Stream-Shopify Integration – Quick Start Guide

End User Guide

Simple step-by-step guide for using the Stream-Shopify Integration

Overview

The Stream-Shopify Integration helps connect your Shopify store with Stream so your shipping and delivery process becomes automatic. Once everything is set up:

• Shopify orders are automatically sent to Stream

• Shipping labels are created automatically

• Tracking numbers are added back into Shopify

• Delivery updates stay synced between both systems This reduces manual work and helps you manage deliveries more easily.

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What You Can Do

With this integration, you can:

• Automatically send Shopify orders to Stream

• Manually sync orders whenever needed

• Generate shipping labels from Shopify

• Automatically receive tracking numbers

• Track planning and route updates

• Receive delivery status updates automatically

• Monitor activity using the Stream dashboard

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Before You Start

Make sure you have the following ready:

Shopify Requirements

• A Shopify store

• The Stream-Shopify app installed

Stream Requirements

You will need:

• Client ID

• Client Secret

• API URL

Shipping Setup in Stream

The following should already be configured:

• Depot

• Delivery Method

• Stock Location

Order Requirements

Orders should include:

• Complete customer delivery address

• The Send-To-Stream tag

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Basic Setup

Follow these simple steps to configure the integration:

1. Install the Stream-Shopify app

2. Enter your Stream API credentials

3. Add your sender/company address details

4. Configure shipping methods and map them with Stream delivery settings

5. Choose how tracking updates should appear in Shopify:

   • Immediate Fulfillment

   • Order Notes

   • After Planning

6. Enable synchronization Once enabled, the integration will start processing orders automatically.

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How the Integration Works

Here is the normal order flow:

1. Add the Send-To-Stream tag to an order

2. The system checks for tagged orders every few minutes

3. Orders are automatically sent to Stream

4. Stream creates the shipment and tracking number

5. Tracking details sync back into Shopify

6. Delivery updates continue syncing automatically

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Order Status Flow

Orders move through different stages during processing:

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Tracking Update Options

You can choose how tracking information is updated inside Shopify.

Immediate Fulfillment (Recommended)

Tracking is added immediately once the shipment is created.

Order Notes

Tracking details are added inside Shopify order notes instead of fulfillments.

After Planning

Tracking is added only after route planning is completed in Stream.

Label Generation

Shipping labels are automatically generated after successful order processing.

Available Label Types

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Planning and Delivery Updates

Once orders are planned in Stream, updates are automatically added back into Shopify.

Planning Events

• OPENPLANNING

• LOCKPLANNING

• CLOSEPLANNING

Delivery Updates

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Delete and Resend Orders

If an order has not been planned yet, you can:

• Delete it

• Correct information

• Resend it again This is useful when fixing address or order issues. If the order is already planned, it must first be unplanned in Stream before deletion.

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External Dashboard

The Stream dashboard helps you monitor everything in one place.

Dashboard Features

• User management

• Order monitoring

• Processing logs

• Webhook history

• Delivery tracking

• Reports and analytics

• Manual sync controls

• Business configuration settings

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Quick Checks

If something is not working, check the following first:

• Is the Send-To-Stream tag added?

• Is the customer address complete?

• Are shipping settings configured correctly?

• Has the order already been planned?

• Was tracking generated successfully?

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Common Problems

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Helpful Tips

• Add the Send-To-Stream tag before the sync cycle starts

• Use Manual Sync when urgent processing is needed

• Check Shopify order notes for validation errors

• Use Delete and Resend for fixing unplanned orders

• Start testing with a few orders first

• Review dashboard logs if issues occur

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Summary

The Stream-Shopify Integration helps automate your shipping workflow between Shopify and Stream. Orders, labels, tracking numbers, planning updates, and delivery statuses all stay synchronized automatically — saving time and reducing manual effort.