New to BoxHero!

With this guide, you can set up the integration easily and quickly.

If you have any questions when integrating, please contact the Support Center.

Please install the BoxHero app from Shopify and click Integrate Team at the bottom.

Since you’re new to BoxHero, it will direct you to the BoxHero signup page.

BoxHero supports a variety of sign-up methods, including:

Please input the team name and memo, and upload the team photo.

You can edit the team info anytime.

Currently, integration is only supported in the Basic Mode. Please choose Basic Mode.

Please check the details for inventory management and click Create Team.

Team creation is now complete! 👏

Please add categories for additional information such as brand, size, color, etc. other than product names.

You can add categories from Data Center > Category.

Please save your company's basic information from Payment & Settings > General > Company Info.

If you have team members to manage your inventory with, please invite them as members.

The invitation link will be automatically copied by clicking Invite Link from Payment & Settings > Member & Role.

Please share the invitation link with the members you want to invite.

The initial setting for BoxHero is now finished!

Inventory management becomes smart by integrating Shopify and matching products.

Let’s register the Shopify products to BoxHero.

You can use Matching Wizard to register products conveniently.

If you haven’t set the categories such as size or color, add them as categories first before using the Matching Wizard.

Easy Product Registration

This feature will allow you to register products from your Shopify store to BoxHero easily.

Select or generate products' barcodes and simply select categories from the dropdown selects to register BoxHero products from the Shopify products.

After selecting them, you can edit each barcode and category, if necessary.

When the Easy Product Registration is completed, it will go back to the Product Linkage page.

Check the matched Shopify and BoxHero products on the Product Linkage page.

You can also change and unmatch the products.

Click Done on the bottom right to save the product linkage.

To change product linkage after the integration, please go to Integration >...> Change Product Linkage.

After the integration, you can check the automatically synced sales orders in Sales.

Only paid orders will be automatically synced.

Some synced sales orders may require your confirmation.

An alert will appear at the top of the Sales Order List so please check it out.

✔ Orders that require user confirmation

💳 Purchase & Sales

🏠 BoxHero Support Center

⬅ Back