Shopify Integration

Modified on Tue, 06 Dec 2022 at 08:07 AM

Shopify is a widely used e-commerce platform for online and retail shopping. By integrating Shopify with your system, you can enhance your e-commerce capabilities in several ways, including workflows, the use of Shopify-specific custom values, and more. Follow these steps to integrate Shopify with your system:

Step 1: Create or Login To A Shopify Account

Step 2: Enable Private App Development (if already enabled, skip to Step 3.)

  • Once logged in to your Shopify store, navigate to “Apps” from your dashboard.

  • Click “Develop Apps” in the top right of the screen
  • Click "Allow custom app development"

  • NOTE: IF you already had enabled the private app development, you’ll be directed straight to the create/develop apps button and won’t need to re-accept the terms/permissions.

Step 3: Create Your Private App

  • Click to Create an App

  • Enter a name for your app, such as “my App” or “Sally’s Shopify Store”, and enter your email address in the appropriate field. 

  • Click "Configure Admin API scopes" to configure Admin API integration.

  • Scroll down to "Orders" and enable at least "read_orders" access
  • Scroll down to "Products" and enable at  least "read_products" access
  • Click the "Save" button on the top right.
  • Click the "Install app" button on the top right.
  • Click "Install" in the popup window that appears.

Your app is now ready to be integrated.

Step 4: Retrieve the Admin API Access Token for Integration

  • After the installation is complete, you will be able to find the Admin API Access Token under the API Credentials Section.
  • Click “Reveal Token Once” to get access. 
  • Copy the "Admin API access token" by clicking on the clipboard icon or highlighting it all and using the control+c or command+c keyboard shortcut on your computer.  Keep this password copied, as you’ll need it in the next step.

Step 5: Connecting Shopify to your System

  • Back in your CRM system, navigate to Settings > Integrations.
  • Click “Connect” under Shopify.

  • In the popup window, paste the previously copied password and type out your Shopify App name.


  • Click “Connect” to complete the integration.

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