Windward Software Customer Care

Overview

This SOP outlines the process for onboarding a Shopify customer using:

• Windward Staging Core
• Windward Data Gateway
• Shopify Lite integration

Prerequisites

✅ Cloud Ops has completed:

• Database setup
• Staging initialization

✅ System requirements:

• DSN configured
• Record tracking enabled
• Required tables decrypted

Phase 1: Environment Setup (Customer Care)

Step 1: Install Windward Data Gateway

• Download installer (PowerShell script)
• Run on server
• Input:
  • Data set path
  • Serial number
  • Customer info

Step 2: Deploy Staging Core

• Open Deployment App
• Select customer dataset
• Configure:
  • DLL path (must NOT match gateway folder)
  • Service bus queue (unique per tenant)

✅ Expected result:

• All deployment steps return Green (Success)

Step 3: Validate Connection

• Run Windward Connect test
• Confirm logs show successful execution

Step 4: Enable Staging

• Enable staging flag
• Configure tenant ID and URLs

Phase 2: Shopify Setup (PS Team)

Step 5: Create Shopify Custom App

In Shopify Dev Dashboard:

1. Create new app
2. Configure:
   • API Version: latest supported
   • Required scopes (inventory, orders, etc.)
3. Set Custom Distribution (Required)
4. Release app

Step 6: Install App to Store

• Install app in Shopify admin
• Confirm permissions accepted

Step 7: Collect Credentials

Retrieve:

• Client ID
• Client Secret
• Site URL

Phase 3: Integration Deployment

Step 8: Configure Shopify in Deployment App

• Enter:
  • Client ID
  • Secret
  • Site URL
• Save configuration

Step 9: Deploy Functions

Functions created:

• Sync orders
• Sync inventory
• Sync stock
• Sync images

⚠️ Default:

• Images OFF
• Others as needed

Phase 4: Configuration

Step 10: Category Mapping

• Open Category Map
• Map System 5 categories → Shopify taxonomies
• Save changes

Step 11: Tax Mapping

• Map:
  • Shopify tax names → System 5 tax numbers

✅ Canadian:

• Predefined mapping

⚠️ US:

• May require manual or global mapping

Phase 5: Activation

Step 12: Enable Functions

Based on go-live readiness:

• Enable:
  • Inventory sync
  • Stock sync
  • Order sync

Validation Checklist

✅ Gateway running
✅ Staging core deployed (green status)
✅ Shopify app installed
✅ Credentials working
✅ Items visible in Shopify
✅ Sync functions operational

Important Notes / Best Practices

• Do NOT enable image sync unless required
• Ensure SKU = System 5 Part Number alignment
• Decrypt tables before deployment
• Avoid enabling unused functions (prevents alerts)
• Do not delete items from Shopify before removing from export

Troubleshooting

Escalation

Contact Development if:

• Deployment shows errors (red)
• Shopify API issues persist
• Custom distribution setup fails