EARLY ACCESS PREVIEW Concierge onboarding · Guided workflow setup
← All appsCegid Retail Y2 ↔ Shopify Overview
01 / PRODUCT OVERVIEW · Inventory & finance

Map your Cegid Y2 and Shopify integration before rollout.

Unclear system ownership, location mappings and connector coverage make integration scope difficult to estimate.

Discovery — technical assessment
BUILT FOR YOUR TEAM

Who this is for

Retail operations and IT teams using Cegid Retail Y2 alongside Shopify.

How it works in practice

Assess your Y2 version, licensed API access and existing integrations. Map one agreed flow, document reconciliation and failure handling, and define a bounded proof of concept.

KEY OPERATIONAL BENEFITS

Why teams onboard Cegid Retail Y2 ↔ Shopify

01

Clear ownership

Identify which system owns each field and update direction.

02

Bounded scope

Assess one flow before estimating a wider integration.

03

Support planning

Define reconciliation, retry handling and incident ownership.

SAMPLE WORKFLOW INSPECTOR

Cegid Retail Y2 ↔ Shopify / sample exception & output view

Read-first guardrails active
Item / Record Rule Observation Decision Status
Location stockY2 location mapping needs confirmationAssess
Order handoffSystem of record not yet agreedDefine
API accessMerchant licensing review pendingPrerequisite
THE OPERATIONAL SHIFT

Before vs. after Cegid Retail Y2 ↔ Shopify

Without Cegid Retail Y2 ↔ Shopify · Manual status quo

Where your team loses hours

  • Compatibility is assumed from product names.
  • Multiple flows are bundled into one estimate.
  • Support responsibility is unclear.
With Cegid Retail Y2 ↔ Shopify · Agreed workflow

How your workflow runs after onboarding

  • Confirm version and access prerequisites.
  • Scope one flow with acceptance criteria.
  • Document incident and reconciliation ownership.

What we configure during onboarding

Y2 version and deployment details, available API documentation, existing connector scope and redacted sample records. Do not submit credentials.

Fast-track setup: request a guided onboarding call when you apply so we can configure your rules and mappings without requiring production credentials upfront.

Operational guardrails

Discovery only — technical assessment required. Requires appropriate Cegid licensing, API access and merchant authorization. No claim of Cegid partnership, certification or ready-made compatibility. Provider fees are separate.

Common questions

How does concierge onboarding work?

Rather than dropping you into a generic self-serve setup, we configure rules, field mappings and exception thresholds directly against your store’s workflow before you go live.

Will requesting access create a charge?

No. Requesting access starts your onboarding review. Any paid deployment begins only after you approve the exact scope, deliverables and fee.

Do we need to grant full Shopify admin access right away?

No. Initial rule calibration works with standard exports or a live workflow walkthrough. Marketing updates are completely separate and optional.

MORE IN INVENTORY & FINANCE

Pair Cegid Retail Y2 ↔ Shopify with related workflows

View all Inventory & finance apps ↗
Inventory & finance 01
Inventory & finance

DropOps Sentinel

Catch inventory feeds that quietly stop keeping up.

✓ Check feeds against agreed update windows
Early access
Inventory & finance 02
Inventory & finance

Cygnet Connector

Run a reliable Shopify-to-Cygnet invoice and credit-note workflow.

✓ Automated order-to-invoice pipeline
Early access
Inventory & finance 03
Inventory & finance

MarginReconcile

Reconcile orders, gateway fees and payouts without spreadsheet drift.

✓ Exceptions matched to agreed billing rules
Early access