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• Purpose

• Pre Requisites

• Create and configure an App on Shopify

  • Create the App on Shopify

  • Configure the App on Shopify

• Configure the integration in our CRM

  • Main configuration

  • Webhooks configuration

  • Exchange rate configuration

  • Product and Offer sync

  • Customer sync

  • Abandoned Checkout

• Video resources

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.

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1. After granting the required permissions, you can use the "Sync Products" option. Upon completion of the synchronization process, you will receive a notification.

2. 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. In addition, we can enable/disable Sync offers. We have this filters:

   1. Vendor name

   2. Enable sync products

   3. Enable sync offers

   4. Allow sync status

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Sync Customers

To synchronize your customers registered in Shopify with our CRM, you'll need to ensure that you have the necessary API Access scope on Shopify to view or manage orders(read_orders) and customers(read_customers).

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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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