In order to connect a Shopify data source you will need the following:

If the Shopify store you want to connect to Funnel is not your own, you will first need to gain access to it as either a Staff Member or a Collaborator. The setup differs depending on which route you choose:

Staff members are added by the store owner or any other admin of the Shopify store. Each store has a limited number of Staff member seats, but the setup is slightly quicker using this method:

Have your partner/client navigate to Settings>Users and permissions>Add staff. At a minimum, your user will need to have permission to install new apps in the store.

Once you have received an invite from the Shopify store owner, you will receive an email from Shopify asking you to create a staff account. Follow the link provided in the email and instructions to create an account if you don't already have one. Once done you are ready to create your data source in Funnel.

Collaborator access is requested by the partner (you). To request collaborator access, navigate to your Shopify Partner dashboard and press the Add Store button.

As with the Staff member invite option, you will need access to install apps. However, collaborators will also be required to have the same permissions as any app they attempt to install on the store. In other words, if you request access as a collaborator you will also need to make sure that you request all of the following viewing permissions:

Once you have access to the store you want to connect, you are ready to create the Data Source in Funnel. Add a new Shopify Data Source and follow the below instructions:

For help troubleshooting errors, please visit our Shopify Troubleshooting article.