Shopify and NCR Counterpoint SyncApp – Two-Way System Integration

The most powerful bi-directional sync integration for NCR Counterpoint and Shopify

SEE ALL FEATURES: https://www.poshighway.com/integrations/shopify-to-counterpoint

33,000 retailers nationwide utilize NCR Counterpoint for their brick and mortar businesses, but what about those who want to also sell their products online through their website?

Shopify is one of the most used eCommerce platforms out there today, with over 1.2 million online stores using it internationally to retail their products on the web. With a simple back-end user interface and with minimal programming and digital design knowledge required, Shopify is a great eCommerce platform option for many retailers.

As eCommerce and omnichannel retailing become more in-demand by consumers, retailers must adapt accordingly or risk losing business to the competition.

POS Highway partners with retailers nationwide in providing solutions for both brick-and-mortar and eCommerce, and now supporting fully-integrated, bi-directional data synchronization between our retail point of sale system (NCR Counterpoint) and Shopify eCommerce platform.

Does Shopify supply the whole end-to-end integration solution to NCR Counterpoint or is there something else that needs to be acquired.

CompuTant/POS Highway developed a custom integration between Counterpoint and Shopify, which communicates with the Shopify API. The end-user will need to purchase POS Highway’s SyncApp, along with professional services (setup, data migration, testing, and training).

As the end-user, you will also want to have someone to design your website, as well as a Shopify expert to assist in setting up the eCommerce platform and payment gateway.  CompuTant/POS Highway does not currently provide these services.

How does the integration work? Are there any software components that need to exist on our user laptops, register, database server, etc?

Software components such as Counterpoint eCommerce module and Shopify SyncApp needs to be installed and configured on the CP SQL server.

Can items be transferred from Shopify to Counterpoint or it can only be done one way from Counterpoint to Shopify?

We recommend you make Counterpoint inventory your primary database, however, you can add products in Shopify, and new products from Shopify will be added into Counterpoint item/inventory. Our CP-Shopify SyncApp is a two-way synchronization application.

Is there any “master sheet” needed in order to transfer all the data between Shopify and Counterpoint.

No, you do not need a “master sheet” for CP-Shopify integration. Our SyncApp will do handle data synchronization between Counterpoint and Shopify.

When we transfer items from Counterpoint to Shopify, what information will be used?

Here is a list of Counterpoint product and online sales date/information our CP-Shopify SyncApp will transfer between Counterpoint and Shopify.

Item/Product Data

  • Additional Description 1
  • Item images
  • HTML description
  • Price-1
  • Regular price
  • Last cost
  • Vendor
  • Category
  • Collection 1 to 5 > Custom fields
  • Item grids (variants)
  • Qty-on-hand

Customer/Contacts

  • Customer name
  • Last name
  • First Name
  • Address1,2,3
  • City
  • State
  • Zipcode
  • Email address 1
  • Phone 1
  • Ship-to address

All sales orders/invoices will sync from Shopify to CP

  • Update tickets
  • Inventory
  • On-hand quantity
  • Customer purchase history
  • Sales reports
  • Inventory reports
  • And more ….

How do syncing on-hand quantities happen if items are being purchased from both Shopify and our brick-and-mortar store?  Do all quantity on-hand amounts move from Shopify to CP or just the sale item quantities where CP subtracts from its on-hand quantities.

The Shopify web store needs to be configured in Counterpoint as another store, let’s call it an “eCommerce” store. Inventory locations can be connected to your brick and mortar store inventory or you can set up a separate inventory location for Shopify. Either way, Shopify – CP sync app will post online and in-store sales/return/inventory transactions to the right location.

Is there a common frequency rate on the sync (i.e. 1, 5, 15, 30-minute intervals)?

The most common frequency is every three to five minutes.

Is the integration set up for CP or Shopify to be the system-of-record for consolidated sales reporting?

Shopify does not have the capability to manage your in-store sales, inventory, purchasing, and consolidated reporting. Therefore, Counterpoint is your primary system for all purposes outside of selling products online.

Is the integration set up for CP or Shopify to handle shipping/order fulfillment?

Online sales processing, credit card authorization, picking, packing, shipping, shipping labels printing, fulfillment will be handled via Shopify. POS Highway’s SyncApp will transfer completed invoices from Shopify to Counterpoint. The SyncApp will update sales, inventory, and all reports in Counterpoint as soon as the daily end of sales posting is completed.

Other considerations

What if I already have Shopify or Counterpoint (or both) fully configured?

For existing Counterpoint customers with new Shopify store: Initially, all items and customers data will be uploaded from Counterpoint to Shopify. Then after the initial upload, it will sync only new or updated/modified records from Counterpoint to Shopify moving forward. All orders/invoices will sync from Shopify to Counterpoint moving forward.

For existing Shopify store and new Counterpoint user: Initially, all items and customers will push down from Shopify into Counterpoint. Then it will only sync new, updated/modified records from Counterpoint to Shopify moving forward.

I currently have an online store and want to open a brick and mortar location. Why should I use your POS over Shopify POS?

We are primarily a point of sale company, whereas Shopify is primarily an eCommerce platform and solutions provider. In a kind of perfect harmony, having the best-in-class point of sale system alongside one of the best-in-class eCommerce platforms is really having the best of both worlds.

With our hands-on approach to POS implementation, we ensure your system speaks the language of your unique operation. We would apply the same approach to integrating Shopify, as we can further customize the synchronization to your specifications.

On top of that, our team of retail and wholesale management experts understands the challenges most retailers face and can formulate solutions and strategies to get you where you want to be.

For businesses that require a more tailored point of sale and inventory management solution, it is in their best interest to find a POS system that can meet that degree of customization and flexibility. That’s where we come in.

Contact POS Highway today to see how our retail management systems are in a class of their own.