# 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 <support@getuntitled.ai>.

{% hint style="info" %}
The following connection process takes approximately 5-7 minutes once the prerequisites are met.
{% endhint %}

### Prerequisites

* Admin Access to a Shopify shop
* A **"Shop Name"**

{% hint style="info" %}
You can find your shop name immediately before `{THIS IS YOUR SHOP NAME}.myshopify.com` in your Shopify URL. For example, if your URL is `acme.myshopify.com`, then your shop name is `acme`.
{% endhint %}

## Walkthrough Video <a href="#prerequisites-in-shopify" id="prerequisites-in-shopify"></a>

{% embed url="<https://youtu.be/UhyNRRg4Ds8>" %}

## Connection Setup Steps with Screenshots <a href="#prerequisites-in-shopify" id="prerequisites-in-shopify"></a>

### Setup Instructions

#### Log into Untitled  <a href="#log-into-distilled" id="log-into-distilled"></a>

1. First, log into your Untitled account
2. Select `Sources` in the left navigation menu > Click `Connect a source`&#x20;
3. Click `Connect` on the Shopify source card

<figure><img src="/files/nJSt0GS5AMONzqMFE5Vj" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/3ji4eYklQm0sgZy248V0" alt=""><figcaption></figcaption></figure>

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

{% hint style="info" %}
Note: if the link does not automatically open a new tab, feel free to manually open a new tab and `copy` and paste the link in the url search box of your preferred browser.&#x20;
{% endhint %}

<figure><img src="/files/yfRlzSL0Qt8gHxC1rhDr" alt=""><figcaption></figcaption></figure>

6. You'll be brought to a connection page that looks like the following image. Please press `Continue` on this page. &#x20;

<figure><img src="/files/2EUf7MDtHkv1AvwAJSW2" alt=""><figcaption></figcaption></figure>

7. At the following screen, click `Continue Setup with Shopify`.&#x20;

{% hint style="warning" %}
Instructions from Fivetran are located on this page, however, these are for a Legacy Connection method. Please disregard their instructions and move to the next step using this Untitled knowledge base article as your guide.&#x20;
{% endhint %}

<figure><img src="/files/Kdaic9TNaP2oltcfxBtL" alt=""><figcaption></figcaption></figure>

8. 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`).&#x20;

<figure><img src="/files/DehcfKaLS2K8RX62kU5w" alt=""><figcaption></figcaption></figure>

9. Login to your Shopify Store

<figure><img src="/files/7F0NcnZS51E2lW34obOL" alt=""><figcaption></figcaption></figure>

10. From the logged in view of the Shopify App Store, Select the store you want to sync data from.&#x20;

{% hint style="info" %}
We recommend that you create only **one** connection for each Shopify store in the event you have multiple.
{% endhint %}

11. 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`.
12. Once you have finished, you will be redirected back to the Untitled Fivetran setup page, and the **Shop name** will be automatically populated.
13. In the "**Historical sync time frame"** drop-down menu, **Select “Sync all historical data”**&#x20;

{% hint style="info" %}
This ensures all available historical records from your source are included. This step is critical to enable features like our **Shopify enrichment**, which allows you to build exclusion audiences based on existing Shopify records, and our **ICP AI model**, which analyzes your historical customer data to automatically identify high-quality lookalike targets.
{% endhint %}

14. Click `Authorize` to allow Fivetran to access your Shopify account using OAuth.
15. Click `Save & Test`&#x20;

{% hint style="success" %}
Fivetran will take it from here and sync your data from your Shopify account to the Untitled Platform! Please allow 3-5 minutes for all checks to clear and for the authentication to fully complete. Upon successfully connecting your Shopify Store, you'll see it populated in your "Connected Sources" tab with a green indicator status icon like the image below.&#x20;
{% endhint %}

<figure><img src="/files/W1R5thNUCwBovwgbPSAH" alt=""><figcaption></figcaption></figure>

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.&#x20;

## LEGACY Connection Setup <a href="#prerequisites-in-shopify" id="prerequisites-in-shopify"></a>

### LEGACY Connection Prerequisites <a href="#prerequisites-in-shopify" id="prerequisites-in-shopify"></a>

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 <a href="#setup-instructions" id="setup-instructions"></a>

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

#### Part A—Log into Untitled  <a href="#log-into-distilled" id="log-into-distilled"></a>

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  <a href="#log-into-shopify" id="log-into-shopify"></a>

1. Log in to your Shopify account.
2. Navigate to the settings menu at the bottom left.
3. Then select Apps and sales channels

![](https://distilledguides.refined.site/download/attachments/634257409/Copy%20link.png)

#### Part C—Create an App in Shopify <a href="#create-an-app-in-shopify" id="create-an-app-in-shopify"></a>

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.

![](https://distilledguides.refined.site/download/attachments/634257409/Screenshot%202023-11-07%20at%202.29.29%20PM.png)

5. Click Create app.

#### Part D—Select API Scopes <a href="#select-api-scopes" id="select-api-scopes"></a>

1. Under Overview, click Configure Admin API Scopes.

![](https://distilledguides.refined.site/download/attachments/634257409/image-20230728-145612.png)

&#x20;

2. 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.

   &#x20;

   ![](https://distilledguides.refined.site/download/attachments/634257409/image-20230728-151737.png)

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

![](https://distilledguides.refined.site/download/attachments/634257409/image-20230728-152055.png)

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

#### Part E—Finish connection <a href="#finish-connection" id="finish-connection"></a>

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

![](https://distilledguides.refined.site/download/attachments/634257409/Screenshot%202023-07-28%20at%2012.09.54%20PM.png)

&#x20;

2. Enter your Shop name.

{% hint style="info" %}
You can find your shop name immediately before `{THIS IS YOUR SHOP NAME}.myshopify.com` in your Shopify URL. For example, if your URL is `acme.myshopify.com`, then your shop name is `acme`.
{% endhint %}

3. Enter the Admin API access token you copied from Shopify
4. Click Save & Test.
5. You can now safely close this window.

## Need Further Support or Have Additional Questions?

Check out our[ <mark style="color:blue;">FAQs</mark> ](/misc/frequently-asked-questions.md)to get some answers, start a chat on our [website](https://getuntitled.ai/), or get connected directly with our team [<mark style="color:blue;">here</mark>](https://getuntitled.ai/contact/).


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