Shopify Platform Integration
Shopify Platform Integration
Like other platform integrations, Shopify is a built-in platform integration available in Zoho Thrive. You can easily integrate your Shopify store with Thrive by following the steps below.
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On your Shopify home screen, go to Settings > Apps and sales channels.
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Click Develop apps.
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If you’re developing a custom app for the first time, click Allow custom app development, then agree to the confirmation by clicking the Allow custom app development button once more on the next page.
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Click Create an app.
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In the pop-up, provide the App name (We suggest Zoho Thrive to avoid any confusion) and choose an App developer.
Note: Only the store owner, or any staff or collaborator account with the Develop apps permission can be chosen for the role.
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Complete the process by clicking Create app.
Configure access scopes:
Here, you’ll be picking the level of access and permission for Zoho Thrive when interacting with the Shopify platform through the API’s.
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Under Overview, click Configure Admin API scopes.
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Select the access scopes displayed below.
In order to maintain transparency, alongside each scope, we’ve also explained the reason why we need it.
|
Scope Name |
Need |
|
read_customers |
To view the details of the customers participating in the loyalty program and the ones referred by another customer of the same store. This will help with the mapping and verifying their legitimacy as customers.
|
|
read_order_edits |
To view any edits made to an order that is placed. This will help track the exact status of the order and make decisions regarding all purchase actions.
|
|
read_orders |
To view the details of the orders made. This will help verify and allocate points or commissions for all purchase actions.
|
|
|
To view and manage conditional discounts(coupons). This will allow configuration of coupons for the programs.
|
|
write_discounts, read_discounts |
To view and manage conditional discounts(coupons). This will allow the creation of coupons for the programs
|
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After all the listed access scopes are selected, click Save.
Get the API credentials:
These credentials are necessary to enable integration between your store and Zoho Thrive.
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Click the Install app button at the top-right corner.
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Confirm the installation by clicking Install in the pop-up.
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Go to the API Credentials section, and you’ll find the credentials displayed.
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Keep this tab running and open Zoho Thrive in a new tab.
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Select Shopify from the list of platforms displayed.
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In the pop-up, enter your Store Name and Store URL.
Note: The URL entered should be in the following format: https://<store name>.myshopify.com
You can find the URL by following the steps below:
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Go to Settings> Domains.
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Under Domain, you can view *.myshopify.com that redirects to your domain name. You'll find the '.myshopify.com' URL here For example: abcd-9a.myshopify.com
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Switch to the previous tab (Shopify), then copy-paste the API key and API secret key in their respective fields within Thrive.
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Return to the Shopify tab and click the Reveal token once button
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Copy the token immediately and paste it in Zoho Thrive’s Admin API access token field.
Note: Due to privacy reasons, this token can only be viewed once. Make sure you paste it in a secure area to view it again.
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Click on Connect.
Publish the Thrive scripts to Shopify:
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Navigate to More->Installation page inside Zoho Thrive.
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Copy the Tracking Script and save it securely.
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On your Shopify home screen, go to Online Store > Themes and click Edit code.
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Under Snippets, click + Add a new snippet and save the file as thriveloyalty.liquid.
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In the thriveloyalty.liquid snippet, paste the Tracking Script from the installation page and click Save.
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On the left pane, click on theme.liquid and add the line {% include "thriveloyalty" %} just above </head> tag and click Save.
With this, the integration is complete, and you’re all set to start building your programs!
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