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Shopify - Set up and connection

A step-by-step guide to connecting your Shopify store to Optiply using the REST API. Learn how to enable custom app development, configure API permissions, and establish your connection.

Written by Ricardo Guerreiro

🔗 Shopify: Setup & Connection Guide

Connecting Optiply to your Shopify store relies on a custom app connection via the Shopify REST API. Because of Shopify's security settings, you must first generate specific API credentials within your Shopify admin dashboard before you can link your account in Optiply.

Here is your step-by-step guide to getting connected

Phase 1: Create App on store

Before you can create a custom app for your store, you must enable custom app development.

Note: You must be the store owner or a staff member with the "Enable app development" permission to do this.
The instructions are in the Shopify documentation here.

  1. Log in to your Shopify Admin panel.

  2. Navigate to Settings

  3. 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

    Click Develop apps.

    Click “Build apps in Dev Dashboard”
    Read the warning and information provided, and then click Allow custom app development.

  4. Click Create an App

  5. Enter the app name and click the Create app button

  6. Go to Settings → then Storefront API section → click Manage

  7. Click “Choose Distribution”

  8. Select Custom distribution

  9. Confirm “Select custom distribution”

  10. Allow access to full order history: API access requests > Request access

  11. Respond the question and confirm Request access:

  12. Click ALL APPS > View on Dev Dashboard

  13. Add scopes to the app: Versions > Create version

  14. Choose the scopes for the app, meaning what will be possible to connect for Optiply. Customers can copy and paste the list below:


    ​read_all_orders,write_inventory,read_locales,read_locations,read_orders,read_product_listings,read_products
    ​
    We need ACCESS to:

    1. Inventory (write_inventory)

    2. Locations (read_locations)

    3. Orders (read_all_orders)

    4. Product listings (read_product_listings)

    5. Products Shop (read_products)

    6. locale (read_locales)

  15. After this, do Release in the top right, and release again to confirm

  16. Get the API Credentials (Client ID and Secret); these will be needed to link the account in Optiply

  17. Now you need to install the app

    On the modal window that will pop up, click the Install button
    ​

    For Integration purposes, we will need:
    - Shop Name
    - Client ID
    - Secret

Phase 2: Connect & Configure in Optiply

Once you have all the necessary information and the correct permissions from Shopify, you can finalise the setup in Optiply.

  1. Navigate to Integrations: Log in to your Optiply account, go to Settings in the left-hand menu, select Data management, and click on Integrations.

  2. Add the Source: Click the Add a source button.

  3. Select Shopify: Choose Shopify from the list of integrations and click Next.

  4. Enter Credentials: Fill in the API credentials you gathered in Phase 1.

  5. Select Options: From the available options, select exactly what data you want to sync from Shopify to Optiply.

  6. Connect: Click Next (or Connect).

That is it! Your connection is now established, and the synchronisation process will begin importing your data.

💬 Need Help?

If you run into any permission errors in Shopify or have questions about your data mapping, please reach out to us at support@optiply.nl or send us a quick chat message. We are more than happy to help you get up and running!



❓ Frequently Asked Questions (FAQs)

How do I connect my Shopify store to Optiply?

Optiply connects to your Shopify store using a custom app connection via the Shopify REST API. You will need to generate specific API credentials within your Shopify admin dashboard to establish this link.

Who can set up the custom app connection in Shopify?

Only the store owner or a staff member with the "Enable app development" permission can create a custom app and enable custom app development for your store.

I don’t see the "Develop apps" option. How do I enable it?

You must first enable custom app development. In your Shopify Admin, navigate to Settings > Apps, click Develop apps, then select "Build apps in Dev Dashboard". Read the warning and click "Allow custom app development" to proceed.

What are the general steps to create the custom app in Shopify?

Once custom app development is enabled:

  1. Navigate to Settings > Apps and click Develop apps.

  2. Click Create an app and enter your desired app name.

  3. Configure the Storefront API and select Custom distribution.

  4. Request access to full order history under API access requests.

  5. Proceed to add the necessary scopes to the app via the Versions tab.

Where can I find more detailed information on enabling app development?

You can refer to Shopify's official documentation on custom apps for further guidance on enabling app development.

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