How to set up Shopify Integration

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

Store on Shopify

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

Menu to show/create Apps

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 "Webforce" to identify it in the future more quickly. Then you must press the Create an app button.

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

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

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

2 - Press add Button

3 - Search “Shopify” and press configure

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

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.

Webhooks configuration

1 - After successfully creating the integration, proceed to activate it and save the integration's URL. This URL will be used to configure the webhooks in the following steps.

2 - We proceed to activate the action we want to notify to Shoífy.

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

Exchange rate configuration

In the configuration section of the Shopify integration in the Exchange Rate tab

Step 1: Managing Exchange Rate Activation

Use this switch to control the activation status of the exchange rate. Toggle it to 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 API supplying the rates encounters an issue or fails.

Step 3: Currency Selection

Choose the currency you wish to convert before sending it to Shopify.

Product sync

To synchronize the products registered in Shopify with our CRM Solution, 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 "read_products" option enabled.

After granting the required permissions, you can use the "Sync Products" option. Upon completion of the synchronization process, you will receive a notification.
In the Settings panel, there is an option to enable the sync status of products. If this option is active, when you use the "Sync Products" feature again or receive a webhook from Shopify, your Selling Channels configuration will be replaced by the configuration from Shopify.

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.

ClickToClose CRM

How to set up Shopify Integration