What is Shopify?

Shopify is a complete commerce platform that lets anyone start, grow, manage, and scale a business. It enables businesses to build an online store, market to customers, and accept payments across multiple sales channels and locations—all in one place.

Steps to integrate Shopify with Factori

Create a custom app on the Admin Dashboard

A custom app is an app that you or a developer builds exclusively for your Shopify store. You can use custom apps to add features to your Shopify admin, access your store's data directly using Shopify's APIs, or extend your online store to other platforms using the Storefront API.

Reference link → https://help.shopify.com/en/manual/apps/app-types/custom-apps

Create a custom app on the Admin Dashboard

Enable custom app development from the Shopify admin.

Before you can create a custom app for your store, you need to enable custom app development. You need to be the store owner or a staff member with the "Enable app development" permission to enable custom app development.

Steps:

1. From your Shopify admin, click Settings > Apps and sales channels.
2. Click Develop apps.
3. Click Allow custom app development.
4. Read the warning and information provided, and then click Allow custom app development.

Create and install a custom app

After you've enabled custom app development, you can create and install a custom app in your Shopify admin. You need to set API scopes to determine which parts of your store the custom app can access. After the app is installed, you'll receive access tokens that the app uses to access information from your store using Shopify's APIs.

The store owner, and collaborators and staff members with the relevant permissions, can create and install custom apps.

Create the app

1. From your Shopify admin, click Settings > Apps and sales channels.
2. Click Develop apps.
3. Click Create a custom app.
4. In the modal window, enter an App name and select an App developer. The app developer can be the store owner, or any staff or collaborator account with the Develop apps permission.
5. Click Create app.

Select API scopes

After you create a custom app, you can assign API scopes to it. A custom app can have Admin API scopes, Storefront API scopes, or both, depending on the requirements of the app.

1. Click Select scopes.

2. In the Admin API access scopes section, select the API scopes that you to assign to the app.

   Enable the following

   write_customers

   read_customers

   write_metaobject_definitions

   read_metaobject_definitions

   write_metaobjects

   read_metaobjects

3. Click Save.

Install the app and get the API access tokens

After you've set API scopes for your app, you can install the app. You'll get your API access tokens after you install. Depending on what API scopes you assigned to the app, you'll get an Admin API access token.

1. Click Install app.
2. In the modal window, click Install app.
3. Get the access token:

Selected Admin API scopes for the app, then go to the Admin API access token section and click Reveal token once.

📘

💡 Caution

You can see the Admin API access token on this page only one time, because the token provides API access to store data. After revealing the access token, write down or record the token somewhere secure so that you can refer to it again.

Integrating your Shopify with Factori

• Click on add integration on the Factori platform
• Under the CRM section you will be able to view a tile for Shopify, click on it.

• Enter a name for your data source
• Paste the X-Shopify-Access-Token that was copied from Shopify
• Enter the shop name that's mentioned in your admin store URL.
  Eg: For a store named "Hello World" the URL would be https://admin.shopify.com/store/hello-world. Copy the store name and paste it for the name of the store for which you would like to enrich.
• Select the frequency with which you would like your Shopify data to be enriched
  • Monthly - Your Shopify data will be enriched on the 1st of each month
  • Quarterly - Your Shopify data will be enriched on the 1st of each quarter
  • Custom - You can specify the date on which the Shopify data needs to be enriched. Once you select the data the Enrichment will take place NOW and once on the date selected

• Click on next to save the configuration

You will be able to view all your newly created integration in the my integrations page.