Connect your Shopify store to automatically import and sync customers, orders, products, collections, and transactions. The new OAuth connection provides a faster, more secure setup and removes the need to manually create API credentials or configure custom apps.

Important

  • Existing Shopify connections continue working and do not need to be reconnected.

  • New Shopify connections use the OAuth installation flow.

  • Historical data can be imported during setup, while future activity can continue syncing automatically.

TABLE OF CONTENTS

Connect Your Shopify Store

Connecting your Shopify store only takes a few minutes. During setup, you’ll connect your store, choose what historical information to import, configure future synchronization, and approve the connection from Shopify.

Open the Shopify Integration

Navigate to Settings → Integrations, locate Shopify, and click Connect.


Enter Your Shopify Store Name

Enter your Shopify store name.

Your store name is the value that appears before .myshopify.com.

For example:

https://storename.myshopify.com

Enter:

storename

If you’re unsure where to find it, sign in to Shopify and look at your browser’s address bar. The store name appears either before .myshopify.com or after store/ depending on the Shopify interface you’re using.


Click Next to continue.

Import Existing Store Data

Choose the historical Shopify information you want to import into your account.

Available import options include:

  • Contacts

  • Orders

  • Transactions

  • Products

  • Collections

Imports only occur once during the initial connection.



Click Next when you’ve selected the items you want to import.

Configure Automatic Sync

After importing your historical data, choose what information should continue syncing automatically.

Available sync options include:

  • Contact Sync

  • Order Sync

  • Order Received Trigger

  • Transaction Sync

  • Payment Received Trigger

  • Product Sync

  • Collection Sync

Enable only the items you want to keep synchronized moving forward.


Click Save.

Review the requested permissions, then click Install to authorize the integration.

Once approved, you’ll automatically return to your account and the connection will be complete.

Understanding Import vs Sync

Importing and syncing serve different purposes.

Import copies your existing Shopify data into your account one time during setup.

Sync automatically keeps future Shopify activity updated, including new customers, orders, products, collections, and transactions.

For most new store connections, enabling both Import and Sync provides the best experience.

Shopify Sync Limitations

Keep the following behaviors in mind when using the Shopify integration:

  • Product taxes are not imported or synchronized.

  • Each Shopify order creates a single transaction.

  • Orders synchronize as either Completed or Cancelled.

  • When Shopify customer records are merged, the primary customer record is updated.

  • Default SEO values may sync as empty if no custom SEO information has been configured.

  • Some Shopify subscription plans restrict access to customer information through the Shopify API, which may limit contact synchronization.

Frequently Asked Questions

Q: Do I need to reconnect my existing Shopify integration?
No. Existing Shopify integrations continue working normally and do not need to be reconnected. The OAuth connection is recommended only for new Shopify connections.

Q: What’s the difference between Import and Sync?
Import copies your existing Shopify data into your account one time during the initial setup. Sync automatically keeps future Shopify activity updated, including new customers, orders, products, collections, and transactions.

Q: Where can I find my Shopify store name?
Log in to your Shopify admin and look at your browser’s address bar. Your store name is the portion before .myshopify.com or the value shown after store/ in Shopify’s newer admin interface.

Q: Which import and sync options should I enable?
For most new store connections or migrations, enabling all available import and sync options is recommended. This imports your historical data while keeping future Shopify activity synchronized automatically.

Q: Why aren’t my customer contacts syncing?
Some Shopify subscription plans limit access to customer information through Shopify’s API. If contacts aren’t syncing, verify that your Shopify plan supports customer data access for installed applications.

Q: Can I change my sync settings after connecting my store?
Yes. You can open the Shopify integration at any time and update your import or synchronization preferences as your business needs change.

Need Help?

If your Shopify store isn’t connecting or your data isn’t syncing as expected, first verify that you entered the correct Shopify store name, approved the requested permissions during installation, and enabled the import and sync options you want to use.

If historical data or new activity is missing, review your Shopify subscription plan to confirm it supports the data you’re attempting to synchronize. Also verify that the connection completed successfully and that synchronization is enabled for the affected data type.

If you continue experiencing issues, gather screenshots of your Shopify integration settings, synchronization options, and any error messages before contacting your account administrator or support team. Providing this information will help speed up troubleshooting and resolution.