Shopify Integration
Section: Integrations & AI
URL:/admin/myshopify
Page title: Shopify
Overview
The Shopify integration connects your Shopify store to the CRM, pulling in orders, customers, products, categories, and discount codes. Staff can browse Shopify data directly in the CRM and import products into the CRM catalogue.
Business value
Provides a unified view of Shopify commerce activity alongside CRM client records, eliminating the need to switch between platforms to answer questions about order history, product availability, or active discounts.
- Who uses it: Sales, customer success, e-commerce managers, operations
- Key benefit: Full Shopify order and customer history visible in the CRM without manual exports.
- Metrics it influences: Order fulfilment visibility, customer support resolution time, cross-sell rate
Typical use cases:
- Customer success manager looks up a client's Shopify order history before a renewal call
- Sales rep checks active Shopify discount codes when negotiating a deal
- Operations team imports Shopify products into the CRM catalogue for unified inventory management
- E-commerce manager monitors order status across multiple Shopify stores from a single dashboard
Accessing this module
From the admin sidebar, navigate to Shopify, or open the URL directly:
/admin/myshopify
Synced data
| Entity | Description |
|---|---|
| Orders | Shopify orders with status, line items, and customer details |
| Customers | Shopify customer profiles matched or linked to CRM clients |
| Products | Shopify products with SKU, price, and inventory level |
| Categories | Shopify product collections |
| Discounts | Active and past Shopify discount codes |
Common actions
- Connect a Shopify store — enter the store URL and API credentials to establish the connection.
- View orders — browse all Shopify orders with status and customer information.
- View customers — see Shopify customer records and their CRM client mapping.
- Browse products — inspect the Shopify product catalogue within the CRM.
- Import products — pull selected Shopify products into the CRM item catalogue for use in invoices and estimates.
- View discounts — see all active and expired discount codes from the connected store.
- View order details — drill into a specific order to see full line items, shipping, and payment details.
Source: crm-connect-main/app/modules/myshopify