Learn more about the new Shopify integration powered by Data sync, compared to the legacy Shopify integration.
The Shopify (legacy) integration syncs orders and checkout data into HubSpot’s deals object, which was not built to represent ecommerce data. This has made it cumbersome to build reports and effective marketing campaigns using order and cart data. Additionally, when a syncing error occurred, it was hard to tell what happened and how to fix it.
Now, the new Shopify integration, powered by data sync, has new order and cart objects which makes it easier to sync ecommerce data with HubSpot. This integration also offers two-way syncing for contacts and products, so users can be sure both Shopify and HubSpot have the most updated information. Additionally, you can get insight into syncing errors and utilize sync settings, to ensure syncing is working as required.
Please note: the new Shopify integration offers better syncing functionality and an enhanced data model in comparison to the legacy integration, however, there are some feature gaps. These features are on the roadmap and will be coming soon:
| Shopify (legacy) | Shopify (Data sync) |
Limited two-way contact sync:
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Advanced two-way sync:
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| Shopify orders are synced to the deals object. | Shopify orders are synced to the new orders object. Also, additional properties are synced into the new object, including: Order tracking number, shipping details, discounts codes etc. |
| Shopify abandoned checkouts are synced to the deals object. | Shopify abandoned checkouts are synced to the carts object. Also, additional properties are synced into the new object, including: cart discount, referral site etc. |
| There are no sync insights. | Sync insights include: in sync, failing, and excluded object records. |
| There are basic sync settings. | Advanced sync settings with granular control on sync customization. |
| Additional properties are synced from Shopify to HubSpot for all objects. |
Please note: the following will apply when migrating data from Shopify (legacy) to Shopify (Data sync):
Accounts that are migrating to the latest Shopify via Data Sync integration will need to manually migrate some of their deal-based workflows to order or cart-based workflows. The legacy Shopify integration syncs Shopify orders and cart to HubSpot deals, and the new integration syncs Shopify Orders to HubSpot Orders, and Shopify Carts to HubSpot Carts.
The migration tool will create a new Order or Cart-based workflow from an original deal-based workflow, then the deal properties and associations in the original workflow will be mapped to order or cart properties and associations, depending on your selection.
Migrate your deal-based workflows to Order or Cart based workflows, depending on your Shopify set up.
Within deal-based workflows, the following workflow actions are supported to be migrated:
Set a property value with text or other property values. When migrating this workflow action, a new Order or Cart property will be created if an Order or Cart property does not already exist with the same name. The properties will be created using the mapping rules in the below section.
Create different branches for a workflow. When migrating this workflow action, deal properties and associations with Order or Cart properties and associations will be replaced using the mapping rules in the below section.
Please note: only Based on matching filter criteria branches will be supported for migration, not all branch types. Learn more about branches in workflows.
Send an email using a workflow. Deal associations will be created using the mapping rules in the below section.
Send an internal email notification to users. Deal properties and other object properties in the body and subject line will be replaced using the mapping rules in the below section.
Create a task in the CRM object with title, body/notes and associations and assign it to the owner of a deal or a user. Any associations and deal properties will be replaced using the mapping rules in the below section.
Create delays between actions.
Please note: only Set amount of time, Days of the week or Time of the day are supported. Learn more about delays in workflows.
Depending on the type of workflow you select to migrate your deal-based workflow to, the below mappings will apply for deal properties, associations and pipelines:
| Deal property | Order property | Cart property |
| dealname | hs_order_name | hs_cart_name |
| amount | hs_total_price | hs_total_price |
| amount_in_home_currency | hs_homecurrency_amount | hs_homecurrency_amount |
| createdate | hs_external_created_date | hs_external_created_date |
| deal_currency_code | hs_currency_code | hs_currency_code |
| dealstage | hs_pipeline_stage | |
| pipeline | hs_pipeline |
| Deal association | Order association | Cart association |
| DEAL_TO_LINE_ITEM | ORDER_TO_LINE_ITEM | CART_TO_LINE_ITEM |
| DEAL_TO_COMMERCE_PAYMENT | ORDER_TO_COMMERCE_PAYMENT | |
| DEAL_TO_COMPANY | ORDER_TO_COMPANY | |
| DEAL_TO_COMPANY_UNLABELLED | ORDER_TO_COMPANY | |
| DEAL_TO_CONTACT | ORDER_TO_CONTACT | CART_TO_CONTACT |
| DEAL_TO_DATA_SYNC_STATE | ORDER_TO_DATA_SYNC_STATE | CART_TO_DATA_SYNC_STATE |
| DEAL_TO_DISCOUNT | ORDER_TO_DISCOUNT | CART_TO_DISCOUNT |
| DEAL_TO_INVOICE | ORDER_TO_INVOICE | |
| DEAL_TO_SUBSCRIPTION | ORDER_TO_SUBSCRIPTION | |
| DEAL_TO_TICKET | ORDER_TO_TICKET | CART_TO_TICKET |
| DEAL_TO_ORDER | CART_TO_ORDER | |
| DEAL_TO_QUOTE | ORDER_TO_QUOTE | CART_TO_QUOTE |
| ENGAGEMENT_TO_DEAL | TASK_TO_ORDER | TASK_TO_CART |
| Deal ecommerce pipeline stage | Order pipeline stage | Cart status (hs_external_stage) |
| CHECKOUT_ABANDONED | abandoned | |
| CHECKOUT_PENDING | ||
| CHECKOUT_COMPLETED | recovered | |
| PROCESSED | PROCESSED | |
| SHIPPED | SHIPPED | |
| CANCELLED | CANCELLED | |
| Custom Stage |