No data" productsStep-by-step guide for linking Shopify products without a SKU or Barcode using the Mortar linking export.
Fixing "Non-unique" productsStep-by-step guide for linking "Non-unique" products using the Mortar linking export.
Product detail mapping - Lightspeed (R-Series)How your Lightspeed Retail product details are mapped to your Shopify products.
Adding products to Shopify - Lightspeed (R-Series)To make Lightspeed R-Series items available on Shopify, apply the add tag to the matrix and items.
Updating Shopify product details - Lightspeed (R-Series)To optimize your workflow, you can configure how product and variant details update from Lightspeed (R-Series) to Shopify.
Updating Shopify variant prices - Lightspeed (R-Series)Managing product and sale prices from Lightspeed Retail (R-Series) to Shopify.
Deleting products from Shopify - Lightspeed (R-Series)To delete Lightspeed R-Series items on Shopify, replace the add tag with the delete tag on the matrix and items.
Finding Shopify orders and refunds - Lightspeed (R-Series)Shopify orders, refunds and canceled orders are uploaded to Lightspeed R-Series as sales.
Useful reports - Lightspeed (R-Series)Find online sale uploaded to your point of sale by filter the standard sales reports in Lightspeed Retail (R-Series).
Product detail mapping - Lightspeed (X-Series)How your Lightspeed Retail product details are mapped to your Shopify products.
Adding Products to Shopify - Lightspeed (X-Series)To make Lightspeed (X-Series) products available on Shopify, apply the "add" tag to the product.
Updating Shopify product details - Lightspeed (X-Series)To optimize your workflow, you can configure how product and variant details update from Lightspeed (X-Series) to Shopify.
Updating Shopify variant prices - Lightspeed (X-Series)Managing product and sale prices from Lightspeed Retail (X-Series) to Shopify.
Deleting products from Shopify - Lightspeed (X-Series)To delete Lightspeed Retail (X-Series) products on Shopify, replace the add tag with the delete tag on the matrix and items.
Finding Shopify orders and refunds - Lightspeed (X-Series)Shopify orders, refunds and canceled orders are uploaded to Lightspeed (X-Series) as completed Sales.
Useful reports - Lightspeed (X-Series)Find online sale uploaded to your point of sale by filter the standard sales reports in Lightspeed Retail (X-Series).
Key differences between Mortar and the Lightspeed X "native" Shopify integrationMortar: More complete product management, configurable updates, multiple sites and locations, and refunds
Key differences between Mortar and the Heartland "first-party" Shopify integrationMortar: Simplified product management, automatic updates, multiple locations, instore pickup, automated orders/invoices, and refunds
Product detail mapping - Heartland RetailHow your Heartland Retail product details are mapped to your Shopify products.
Adding products to Shopify - Heartland RetailTo make Heartland items available on Shopify, apply the add tag to the grid or item.
Updating Shopify product details - Heartland RetailTo optimize your workflow, you can configure how product and variant details update from Heartland to Shopify.
Updating Shopify variant prices - Heartland RetailManaging product and sale prices from Heartland Retail to Shopify.
Deleting products from Shopify - Heartland RetailTo delete Heartland Retail products on Shopify, replace the add tag with the delete tag on the matrix and items.
Heartland Order SourceSimplify reporting for Shopify transactions in Heartland by creating a dedicated location to denote the Order Source.
Finding Shopify orders and refunds - Heartland RetailShopify orders are uploaded to Heartland Retail as Orders. Shopify refunds and canceled orders upload as Tickets.
Useful reports - Heartland RetailUse Heartland's core reports to validate Shopify sales or tax totals, inventory and more. Detailed reporting is available in custom reports.
Automatically invoicing sales orders in Heartland RetailBy default, Mortar automatically invoices Shopify orders in Heartland Retail to improve inventory accuracy and save time.
Required fields in Heartland Retail