Shopify for Zoho CRM | Online Help | Zoho CRM


Shopify is an ecommerce platform that is used to set up online stores. With the Shopify extension for Zoho CRM, you can easily and simultaneously synchronize data on customers, sales, and product details between your Shopify store and Zoho CRM. You can add Shopify customers as contacts in your Zoho CRM and keep track of their purchases and expenses.

Installing the extension

You can either go to the Zoho Marketplace and install the Shopify extension, or log in to your Zoho CRM and install the extension.

To install the Shopify 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> 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

Synchronize your Shopify data with Zoho CRM, and vice versa, using this extension. You can choose the direction of the sync, and select whether to keep or replace existing data on every sync.

To configure your Sync Settings
  1. Click on the Shopify module in the webtab.
    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

The data from Shopify gets housed in the Zoho CRM via initial synchronization and a callback from Shopify. Once the initial sync is completed, the data is pushed via shopify callback only.
  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

To 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.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Zoho Directory integration with CRM

                                                                                            Integrating CRM with Zoho Directory gives the CRM administrators a stronger hold on the organization's CRM account by enforcing password security, IP restrictions, and other policies. Read more about Zoho Directory here. Benefits of integrating CRM ...
                                                                                          • FAQs: Zoho CRM Integration with Zoho Projects

                                                                                            How is the integration between Zoho CRM and Zoho Projects helpful? The integration between Zoho CRM and Zoho Projects works as a bridge between sales data and team collaboration data—all in one place. Since you can associate projects directly with ...
                                                                                          • Zoho CRM for Google Ads

                                                                                            Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
                                                                                          • Zoho Projects Integration - Overview

                                                                                            Efficient planning is the key to the success of any business project. A business always teams with several projects and people associated with those projects. Unless they are planned and managed efficiently, productivity takes a hit. A Project ...
                                                                                          • Commission Management for Zoho CRM

                                                                                            The Commission Management extension for Zoho CRM will calculate the commission amount for salespeople in Zoho CRM automatically. The extension calculates the commission amount based on each user's personalized commission plan settings whenever a deal ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources