Configuring the Shopify Action

Back to Actions Integrations

Connect Shopify to find information about customers, products, and orders. See Shopify Documentation for more information.

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Authorizations Supported

The XO Platform supports basic authentication for Shopify. See App Authorization Overview for details.

Authorization Type	Basic Auth
Pre-authorize the Integration	Yes
Allow Users to Authorize the Integration	Yes

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Step 1: Enable the Shopify Action

Prerequisites:

• Create a custom app in the Shopify admin page.
• Authenticate the custom app by installing it.
• Generate API credentials and access tokens. See Shopify custom apps.
• Configure the app with the following scopes:
  • read_orders
  • read_products
  • read_customers
• Copy the Admin API access token and Domain from Shopify.

Steps:

1. Go to App Settings > Integrations > Actions.
2. Select Shopify.

Pre-authorize the Integration

Basic Auth

1. Go to App Settings > Integrations > Actions and select Shopify.

2. In Configurations, select the Authorization tab.

3. Set Authorization Type to Pre-authorize the Integration > Basic Auth.

   

4. Enter the following details:

   • User Sub Domain – The domain name of the Shopify account.
   • API Key – The secret API key of your Shopify account.

5. Click Enable. The Integration Successful pop-up is displayed.

   

The Shopify action moves from Available to Configured after enabling.

Allow End User to Authorize

1. Go to App Settings > Integrations > Actions and select Shopify.

2. In Configurations, select the Authorization tab.

3. Set Authorization Type to Allow Users to Authorize the Integration > Basic Auth.

4. Click Select Authorization > Create New.

   

5. Select API Key as the authorization mechanism. See App Authorization Overview.

6. Enter the following credentials:

   • Name – Name for the Basic Auth profile.
   • Base URL – Base tenant URL for the Shopify instance.
   • Authorization Check URL – Authorization check URL for your Shopify instance.
   • Description – Description of the profile.
   • Click Save Auth to save the profile.
   

7. Select the new Authorization Profile.

8. Click Enable.

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Step 2: Install the Shopify Action Templates

1. On the Integration Successful dialog, click Explore Templates.

   

   You can also click Skip for Now to install templates later.

   

2. Click Install to begin installation.

   

3. Once installed, click Go to Dialog. A dialog task for each template is auto-created.

4. Select the desired dialog task and click Proceed.

   

5. The dialog task is auto-created and the canvas opens with all required entity nodes, service nodes, and message scripts.