Onboarding

Connecting Shopify CRM is straightforward; we need a Store ID and Access Token, and we'll handle the rest. After you obtain all the information required for the form, paste it into the form and click Save & Deploy.

For our Shopify app, we do not request these permissions during installation, as some users may not utilize this feature. We aim to request the minimum permissions necessary at any stage.

Video Guide

Store ID

You can get the Store ID from the admin URL of your Shopify store. Go to your store admin page.

If you see a URL like https://real-test-blotout.myshopify.com, your Store ID is real-test-blotout.

If you see a URL like https://admin.shopify.com/store/real-test-blotout, your Store ID is real-test-blotout.

Admin Access Token

You will need to create a Development app to generate a token. Go to App development and click on "Build apps in Dev Dashboard".

Click on "Create app".

It will prompt you to name the app. Enter the app name, for example, Blotout CRM, and click "Create".

Scroll down to the Scopes section on the page, and click on "Select scopes" in Scopes section

A window will popup

Select the following permissions and then click "Done".

• Customers (read_customers)

• Products (read_products)

• Orders (read_orders)

• Inventory (read_inventory)

Scroll to the bottom and click on "Release Button"

Click on "Release"

Go to the Settings Page after this, and copy the Secret, this is your Admin Access Token. Copy the token and paste it into the EdgeTag form.

Go to the Home Tab after this and click on "Install app".

You will be prompted to install on your store. Choose the store and click "Install".

Once you see the page below, app is successfully installed.