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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

Create and configure an App on Shopify

Create the App on Shopify

1 - We assume that you already have a store created on Shopify

2 - In the main menu you must go to the Apps option

3 - Now you must click on the Develops Apps option

4 - Now you need to press the button Allow custom app development

5 - Now you need to press the Create an app button

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.

Configure the App on Shopify

1 - On the next screen you need to press Configure Admin API scopes

2 - The following scopes options must be activated: 

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

3 - In the “Webhook subscriptions” option select 2023-07 and press the Save button

4 - Then we install the application by pressing the Install App button

5- We will confirm the installation by pressing Install

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

Configure the integration in our CRM

Main configuration

1 - It's time to configure the integration in our CRM Solution

2 - Press add Button

3 - Search “Shopify” and press configure

4 - We set the values ​​that we copied before and press SAVE button

  1. Shop URL: Copy all the URL from your Store, including the “.com”

  2. API Key: Copy from “API Credentials/API key and secret key“ section

  3. API Secret key: Copy from “API Credentials/API key and secret key“ section

  4. Webhooks signature: All your webhooks will be verified with this. This is optional, but recomendable. More description on Webhokks configuration.

  5. Admin API access token: Copy from “API Credentials“ section, this token can be revealed on Shopify.

Webhooks configuration

1 - After creating the integration we are going to activate it and save the URL of the integration that we are going to use to configure the webhooks

2 - We proceed to activate the events for which our CRM Solution will listen

3 - Now going to Shopify to configure the webhooks used for communicating with our CRM

4 - Then we navigate to the notification menu

5 - We go down to the bottom of the screen and press Create Webhook

6 - For each of the events mentioned in the list, we will fill in the data as follows

 Event List: 

  • Checkout creation

  • Checkout update

  • Customer creation

  • Fulfillment creation

  • Fulfillment update

  • Order creation

  • Order update

  • Order payment

  • Product creation

  • Product update

  • Customer SMS marketing consent update

Format:  JSON

URL: Is the URL we copied Webhooks configuration - Step 1 - Point 3

Webhook API Version: 2023-07 

Webhooks registered

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

2 -  Default Rate: This default value will be applied in the event that the API that supplies us with the rates fails.

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.

After that, we can use the option to Sync products, when the synchronization is finished we receive a notification.

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.

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.

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