Once your first sample of products is imported from Shopify into your Plytix account, the best way to test your connection is with a real product update. This will help you see how Plytix sends product content to Shopify in a few clicks.
In this playbook, you’ll make a small change in Plytix, process your Shopify channel, and confirm that the new information appears in your store.
It’s a quick way to see how the connection works before moving on to larger updates.
What you’ll learn
By the end of this playbook, you’ll know how to update a product in Plytix and send that change to Shopify. You’ll see firsthand how the connection works so you can feel confident to make bigger updates.
This workflow helps you:
- Confirm your Shopify connection
Sending a real product update to Shopify is one of the fastest ways to check that your products, attributes, and channel mapping are working correctly. - Build confidence before making bulk changes
Start with one small edit so you can understand the process before updating a larger group of products - Keep your product information consistent
Testing your Shopify connection will help you get a feel of how the Plytix app works, so you can manage product content from Plytix instead of making manual edits in Shopify or in spreadsheets.
Step-by-step guide
- Choose a product to update
Open the Product Overview and find a product you want to edit.
For this test, choose a simple field in your view, such as the label, description, category, or tags. - Make a quick edit
Double-click the field you want to change and enter the new value.
You can edit the product directly from the table, just like you would in a spreadsheet. - Process your Shopify channel
Once the change is saved, head to Channels and open your Shopify channel.
Click ‘Process now’ to send the latest product information to Shopify. - Check the result in Shopify
Open the product in Shopify and confirm that the updated value appears correctly.
If the change is visible, your connection and field mapping are working as expected.
Best practices and resources
Now that you’ve tested the workflow, here are a few ways to make future product updates faster and easier.
Click on any of the tips below for a step-by-step guide.
- Customize your view
Set up your view with the product types, attributes, columns, and filters you use most often. Plytix will keep your workspace organized so it’s easier to return to the same view for future updates.
- Find a specific group of products
Use filters to quickly find the products you want to update. This is useful when you’re working with a particular product type, category, collection, or status.
- Schedule your Shopify updates
Once you’ve confirmed that the connection is working, you can schedule channel processing.
This allows new changes in Plytix to be sent to Shopify automatically, without processing the channel manually every time.
FAQs
Related playbooks
Now that you’ve tested the connection with one product, you can start updating larger groups of products or schedule your Shopify channel to process automatically.
See what else you can do with Plytix: