Connecting Shopify Integration

Connect your Shopify store to automatically display customer order data in your support conversations.

What is Shopify Integration?

The Shopify integration connects your SupportRetriever account to your Shopify store, allowing you to see customer purchase history, order totals, and lifetime value directly in conversation metadata. This helps you provide better support with full context about each customer's relationship with your store.

Benefits

• Customer Context: See order history and purchase data instantly
• Better Support: Understand customer value and purchase patterns
• Time Saving: No need to switch between Shopify and SupportRetriever
• Complete Picture: See total orders, lifetime value, and recent purchases

Prerequisites

Before connecting Shopify:

• You need a Shopify store (development or production)
• You must be the store owner or have admin access
• Your SupportRetriever account must be set up

Connecting Your Store

Step 1: Access Settings

1. Go to Settings (click the ⚙️ icon in the sidebar)
2. Scroll to the "Shopify Integration" section
3. You'll see the connection interface

Step 2: Enter Your Shop URL

1. In the "Shopify Store URL" field, enter your shop domain
2. Format: yourstore.myshopify.com (without https://)
3. Examples:
   • mystore.myshopify.com
   • candy-shop-20151093.myshopify.com

Step 3: Authorize the Connection

1. Click "Connect Shopify"
2. You'll be redirected to Shopify's authorization page
3. Review the permissions requested:
   • Read customers
   • Read orders
4. Click "Install app" or "Allow" to authorize
5. You'll be redirected back to SupportRetriever

Step 4: Verify Connection

After authorization, you'll see:

How It Works

Once connected, the integration works automatically:

1. Customer Submits Form: A customer contacts you through your SupportRetriever form
2. Email Matching: When you open the conversation, we check if the customer's email exists in your Shopify store
3. Data Display: If found, Shopify customer data appears in the conversation metadata
4. Real-Time: Data is fetched fresh each time you view the conversation

Viewing Shopify Data

In Conversations

1. Open any conversation from your Admin dashboard
2. Look for the metadata button ({}) in the conversation header
3. Click the button to view metadata
4. If the customer has Shopify data, you'll see:

What Data is Shown

• Total Orders: Number of orders the customer has placed
• Lifetime Value: Total amount the customer has spent
• Last Order: Date of their most recent purchase
• View in Shopify: Direct link to the customer in your Shopify admin

Disconnecting

If you need to disconnect your Shopify store:

1. Go to Settings → Shopify Integration
2. Click "Disconnect Shopify"
3. Confirm the disconnection
4. Customer data will no longer appear in conversations

Note: Disconnecting doesn't delete any data. It simply stops fetching new Shopify data. You can reconnect anytime.

Troubleshooting

Connection Fails

• Verify your shop URL format: yourstore.myshopify.com
• Ensure you're logged into Shopify as the store owner
• Check that you have admin access to the store
• Try disconnecting and reconnecting

No Data Appearing

• Customer email must match exactly between form submission and Shopify
• Customer must exist in your Shopify store
• Check that the customer has at least one order (for order data)
• Data appears only in the metadata tooltip, not in the conversation itself

Data Not Updating

• Shopify data is fetched in real-time when you open conversations
• If customer data changes in Shopify, refresh the conversation view
• Recent orders may take a moment to appear in Shopify

Privacy & Security

• Only you can see Shopify data for your store
• Data is fetched securely using OAuth
• No customer data is stored permanently in SupportRetriever
• Data is fetched on-demand when viewing conversations
• Your Shopify access token is encrypted and stored securely

Best Practices

For Store Owners

• Connect your store after setting up your form
• Use consistent email addresses across Shopify and forms
• Regularly check that the connection is active
• Disconnect if you no longer use Shopify

For Support Teams

• Check metadata before responding to understand customer value
• Use lifetime value to prioritize high-value customers
• Reference order history when discussing products or refunds
• Click "View in Shopify" for detailed order information

Related Topics

• Understanding conversation metadata
• Viewing customer conversations
• Accessing settings
• Working with form metadata