Auto Updating Work Order Status via Shopify–Dyrect Integration

Auto Updating Work Order Status via Shopify–Dyrect Integration

Notes

Overview

Notes

This document explains how the Auto Update Work Order Status based on Shopify Order Status feature works between Shopify and Dyrect.

Once enabled, any status update made to an order in Shopify is automatically reflected in the corresponding Work Order in Dyrect. This eliminates manual status updates and ensures both platforms remain synchronized.


Steps to Configure Integration

Step 1: Enable Shopify Integration in Dyrect

  • Go to Settings → Integrations
  • Ensure Shopify is installed and connected

Step 2: Configure Permissions

  • Navigate to the Configuration tab
  • Enable required permissions:
    • Read Orders
    • Write Orders
    • Edit Orders
    • Write Draft Orders
    • Read Draft orders
  • Click Grant Permission


Step 3: Enable Data Sync

  • Go to Data Syncing
  • Enable:
    • Order Sync
  • Click Save


Step 4: Enable Automation Flow

Under Automation Flows:

  • Enable Auto Update Work Order Status based on Shopify Order Status
  • Shopify order update for Dyrect Work Order
  • Shopify order creation for Dyrect Work order


Process Flow

Step 1: Work Order Creation In the Back Office (Dyrect), the client creates a Work Order


Step 2: Order Reflection in Shopify

  • Once the work order is created:
    • A corresponding order is visible in Shopify



Step 3: Status Update in Shopify

  • Go to Shopify Orders
  • Open the respective order
  • Update the order status (e.g., fulfilled, processing, etc.)


Step 4: Status Sync to Dyrect

  • The updated Shopify order status is automatically synced
  • The Work Order status in Dyrect is updated accordingly


Conclusion

The Auto Update Work Order Status feature ensures both Shopify and Dyrect remain in sync.

By enabling this:

  • Manual status updates are eliminated
  • Real-time tracking is achieved
  • Operational efficiency is improved

FAQs

1. Why is the work order status not updating in Dyrect?

  • Ensure the automation flow is enabled
  • Verify Order Sync is active
  • Check if the status is updated in Shopify

2. Where should the status be updated?

Status should be updated in Shopify Orders, not in Dyrect.

3. Is manual update required in Dyrect?

No, once enabled, updates happen automatically.

4. What triggers the status update?

Any status change in Shopify order triggers the update in Dyrect work order.

    Need Assistance?

    If you require Dyrect to assist you with an integration, you can do so by following these steps:

    1. Create a support ticket by submitting a form here or email us at support@dyrect.co
      1. A support will reach out to you to request access to your Shopify store.


      Schedule a Personalize Demo

      Book your 30 minutes Personalised Demo with our Onboarding and Solutions Expert

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