How to connect Shopify

This article walks through the steps needed to connect a Shopify data source

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Written by Funnel
Updated this week

Overview

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

  • A Shopify account

  • Access to the Shopify store you want to connect to Funnel

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:

Option 1: Getting access to the Shopify store (Staff member invite)

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.

Creating your Shopify staff account

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.

Option 2: Getting access to the Shopify store (Collaborator invite)

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:

  • Orders

  • Products

  • Customers

  • Draft Orders

  • Marketing

  • Analytics

  • Reports

  • Manage and Install apps and channels

Connecting Shopify is done in 3 steps:

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:

  1. Enter the shop name of your shopify store. If you need to double-check this, navigate to https://admin.shopify.com which you now should have access to. The shop name will be shown as https://admin.shopify.com/store/SHOPNAMEHERE

  2. Install the Funnel Shopify App when prompted

  3. Once redirected back to Funnel, simply finish the data source configuration and your data source will be created.

A Shopify App can only have one set of permissions, therefore the Funnel Shopify App asks for access to personal data even if the data sources are configured to not pull Customer Personally Identifiable Information (PII).

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

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