How to set up Shopify Integration
Purpose
The purpose of this walkthrough is to help you set up the integration to your Shopify Store.
Pre Requisites
Have a Shopify store
Resources
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Create and configure an App on Shopify
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Webhook API Version: 2023-07
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Exchange rate configuration
In the configuration section of the Shopify integration in the Exchange Rate tab
1 - With this switch we control if we want the exchange rate to be active or not
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3 - Currency: is the currency that you want to transform to send to Shopify
Product sync
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.
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In the panel of 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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Abandoned Checkout
We have a background process to retrieve all abandoned checkouts, enabling us to reach out to customers and explore additional opportunities for completing a sale. For that, need to have the API Access scope on Shopify to view or manage orders, transactions, fulfillments, and abandoned checkouts, with the option for read_orders.
This process is set to run automatically every 10 minutes by default, after running this, in our CRM we must create a new lead entry and attach a corresponding order note containing the information obtained from the abandoned checkout.
Video resources
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