Connecting Synerise with Shopify

Establishing a connection is the first step of integrating Shopify with Synerise. Once the connection is in place, data can flow between the two platforms. After you complete the procedure described in this article, you can run data synchronization and define attribute and event parameter mapping, as described in Configuring Shopify data synchronization.

Prerequisites

• Your Synerise user account must have the Settings > Integration: create permission.
• You must have admin access to the Shopify organization that owns your store, so you can create an app in the Shopify Dev Dashboard.

Preparing an app in the Shopify Dev Dashboard

Before creating a connection in Synerise, create and configure an app in Shopify.

1. Log in to dev.shopify.com and create an app in the organization that owns your store.
2. On the app's Versions tab, add the following scopes:
   • read_products
   • read_customers
   • read_orders
3. Release the version.
4. On the app's Home tab, install the app on your store.
5. From the app's Settings tab, copy the Client ID and Client secret.
   You will need these values to create a connection in Synerise.

Creating a connection in Synerise

1. In Synerise, go to Settings > Apps & Services.
2. Find Shopify and click Show.
3. Click New integration.
   Result: A pop-up appears, listing the steps you completed in Preparing an app in the Shopify Dev Dashboard.
   

   

4. Enter the Client ID and Client secret you copied while preparing the app in Shopify.
5. Click Apply.
   Result: At the bottom of the Settings menu, (Shopify) Data import appears.

Accessing Shopify configurations

Once a connection is created, go to Settings > (Shopify) Data import to manage your integration:

• On the Configurations tab, you can view, filter by status (Active, Draft, Paused), and create configurations for customers, orders, and products.
• On the All historical data import tab, you can view historical data imports launched from any configuration.

To learn how to create and configure a configuration, see Configuring Shopify data synchronization.

Implementing tracking codes in your shop

In this part of the process, you will need to implement Synerise tracking codes in two places:

1. A pixel in the Shopify admin panel
2. The store's theme's code

Adding a pixel with the tracking code

1. In Shopify, go to Admin panel > Settings > Customer events.
   Result:

   

2. Click Add custom pixel.
   Result: A pop-up appears.
3. In the Pixel name field, enter the name of the pixel.
   This is only for identifying the pixel on the list of pixels.
4. Click Add pixel.
   Result:

   

5. Leave the settings in the Customer privacy section at default.
6. In the Code section, enter your Tracking code for Shopify pixel.
7. In the upper right corner, click Save.
8. At the bottom of the Code section, click Connect.
   Result: Tracking of the following customer activities starts:
   • adding or removing an item from the cart
     These two activities generate product.addToCart and product.removeFromCart events in the Synerise platform on the card of a customer. These activities also generate a cart.status event. The parameters of all these events contain the IDs of the products.
   • viewing a page
     This activity generates a page.visit event and triggers tracking the cart status. The basket contents are saved in the browser's local storage (in a _snrs_cart_state parameter), so when a customer visits the website, the contents of their cart are checked as well as the list of IDs of product they visited.
   • logging in and logging out
     These activities generate client.login event and client.logout event events, respectively

Adding the tracking code to the store theme code

1. In the Shopify admin panel, go to Online Store > Themes.
2. On the theme you currently use, click the Customize button.
3. In the upper left corner, click the three dot icon.
   Result:

   

4. From the dropdown list, select Edit code.
5. In theme.liquid.html, enter your Tracking code for store's theme code.
6. Save the changes.
   Result:
   • When a customer visits a product page, a page.visit event with the item's SKU is generated.
   • dynamic content can be used on the store website.
   • events connected with:
     • creating, updating and deleting customers,
     • transactions
     • item updates will be sent after enabling live and historical synchronization, which is described in the further part of the process.