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.
Requirements
- Create a project with the fields that are necessary to receive the data from Shopify.
If you have a CDP structure, when you create the project which will be used to receive the data from Shopify, you must choose one of these two options for your primary key to be able to activate Shopify in your project:
1. Manage contacts by internal number or member number: the primary key will be generated automatically.
2. Other: you must to create a custom field (with short Text value type) defined as your primary key.
Should I create a dedicated project for Shopify? This depends on whether you need to separate the contacts coming from this data source. In general, it is not recommended to configure more than one Dialog Insight integration within the same project, as this can lead to data conflicts, mapping issues, or unpredictable behavior during synchronization. In a CDP structure, if you want to distinguish contacts coming from different sources, it is recommended to create a dedicated source project for Shopify. This project will then act as an independent source whose data can be pushed into your unified project. If you’re unsure of the best approach for your situation, feel free to contact our team for guidance tailored to your specific context. |
Step 1: Connect the Store
Go in Project → Data Management → Integrations and select the Shopify integration: 
Fill in the domain name of your Shopify store:
Your store is now connected:
You may be required to connect to your Shopify account and to install Dialog Insight's integration.
Step 2: Validate the Mapped Fields
The fields imported from your store have been assigned to a destination in your DI project. We recommend you ensure that this structure works with your Contact table. By clicking Customize my configurations (see Step 1), you will see the tables from which data are synchronized:
You can uncheck one of these tables if you don't want its data to be synchronized.
In the left menu, you can consult the mapping for the tables:
You could leave the mapping as it is by default. If you wish to synchronize other data, you must add them manually by clicking Add. The fields for Contact are editable, as those for the E-commerce tables are not. The E-commerce tables have been generated automatically in your project when you have connected your store.
Step 3: Import Data
The tables in your project are ready to receive data, but no data has been synchronized yet. You must make a first import to synchronize past data. Otherwise, you can wait for the arrival of new data in your store, which will then be synchronized in real-time.
To import, click on Import my data (see Step 1). To modify the import period, click the gear next to the table:
Results
Synchronized tables
You can now consult the results of your E-commerce. |
