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, and you will be redirected to the Topping Details page.
   
   
7. Click Authorize to establish a connection between Bigin and Shopify.
   Once you authorize the connection, you will be redirected to the Shopify For Bigin - Settings page.
   
   
8. Click Add Shop.
   
   
9. In the pop-up, enter your Shopify Store Name, Shopify Domain URL, Client ID and Client Secret of your app obtained from your Shopify store.
   
1. The Shopify Store 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 Domain 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 Client ID and Client Secret can be obtained from the app you create in your Shopify store.
   
   
10. Click Authenticate Shopify.
    The credentials will be validated, and the store will be created and listed on the following page. In the same way, you can add multiple stores linked to your Shopify account.
    
    
11. Only one store can be configured at a time. To change the store configuration, click the Edit Shop icon and follow steps 9 and 10.
    
    

Note:

1. Existing users may continue using the topping with your API access token.
2. New users should follow the steps below to create an app in your Shopify dev dashboard. Once you create the app and embed it to your Shopify store, the Client ID and Secret for the app will be generated.
   
1. Navigate to the Shopify partners page using this link: https://partners.shopify.com/.
   
2. Click on App distribution > All apps in the left panel.
   
   
3. Click Visit Dev Dashboard button.
   The dev dashboard will open in a new tab.
   
4. Click the Create app button on the top-right corner.
   
   
5. Under Start from Dev Dashboard, enter the App name and click Create.
   
   
6. You will be taken to Create a version page.
   
1. Under URLs, in the App URL, provide your Shopify domain URL.
   Keep the Embed app in Shopify admin box checked.
   
   
2. Under Access, click Select scopes.
   
   
3. In the pop-up opens up, select the API scopes required for the app from the following list, and click Done.
   
1. read_customers
   
2. write_customers
   
3. read_draft_orders
   
4. write_draft_orders
   
5. read_inventory
   
6. write_inventory
   
7. read_locations
   
8. write_locations
   
9. read_orders
   
10. write_orders
    
11. read_products
    
12. write_products
    
    
4. Under Redirect URLs, paste the redirect URL copied from the Shopify - Settings page and click Release.
   
   
   
5. In the pop-up, provide a version name and message, if required, and click Release.
   A new version of your app will be created, and this app needs to be installed in your Shopify store.
   
   
7. Click Home in the left panel.
   
8. Under Distribution on the right panel, click Select distribution method.
   You will be redirected to the Distribution section on the Shopify partners
   page.
   
   
9. Under Distribution, select Custom Distribution, and click Select.
   
   
10. In the pop-up, click Select custom distribution.
    
    
11. Under Store domain, provide your Shopify store domain in the format as given in the on-screen example. Keep the Allow multi-store install for one Plus organization option checked, and click Generate link.
    
    
12. Confirm the warning message in the pop-up, and click Generate link.
    
13. A new Install link will be generated. Click Copy button to copy the URL.
    
    
14. Open the copied URL in a new browser tab, and all your available Shopify stores will be listed. Choose your desired store name from the list.
    The new app will be added to the selected Shopify store, and you will be redirected to install the app. Now, you need to install this new app into that store.
15. Click Install.
    The app will be installed in your Shopify store and the client credentials will be generated in your dev dashboard.
    
    
16. In dev dashboard, go to Settings tab of this new app. Under Credentials, you will find the Client ID and Secret of the app. These credentials should be used to configure in the settings page during topping installation.
    

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 synchronization is complete, a Dashboard will be created, and all synchronization details will be displayed as a bar chart.
   
   

Note:

1. During initial sync, a new team pipeline called Shopify E-commerce pipeline will be created by default under the Pipelines module. All Shopify orders will be synced as individual deals in this pipeline.
   
2. The Shopify E-commerce pipeline will be created only after the synchronization of contacts and product records is completed.
   

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 Shopify orders will be added as individual deals and classified by stage.

Note:

1. Two custom lookup fields are needed to connect the Shopify topping.
   
2. Shopify Topping is available only in the Premier and Bigin 360 editions. 

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.