Integrating Shopify with your CRM is a powerful way to centralize your business operations, from managing orders and products to optimizing customer data for marketing. This seamless integration keeps all crucial data in one place and automates key processes, improving both efficiency and customer experience.
Access Your Shopify API #
To get your Admin API access token, go to your admin view at admin.Shopify.com.
- Go to Settings > Apps and sales channels > Develop apps.
- Click Allow custom app development to continue the process.
- Click the Create an App button.
- Navigate to the API Credentials tab and click Configure Storefront API scopes.
- Still within API Credentials, click Install app and proceed with the installation when the window pops up.
Note: Once custom app development is enabled in a store, it cannot be undone.
In the Configuration tab, search for and add these API access scopes:
- read_orders
- read_customers
- read_products
- read_inventory
Then move to the API Credentials tab, click Reveal token once, and copy it to paste into your CRM.
Setting Up Shopify in Your CRM #
- Navigate to Settings > Integrations > Shopify and click Connect.
- Fill out the Admin API Access Token and your Shopify store name.
Import Elements #
Toggle on all the options that suit your business needs.
Sync Settings #
Toggle on the sync settings that suit your business needs.
Confirm Integration #
Once connected, your CRM will display the connected Shopify account.
View Order Details #
To see order details, access the Payments section from the left navigation menu. Select the Orders dropdown and click Orders. Click the three dots of the required order and select View Order. Here you can view the order details along with the associated transaction value.
View Transaction Details #
Access the Payments section again and select the Transactions tab. Click the three dots of the required transaction and select View Transaction to display the transaction details of the placed order.
With your Shopify store connected to your CRM, you can enjoy streamlined workflows and valuable automation triggers, enhancing customer interactions while minimizing manual tasks.
Frequently Asked Questions #
What if my orders are not syncing? #
Ensure that the integration is properly enabled in the settings and that there are no connectivity issues between Shopify and the CRM.
Can I sync past orders? #
No. The integration will sync new orders moving forward, not historical ones.
Which API scopes does the integration require? #
You’ll need read_orders, read_customers, read_products, and read_inventory enabled as API access scopes in your Shopify app.
Where do I find the synced orders in my CRM? #
Synced orders appear under the Payments section. Open the Orders dropdown, select Orders, and use View Order to see the full details.
Can I undo enabling custom app development in Shopify? #
No. Once custom app development is enabled in a store, it cannot be turned off, so enable it only when you’re ready to proceed.
Does connecting Shopify give me automation options? #
Yes. A connected Shopify store unlocks automation triggers in your CRM, letting you automate customer interactions and reduce manual work.
