How to set up the Shopify integration

FlowEQ integrates with Shopify, allowing your team to create, modify, or cancel orders using Shopify Step Types. Follow this guide to Install FlowEQ as a Custom Shopify App to enable these Step Types.

Before you start

Create a custom app in Shopify

Integrate the custom app with FlowEQ

Before you start

You will need...

• 1. a Shopify account with Admin privileges or explicit Develop Apps permissions. If you lack the necessary permissions, contact your Shopify Administrator. For more details. check out Shopify's article on API Scope Permissions for Custom Apps
  2. an Admin user account in FlowEQ to set up the Shopify integration. If you're not yet an Admin, contact your FlowEQ Administrator.
  3. to have logged in at least once into FlowEQ's Next platform, at next.floweq.com, where we host our latest integrations and features.

• Note: If you encounter any issues, try clearing your browser's cache. Here are the guides on how to do that for Chrome, Firefox, and Edge. 

Create the custom app in Shopify

1. Open Custom Apps in Shopify at admin.shopify.com/settings/apps/development
   
   
2. Once logged in, the URL will change. Grab your Shop Name from the new URL between "store/" and "/settings" and note it for later. For example, if the URL is...
   

   https://admin.shopify.com/store/floweqshop/settings/apps/development/
   

   ... then your Shop Name for the next section is...
   

   floweqshop
   

3. Click the Create an app button.
   
   
4. Under App Name enter "FlowEQ Integration", then select the user that best fits in the App
   Developer field, then click Create app
   
   
5. Click the Configure Admin API Scopes button
   
   
6. In Filter access scopes, type "shipping" as a filter and check the read_shipping box
   
   
7. Edit the filter from "shipping" to "variants" and check the read_products box
   
   
8. Edit the filter to "customers" and check the read_customers and write_draft_orders boxes
   
   
9. Edit the filter to "fulfillments" and check the write_fulfillments and write_orders boxes
   
   
10. Edit the filter to "disputes" and check the read_shopify_payment_disputes box.
    
    
11. Edit the filter to "returns" and check the read_returns and write_returns boxes
    
    
12. Click on the Selected (12) tab, and your checked permissions should look like this:
    
    
    
    
13. Now with the correct permissions, click the Install App button in the upper right, then in the popup that appears, click Install
    
    
14. On the API Credentials tab, reveal the Admin API Access Token by clicking "Reveal token once" and then the clipboard icon to copy it. Keep the token secure as it can only be revealed once.

Integrate the Custom App with FlowEQ

1. Open the Shopify integration in FlowEQ at next.floweq.com/integrations/shopify
   
   
2. In the Shop Name field, paste the Shop Name you noted from step #2 in the previous section. Eg. "floweqshop"
   
   
3. In the Custom App Access Token field, paste the token you copied in step #12 in the previous section.
   
   
4. Click the Add button. If asked, you may need to log into your Shopify account again.

You're all set! The Shopify integration has been successfully set up, and you can now use Shopify step types in your flows.

If you face any issues, clear your cache. Additionally, you can consult Shopify's guide on creating a custom app to ensure that you are on the right track. However, if you can still not resolve the issue, please feel free to contact us via your dedicated FlowEQ Slack channel or drop us an email at support@floweq.com.