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      Migrate from Shopify Native to Unific

      The process of migrating from from the Shopify native integration and connecting to HubSpot

      Unific vs HubSpot Shopify Native Sync

      • Unific and it's products are built for B2C and B2B ecommerce merchants who want to grow their revenue. Thus Unific includes the deepest and most customizable data sync to help customers gain success with their Shopify store and HubSpot. Unific only serves Ecommerce use cases, so we know specifically the problems are and how to solve them.
      • In contrast, HubSpot's Shopify Native Integration is built to help HubSpot gain Shopify customers without an obstacle of a paid integration. This makes business sense for HubSpot to make it easier to adopt HubSpot, but it also means that HubSpot is not able to devote their full resources into making a great integration - since the integration is not their main product. This results in many gaps for these objects: Orders, Products and Checkouts. Since HubSpot doesn't speak with Ecommerce merchants every day, HubSpot doesn't know how to solve problems in that vertical like Unific does.

      What to Expect:

      1. Shopify Native Syncs:
        1. Orders from Shopify as Orders into HubSpot
        2. Checkouts (for abandoned carts) from Shopify as Checkouts into HubSpot
        3. Products from Shopify as Products into HubSpot
      2. Unific Syncs:
        1. Orders from Shopify as Deals into HubSpot (Currently, HubSpot's orders object has many gaps which the Deals object does not, so Unific has not integrated with the Orders object yet.)
        2. Checkouts (for abandoned carts) from Shopify as Deals into HubSpot (Currently, HubSpot's checkouts object has many gaps which the Deals object does not, so Unific has not integrated with the Checkouts object yet.)
        3. Products from Shopify as Products into HubSpot (Read how it works)
        4. Product Variants from Shopify as Products into HubSpot (Read how it works)
      3. Will there be duplicates?
        1. Contact - Unific will update existing contacts and create new contacts if it doesn't already exist in HubSpot. No action is needed.
        2. Order - Unific syncs orders as Deals instead of Orders (see above), so there won't be duplicates. If you plan to Replace Shopify Native with Unific, then we recommend you delete all the Orders to reduce confusion. If you want to keep both, then you have the option to keep the Orders, but make sure to exclude one or the other integration's data for reporting and workflows or lists
        3. Checkouts - Unific doesn't sync historical checkouts so only Checkouts moving forward will be added as Deals. . If you plan to Replace Shopify Native with Unific, then we recommend you delete all the Checkouts to reduce confusion. If you want to keep both, then you have the option to keep the Checkouts, but make sure to exclude one or the other integration's data for reporting and workflows or lists
        4. Products - Unific syncs variants as well as products into HubSpot. So it has a proprietary way to sync products. HubSpot Shopify Native integration also syncs products, so there will be duplicated products. Unific recommends you delete the HubSpot Shopify Native created products to reduce the chances of confusion for your team.

      The Process

      1. Create a Unific account at app.unific.com and connect your Shopify and HubSpot accounts.
      2. Disable the Shopify native integration from your Shopify store.
      3. Install the HubSpot tracking code on every store you migrate. You can find detailed instructions for that here.
      4. Once that is all set up, you can fill out this form to request a historical data sync to import all deals from Shopify to Unific.
      5. This will create duplicates of products initially since there will be Unific equivalents of each product. Contacts will not be duplicated. Unific syncs orders as DEALS, so there will be a duplicate of each Order object as a Deal object. (Currently, HubSpot's order object has many gaps which the Deals object does not, so Unific has not integrated with the Orders object yet.)
      6. Once the historical is finished, we are safe to remove all the original Shopify native deals in your portal (we can leave the old checkout pending and abandoned deals as we are not able to import those).
      7. You’re all set! You’re good to go with using all the enriched data in your portal.

       

      If you need any assistance at any point during this process, don't hesitate to create a ticket with the Unific Support Team.