This guide will show you how to configure the Shopify Integration.
This integration will allow you to import your Shopify Customers as Contacts or Customers in Halo. You can also import their Orders for contextual information on Tickets related to that Contact.
- Go to your Shopify admin centre for the Shop you wish to connect to Halo
- On the left, click Apps > App and Sales Channel Settings
- Click Develop Apps. You may have to allow Custom App Development on the next screen
- Click Create an App, give the App a name, for example "Halo" and click Create App
- In the Overview tab, click Configure Admin API Scopes
- Add the read_customers and read_orders scope and then click save
- In the API Credentials tab, click Install App
- You will now be able to reveal a Admin API access token. This will need to be input into the Halo configuration page so copy this.
- In Halo, navigate to Integrations > Shopify and click Add/Edit Shopify Shop and click New
- Enter your Shopify store name. For example, if your myshopify URL is "halo.myshopify.com", enter "halo"
- Enter the Admin API access token and check the box to enable the connection, then press save
- You should now be able to import Customers and Orders. Complete any other configuration in Halo such as field mappings for Customer imports.
Please note that it may take a while to load the import screens if you have lots of Customers and Orders
