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Documentation Index

Fetch the complete documentation index at: https://docs.elasticfunnels.io/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The Shopify Order Sync integration automatically creates orders in Shopify when customers purchase through ElasticFunnels. This keeps Shopify as your central hub for tax reporting, accounting, and 3PL fulfillment while allowing you to use ElasticFunnels for your checkout experience.

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What This Integration Provides

Automatic Order Sync

Orders sync to Shopify automatically 15 seconds after purchase completion

Tax Reporting

Maintain accurate records for your accountant and tax consultants

3PL Fulfillment

Fulfill orders through your existing Shopify-connected 3PL providers

Pricing Flexibility

Charge different prices in ElasticFunnels than what appears in Shopify

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Setup Guide

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Step 1: Connect Your Shopify Store

  1. Navigate to Integrations, open the Operations tab, and find Shopify
  2. Click “New integration” (or open your existing Shopify integration)
  3. Enter your Shopify store domain (e.g., yourstore.myshopify.com)
  4. Click “Connect to Shopify”
  5. You’ll be redirected to Shopify to authorize access
  6. Grant the necessary permissions for order management
You’ll need admin access to your Shopify store to complete the authorization.

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Step 2: Authorize the App

After clicking connect, Shopify will ask you to grant permissions:
  • Read orders - View existing orders
  • Write orders - Create new orders
  • Read customers - View customer information
  • Write customers - Create customer records
Click “Install app” to authorize ElasticFunnels.

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Step 3: Configure Your Merchant

To enable order syncing for specific merchants:
  1. Go to Merchants in ElasticFunnels
  2. Edit the merchant you want to sync orders from
  3. Open the Order Sync tab
  4. Select your Shopify integration from the dropdown
  5. Click “Save”
You can configure multiple merchants to sync to the same Shopify store, or create different integrations for different stores if you manage multiple businesses.

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Step 4: Test the Integration

Make a test purchase through your funnel:
  1. Complete a test transaction
  2. Wait 15 seconds
  3. Check your Shopify admin → Orders
  4. Look for orders tagged with “ElasticFunnel”
Test orders should appear in Shopify with full details including customer info, line items, and payment status marked as “paid”.

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How Order Sync Works

Every completed order from ElasticFunnels is synced with its full line items (product names, quantities, and prices from your ElasticFunnels products). You do not need to create products in your Shopify catalog first — each order is sent with custom line items from ElasticFunnels.

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Sync Timeline

Purchase Completed in ElasticFunnels
         ↓ (10 seconds)
Fulfillment Scheduled (if configured)
         ↓ (15 seconds)
Order Sync to Shopify
         ↓
Order Appears in Shopify Admin

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What Gets Synced

When an order syncs to Shopify, we include:
  • Email address
  • First and last name
  • Phone number
  • Billing address
  • Shipping address
  • Line items (products purchased)
  • Quantities and prices
  • Order number from ElasticFunnels
  • Purchase timestamp
  • Payment method used
  • Subtotal amount
  • Tax calculations from ElasticFunnels
  • Shipping costs
  • Discount codes applied
  • Total order value
  • Order tagged as “ElasticFunnel”
  • EF order ID and number in order notes
  • Funnel ID reference
  • Source identified as “ElasticFunnel”
  • Fulfillment provider name
  • Tracking number
  • Carrier information
  • Shipment status

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What Information Gets Synced

When an order syncs to Shopify, all essential details are included:
  • Customer name and email - Full contact information
  • Billing and shipping addresses - Complete address details
  • Products purchased - Item names, quantities, and prices
  • Order totals - Subtotal, tax, shipping, and final total
  • Payment information - Payment method and status (marked as “paid”)
  • Order number - Your ElasticFunnels order reference
  • Tracking details - Shipping tracking if fulfillment was processed
Orders are created with custom line items and are not linked to your Shopify product catalog. This means you don’t need to create products in Shopify first - everything is sent from ElasticFunnels.

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Financial Status

All orders synced from ElasticFunnels are marked with:
  • Financial Status: paid - Payment already collected in ElasticFunnels
  • Payment Gateway: Shows the payment method used (e.g., “Stripe”, “PayPal”)
  • Transaction Type: Marked as sale with success status
Since payment is collected in ElasticFunnels before syncing, all orders appear as “paid” in Shopify. This is correct and expected behavior.

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Fulfillment Integration

If your merchant has fulfillment configured:

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Fulfillment Data Included

When orders have fulfillment information from your 3PL provider:
  • Fulfillment status
  • Provider name (e.g., “ShipOffers”, “Jetpack”)
  • Tracking number
  • Carrier information
This information is added to the order notes in Shopify for your 3PL to reference.

