Order settings
Sync orders from your Shopify or WooCommerce store, or send them through the API, check that they arrive for every market, and import order history.
Order settings is where you turn on order sync and check that orders reach Cevoid from every store and market. Cevoid keeps a copy of every order from your connected stores or your own system, and uses it for purchase incentives, review requests, and other features that start from a purchase.
Navigate to Settings → Orders to manage order sync. The Settings button on the Orders page opens it too.
How order sync works
What Settings → Orders shows depends on your workspace's platform.
| Platform | How orders reach Cevoid | What the page shows |
|---|---|---|
| Shopify | Each store sends new and changed orders to Cevoid as they happen | Sync orders, Stores, and Import order history |
| WooCommerce | Cevoid checks your store for new and changed orders every 5 minutes | Sync orders, Stores, and Import order history |
| Other platforms and headless setups | Your own system sends each order to the Cevoid API | Send orders through the API and Markets |
- Live sync brings in orders as they're placed, and updates them when they're paid, fulfilled, refunded, or canceled. On Shopify, it also brings in deliveries, with delivery events. To bring in orders from before live sync started, import order history.
- On Shopify, orders sync through one of the Cevoid apps installed on the store. A store with several Cevoid apps still syncs each order once.
- Markets: Cevoid matches each order to a market by its storefront domain. When one Shopify store runs several markets, the order's currency picks the market, if exactly one of the store's markets uses that currency.
- Profiles: every order with an email address creates or updates the customer's profile
| Used by | What orders do for it | Read more |
|---|---|---|
| Reviews | Flows send review requests after an order is fulfilled or delivered, and orders mark reviews Verified buyer | Review requests, Verified reviews |
| Loyalty program | Points and tier progress for purchases | Purchase incentives |
| UGC | Flows ask customers for photos or videos after an order is fulfilled or delivered | Ask for an upload after a purchase |
| Analytics | Sales metrics | Sales analytics |
To find and open the orders themselves, see Orders.
Turn on order sync
Sync orders turns on live sync for every Shopify and WooCommerce store connected to your workspace. New workspaces start with it off.
- Navigate to Settings → Orders
- Enable Sync orders. Each store shows Setting up, then Waiting for orders until its first order arrives, and Enabled once orders sync.
The switch saves right away. To connect a store first, see Shopify or WooCommerce. Without a connected store, Stores shows No supported commerce store connected, and Connect store opens Settings → Integrations.
Disable Sync orders to stop live sync for every store. Orders already in Cevoid stay, but orders placed while it's off don't reach Cevoid, so nothing that starts from an order runs for them. While it's off, Stores and Import order history are dimmed.
With a Shopify store connected, a flow that starts on Order fulfilled or Order delivered can be published only while order sync is ready for every Shopify store.
Enable delivery events on Shopify
Flows that start on Order delivered need delivery events from Shopify, which need more Shopify access than orders do. A store that syncs orders without delivery events shows Enabled with Enable delivery events, and its status says Orders are syncing. Additional Shopify access is needed for delivery events.
- Navigate to Settings → Orders
- Click Enable delivery events on the store's card. A dialog lists the access scopes that are missing.
- Click Update access scopes. Shopify opens.
- Approve the requested access in Shopify. You're redirected back to Cevoid.
Until then, a flow that starts on Order delivered shows Shopify delivery access required in the flow editor. Its Enable Shopify access button opens the same approval.
Check order sync for stores and markets
Settings → Orders shows a card for each connected Shopify or WooCommerce store, with the markets it serves. Each card shows how many orders arrived through live sync in the last 30 days, and the store's order sync status. Hover over a status to see what it means.
| Status | What it means | What to do |
|---|---|---|
| Disabled | Sync orders is off for your workspace | Enable Sync orders: see Turn on order sync |
| Setting up | Cevoid is setting up order sync for the store | Wait, or click Check status to see whether it's done |
| Waiting for orders | Setup is done, and no order has synced from the store yet | None: the status changes when the first order arrives |
| Enabled | Orders are syncing | None, unless Enable delivery events shows: see Enable delivery events on Shopify |
| Needs setup | The store is disconnected, or order sync needs Shopify access the store hasn't approved | Click Setup, then approve the access in Shopify or reconnect the store |
| Needs repair, Check failed | Cevoid couldn't confirm that order sync works for the store | Click Check status |
Check status, next to Stores, checks every store again and repairs what Cevoid can repair on its own. You can check once a minute. While a check runs, each store and market shows Checking. Each store's ... menu holds Import order history, Check status, and Store settings, which opens the store's integration settings.
