Guides Overview

This section contains step-by-step guides for common PromoSync tasks. Each guide walks you through a specific workflow from start to finish.

Available Guides

First-time Setup

What new merchants see when they open PromoSync for the first time, walked through the three-step onboarding wizard and what to do next.

Topics covered:

• Step 1: paste your PSRESTful API key
• Step 2: add at least one notification contact
• Step 3: import two sample products from HIT Promo
• What to do after the wizard, by starting state
• Why the wizard does not re-run after onboarding

Importing Products

Learn how to search for products, apply filters, preview imports, and add products to your Shopify store.

Topics covered:

• Searching the product catalog
• Using filters (supplier, brand, category)
• Previewing products before import
• Product search and bulk imports
• Import troubleshooting

Connecting Existing Products

Link products already in your Shopify store to supplier data so PromoSync can sync inventory and pricing automatically.

Topics covered:

• Why existing products need PSRESTful metafields
• Exporting from PSRESTful CSV Exporter
• Bulk-updating with Matrixify
• Running Onboard to PromoSync (one-click Update Metafields + Link to PromoSync)

Bulk Actions

Master the bulk operations available in PromoSync for efficient product management.

Topics covered:

• Accessing bulk actions from Shopify admin
• Syncing inventory for multiple products
• Updating pricing in bulk
• Refreshing product data
• Removing products from pricing sync

Link to PromoSync

Register existing Shopify products (including ones you duplicated) with PromoSync so future syncs skip redundant API calls.

Topics covered:

• Why PromoSync keeps a backend registry
• What counts as a “duplicate” (Shopify product copies, Matrixify-connected products)
• How extra_id is resolved (metafield first, then PSRESTful lookup)
• Where to run the action (dashboard, bulk action, all-products dialog)

Decoration Listings

Publish supplier setup and run charges as Shopify products so you can bill imprint costs accurately in customer orders.

Topics covered:

• What Decoration Listings creates (Setup Fee and Run Charge products)
• Volume pricing via the psrestful.part_price_array variant metafield
• Picking the right tier when building orders
• When to use it (and when not to)

Storefront Widgets

Implement tier pricing displays, decoration options, and other storefront enhancements.

Topics covered:

• Displaying tier pricing on product pages
• Showing decoration locations and methods
• Star ratings and reviews integration
• Custom metafield displays
• Theme customization examples

Theme App Extensions

No-code, drag-and-drop app extension blocks for Shopify product pages via Theme Customizer.

Topics covered:

• Volume Pricing — quantity-based price break tables
• Minimum Quantity — enforce per-product order minimums
• Decoration Selector — location and method chooser

Quick Reference

Video Tutorials

Coming soon: Video walkthroughs for each guide.

Need More Help?

• Settings Documentation - Configure PromoSync options
• Metafields Reference - All available metafields
• Advanced Features - Custom pricing and multi-location setup
• PSRESTful API Docs - API reference