Installing the extension

1. Go to Setup > Marketplace > All.
   All the installed extensions are listed. Under All Extensions, you can view all the extensions supported by your CRM.
2. Click All Extensions, browse for and click Shopify for Zoho CRM.
   Details about the extension will be available.
3. Click Install.
4. Agree to the Terms of Service and click Install.
   
   
5. Choose one of the following, then click Confirm:
1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
2. Install for all users - The extension will be installed in CRM for all users.
3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
   The extension will be installed automatically for the specified users.
   
   
6. In the pop-up, enter your Shopify Access Token and the Shop Name of your Shopify account, then click Save.
   
1. The Shopify access token is the admin API access token created in your Shopify account.
   
2. The Shop name is the name you provide for your online store while creating your Shopify account.

Note: Please 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 and select App developer from the drop-down, and click create app.
   The app created will be listed under App development.
7. Configure the desired API scopes from the following for the app created. 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.
   
   
10. 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, as this cannot be retrieved again forever.
    
    

Synchronizing Shopify data

1. Click on the Shopify module in the webtab.
   The Setup page will open.
2. Confirm your Shop Name and User Account.
3. In Sync Type, select One Way or Both Ways sync.
   One-way sync brings either Shopify data into your Zoho CRM or vice versa, but not both. Both-ways sync simultaneously moves CRM data into Shopify and Shopify data into CRM.
4. In Sync Behaviour, choose either Shopify to Zoho CRM or Zoho CRM to Shopify
   

   , if one-way sync is chosen.
   

   

   
   
5. In Conflict Behaviour, choose your preference when data duplication occurs. If CRM always wins is chosen, new Shopify records do not overwrite the existing data in Zoho CRM. If Shopify always wins is chosen, new data from Shopify will keep overwriting the existing data in Zoho CRM on every sync.
   
6. In Sync Abandoned Checkouts, choose Yes if you want all the records from your abandoned carts in Shopify to be synced; else, choose No.
   If you choose Yes, you can opt to have guest checkouts by enabling the checkbox Include Guest Checkouts.​
7. In CRM Module, select Contacts or Leads.
8. Click Start Sync.
   Your Shopify data for the recent 60 days will be imported into the selected module.
9. You will be redirected to Dashboard, where all the details are classed under Sync Activity, Product Details and Orders.
10. In the Settings page, you can change the sync settings at anytime.
    
    

1. After initial data synchronization, any changes made in the customer details in Shopify will be changed in Zoho CRM instantaneously. Similarly, any changes made in the products and orders on Shopify will also be changed promptly in the respective modules in Zoho CRM.
2. As an exception, if a user adds a new product to an existing order or modifies a particular order in Shopify, this change will not be reflected in Zoho CRM, because Shopify does not provide API support updating sales order details.

Getting data after synchronization

1. Customers from Shopify are displayed in the Leads or Contacts modules (depending on sync options).
   
2. Products from Shopify are listed in the Products module. If a product has variants, all the variants will be listed as individual products with the main product name given in the Parent Product field. The variants of a product will also be listed under the Shopify Product Variant related list of that product.
   
   
3. The order details from Shopify appear in the Sales Orders module in Zoho CRM. Even the orders in Drafts will be added to this module. The field type Shopify_Order_Type differentiates whether the order is active or in draft.
   
4. The abandoned checkouts from Shopify appear in the Deals module in Zoho CRM. By default, the stage for every abandoned order will be Negotiation/Review. If a checkout is processed, the stage will be changed automatically to Closed Won, and a new record for that checkout will be created in the Sales Orders module.
   
   

Uninstall the extension

1. Go to Setup > Marketplace > All.
   All the installed extensions will be listed. Under All Extensions, you can view all the extensions supported in your CRM.
2. Browse for Shopify and click the corresponding Uninstall link.
3. Click Ok to confirm and uninstall the extension.