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Order Notes Example

Order Source: ElasticFunnel
EF Order ID: ord_12345
EF Order Number: ABC123XYZ
Funnel ID: 42

=== Fulfillment Information ===
Status: shipped
Provider: ShipOffers
Tracking: 1Z999AA10123456784
Carrier: UPS

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Managing Multiple Stores

If you manage multiple Shopify stores:

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Create Multiple Integrations

  1. Go to Integrations → Operations
  2. Click “New integration” for Shopify for each store
  3. Connect each store separately
  4. Name them clearly (e.g., “Shopify - US Store”, “Shopify - EU Store”)

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Assign to Merchants

Each merchant can sync to a different Shopify store:
  • Merchant A → Shopify US Store
  • Merchant B → Shopify EU Store
  • Merchant C → No syncing
This is useful if you run multiple brands or international stores. Each ElasticFunnels merchant can sync to the appropriate Shopify store.

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Reconnecting Your Store

If your integration shows an error or needs reconnection:
  1. Open your Shopify integration in Integrations → Operations
  2. Click “Reconnect” button
  3. You’ll be redirected through the authorization flow again
  4. A new access token will be obtained
  5. Order syncing will resume automatically
Shopify OAuth tokens don’t expire unless you uninstall the app or regenerate your API credentials. Reconnection is rarely needed.

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Sync Status & Monitoring

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Order Sync Statuses

Each order has a sync status:
  • Pending - Scheduled, waiting to be sent
  • Synced - Successfully sent to Shopify
  • Failed - Error occurred (will retry automatically)

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Automatic Retries

If an order fails to sync, the system automatically tries again:
  • First few retries happen within minutes
  • Later retries happen after longer intervals
  • System retries up to 5 times over several hours
After all retries fail, you’ll see a “Failed” status and may need to reconnect your integration.
If multiple orders show as failed, check your integration status. You may need to reconnect to Shopify.

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Finding Synced Orders in Shopify

To locate orders that came from ElasticFunnels:

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Method 1: Tag Filter

  1. Go to Shopify Admin → Orders
  2. Click “Filters”
  3. Add filter: Tagged with = ElasticFunnel
  4. View all EF orders

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Method 2: Source Filter

Orders show “ElasticFunnel” as the source in the order details.

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Method 3: Order Notes

Check order notes for:
  • EF Order ID
  • EF Order Number
  • Funnel ID
  • Fulfillment information

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Troubleshooting

Possible Causes:
  • Integration not assigned to merchant
  • Shopify access token invalid
  • Network connectivity issue
Solution:
  1. Verify integration is selected in merchant’s Order Sync tab
  2. Check integration status shows “Active”
  3. Try reconnecting the integration
  4. Contact support if issue persists
Possible Causes:
  • Incorrect store domain entered
  • Authorization cancelled
  • Session expired
Solution:
  1. Verify your store domain is correct (e.g., yourstore.myshopify.com)
  2. Try connecting again
  3. Clear browser cookies if session issues persist
Expected Behavior: Prices in Shopify match what customers paid in ElasticFunnels, not your Shopify catalog prices.This is correct! The integration is designed to allow different pricing in ElasticFunnels vs Shopify. The synced price is the actual amount the customer was charged.
Possible Causes:
  • App uninstalled from Shopify
  • Access token revoked
  • API credentials changed
Solution:
  1. Check if app is still installed in Shopify Admin → Apps
  2. Click “Reconnect” in ElasticFunnels to re-authorize
  3. Verify Shopify app is active in your store
Cause: Not all customer fields are requiredSolution: This is normal if customers didn’t provide optional information. Essential fields (email, name) will always be present.

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Connection & Authentication

Once you connect your Shopify store, the integration remains active indefinitely:
  • No need to reconnect regularly
  • Connection stays active until you uninstall the app
  • Secure authorization through Shopify’s standard process

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If You Need to Reconnect

You may need to reconnect if:
  1. You see a “Disconnected” status in your integration
  2. Orders stop syncing unexpectedly
  3. You reinstall the app in Shopify
Simply click the “Reconnect” button and authorize again.

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Data Privacy & Compliance

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What Data We Access

When you connect Shopify, we request permission to:
  • Read and write orders
  • Read and write customer information
  • Read product catalog (for future features)
  • Read inventory levels (for future features)

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How We Store Your Data

  • OAuth tokens encrypted in database
  • Order sync records stored for status tracking
  • No sensitive customer data retained long-term
  • Customer PII only used during sync operation

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GDPR Compliance

Our Shopify app implements all mandatory compliance webhooks:
  • customers/data_request - Responds to customer data export requests
  • customers/redact - Handles customer data deletion requests
  • shop/redact - Deletes shop data 48 hours after uninstall
ElasticFunnels doesn’t store customer PII separately. Customer data is only synced to Shopify and not retained in ElasticFunnels after the order is created.

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Best Practices

1

Test First

Make a test purchase to verify orders sync correctly before going live with real customers.
2

Tag for Organization

All orders are automatically tagged “ElasticFunnel” in Shopify for easy filtering and reporting.
3

Monitor Sync Status

Check your integration status regularly to ensure orders are syncing without issues.
4

Configure Per Merchant

Set up order sync for each merchant individually. Not all merchants may need Shopify syncing.
5

Keep Integration Connected

Don’t uninstall the Shopify app. If you need to disconnect, do so through ElasticFunnels settings.

