How to set up Shopify Integration
The purpose of this walkthrough is to help you set up the integration to your Shopify Store.
Pre Requisites
Have a Shopify store
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Purpose
The objective of this step-by-step guide is to assist you in configuring the integration with your Shopify Store. This walkthrough provides comprehensive instructions to ensure a successful setup process.
Pre Requisites
Before proceeding with this documentation, you must have an active Shopify store. Ensure that you have set up your Shopify store and have the necessary access credentials ready. This documentation assumes you have an operational Shopify store to work with.
Have a Shopify store
Create and configure an App on Shopify
Before you can begin using the app, you need to create and configure it on your Shopify store.
Create the App on Shopify
To begin using this application, you need to create the app within your Shopify store. Follow these steps to create the app:
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 "ThiioWebforce" 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
This section of the documentation will guide you through the process of fine-tuning your app's settings and options to ensure it operates seamlessly within your Shopify store and our CRM.
1 - On the next screen you need to press Configure Admin API scopes
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Configure the integration in our CRM
This section of the documentation is dedicated to guiding you through the process of setting up and fine-tuning the integration between your CRM and Shopify.
Main configuration
1 - It's time to configure the integration in our CRM Solution
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4 - We set the values that we copied before and press the SAVE button
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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 successfully creating the integration we are going , proceed to activate it and save the URL of the integration that we are going to use to integration's URL. This URL will be used to configure the webhooks in the following steps.
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2 - We proceed to activate the events for which our CRM Solution will listen
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action we want to notify to Shoífy.
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3 - Now going to Shopify to configure the webhooks used for communicating with our CRM
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Format: JSON
URL: Is the URL we copied Webhooks configuration - Step 1 - Point 3
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
Step 1: Managing Exchange Rate Activation
Use this switch we control if we want to control the activation status of the exchange rate. Toggle it to be active or not2 - Default Rate: This default value enable or disable the exchange rate as needed.
Step 2: Default Rate
The default rate is the value that will be applied in case the event that the API that supplies us with API supplying the rates encounters an issue or fails.
Step 3
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: Currency Selection
Choose the currency that you want to transform to send wish to convert before sending it to Shopify.
Product sync
We have the option to To synchronize the products that we have registered in Shopify to with our CRM Solution. For that, we , you'll need to ensure that you have the necessary API Access scope on Shopify for viewing or managing products, variants, and collections, with the option for "read_products" option enabled.
After
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granting the required permissions, you can use the
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"Sync Products" option. Upon completion of the synchronization process, you will receive a notification.
In the Settings panel
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, there is an option to
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enable the sync status of products
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. If this option
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is active, when you use the "Sync Products" feature again or receive a webhook from Shopify,
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your Selling Channels configuration will be replaced by the configuration from Shopify
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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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