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Configuring the Shopify Integration

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The Shopify app store offers the Dialog Insight app, which allows you to link your Shopify shop to your Dialog Insight project. After configuring the Shopify integration in your project, your contacts, orders, products and carts will be imported and synchronized in real-time. 


Prerequisites

Create the structure of the project
Create contact fields that will be used to stock your customers' data from Shopify when synchronizing. It will be possible to add fields later if needed. For more information on projects and fields, see this article. If you are using a Single Customer View project, see the instructions below.   
See instructions for a Single Customer View project

Each project requires a primary key (an ID to identify each contact and to ensure there are no duplicates). In a SCV structure, the secondary project used must be dedicated to your shop, you must create a primary key that corresponds to the Shopify ID (we import the Shopify IDs and stock them in the primary key).  

When you create a project, you must choose one of these two options for your primary key:If you do not choose one of these 2 options, it will be impossible to activate the Shopify integration in your project.

If you choose option 1, a ClientNo primary key will be generated automatically.
If you choose option 2, you will need to create a custom field (with Text format) defined as your primary key:  


How To

If you have not done it already, start by activating the E-Commerce module by choosing the Activate (Shopify) key option:  
Then, go to Integrations and click on the edit button (pen) of the Shopify integration: 
Fill in the domain name of your Shopify store:
In the popup window, click on Install appIf you are not connected to your Shopify account, you will be asked to log in.
Click on Continue:
Select the resources you want to synchronize from your shop to your project:The resources correspond to relational tables generated automatically by the E-Commerce module.
Associate the project fields to the corresponding Shopify fields:   Add fields depending on the data you want to import (click on Add). To import opt-in states from Shopify, you must associate opt-in fieldsyou created in your project with corresponding Shopify consent state fields, which are displayed in the dropdown list: 
  • Shopify Email marketing consent state
  • Shopify SMS marketing consent state
You will then be redirected to the integrations list. Click on the edit button (pen) of the Shopify integration (like in step 2). Finally, switch on the synchronization by clicking on Activate

Results

Please note: After the configuration, the tables are ready to receive data from your Shopify project, but they contain no data at the start. You must then make a first import. 
In your Shopify account, you must export your data to a CSV file for each data table. Then, you will have to import them into the corresponding table in your Dialog Insight project:
  1. Contacts -> Contact Table
  2. Checkouts -> ECommerce_Cart
  3. Orders -> ECommerce_Transaction*  

*Contacts must be imported before transactions (orders). For transactions to be linked to a contact, you must ask your account manager to make the import. You will have to upload the Orders CSV file to an SFTP server (your own server or Dialog Insight's if you do not have one). 

To import products, you can go to Libraries -> Products and click on the Retrieve your products button in the upper right. 

From now on, when data is added or updated in your Shopify store, these changes will be synchronized in real-time with your Dialog Insight project. To learn more, read the article on importing into a custom table. You can now consult the results of your E-commerce.

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