Shopify

Setup Guide

Follow these steps to connect Shopify to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Shopify into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Enter the the full URL of your shop into the Shop URL field (for example, https://yourshopname.myshopify.com).

6. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

OAuth

Note:

• You can only use OAuth if you have a Partner app published on the Shopify store.
• The Partner app must have https://oauth.cdata.com/oauth/ registered as a redirect URI.
• If you do not have a Partner app, you must create a custom app and authenticate with an access token.

Follow these steps in Connect AI:

1. In OAuthClientId, enter the Client Id from your Partner app.

2. In OAuthClientSecret, enter your Client Secret from your Partner app.

3. Choose REST or SOAP from the Schema drop down.

4. Click Sign in to connect securely through OAuth. This action opens the Shopify sign-in page in a new tab.

5. Log in to your Shopify account and provide the requested permissions (if applicable).

6. At the top of the Connect AI Add Shopify Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

Access Token

For authentication with an access token, follow the steps below to create a custom app:

1. In a separate browser window, log in to your Shopify account and open the Apps page.

2. Select Develop apps and then Create an app.

3. Enter the App name and select the App developer, then click Create app.

4. In the new app, click Configure Admin API scopes. Enable the following permissions:

   read_customers	write_customers	read_draft_orders	write_draft_orders
   read_fulfillments	write_fulfillments	read_inventory	write_inventory
   read_marketing_events	write_marketing_events	read_orders	write_orders
   read_price_rules	write_price_rules	read_product_listings	write_product_listings
   read_products	write_products	read_shopify_payments_payouts

5. Click Save to save the permission settings.

6. Select the API Credentials tab. Click Install app, then Install on the confirmation prompt.

7. Click Reveal token once and copy down the value. This acts as your access token for authentication.

8. Return to Connect AI.

9. In Access Token, enter your access token.

10. Choose REST or SOAP from the Schema drop down.

11. At the top of the Connect AI Add Shopify Connection page, click Save & Test.

    • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and Shopify, see this information page.