Shopify Returnly Integration: Instant Exchanges Guide (2025)

Shopify + Returnly implementation checklist (2025)

This section adds practical “make it stable” steps you can use after you install the app/connector. It’s intentionally lightweight: the goal is fewer sync surprises, cleaner reporting, and easier troubleshooting.

1) Quick setup checklist

• Permissions first: grant only the scopes you need (orders/customers/products as required) and document who owns the admin credentials.
• Data mapping: confirm how email, phone, currency, and SKU are mapped between Shopify and Returnly.
• Historical import: decide how far back to import orders/customers (avoid importing years of data if you don’t need it).
• Deduplication rules: pick one unique identifier per object (usually email for customers, order ID for orders) to prevent doubles.
• Alerts: set a lightweight alert path (email/Slack) for failed syncs, auth expiry, and API rate limits.

2) Data you should verify after connecting

Most integration issues show up in the first hour if you test the right things. Use the table below as a QA checklist (create a test order if needed).

3) Automation ideas for Operations

• Order documents: auto-generate invoices/packing slips and standardize templates inside Returnly.
• Pick/pack checklist: reduce packing errors by using consistent packing rules and scan steps.
• Customer notifications: automate “order received/packed/shipped” messages to reduce WISMO.
• Returns coordination: keep return labels, status, and refunds aligned to avoid churn.
• SOPs: document who owns which steps (support vs ops vs finance) for fewer handoffs.

API sanity check (Shopify Admin API)

If your integration UI says “connected” but data isn’t flowing, a quick API call helps confirm whether the store is accessible and returning the objects you expect.

# List the 5 most recent orders (GraphQL)
curl -X POST "https://your-store.myshopify.com/admin/api/2025-01/graphql.json" \
  -H "X-Shopify-Access-Token: $SHOPIFY_ADMIN_TOKEN" \
  -H "Content-Type: application/json" \
  -d "{\"query\":\"{ orders(first: 5, sortKey: CREATED_AT, reverse: true) { edges { node { id name createdAt totalPriceSet { shopMoney { amount currencyCode } } customer { email } } } } }\"}"

Tip: keep tokens/keys in environment variables, and test in a staging store/site before rolling changes to production.

4) KPIs to monitor (so you catch problems early)

• Sync freshness: how long it takes for a new order/customer event to appear in Returnly.
• Error rate: failed syncs per day (and which object types fail most).
• Duplicates: number of merged/duplicate contacts or orders created by mapping mistakes.
• Revenue parity: weekly spot-check that Shopify totals match downstream reporting (especially after refunds).
• Attribution sanity: confirm that key events (purchase, refund, subscription) are tracked consistently.

5) A simple 30-day optimization plan

1. Week 1: connect + map fields, then validate with 5–10 real orders/customers.
2. Week 2: enable 1–2 automations and measure baseline KPIs (conversion, AOV, repeat rate).
3. Week 3: tighten segmentation/rules (exclude recent buyers, add VIP thresholds, handle edge cases).
4. Week 4: document the setup, create an “owner” checklist, and set a recurring monthly audit.