First, install the Postsale app from the Shopify App Store.

1. Click the View on the Shopify App Store button.
   
   
   
   A new browser tab opens and takes you to the Postsale app page. Log in to your Shopify account if needed.
    
2. Click Install.
   
   
   A new browser tab opens with the Postsale connector Install app pop-up.
    
3. Review the information, then click Install.
   
   
   
   The Postsale connector is installed, and you are automatically routed back to Postsale to complete the rest of your Shopify store setup.

After the Postsale app is installed, connected, and you are returned to Postsale:

1. (Optional) Import recent orders into Postsale, in addition to any newly placed orders, by selecting the Import Existing Orders option and choosing how many days of order history to import. Then, click Next.
   
   
    
2. Confirm that you want Postsale to perform the following actions automatically. Then, click Next.

• When an order is first imported
  • Set the order's status to [select the status from the drop-down menu]
    • Enable this option to specify what the local status of the order should be set to when orders are imported for the first time. With this option disabled, the order's local status will be blank when imported.
• When a shipment is processed
  • Set the order's status to 'Shipped'
  • Upload the shipment information to Shopify
• When a shipment is voided
  • Set the order's status to 'Voided'

2. Enter the store name in the Store Name field.
   • The store name you enter will be considered the Order Source in Postsale.
   • The store name will be displayed in the Source column on the Orders Grid.
   • Use the store name as the Order Source when creating Advanced Searches for orders associated with this store.

3. (Optional) Click the Logo tile. Then, select an image file (JPEG or PNG) from your computer.
    
   • Postsale supports JPEG and PNG files with a recommended size of 3 MB or less.
   • Larger image files will be reduced to a maximum file size of 3 MB upon upload.
   • The image will be uploaded and become the logo for this store. 
   • The logo will automatically display in Postsale templates that include a logo, such as the Invoice with Logo template. 
   • Learn how to edit an image in Postsale. 

4. (Optional) Click Add Store Address to add a unique Ship From address from this store.
   Learn how to configure your Default Shipment settings so that the Store Address is automatically selected as the Ship From address for your shipments.
   
   
   
   Once entered, the address is displayed.
   
   
    

2. Click Finish.
   
   

Switch to Shopify Billing

1. Click the Continue to Shopify button in the Approve your subscription in Shopify pop-up.
   
   
   
   The Shopify billing page will open in your browser. 
    
2. Follow the steps to approve Shopify to bill you for your monthly Postsale subscription. Once approved, you will be switched back to Postsale.
   
   • Your monthly Postsale subscription will be billed to the payment method on file in Shopify.
   • Additional fees for shipping orders in Postsale, such as adding shipment protection, will continue to be billed to the payment method on file in your Postsale account.

Your Shopify store has been added to Postsale and appears in the list of stores.

When viewing Shopify order details in Postsale:

• The following Shopify order information is available in the Tags section of the Order Editor in Postsale.
  • Shopify Online Order ID
  • PO number
  • Payment Status
  • Fulfillment Status
• Notes and Tags associated with your orders in Shopify can be viewed as Notes in Postsale. Each Shopify note and tag will be listed as a separate Note in Postsale.