How to set up Shopify Integration
Purpose
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The purpose of this walkthrough is to help you set up the integration to your Shopify Store.
Pre Requisites
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Have a Shopify store
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Create and configure an App on Shopify
Create the App on Shopify
1 - We assume that you already have a store created on Shopify
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6 - Select a name for the application, we recommend that it be "Thiio" to identify it in the future more quickly. Then you must press the Create an app button.
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Configure the App on Shopify
1 - On the next screen you need to press Configure Admin API scopes
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8 2 - The following scopes options must be activated:
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Assigned fulfillment orders
write_assigned_fulfillment_orders
read_assigned_fulfillment_orders
Customers
write_customers
read_customers
Discounts
write_discounts
read_discounts
Draft orders
write_draft_orders
read_draft_orders
Fulfillment services
write_fulfillments
read_fulfillments
Merchant-managed fulfillment orders
write_merchant_managed_fulfillment_orders
read_merchant_managed_fulfillment_orders
Order editing
write_order_edits
read_order_edits
Orders
write_orders
read_orders
Payment terms
write_payment_terms
read_payment_terms
Products
read_products
Purchase options
write_purchase_options
read_purchase_options
Shipping
write_shipping
read_shipping
Third-party fulfillment orders
write_third_party_fulfillment_orders
read_third_party_fulfillment_orders
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9 3 - in In the “Webhook subscriptions” option select 20222023-01 07 and press the Save button
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10 4 - Then we install the application by pressing the Install App button
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115- We will confirm the installation by pressing Install
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12 6 - In the API credentials window we copy the values to configure the integration in our CRM Solution.
You must be careful to copy the "Admin API access token" well since you can only see it once, to be able to see it again you would have to uninstall the app and reinstall it
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Configure the integration in our CRM
Main configuration
1 - It's time to configure the integration in our CRM Solution
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14 2 - Press add Button
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15 3 - Search “Shopify” “Shopify” and press configure
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16 4 - We set the values that we copied before and press SAVE button
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16.2 - in point 2 we copy the url to the .com
16.5 - Point 5 is activated to indicate that shopify will control everything related to fulfillment
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Shop URL: Copy all the URL from your Store, including the “.com”
API Key: Copy from “API Credentials/API key and secret key“ section
API Secret key: Copy from “API Credentials/API key and secret key“ section
Webhooks signature: All your webhooks will be verified with this. This is optional, but recomendable. More description on Webhokks configuration.
Admin API access token: Copy from “API Credentials“ section, this token can be revealed on Shopify.
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Webhooks configuration
1 - After creating the integration we are going to activate it and save the url URL of the integration that we are going to use to configure the webhooks
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182 - We proceed to activate the events for which our CRM Solution will listen
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3 - Now going to Shopify to configure the webhooks that communicate used for communicating with our CRM Solution are activated, we must go to the settings menu
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4 - Then we navigate to the notification menu
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19 5 - We go down to the bottom of the screen and press Create webhookWebhook
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20 6 - For each of the events mentioned in the list, we will fill in the data as follows
Event List:
Checkout creation
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Checkout update
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Customer creation
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Fulfillment creation
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Fulfillment update
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Order creation
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Order update
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Order payment
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Product creation
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Product update
Customer SMS marketing consent update
Format: JSON
URL: Is the URL we copied in step 17 Webhooks configuration - Step 1 - Point 3
Webhook API Version: 2022 2023-01 07
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Exchange rate configuration
In the configuration section of the shopify Shopify integration in the Exchange Rate tab
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We have the option to synchronize the products that we have registered in Shopify to our CRM Solution. For that, we need to have the API Access scope on Shopify for viewing or managing products, variants, and collections with the option for read_products.
After that, we can use the option to Sync products, when the synchronization is finished we receive a notification.
In the panel of Setting Settings, we have the option to allow the sync status of products, if have active this option when using sync products again or receiving a webhook from Shopify, our configuration of Selling channels is replaced by Shopify configuration.
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