We set up the integration for you, but we need your help with this.
Go through the following steps:
1. Create an app
The instructions are in the Shopify documentation here.
In Shopify Admin, go to SETTINGS
Then go to APPS AND SALES CHANNELS and click on Develop apps
IMPORTANT (from Shopify documentation):
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:
From your Shopify admin, click Settings > Apps and sales channels.
Click Develop apps.
Click Allow custom app development.
Read the warning and information provided, and then click Allow custom app development.
Click Create an App
Input the App name and click the Create app button
Click Configure Admin API scopes
Choose the scopes for the app, meaning what will be possible to connect to for Optiply
We need READ ACCESS on:
Inventory Locations Orders Product listings Products Shop locale
After this, click SAVE at the bottom.
When this scope's configuration is saved, install the app
On the modal window that will pop up, click the install button
On the new window, go to the tab API Credentials and click on Reveal token once
VERY IMPORTANT: The token will only be shown once; you need to copy this and save it in a safe location. This will be the info we need to connect the store with Optiply.
The customer can move out of this Apps and sales Channels screen.
For Integration purposes, we will need:
- the Admin API access token
- the shop URL
2. API information
After creating the app, send us the following information:
Shopify Shop Name
Shopify API Key
Shopify API Password
Shopify Example URL (for confirmation)
3. Location ID
Also, send us the Location ID of the location you want to connect Optiply to.
4. API Permissions
Moving down on this settings screen, the customer must update Admin API Permissions:
We need Read Access on:
Inventory
Locations
Orders
Product listings
Products
Shop locale
When we have all the necessary information and the right permissions, we set up the integration with Shopify for you and import the data we need.
Unfortunately, we cannot get all the necessary information from Shopify. Therefore, also follow the steps below.
5. Suppliers and Supplier Products
Although the 'Supplier' and 'Supplier Products' do not exist in Shopify, we can grab the Vendor from your products if you need that info.
6. Connection to Optiply
Once you log in to Optiply, go to the Settings page, select Data management and Integrations. Click on Add a source
Now choose Shopify and click Next.
Fill in your credentials and select from the available options what you want to sync from Shopify to Optiply. Once you are done, click Next.
That is it!
Your connection is now established, and the synchronisation process will begin.
If you have any questions, please reach out to us at support@optiply.nl or by chat message. We are more than happy to answer all your questions!