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
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.
7 - On the next screen you need to press Configure Admin API scopes
8 - The following 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
9 - in the Webhook subscriptions option select 2022-01 and press the Save button
10 - Then we install the application by pressing the Install App button
11- We will confirm the installation by pressing Install
12 - 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
13 - It's time to configure the integration in our CRM Solution
14 - Press add Button
15 - Search “Shopify” and press configure
16 - We set the values that we copied before and press SAVE button
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
17 - 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
18- We proceed to activate the events for which our CRM Solution will listen
19 - Now the webhooks that communicate with our CRM Solution are activated, we must go to the settings menu
20 - Then we navigate to the notification menu
19 - We go down to the bottom of the screen and press Create webhook
20 - 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 and Product update
Format: JSON
Url : is the url we copied in step 17
Webhook API Version : 2022-01
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, 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 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.