Onboarding
To connect Shopify CRM we need a Store ID, Client ID and Client Secret and a few protected scopes that need to be enabled on your end on Partners Dashboard. 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.
Client ID and Client Secret
You will need to create a Development app to obtain Client ID and Client Secret. 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".
In the App URL section enter the URL "https://shopify.dev/apps/default-app-home"
Scroll down to the Scopes section on the page, and click on "Select scopes" in Scopes section and select the following 4 scopes or paste the following comma-separated list in the field.
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 Home Tab after this and click on "Install app".
You will be redirected to a new tab and prompted to install on your store. Choose the store and click "Install".
Once you see the page below, app is successfully installed.
You can close this tab now and go back to dev.shopify.com/dashboard/ and click on your app. Go to Settings Tab from there, and copy the Client ID and Client Secret.
Paste the Client ID and Client Secret into the EdgeTag form in the appropriate fields. Once you see the green verification test, the credentials are correct and you can now deploy the channel.
Protected customer data access
This is an essential step since your app wouldn't have permissions to access orders and some other protected data, hence to enable access you need to go through these steps.
Go to https://partners.shopify.com/. You might need to Sign up if you don't have an account, yet.
Go to App Distribution, and all Apps from the menu.
Click on your app and go to API Access Requests
Go to Protected customer data access and click on request access, you will be shown this screen.
Complete the step 1, and request for Protected customer data and the optional Protected customer fields by choosing App functionality as the reason.
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