Shopify Platform Integration | Zoho Thrive

Shopify Platform Integration

Besides other platform integrations, Shopify is another built-in platform integration available in Zoho Thrive. You can easily integrate your Shopify store with Thrive by following the steps below.

Create a custom app:

1. On your Shopify home screen, go to Settings > Apps and sales channels.
2. Click Develop apps.

Apps and sales channels page

If you’re developing a custom app for the first time, you need to click allow custom app development and then agree to the confirmation by clicking on a similar button again on the next page.

App development agreement section

3. Then, click Create an app.

App development section

4. In the pop-up, provide the App name (We suggest Zoho Thrive to avoid any confusion) and choose an App developer.
Only the store owner, or any staff or collaborator account with the Develop apps permission can be chosen for the role.
5. Complete the process, by clicking Create App.

Create an app pop-up

Configure access scopes: 

Here, you’ll be picking the level of access and permission that Zoho Thrive can have, when interacting with the Shopify platform through the API’s.

1. Under Overview, click Configure Admin API scopes.
2. From the list of available access scopes displayed, select the one’s listed 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 know 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.

 

write_price_rules, read_price_rules



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 creation of coupons for the programs

   
3. After all the listed access scopes are selected, click Save.

Admin API access scopes added


 Get the API credentials:

These credentials are necessary to enable integration between your store and Zoho Thrive.

1. Click the Install app button at the top-right corner.
2. Confirm the installation by clicking Install in the pop-up.

Install app pop-up

3. Go to the API Credentials section and you’ll find the credentials displayed.

API Credentials Section View

4. Keep this tab running and open Zoho Thrive in a new tab.

 Complete the  integration with Thrive:

1. Select Shopify from the list of platforms displayed.
2. In the pop-up, enter your Store Name and Store URL.
The URL entered should be in the following format: https://<store name>.myshopify.com

You can find the URL by following the steps below:

1. Go to Settings> Domains.
2. Under Domain, you can view *.myshopify.com that redirects to your domain name.
3. You'll find the '.myshopify.com' URL (For example: abcd-9a.myshopify.com)

Domains Section - Shopify


3. Switch to the previous (Shopify) tab, copy-paste the API key and API secret key in their respective fields within Thrive.
4. Return to the Shopify tab and click the Reveal token once button
5. 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. So, make sure you paste it in a secure area to view it again.
6. Click Connect.

Publish the Thrive scripts to Shopify:

  1. Navigate to More->Installation page inside Zoho Thrive.
  2. Copy the Tracking Script and save it securely.
  3. On your Shopify home screen go to Online Store > Themes and click on Edit code
  4. Under Snippets click on + Add a new snippet and paste the Tracking script from the installation page.
  5. Save the file as thriveloyalty.liquid.
  6. Again, search for theme.liquid from the edit code section and add the line "{% include "thriveloyalty" %}" just above </head> tag.
  7. Click on Save.

With this the integration is complete and you’re all set to start building your programs!
 
 


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