EARLY ACCESS PREVIEW Concierge onboarding · Guided workflow setup
← All appsCegid Retail Y2 ↔ Shopify How it works
02 / WORKFLOW GUIDE · Inventory & finance

How Cegid Retail Y2 ↔ Shopify works.

Follow the inputs, review rules and handoffs — from your first sample to a human-approved output.

Discovery — technical assessment
  1. 01Confirm prerequisitesPrerequisite checklist
  2. 02Map one workflowIntegration mapping
  3. 03Assess failure handlingTechnical assessment
  4. 04Agree the next stepScope and acceptance criteria
INSIDE THE ENGINE

Step-by-step operational pipeline

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.

01

Confirm prerequisites

Deliverable: Prerequisite checklist

Review version, licensing, permissions and existing connector coverage.

02

Map one workflow

Deliverable: Integration mapping

Agree identifiers, locations, update direction and field ownership.

03

Assess failure handling

Deliverable: Technical assessment

Review API constraints, duplicate handling and reconciliation needs.

04

Agree the next step

Deliverable: Scope and acceptance criteria

Decide whether to proceed with a bounded proof of concept and separately scoped fees.

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
DATA FLOW & SAFETY ARCHITECTURE

Read-first setup and agreed change controls

1. Read-First Input

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

2. Rule & Guardrail Engine

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.

3. Concierge Scope

Discovery starts with one flow, such as location stock or order handoff. Technical feasibility, delivery scope and ongoing support are agreed before implementation.

What your team brings to onboarding

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

Ready to calibrate Cegid Retail Y2 ↔ Shopify on your store? Request access to walk through a sample export or staging workflow directly with our team.
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