Installing the extension

1. Log in to your Zoho Desk account with Administrator privileges.
   
2. Click the Setup icon () in the top bar.
   
3. Under Marketplace, click All.
   
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. For any orders placed in Shopify, a ticket will be created in Zoho Desk. The order details will be shown in the widget upon opening the ticket. The order details will have:
   
   
   
1. Customer Information
   
2. Order ID (Click this 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 is allowed)
2. When a customer is new to Zoho Desk and places an order in Shopify, a contact for that customer will be created in Zoho Desk by default.
   
3. If an existing customer of Zoho Desk places an order in Shopify, a ticket will be created in Zoho Desk, and the order details will be shown in the widget upon opening the ticket.
   
4. If a customer has orders in Shopify even before installing the extension, the widget will list only the latest five orders.
   
   

Uninstalling the extension

1. Click the Setup icon () in the top bar.
   
2. In the Setup Landing page, click All under Marketplace.
   
3. On the Marketplace page, click Installed Extensions.
   
4. Choose Shopify from the list of extensions.
   
5. Click the More icon () in the upper-right corner of the Shopify extension setup page.
   
6. Select Uninstall Extension.
   
7. Click Confirm