A store can also show Coverage gaps: periods live sync didn't cover, such as while Sync orders was off. Hover over the badge to see them. To bring in orders from those periods, import order history.
Market activity
Under each store, every market it serves shows whether orders arrive for it. Click a market to see its Last received order, Orders last 30 days, and the Source the orders came from. Only orders from live sync count here, not imported order history.
| Badge | What it means |
|---|---|
| Receiving orders | An order for the market arrived in the last 14 days |
| Stale | Orders arrived in the last 30 days, but none in the last 14 days |
| No recent orders | No order for the market arrived in the last 30 days |
Until order sync is ready and orders arrive, the Loyalty → Purchase incentives page shows a banner about it, such as Order sync is disabled, with a link to Review order settings.
Import order history
Live sync brings in orders placed after it started. To bring in earlier orders from a Shopify or WooCommerce store, import them as order history, for example so that reviews of earlier purchases show Verified buyer.
Imported orders:
- Show on the Orders page, with the Import type History import
- Create or update customer profiles, and mark reviews Verified buyer
- Never get review requests, and start no flows on their own
- Earn no loyalty points, and don't count toward your monthly order limit
An import skips the orders Cevoid already has. You can import from a store once Sync orders is on and the store's live sync is ready, one import per store at a time.
- Navigate to Settings → Orders
- Click Import history under Import order history. The Import order history dialog opens.
- Select the store in Store. A store that can't import yet says Live synchronization is not ready or Import already running.
- Set Import orders since to the date to start from. It starts 30 days back, and the import runs up to now.
- Click Import history. The import shows in the list under Import order history.
Import order history in a store card's ... menu opens the same dialog, with that store selected.
On Shopify, importing orders older than 60 days needs full order history access. If the store doesn't have it, the dialog shows Additional Shopify access required: click Grant full history access, then Update access scopes, and approve the access in Shopify.
Follow an import
The list under Import order history shows your latest 10 imports, with the Store, the number of Orders imported, the Status, and the Date.
| Status | What it means |
|---|---|
| Queued | The import is waiting to start |
| In progress | Orders are being imported |
| Completed | The import finished |
| Failed | The import stopped with an error |
| Cancelled | The import was canceled before it finished |
Click an import to open Historical order import, with the dates it covers, when it started and finished, and the Error for a failed import. To stop an import that's running, click Cancel. The orders it already imported stay.
Send orders through the API
This setup needs server-side code that sends your orders to Cevoid. If you don't build it yourself, share these steps with your developer.
On other platforms and headless setups, Settings → Orders shows Send orders through the API. Your own system sends each order to the Cevoid API, which is always on: there's no switch to turn on. Order lines are matched to your product catalog, so Cevoid also needs your products, usually from a product feed.
Create an API key for orders
- Navigate to Settings → Integrations → Cevoid API and click Create key. Manage API keys on Settings → Orders opens the same page.
- Enter a name in API key name
- Optional: Set Expiration. Expired keys stop working.
- Under Permissions, select Custom
- Set Orders to Write
- Click Create key
- Copy the key. Cevoid shows it only once.
Your system then sends each order to POST https://api.cevoid.com/v2/orders, with the key in an Authorization: Bearer header and an Idempotency-Key header. Include the storefront domain of the order's market, so Cevoid matches the order to that market. Send orders through the API shows these steps with an Example request body, and API documentation opens the API reference. Orders your system sends as historical are handled like an order history import.
Check orders per market
Below Send orders through the API, Markets lists your markets with the same badges as Market activity. Click Check status to update them. Without a market, the page shows No markets: click Go to markets and create one with your storefront domain before you send orders.
Unmapped orders lists the connections that sent orders in the last 30 days without a domain that matches one of your markets. Add the market's storefront domain to each order, so it's counted for that market.