Shopify and Salesforce Integration helps your Commerce business growth to scale better by automating your ERP and eCommerce applications in one cloud platform.
Shopify
Shopify is a complete commerce platform that lets you start, grow, and manage a business. Create and customize an online store. Sell in multiple places, including the web, mobile, social media, online marketplaces, brick-and-mortar locations, and pop-up shops. Manage products, inventory, payments, and shipping.
Salesforce
Salesforce is the world’s No.1 Customer Relationship Management (CRM) platform that offers an array of cloud-based applications for sales, service, marketing, and more. You don’t require IT experts to set up or manage the products and can simply log in and start connecting to customers in a whole new way.
Contents
Shopify and Salesforce Integration
Minimum Requirements
Let’s take a quick look into the minimum requirements for Shopify to Salesforce Integration.
Shopify
- Your store must be running on Shopify Edition.
- API credentials (API key, Password) through private app
How to Create a Private App in Shopify to Access the API
- Go to Shopify Admin -> App -> Private App -> Create a new private App
- After providing the required information you can get the following information. API Key, Password, Shared Secret as shared in the below screenshot.
Salesforce
- You need to be signed in the Salesforce Edition.
- Create a Connect App with the following details. [Client Id, Instance Url, Client Secret, Security Token, User Name, Password, Access Token]
fig: Integrate Shopify with Salesforce
Shopify Customer with Salesforce Lead
When a new account has been signed up in Shopify, the Customer information will be synchronized automatically within a particular time interval to the Salesforce Lead Object.
Shopify Resource Url to fetch Customer data:
https://+Api_key+Password+@storename+/admin/customers/+customerid.json
Salesforce Resource Url to post Customer data:
https://+instance_url+ /services/data/v43.0/sobjects/Account/
Example Payload – { “Firstname”:”test”, “Lastname”:”test”, “Street”:”l block”, “City”:”Melbourne”, “State”:”FL”, “Country”:”US”, “PostalCode”:”90123”, “Company”:”Dckap”, “Email”:”test@dckap.com” }
Response: Return 201 status – {u’errors’: [], u’id’: u’0011I00000u5KvGQAU’, u’success’: True}
Mapping Fields
Shopify Order with Salesforce Order
When a new Order has been created in Shopify the Order information will be synchronized automatically within a particular time interval to the Salesforce Order Object.
Shopify Resource Url to get order by id:
https://Api_key+Password+@storename+/admin/orders/+orderid.json
Salesforce Resource Url to post order:
https://instance_url+ /services/data/v43.0/sobjects/Order/
Example Payload – {“BillingFirstname”:”test”, “BillingLastname”:”test”, “BillingStreet”:”l block”, “BillingCity”:”Melbourne”, “BillingState”:”FL”, “BillingCountry”:”US”, “BillingPostalCode”:”90123”, “ShippingFirstname”:”test”, “ShippingLastname”:”test”, “ShippingStreet”:”l block”, “ShippingCity”:”Melbourne”, “ShippingState”:”FL”, “ShippingCountry”:”US”, “ShippingPostalCode”:”90123”}
Response: Return 201 status – {u’errors’: [], u’id’: u’0011I00000u5KvGQAU’, u’success’: True}
Salesforce Resource Url to post order item:
https://instance_url+ /services/data/v43.0/sobjects/OrderItem/
Sample Payload – {“Product2id”:”test”, “Unitprice”:”10”, “Quantity”:”2”}
Response: Return 201 status – {u’errors’: [], u’id’: u’0011I00000u5KvGQAU’, u’success’: True}
Mapping fields
DCKAP Integrator, an automated integrating system, helps in seamlessly integrating Shopify with Salesforce with just minimum requirements. This integration will help you in getting the best of both worlds in eCommerce and Customer Resource Management.
