Note:

1. Please note that the Shopify extension for Zoho CRM is available in US, EU, IN, AU, CA, and JP datacenters.
   
2. For Shopify accounts on the Basic plan, only sales orders will be synchronized; access to Personal Identifiable Information (PII) is restricted. To access PII, you must upgrade to at least the Shopify plan.

Installing the extension

1. Go to Setup > Marketplace > All. All of the installed extensions will be listed. Under All Extensions, you can view all of 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, and you will be redirected to the Extension Details page.
   
   
6. Click the Settings button on the Extension Details page.
   You will be redirected to the Shopify - Settings page.
   
   
7. 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.
   
8. 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.
   
   
9. Click Add Shop to add a new store and follow Steps 7 and 8.
   
   
10. Choose Yes if you want to enable the shop, else choose No.
11. Select Yes if you want the shop to be the default.
12. Click Authenticate Shopify.
    

Note:

1. Existing users may continue using the extension 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 extension installation.
    
    

Synchronizing Shopify data

1. Click on the Settings button on the Extension Details page. You will be redirected to the Shopify - Settings page.
2. All of the stores you have created will be listed. Make the desired store your default store.
3. Click Next.
4. The Shop Name will be displayed with the default store name. This cannot be edited.
5. 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.
6. In Sync Behaviour, choose either Shopify to Zoho CRM or Zoho CRM to Shopify if one-way sync is chosen.
   
   
7. 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.
8. In Sync Abandoned Checkouts, choose Yes if you want all of the records from your abandoned carts in Shopify to be synced; otherwise, choose No. If you choose Yes, you can opt to have guest checkouts by enabling the checkbox Include Guest Checkouts.
9. Click Next.
   
   
10. In the CRM Module, select Contacts or Leads.
11. Click Sync Now. Your Shopify data for the last 60 days will be imported into the selected module.
    
12. You will be redirected to the Dashboard, where all of the details are classed under Sync Activity, Product Details, and Orders.
    
13. On the Settings page, you can change the sync settings at any time.
    
    

Notes:

1. As we mentioned above, you can add multiple stores in Shopify to Zoho CRM. During synchronization, the data from all of the stores in Shopify will be synced to Zoho CRM. However, for the Zoho CRM to Shopify sync, only the data from the default store in Zoho CRM will be synced to Shopify. You can change the default store at any time in the extension settings.
2. After the data synchronization is completed, any changes made in the customer details in Shopify will be changed in Zoho CRM in real time. Similarly, any changes made in the products and orders on Shopify will also be changed promptly in the respective modules in Zoho CRM.
3. As an exception, if a user modifies an existing order in Shopify, this change will not be reflected forever in Zoho CRM, because Shopify does not provide API support for updating the 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 of 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 of the installed extensions will be listed.
   Under All Extensions, you can view all of 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.