Installing And Configuring The Shopify App

The integration of Shopify with BoldDesk enhances the capabilities of support teams by providing easy access to data about customers and their orders.

Check out this video tutorial.

Key features

The following are the key features of this integration.

1. Enhanced support for connecting multiple stores.
2. Seamless access and retrieval of comprehensive customer information.
3. Real-time access to a customer’s recent orders including item purchases, pricing, shipping charges, and discount details.
4. Comprehensive overviews of the customer’s entire order history.

Plan limit

Find the details of the store limits for each plan.

Create and Install Custom App in Shopify

1. Sign into your Shopify store.

2. Go to Settings -> Apps and sales channels.

3. Click the Develop apps.
   

   

4. Click on Create an App button.
   

   

5. Enter App name, choose App Developer, and click Create App.
   

   

6. Click on Configure Admin API Scopes.
   

   

7. Configuring the required Admin API Scopes (read_customers, read_orders, write_orders) and click Save.
   

   

8. Click the Install app.
   

   

9. Click on Reveal Token Once and Copy the Admin API access token.
   

   

Install and configure the Shopify app in BoldDesk

Follow the given steps to install the Shopify app:

1. Go to Admin menu > Marketplace.

2. Search and select the Shopify app.

3. Click Install to initiate the installation of the Shopify app.

   

4. Configure Account - Enter the store name, specify the subdomain for the store, and provide the access token (Token of Custom App is generated from your Shopify store).

   

5. Configure app permissions - The Shopify app’s visibility depends on role permissions and target modules.

   All agents: By selecting this option, you make the app accessible to all users, regardless of their role or permissions.
   Specific roles: Opting for this choice allows you to restrict the app’s visibility to users who hold specific roles or permissions within your organization.
   Target Modules: By selecting this option, you make the app visible in which module like ticket or contact.
   

   

Manage the Shopify store

How to connect with multiple stores

To add an additional Shopify store in the BoldDesk app, follow the given steps:

1. Click Admin menu > My Apps > Shopify > Edit to open the Shopify page.

2. Click Add Store.

   

Editing the details of a Shopify store

Follow the given steps to edit the details of a Shopify store

1. Click Admin menu > Marketplace > Shopify > Edit.

2. Click the Kebab icon under Action and select Edit to access the Edit Store page.

3. Modify the store details on the Edit store page.

4. Click Save.

   

Deleting a Shopify store

Follow the given steps to delete a Shopify store:

1. Click Admin menu > Marketplace > Shopify > Edit.

2. Click the kebab icon under Action and select Delete.

   

3. Click the Yes, Delete button in the confirmation dialog box to delete the Shopify Store.

   

Deactivating a Shopify store

Follow the given steps to deactivate a Shopify store:

1. Click Admin menu > Marketplace > Shopify> Edit.

2. Click the kebab icon under Action and select Deactivate.

   

3. Click the Yes, Deactivate button in the confirmation dialog to deactivate the Shopify store.

   

Activating a Shopify store

Follow the given steps to activate a Shopify store:

1. Click Admin menu > Marketplace > Shopify> Edit.

2. Click the kebab icon under Action and select Activate.

   

3. Click the Yes, Activate button in the confirmation dialog box to activate the Shopify store.