How To Integrate CRM With Shopify

Step 1: Create a Custom App in your Shopify Store

Login to your Shopify store and navigate to the "Apps" section in your dashboard

1. Click "Apps"

2. Click "App and sales channel settings"

3. Click "Develop apps"

4. Click "Allow custom app development"

5. Click "Allow custom app development"

If you haven't already enabled custom app development, click on "Allow custom app development."

6. Click "Create an app"

7. Input "App name"

Enter a name for your app (e.g., "Marvel's App"), select your email under App developer, and click on "Create app."

8. Click "Create app"

9. Click "Configure Admin API scopes"

Next, click on "Configure Admin API scopes" to set up API integration.

10. Check "read_orders"

Scroll down to "Orders" and enable "read_orders" access.

11. Check "read_products"

Scroll down to "Products" and enable "read_products" access

12. Click "Save"

Once you've enabled read access for Orders and Products, save the app by clicking on the "Save" button.

13. Click "Install app"

After saving, click on "Install app" and then "Install" from the pop-up window.

14. Click "Install"

15. Navigate "Admin API access token"

The "Admin API access token" required for the integration can be found under the API credentials section.

16. Click here to "Reveal token once"

17. Click here to "copy"

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

Step 2: Connect Shopify to your Account

18. Click "Settings"

19. Click "Integrations"

20. Navigate to "shopify"

Under the Shopify section, click on "Connect."

21. Input "Admin API access token"

Paste the "Admin API access token" you copied

22. Input "Name of your shopify store"

23. Click "Connect"