This integration between Pipeliner Cloud and Shopify allows you to create Contacts, Accounts and Opportunities in Pipeliner for each Shopify order. 

The integration will configure a new Shopify pipeline within Pipeliner and will also add the following custom fields:

PRE-REQUISITES: In order to use this integration, you will need to have a Pipeliner Cloud subscription and a Shopify account (www.Shopify.com). You will also need to be able to access your Shopify API credentials as part of the activation of the integration. 

How to activate the Shopify integration in the Pipeliner Automation Hub

Enter the Admin Module — from the Pipeliner CRM Application, click on the App Switcher in the top left corner:

Once in the Admin Module, click on the "Automation Hub" Menu Item.
Find the "Shopify" integration ⤵

Click on the Shopify card and then “Request” to request activation of the integration for your space ⤵

Shopify Configuration Settings

Once you have clicked on "Request", you will need to complete the Configuration Settings

Create a new Account?

The integration will automatically create a Contact in Pipeliner associated with each order in Shopify. Leave this addtional setting ENABLED if you also want to create an Account record.

Account, Contact and Opportunity owner

This is the current, active Pipeliner user who will be set as the Owner of all Account, Contact and Opportunity records created in Pipeliner.

Add orders from past?

You can choose if you want historical Shopify orders to be created as Contacts, Accounts and Opportunities in Pipeliner. If you enable this option, you can then select a date (no longer than 12 months in the past).

Once you’ve selected your options, click on "Continue" and you’ll then be asked to Authenticate ⤵

Click to add a "New Authentication" ⤵

 

A default name will be suggested for you but it’s helpful, particularly if using more than one integration, to rename it. I’ve used “Pipeliner ‹› Shopify Integration” ⤵

You’ll need to enter your "Shopify API key", "API Password" and "Shop Subdomain". To generate these values, login to Shopify and then click on the "Apps" menu ⤵

Next click on “Manage private apps” ⤵

And then "Create a new private app" ⤵

Name your new Private App and enter a developer Contact Email address and then scroll down and click on "Save" ⤵

You’ll then receive a notification reminding you about keeping your API credentials secure, click on “I understand, create the app” ⤵

This will generate an "API key" and "Password" that you use in the Authentication screen along with your Shop subdomain

NOTE: the subdomain that you use is the first part of your Shopify URL only.  For example if the whole URL is https://teststorepip.myshopify.com/, you would use only teststorepip as your Shop subdomain in the setup. ⤵

Copy and paste these values into the Shopify Authentication screen. Once the integration has connected to the Shopify integration you’ll receive a message telling you the authentication has been successful. Click on "Next" to move to the webhook authentication step ⤵

Click on "New Authentication" to set up the Shopify Webhook Registration

Give your new webhook registration a descriptive name and then use the same API credentials as before, this time adding the “Shared Secret” value from the Shopify Private App to the "API secret" field ⤵

Click on "Save" and you’ll receive a message that the authentication has been successfully created. Click on "FINISH" ⤵

This article will help if you need more information on private apps in Shopify.

In the Automation Hub, the integration will now show as “Add Pending”. A member of our team will approve and, as soon as that is done, the integration will be active and running ⤵

Shopify Pipeline

Once activated, a new pipeline will be created in Pipeliner. You’ll be able to see this new pipeline in the Admin module (if you have the access rights) and also in the web app (subject to your user role settings).

From the Admin Module ⤵

From the web app

Click on the gears icon in the top right to open the Power Panel and then select the Shopify pipeline from the dropdown on the right of the current pipeline ⤵

The Shopify pipeline has the following steps ⤵

NOTE: you must NOT change this pipeline setup or you will break the integration!

When you open an Opportunity in the Shopify pipeline, you’ll see that the integration has created a number of custom fields and that they are set as read-only ⤵

These new custom fields for Opportunities are:

  • Subtotal Price (currency)
  • Tax (currency)
  • Shipping (currency)
  • Discount (currency)
  • Shopify order ID (not visible on screen)
  • Shopify refunds (not visible on screen)

And for Contacts:

  • Shopify customer ID (not visible on screen)

NOTE: you must NOT make any changes to these fields or you will break the integration!

Add new Orders to Pipeliner

When a new order is completed in Shopify, the integration will add a new Opportunity to the Shopify pipeline in Pipeliner and will link the created Opportunity to a Pipeliner Contact (and Account, if configured).

Opportunity/Order Field Mappings

Fields will be mapped as detailed below.

Creating/updating Contacts

The integration will check if the customer already exists as a Contact in Pipeliner (based on a matching email address) and, if so, will update the contact with the Shopify customer id.

If the contact does not already exist, the integration will create a contact and will map the following fields (if they are completed in Shopify!):

Creating/updating Accounts

If, in the configuration, you enabled the option to “Create a New Account?”, the integration will check if a company already exists as an Account record in Pipeliner based on a match on company (account) name, city and zip code/postcode.

If a match is found, it will link the existing Account to the Contact and if not, the integration will create a new Account record and map the following fields:

NOTE: if you did not select the option to create a new Account, the integration will still check if a company already exists as an Account record in Pipeliner based on a match on company (account) name, city and zip code/postcode and if it finds a match, it will link the existing Account to the Contact.

Creating Feed Message

The integration will create a new feed message linked to the Opportunity and Contact/Account. The message will read:

[Shopify] order #{ number } has been successfully completed{order URL}

Handling Refunds

If a completed order is subsequently updated in Shopify to:

PARTIALLY REFUNDED

  • The Opportunity value will be updated to reflect the value after the partial refund and the Opportunity is moved to the Partially Refunded step.

REFUNDED

  • The Opportunity is archived as Lost. The Lost Reason will be “Other” and the Lost Description will read “order was refunded”.

Add Previous Shopify Orders to Pipeliner As Opportunities

If you select this option in the setup, it will run once only and will create Opportunities in Pipeliner based on historical Paid and Fulfilled orders dating back up to one year in Shopify and will link the Opportunities to Contacts. 

The field mappings and Contact/Account creation work as for new orders.

Related Articles/Next Steps

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