Configuring the Shopify Integration


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. 


Create a Shopify ID
Each project is required a primary key (an ID to identify each contact and to ensure there are no duplicates). In this project, which 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 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:  
Create your project's structure
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. Do not forget to click on Build tables once the fields are created:  

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 fields you 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


Your Shopify store is now synchronized in real-time with your Dialog Insight project. To learn more about the results of your data import, consult this article

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