Key Features

1. Manage Shopify orders with a dedicated pipeline in Bigin that helps you visualize orders in a kanban style board.
2. Experience seamless two-way data synchronization between Shopify and Bigin.

Installing the topping

1. Navigate to Setup > Settings > Toppings > Marketplace.
   Under All Toppings, you can view all the toppings supported for Bigin.
2. Click All Toppings, then browse for and click Shopify.
3. Click Install.
4. Agree to the terms of service and click Install.
5. In the following screen, agree to the terms of service and click Install Now.
   
   
6. In Users/Profiles, choose one of the following and click Confirm:
1. Install for admin only - The topping will only be installed for users with administrator profiles.
2. Install for all users - The topping will be installed for all users.
3. Choose profiles - The topping will only be installed for the selected users. Choose this option, click Continue, then select the profiles.
   The topping will be installed automatically for the specified users.
   
   
7. Click Edit in the Toppings Settings section of the Extension Details page.
8. In the pop-up, provide the Shopify Access Token, Shopify Shop Name, and Shopify Shop URL obtained from your Shopify account.
1. The Shopify Shop Name is the name you provide for your online store while creating your Shopify account. You can find the store name in your Shopify URL by looking after 'store/'. In the example URL provided below, the store name is 'zylker' https://admin.shopify.com/store/zylker
2. The Shopify Shop URL is the complete URL of your online Shopify store. The Shopify domain URL must be in the following format: https://{store_name}.myshopify.com/
3. The Shopify Access Token is the admin API access token created in your Shopify account.
   
   
9. Click Save.
10. Click Authorize in the Connections section of the Extension Details page to authorize your Bigin connector.
    
11. Click Connect, followed by Accept.

Note: Follow the steps given below to create the admin API access token while creating an app in your Shopify account.

1. Navigate to the Shopify admin page using this link: https://<domain>.myshopify.com/admin.
   Replace <domain> with your Shopify domain name.
2. Click Apps in the left panel.
3. In the pop-up, select the App and Sales Channel Settings option.
   
   
4. Click the Develop Apps option on top.
   
   
5. Click the Create App button.
6. In the pop-up, enter the App name, select App developer from the drop-down, and click Create App. The created app will be listed under App development.
7. Configure the desired API scopes from the following list to create the app. To configure, click on the app, select Configuration, then select the desired scopes.
1. read_customers
2. write_customers
3. read_products
4. write_products
5. read_orders
6. write_orders
7. read_draft_orders
8. write_draft_orders
   
   
8. Once the scopes have been selected, click Save.
9. Navigate to API Credentials and click Install App.
   
   

Your Admin API access token will be generated and displayed. This token will be displayed only once in Shopify. We suggest you save it for future reference, because it will not be available to access again.

Configuring the topping

Initial data synchronization

1. Click the Activate Sync button to synchronize your data between Shopify and Bigin.
   
   
2. During this sync, all the Customers, Products, and Orders from Shopify will be synced as Contacts, Products, and Deals in Bigin, respectively.
3. Only Contacts and Products from Bigin will be synced as Customers and Products in Shopify, and no Deals will be synced.
4. Once the synchronization is done, a Dashboard will be created, and all the details related to the synchronization will be displayed as a bar chart.
   
   

Note:

During initial sync, a new team pipeline called Shopify E-commerce pipeline will be created by the topping under the Pipelines module by default. All the orders from Shopify will be synced as individual deals within this pipeline.

Setting up the delete record option

1. Toggle Yes to Delete Bigin Records Based On Shopify Action if you want a record to be deleted in Bigin upon deleting the same record in Shopify.
   
   
2. Toggle No to Delete Bigin Records Based On Shopify Action if you don't want a record to be deleted in Bigin upon deleting the same record in Shopify.
   
   

Accessing synchronized data in Bigin

1. In the Contacts module, all the customers from Shopify will be added as new records with two custom fields created: Shopify Contact Id and Shopify Lead Source.
2. In the Products module, all the products from Shopify will be added as new records with two custom fields created: Shopify Product Id and Shopify Lead Source. If a product has variants, all of the variants will be listed as individual products, with the main product name given in the Shopify Parent Product Name field. The variants of a product will also be listed under the Shopify Parent Product Name related list of that product.
3. In the Shopify E-commerce pipeline under the Pipeline module, all the orders from Shopify will be added as individual deals and classified based on their stages.

Notes

1. Two custom lookup fields are needed to connect the Shopify topping.
   
2. ​Shopify Topping is available only in the Premier edition. 

Uninstalling the topping

1. Navigate to Setup > Settings > Toppings > Marketplace > Installed.
   All the installed toppings will be listed.
2. Browse for Shopify and click the corresponding Uninstall link.
3. Click Ok to confirm and uninstall the topping.