Manage Workspaces in Zopi

Are you selling across multiple channels and seeking to manage all your products and orders seamlessly in one place? We’re excited to introduce Zopi’s Workspace—a powerful feature that enables you to effortlessly manage all your online stores from a single account.

Workspace is defined as a Zopi account connected to your online store (Shopify, WooCommerce, Facebook & Instagram by Meta). Continue reading to learn how to effectively manage your workspace in Zopi.

List Multiple Workspaces

When you install Zopi, you will connect one store to Zopi, which will be displayed as Current Workspace. There are two methods to access your workspace:

Method 1: In the Embedded App

Steps

1. From your Shopify admin, click Apps.
2. Type Zopi in the search box to access the Zopi dashboard.
3. From the Zopi dashboard, click Settings & Billing > Account.
4. Scroll down to find the Workspace section to view a list of workspaces. Each entry includes the workspace name, channel, currency, and an action button.

Method 2: In the Web App

Steps

1. Log in to ds.zopi.io.
2. Sign in with your Google or Facebook account.
3. Select the Omni Dropshipping application to continue.
4. From the Zopi dashboard, click Settings & Billing > Account.
5. Scroll down to find the Workspace section to see a list of workspaces. Each entry includes the workspace name, channel, currency, and an action button.

If you have multiple workspaces, click Go to Workspace to navigate to any workspace. You will then be directed to the web app.

To rename a workspace, click the dropdown menu next to the workspace name, make your desired changes, and click Save. This change is for easier management and does not affect the original store name.

Add a Workspace

Situation 1: Sign Up for the First Time

When you create a Zopi account for the first time, a virtual email address is automatically generated and used as a custom domain name (e.g., [email protected]) in the Embedded App. You need to log in with Google or Facebook to convert the virtual email into an actual email while adding a workspace. Follow the steps below:

Steps

1. From the Zopi dashboard, go to Settings & Billing > Account.
2. Scroll down to find the Workspace section and click Add.
3. In the pop-up, enter your actual email to log in, or sign in with your Google/Facebook account, then click Confirm.

Once your actual email address is updated successfully, adding a new workspace will create a blank workspace, allowing you to enter a name and connect it to your current sales channels like Shopify or WooCommerce. Follow these steps:

Steps

1. From the Zopi dashboard, go to Settings & Billing > Account.
2. Scroll down to find the Workspace section and click Add.
3. In the pop-up, enter a workspace name and click Add to confirm.
4. Navigate to the new workspace and click Go to Workspace.
5. Go to My Channel, select a sales channel, and add your store URL/domain to connect with Zopi.

Situation 2: Create with the Same or a Different Email as the First Account

If you create a second Shopify store using the same email as the first store, a pop-up will appear when installing the app on the second store’s domain:

• Click “Yes” to be directed to the Web App, where the workspace will be added.
• Click “Use another account” to be redirected to the Embedded App and choose a plan before getting started.

IMPORTANT NOTES:

• Limits on the number of workspaces depend on your plan. Find out more in our pricing plans.
• It is currently impossible to delete a workspace after it has been connected. You can only uninstall the app from the embedded app.
• After uninstalling, the ‘My Channel’ section will be empty. Clicking ‘Go to Workspace’ will direct you to the web app, but no channels will be connected. To push a product, you must connect with the Shopify store.

Switch Workspace Currency

The currency in the workspace is initially set based on the default currency of the first channel (Shopify, WooCommerce) when Zopi is connected to the store. This default currency is reflected in both Find Product and Product Center.

If you’ve changed the currency on Shopify, you can update the currency in Zopi as follows:

1. Go to Zopi’s Settings & Billing > Account > Workspace.
2. Click the refresh icon in the action area to update the currency for the current workspace.
3. Click the currency drop-down menu in the action area and select the corresponding currency.

Once this is done, Zopi will apply the new currency when pushing products and display it correctly on your store.

For those with two sales channels within one workspace, such as WooCommerce and Shopify, where the default currency of WooCommerce is Currency A and Shopify is Currency B, you can select the default currency for the entire workspace. For example, if WooCommerce has CAD as the default currency and Shopify has USD, you can choose either CAD or USD as the default currency for both.

Let’s clarify this with an example:

If you have a Shopify store with GBP as the default currency and later change the storefront display currency to USD, the default currency in Zopi (GBP) will still be shown in Find Product and Imported List. However, when products are pushed to the store, Zopi will convert prices from GBP to USD in Product Center.