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Shopify Integration
Champ avatar
Written by Champ
Updated over a week ago


Integrating Shopify with your sub-account is a 2 step process:

  1. Create a Custom App in your Shopify Store

  2. Connect Shopify to your Account

Step-1: Create a Custom App in your Shopify Store

Before we setup integration we need to create a custom app in your Shopify store.

1.1 Login to your Shopify store and click on "Apps" in your dashboard

1.2 Then, click on "Develop apps" on the top of the screen highlighted in the below picture

1.3 Then, click on "Allow custom app development" (if you have already enabled this permission then Shopify

will take you to Step-1.5)

1.4 In the next screen, click on "Allow custom app development"

1.5 Then, click on "Create an app"

1.6 Enter a name for the app (for example "Marvel's App"), select your email under App developer

and click on "Create app"

1.7 Then, click on "Configure Admin API scopes" to configure Admin API integration

1.8 Search/scroll down to the "Orders" and You will need to enable at the very

least "read_orders" access

1.9 Add the "read_customers" scope. In configuration edit the "Admin API Integrations". In this section under

customers, select the "read_customers" tick box.

1.10 Then, Search/scroll down to the "Products" and You will need to enable at the very

least "read_products" access

1.11 Then, Search/scroll down to the "Inventory" and You will need to enable at the very

least "read_inventory" access


1.12 Once you've enabled read access on "Orders, Product, Customer, and Inventory", save the app by clicking on the

"Save" button on the top right

1.13 After saving click on the "Install app" as in the image below

1.14 Then, click on "Install" from the pop up as in the image below

and voilà your App is ready to be integrated now!

1.15 After installing, the "Admin API access token" that you need for the Shopify integration can

be found under the API credentials section, click on "Reveal token once" to get access to the token

1.16 Copy the "Admin API access token" by clicking on the clipboard icon

Step-2: Connect Shopify to your Account

How to use:

  1. Access the Integration:

    Shopify integration can be found within a sub-account at: Settings > Integration > Shopify.



  2. Connect the Shopify Store:

    Users can click on "connect" button to begin the setup. A modal will appear where users must enter Admin API access Token and a valid Shopify store URL as the first step.

    image



  3. Select Data to Import:

    In the second step, users will be directed to the Import Elements screen, where they can select which data to import from their Shopify store. The available options for import are: Contacts, Orders, Transactions, Products, Collections.
    Reimporting Data: If users wish to reimport data, they can disconnect and reconnect the integration, allowing them to reimport any data they may have missed during the initial import.


    image


  4. Configure Syncing Settings:

    The third and final step takes users to the Sync Settings screen, where users can choose which data to continuously sync from Shopify to GHL in future. The options for syncing include: Contacts, Orders, Transactions, Order submitted trigger, Payment received trigger, Products, Collections

    image

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