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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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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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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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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.
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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
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Choose the currency you 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 "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. In addition, we can enable/disable Sync offers.
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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
Iframe