Inventory Planner connects with Shopify to pull the product, sales, and inventory data needed to generate accurate forecasts and replenishment recommendations.
This integration works with both standard Shopify and Shopify Plus.
Note: You can connect multiple Shopify stores to a single Inventory Planner account.
Connecting Shopify
Inventory Planner uses Shopify’s GraphQL API to access your products and sales orders. To connect Shopify, follow these steps:
In Inventory Planner, go to Account > Settings > Connection & warehouses.
Click the + New connection button at the bottom of the page.
Select Shopify and click Connect.
You’ll be redirected to Inventory Planner page in Shopify app store where you’ll need to log into Shopify if you haven’t already.
Click Add app and then Install app to approve permissions.
You can connect multiple Shopify stores to Inventory Planner by repeating this process.
Connecting Bundles.app
If you use Bundles.app to manage bundles in Shopify, you can connect it to Inventory Planner to import the bundle-component relationship. Learn more about integrating Bundles.app with Inventory Planner.
Variants
Products and their variants are pulled from Shopify into Inventory Planner. This includes the following data:
Details: Title, Image, Variant options.
Product organization: Vendor (mapped to Brand), Product type (mapped to Category), Collections, Tags.
Prices: Price, Compare at price (mapped to Regular price), Cost price.
Status: Status (mapped to Tags), Published (mapped to Visible) .
Inventory: Tracked, Available, SKU, Barcode.
Shipping: Item weight (mapped to Net weight).
Product and variant metafields
Note: The Shopify metafield sync is available to Premium accounts.
Shopify product and variant metafields can be mapped to variant custom fields in Inventory Planner. Additionally, metafields can be mapped to the following standard fields:
Brand
Vendor
Vendor reference
Vendor product name
Cost price
Tags (variant metafields only)
Min safety stock (product metafields only)
Max stock (product metafields only)
To enable these settings, contact Support and provide the metafield namespace and key from your Shopify account.
Vendors
Shopify product vendors are created as brands in Inventory Planner.
You can configure whether they’re also created as vendors in your connection settings, under Account > Settings > Connection & warehouses > Shopify connection > Connection settings.
Disable "Sync supplier from Shopify vendors" if your Shopify vendors represent the manufacturer rather than your supplier. You can then create vendors in Inventory Planner and link them to variants. You can also link brands to vendors so all current and future variants under that brand automatically associate with the correct vendor.
Enable "Sync supplier from Shopify vendors" if your Shopify vendors represent your actual suppliers. Shopify vendors are automatically created as vendors in Inventory Planner and linked to your variants.
Alternatively, variant or product metafields can be mapped to the vendor field.
Sales orders
Important: This section describes the latest Shopify connector which syncs sales orders using Shopify’s GraphQL API.
If you connected Shopify before 2026, your connection may still be using Shopify’s REST APIs. To update your connector, go to Account > Settings > Connection & warehouses > Shopify connection settings and click Reconnect at the bottom of the page.
Order history
When you first connect Shopify, Inventory Planner imports two years of sales history. New or updated sales orders are imported during the daily sync.
Statuses | You can exclude sales based on their payment status. For example, you might want to ignore orders with pending payment. Our Support team can update the list of excluded statuses in your account. |
Order date | Sales are reported on the order created date.
Note: For orders imported into Shopify (for example, if you migrated to Shopify from a different platform and imported sales history), Inventory Planner uses the processed date. |
Prices | Revenue is calculated using the net price paid at checkout and includes discounts. Discounts also appear separately in the Discount metric. |
Draft orders | By default, Inventory Planner excludes draft orders.
Our Support team can update this setting if you’d like to include draft orders in your forecasts. Note that updating the setting may cause sales reports in Inventory Planner to differ from Shopify. |
Order tags | Shopify order tags can be used to identify wholesales orders. Read more about wholesale planning. |
Cancellations, returns & refunds
Returns and refunds are reported in Returns metric and are included in the Sales metric as negatives.
Returns | Returns are reported on the return’s processed date, regardless of whether they have been restocked or refunded. Restocking or refunding later will not affect the reporting date. |
Refunds | Refunds without returns (for example, when orders are refunded before fulfillment) are reported as returns in Inventory Planner on the refund issued date. |
Exchanges | The original sale is reported on its creation date, and the return on its processing date.
Exchanged items are reported as a new sale after the return is processed and items are released in Shopify. |
Cancellations | Sales that are cancelled before payment are removed from Inventory Planner.
Sales that are cancelled after payment are not reflected in Inventory Planner until they’re either returned or refunded in Shopify. |
Inventory levels and updates
Current inventory levels
Shopify locations correspond to warehouses in Inventory Planner and can be configured in your account settings. Learn more about warehouses in Inventory Planner.
Current stock levels in each location are pulled from the Available stock field in Shopify during the daily sync.
Pushing inventory updates to Shopify
After receiving or sending stock on a purchase order, transfer, or assembly order in Inventory Planner, you'll see an Increase/decrease stock in Shopify button at the bottom of the stock order page.
Clicking the button opens a popup displaying current Shopify stock levels, units received or sent, and the new stock level after the update:
Click Update stock to immediately send the inventory update to Shopify. You can repeat this process if you later receive or send more inventory on the stock order.
Important: Only update stock if Shopify is your master inventory system. If you use an Inventory Management System or Warehouse Management System to manage stock, use that system to update Shopify.
Contact Support if you’d like to hide the ‘Increase/decrease stock in Shopify’ buttons.
Shopify and Inventory Planner reports
You may observe some differences between Shopify and Inventory Planner reports. Here are some things to keep in mind:
Net sales in Shopify roughly corresponds to Revenue in Inventory Planner.
Gross sales in Shopify roughly corresponds to Gross Revenue in Inventory Planner.
Discounts in Shopify are computed using coupons. Discounts in Inventory Planner are computed as (regular price - price) * quantity. They include coupons and other markdowns.
Archived items in Shopify will still show in Inventory Planner by default. If you would like these removed from your account, please contact Inventory Planner using the chat in the lower right corner of your screen.