Shopify Integration

Created by Sharonda Jenkins, Modified on Thu, 25 Apr 2024 at 10:03 AM by Jess Bonnett

In order to fulfill your orders, we will need to connect to your eCommerce store which is the Shopify platform. Please follow the instructions below and let us know when they are completed. Packiyo WMS communicates directly with Shopify stores using the Shopify API. To allow this, we need to create a custom app in Shopify.

NOTE: Your Shopify plan must be Shopify and up (meaning this cannot be the Basic plan)


Create Staff Account

1.  Create a staff account: follow this link and use the email address warehouse@shippingpilot.co

2. After creating the staff account, please give our user the following permissions:















3. Email us at connect@shippingpilot.co and let us know when these steps have been completed. Please include your Access Token ID, location ID, and Store URL in that same email. 

 

Create a Custom App

  1. Log in to your Shopify account.

  2. Go to Settings Apps and sales channels. 

  3. On the top-right corner, tap the "Develop Apps" link. 

    


 4. Tap on the "Create an app" button, located on the top-right of the page.

   


  5.  You will now be presented with a prompt asking for the app name and app developer.

        A. Enter a name for the App name. We recommend something that you will remember for future reference, in our example, we use "My Packiyo App".

        B. Select the App developer, this can be you or any other admin on your Shopify account.

        C. Tap the "Create app" button.

 



Configure the app

After the app is created, you need to specify its access scopes. Please, follow the steps below to know how. 

  1. Access the Configuration tab, and tap the Configure button in the Admin API integration area.

     

   


  2. In the next window, look for the 13 scopes provided in the list of API scopes and select them.    

List of API scopes

  • write_fulfillments

  • read_fulfillment

  • write_inventory

  • read_inventory

  • read_locations

  • write_orders

  • read_orders

  • write_products

  • read_products

  • write_assigned_fulfillment_orders

  • read_assigned_fulfillment_orders

  • write_merchant_managed_fulfillment_orders

  • read_merchant_managed_fulfillment_orders

 

 

     3. After all the scopes have been selected, tap save. You're now done with the configuration.

 


 

Generating the access token

To generate the access token, follow the steps below.

  1. Tap on the API credentials tab, and select Install app:

 

 


     2. After the installation is finished, the box below will show up:

    


 3. Tap the “Reveal token once” button and make sure you save the token on a separate note. For security reasons, it will not be possible to see it again. 

 



 Obtaining the location ID

The last piece of information you will need is the location ID. Check the steps below to find out how to retrieve it.

 

  1. On the Settings menu, tap Locations. 

 

    

 2. You will now see your main Shopify locations. Go ahead and select the location you will associate with the custom app. 

 



 3. After selecting your location, look at your browser URL which will look like the one below: 

https://(userid).myshopify.com/admin/settings/locations/123456789

Your location ID will be the last string of numbers at the end of the URL. For example, in the case mentioned above the location ID would be 123456789.

 


Obtaining the Shopify Store URL

The Shopify Store URL is the part of the URL before the .myshopify.com part.

https://(userid).myshopify.com

In this case, the Shopify Store URL would be (userid).


We will make sure all the order information is coming through before fulfilling your orders. If you have orders older than 90 days, please let us know as we will have to manually import these. If you need assistance doing this, please let us know and we can set up a screen share.


Note, if you see the following message on your App Development page (Note: your current subscription plan does not include access to personally identifiable information (PII)), you are operating with the Basic package and will need to upgrade to the Shopify package for fulfillment.




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