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Advanced Configuration

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Custom Line Items vs Product Linking

Orders are created with custom line items that don’t link to your Shopify product catalog: Advantages:
  • No product setup required in Shopify
  • Prices can differ between platforms
  • Product names/descriptions come from ElasticFunnels
  • Faster setup and configuration
Considerations:
  • Reports based on Shopify product variants won’t include EF orders
  • Inventory tracking doesn’t affect EF orders
  • Product changes in Shopify don’t affect synced orders
This approach is intentional. It allows maximum flexibility with pricing and doesn’t require maintaining a product catalog in both systems.

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Syncing Tax Calculations

Tax amounts calculated in ElasticFunnels are sent to Shopify exactly as charged:
  • Tax rate preserved
  • Tax amount matches what customer paid
  • Proper tax reporting for accountants
  • No recalculation in Shopify
This ensures your tax records in Shopify match what customers actually paid, which is critical for accounting and tax compliance.

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Frequently Asked Questions

No. Orders are created with custom line items that don’t link to Shopify products. This means you don’t need to maintain a product catalog in both systems.
Yes! That’s the main benefit. The price sent to Shopify is the actual price charged in ElasticFunnels, which can be different from your Shopify catalog prices.
Orders will retry automatically up to 5 times with exponential backoff. Most temporary issues resolve themselves without intervention.
If an order fails to sync, contact support and we can manually trigger a resync for specific orders.
Currently only new orders are synced. Refund syncing is planned for a future update.
Yes. Contact support if you need to sync existing orders from before you connected the integration.
No! Orders are created with custom line items. You don’t need any products in your Shopify catalog.
Perfect! Your 3PL will see the synced orders in Shopify and can fulfill them normally. Tracking information can be added to Shopify as usual.

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Use Cases

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Tax Reporting & Compliance

Scenario: You need accurate records for your tax consultant Solution:
  • All orders sync to Shopify with correct tax calculations
  • Tax amounts match what customers actually paid
  • Easy export from Shopify for quarterly/annual tax filing
  • Accountant can access Shopify admin directly

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3PL Fulfillment

Scenario: Your fulfillment center only integrates with Shopify Solution:
  • Orders automatically appear in Shopify
  • 3PL fulfills from Shopify as normal
  • Tracking numbers can be added in Shopify
  • Fulfillment status visible in both systems

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Multi-Platform Strategy

Scenario: You want different pricing on your funnel vs your Shopify store Solution:
  • Charge premium prices through ElasticFunnels
  • Maintain standard prices in Shopify for direct traffic
  • Orders sync with actual price paid
  • Both channels tracked separately

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Agency Management

Scenario: You manage multiple client stores Solution:
  • Create separate integration for each client
  • Each merchant syncs to correct Shopify store
  • Client reports stay separated
  • Easy handoff to client for fulfillment

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Connection Status & Health

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Status Indicators

Your integration status shows real-time health:
  • 🟢 Active - Integration working, orders syncing normally
  • 🟡 Pending - Initial setup not complete
  • 🔴 Disconnected - Needs reconnection
  • ⚪ Disabled - Integration disabled (app uninstalled)

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Monitoring Sync Status

Check individual order sync status:
  1. Go to Analytics → Conversions
  2. View order details
  3. Check Order Sync Status field:
    • Pending
    • Synced (with Shopify order ID)
    • Failed (with error message)

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What Happens to Your Data

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App Uninstall

If you uninstall the ElasticFunnels app from Shopify:
  • Order syncing stops automatically
  • Previously synced orders remain in Shopify
  • You can reinstall and reconnect anytime
  • No data is lost

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Privacy & Data Handling

  • Customer information only used during order creation
  • Data sent to Shopify matches what customers provided at checkout
  • No customer data stored long-term in ElasticFunnels
  • Orders exist in Shopify for your records
We don’t retain customer information after syncing orders. All customer data lives in Shopify where you can manage it according to your privacy policy.

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Using Shopify as checkout

If you want to sell through Shopify from your funnels (instead of or in addition to syncing orders from other gateways), use one of these merchants:
  • Shopify Checkout — Redirects visitors to your Shopify cart and native checkout. Simple cart link; no upsells in the same flow.
  • Shop Pay — Creates a draft order in Shopify and sends the customer to checkout (Shop Pay one-click for returning customers; supports bumps).
Both require your Shopify store to be connected in Integrations → Operations (Shopify). Map each product to a Shopify variant ID in the product’s Merchant information tab. See the linked guides for step-by-step setup.

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Next Steps

Merchant Setup

Learn how to configure merchants for order syncing

Fulfillment Guide

Set up fulfillment providers for automated shipping

Analytics Dashboard

View your order data and performance metrics

Tax Configuration

Configure tax calculations for accurate reporting