How to Set Up/Assign Product Attributes on Shopify

Overview

When setting rules against certain products, you will often need to assign things to the products in Shopify. These attributes are either Shipping Groups, OriginsDimensional Rules, or product dimensions (L, W, H).

You can update product attributes individually, or in bulk. This doc expresses how to do both below.

Considerations

When updating Shopify attributes, be sure to check whether you are updating the Parent product, or the child/variant product. If you are setting attributes on a variant/child product, you’ll need to ensure ShipperHQ is set to look at the variants/child attributes.

Update Individual Products

Steps

  1. In your Shopify backend, go to the Product Catalogue and view one of your products
  2. These fields are under “More Actions” dropdown on your product details. Click on “Edit Shipping Properties”
    Go to your Product > More Actions > Edit Shipping Properties
    Edit Shipping Properties button is found under Product Details > More Actions
  3. Copy/Paste the exact name of your Shipping Group, Origin, or Dimensional Rule and enter that into the relevant field. For example: If you have a Shipping Group called SURCHARGE, you will enter that into the Shipping Groups field
    When you Edit Shipping Properties, it will open the Bulk editor menu where you can insert Product Dimensions, Shipping Groups, Origins, etc.
  4. If you are using Dimensional Shipping, set the length, width, and height of products.
  5. If you are using the ShipperHQ Landed Cost Engine enter the UUID for this SKU in the HS Code field, for carriers which provide duties & tax calculations, enter the HS Code of the product

Note: All names are case sensitive.

When you Edit Shipping Properties, it will open the Bulk editor menu where you can insert Product Dimensions, Shipping Groups, Origins, etc.

 

Update Products via Bulk Import/Export

You can update product attributes in bulk using a 3rd party app. ShipperHQ is not an export/import app. While most eCommerce platforms support bulk updates natively, Shopify does not.

Below will feature how to use the Metafields2 app from sineLABS.

Note: ShipperHQ is using Shopify best practice by using Metadata fields.

ShipperHQ supports 3 types of attributes at a product level in Shopify, as well as product dimensions:

  1. Shipping Groups
  2. Origins
  3. Dimensional Rule Groups
  4. HS Codes (also used for ShipperHQ Landed Cost Engine UUIDs)

For example, you may wish to assign products to a shipping group BIKE so you can set up a shipping rule on it. Then in Shopify you will assign all products that are bikes to the group BIKE so when they are in the cart the rules will apply to them.

Steps

  1. Download Metafields2 app from the Shopify App store. If you need help with the download or configuring of the Metafields2 App, you’ll need to contact support@sinelabs.com for help.
  2. After download, you’ll want to go to your Shopify dashboard and click –>Products–>More Actions–>Metafields2 App.
  3. If you’ve already added some ShipperHQ Attributes to your products, you can go to Metafields App–>Utilities–>Export Metafields–>New Export Job for ‘Products’ and click “Start Export Job”.
  4. Once this has been done, you’ll have a CSV table of your attributes for products. You can then enter the Shipping Groups, Origins or Dimensional Rule Groups quickly and easily.
  5. If you do not have any attributes on the products yet, you will first need to create the metafields in Metafields2 by clicking on ‘Products’ or ‘Variants’ (depending on which type of product you wish to edit).
  6. Once the metafields have been created, export all of your products by going to Metafields App–>Utilities–>Export Metafields–>New Export Job for ‘Products’. Then click, “Start Export Job”.
  7. Download the resulting export .csv created and edit in a spreadsheet editor using the ‘UTF-(8)‘ formatting. Using any format other than ‘UTF-(8)‘ will result in a failed import.
  8. Once the necessary edits have been made to the .csv, export the file using the same ‘UTF-(8)’ format.
  9. Go back to Metafields App–>Utilities, create a new import, and choose the .csv file that was just created.

Types of Metafields

ShipperHQ Metafields
Namespace Key Type Value
global SHIPPING_GROUPS string Shipping Group Name
global ORIGINS string Origin name
global DIMENSIONAL_GROUPS string Dimensional Rules Name
global LENGTH string Length
global WIDTH string Width
global HEIGHT string Height
global HS_CODE string HS Code

Once you’ve followed the steps above; you will be able to bulk import/export the ShipperHQ metadata fields on your products.


Next Steps

After you’ve assigned products to their needed dimensions, Shipping Group, Dimensional Rule, or Origin, you can start to test them! Add the product to your cart and add a zipcode to test the rates and see your results. If tests aren’t coming out as expected, check our common Troubleshooting steps for guidance!

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