Shopify

Source Overview

Shopify is a leading ecommerce platform that powers millions of online stores. By connecting Shopify as a source in Untitled, you can unlock powerful use cases—such as customer enrichment, segmentation, and lookalike modeling—by ingesting historical order and customer data.

This guide will walk you through how to configure Shopify as a data source within Untitled and begin syncing customer and order data for downstream activation, enrichment, and analysis.

Ready to connect your Shopify account to Untitled? Follow our setup guide below! If you encounter any issues or would like our team to complete this connection on your behalf, please reach out to [email protected].

Prerequisites

• Admin Access to a Shopify shop

• A "Shop Name"

Walkthrough Video

Connection Setup Steps with Screenshots

Setup Instructions

Log into Untitled

1. First, log into your Untitled account

2. Select Sources in the left navigation menu > Click Connect a source

3. Click Connect on the Shopify source card

1. A popup modal will open prompting you to name the source connection. Choose something descriptive like [my-shop name] Untitled Source

1. Click Confirm which will then open a new tab in your browser to begin the authentication process.

1. You'll be brought to a connection page that looks like the following image. Please press Continue on this page.

1. At the following screen, click Continue Setup with Shopify.

1. You'll be redirected to the Shopify App store if you're not yet logged in to your Shopify Store. Please press Install on the Fivetran Shopify App overview page. (If you're already logged in, you may be prompted to re-login to install, or the button will say Login to Install).

1. Login to your Shopify Store

1. From the logged in view of the Shopify App Store, Select the store you want to sync data from.

1. Depending on whether or not the Untitled Fivetran application is already installed in your Shopify account, do one of the following:

   1. If the app is NOT installed, click Install.

   2. If the app is already installed, click Update.

2. Once you have finished, you will be redirected back to the Untitled Fivetran setup page, and the Shop name will be automatically populated.

3. In the "Historical sync time frame" drop-down menu, Select “Sync all historical data”

1. Click Authorize to allow Fivetran to access your Shopify account using OAuth.

2. Click Save & Test

Please allow for 3-4 hours for all historical data to be synced. At which point, you can proceed with shopify enrichment-driven audience building filters for options like include/exclude Shopify matches.

LEGACY Connection Setup

LEGACY Connection Prerequisites

To connect your Shopify account to Untitled, you will need:

• Access to your Shopify account

• Your Shopify shop name

  • The Shop name is located in the URL of your Shopify account -- after the https:// and before .myshopify

• To Enable custom app development

  • Prior to following the setup instructions below, you will need to enable custom app development in your Shopify account. Only a Shopify store owner or a staff member with the Enable app development permission can make this update.

  • Steps to Enable Custom App Development:

    • From your Shopify admin, click Settings > Apps and sales channels.

    • Click Develop apps.

    • Click Allow custom app development.

IMPORTANT: Only use an HTTPS URL with TLS version 1.2 or above.

LEGACY Setup Instructions

Once the prerequisites outlined above are complete, proceed with the following step by step instructions.

Part A—Log into Untitled

1. First, log into your Untitled account

2. Select Sources in the left navigation menu.

3. To view the sources available for integration, select the tab labeled Connect a source

4. Search Shopify and click Connect

5. Select Open - you will be redirected to a new window

6. Keep this window open, create a new tab or window, and go to Shopify

Part B—Log into Shopify

1. Log in to your Shopify account.

2. Navigate to the settings menu at the bottom left.

3. Then select Apps and sales channels

Part C—Create an App in Shopify

1. Click Develop apps.

2. Click Create an app.

3. Enter an App name. This can be any name you choose, we suggest an easy identifier such as “Untitled Fivetran.”

4. In the App developer drop-down menu, select the Shopify user email you would like to associate with this action.

1. Click Create app.

Part D—Select API Scopes

1. Under Overview, click Configure Admin API Scopes.

1. Here, you will need to check the box for each of the below Admin API scopes. Once completed, click Save in the upper right hand corner.

   

   1. read_products

   2. read_customers

   3. read_orders

   4. read_price_rules

   5. read_fulfillments

   6. read_shipping

   7. read_draft_orders

   8. read_inventory

   9. read_shopify_payments_payouts

   10. read_shopify_payments_disputes

   11. read_content

   12. read_themes

   13. read_product_listings

   14. read_customers

   15. read_locations

   16. read_script_tags

   17. read_assigned_fulfillment_orders

   18. read_merchant_managed_fulfillment_orders

   19. read_third_party_fulfillment_orders

   20. read_analytics

   21. read_reports

   22. read_discounts

   23. read_marketing_events

   24. read_resource_feedbacks

   25. read_translations

   26. read_locales

2. Then select Install App right above the Save button.

1. Next, select the API credentials tab, and copy the Admin API access token.

Part E—Finish connection

1. Go back to the Untitled window requesting the Shop name and Access token

1. Enter your Shop name.

1. Enter the Admin API access token you copied from Shopify

2. Click Save & Test.

3. You can now safely close this window.

Need Further Support or Have Additional Questions?

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