This integration allows you to connect and pull data from your Shopify store into your Data Apps.
In this guide:
- Connecting Shopify
- Pulling data from Shopify
- What can you do with your Shopify data?
To connect Shopify with your Data Apps you need to have the following:
- Shopify account
- Private app on Shopify with the appropriate permissions
- Intersect account and owner access level
Connecting your Shopify account
1. Setting up a private app in Shopify:
To create your own private app, open your Shopify account, click on Apps on the left navigation bar, and then click on Manage private apps. If this is your first private app, you will have to go through a couple of approvals for creating private apps.
Next, select Create a new private app.
After this, a new page will open, where you'll be able to set up your app.
First, you'll need to fill in the "App details" section.
Give your app any name. We suggest "Intersect" for ease of reference. You may list "email@example.com" as the emergency developer email.
Then, you need to give permissions from the Admin API Permissions section.
At first, this section will look like the image below, without any active permissions.
You can set many active permissions for your apps: Customers, Orders, Analytics, Shipping, Fulfillment, and other data.
Let's say that you want to allow reading of your Orders data with this app.
You navigate to the "API permissions panel" and you ensure you have selected Read or Read and Write access permission for the Orders category.
Hit Save when finished.
With these changes, your Orders permission will get updated as shown below:
Your app is now published and you now have access to the "Admin API" section for your app. In this section, you'll find your app API credentials that you're going to input in Intersect.
2. Integrating your Shopify app with Intersect:
You can now connect Shopify with Intersect. Open Intersect, and navigate from Dashboard > Integrations > Add integrations > Add Shopify.
Click on the Shopify box and the connection portal will open.
On this portal, you'll need to enter app credentials from the private app you generated in Shopify.
Copy and paste your API key and Password in the fields, as shown in the image below:
The Integration name can be anything you want.
The Store URL is the URL of your store (e.g., intersect-pants.myshopify.com)
If the information is correct, you'll be able to see your Shopify integration in your dashboard.
Pull data from Shopify
After you configure your Shopify integration, you can import your data into your Data Apps in Intersect.
To do that, open your Data App and click Import data > E-Commerce data > Import From Shopify(Add).
Once you select the integration, a new “Import from Shopify” step will be added to your Data App.
To successfully pull data you need to select your Shopify integration, the category, and the subcategory that describes the data that you want to pull in your app. Remember, it's important that you gave Read access to the right category when creating your private app in Shopify.
Here is an example of a successfully ran block that pulls Orders data:
If you haven't set the right permission, you'll see an error that will indicate what you need to do.
For example, in the case below, we need to set "Read access" for our Customers category:
What can you do with your Shopify data?
You can easily analyze and visualize your Shopify sales and engagement data using Intersect's building blocks. These blocks allow you to sort, filter, aggregate, visualize and perform a variety of other data tasks, without coding.
Here are some Data Apps ideas that you can build with Intersect:
- Send an email with abandoned cart accounts every Monday
- Analyze and visualize the customer journey funnel
- Segment your most loyal customers and export in Google Sheets
- Build sales and KPI reports and dashboards
If you want to read more on how to utilize Shopify + Intersect, check our info page.