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Purpose
The purpose objective of this walkthrough step-by-step guide is to help assist you set up in configuring the integration to 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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3 - Now you must click on the Develops settings → apps and sales channels -. Develop Apps option
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4 - Now you need to press the button Allow custom app development
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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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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
Product listings
write_product_listings
read_product_listings
Products
write_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
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3 - In the “Webhook subscriptions” option select 20232024-07 and press the Save button
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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
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in the following steps.
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2 - We proceed to activate the action we want to notify to Shoífy.
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URL: Is the URL we copied Webhooks configuration - Step 1 - Point 3
Webhook API Version: 2023 2024-07
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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 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 wish to convert before sending it to Shopify.
Product and Offers 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 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
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the configuration from Shopify. In addition, we can enable/disable Sync offers. We have this filters:
Vendor name
Enable sync products
Enable sync offers
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).
In this panel, you can select an optional range of dates to get your customers from the orders on Shopify, all orders from customers are set as notes in customer.
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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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