Installing the extension

1. Log in to your Zoho Desk account with Administrator privileges.
   
2. Click the Setup icon () > Integration > Marketplace. 
   
3. Under Marketplace, click All Extensions.
   
4. Search for 'Shopify' in the search bar on the right.
   
5. Select the Shopify for Zoho Desk extension, then click Install.
   
6. Under General Settings, select the department and profiles whose agents can access the extension in Zoho Desk.
   
   
7. Agree to the Terms of Use, then click Install.
   
8. Click Authorize in the pop-up to authorize your Shopify account. In the page loading up, enter the Shop ID, API Key, API Secret Key, and Admin API Access token.
   
9. Under Configuration, provide the store name.
   
   

10. Under Preferences, define the criteria based on which the tickets needs to be created and select a department.
    

11. The criteria should be defined as follows:
    

• First column - Choose the desired criteria from the dropdown list

• Middle column - Define the action for the criteria

• Last column - Define the condition the criteria should match with

12. You can define up to four different criteria and can choose to have the criteria pattern as AND or OR based on your requirements.
    

13. Click Save.
    
    

Accessing the extension

1. Click the Extensions icon () on the right side of the ticket detail page.
   All extensions installed in this location will be listed.
2. Select Shopify.
   The Shopify widget will be displayed in the right tab of the ticket detail page.

Managing orders and contacts

1. Order Status Matches Configuration: If the order status matches the one configured in the preferences tab, a ticket will be created in Zoho Desk. The order details will be displayed in the widget when the ticket is opened. The displayed order details will include:
   
   
1. Customer Information
   
2. Order ID (Click on the ID to get redirected to the order in Shopify)
   
3. Store Name
   
4. Order Status
   
5. Order Total Value
   
6. Shipping Address
   
7. Billing Address
   
8. Order Note (only one note allowed)
   
2. New Customer: If a customer who is new to Zoho Desk places an order in Shopify, a contact for that customer will be created in Zoho Desk by default. A ticket will only be generated if the order status matches the one configured in the preferences tab.
   
3. Existing Customer: If an existing Zoho Desk customer places an order in Shopify, a ticket will be created in Zoho Desk, and the order details will be shown in the widget when the ticket is opened.
   
4. Previous Orders: If a customer had orders in Shopify before installing the extension, only the latest five orders will be listed in the widget, regardless of the configuration in the preferences tab.
   
   

Uninstalling the extension

1. Go to Setup > Integration > Marketplace. 
2. On the Marketplace page, click Installed Extensions.
   
3. Choose Shopify from the list of extensions.
   
4. Click the More icon () in the upper-right corner of the Shopify extension setup page.
   
5. Select Uninstall Extension.
   
6. Click Confirm.