Prerequisites

• An active Shopify account from which data is to be ingested exists.

• Data types in Source and Destination are the same.

• You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.

Perform the following steps to configure your Shopify Source:

Create an App in Shopify

As a first step of replicating data from your Shopify store to the desired Destination, you must create a custom app, using which, you can make API calls to your Shopify store and fetch data. To do this:

1. Log in to your Shopify Store Admin account.

2. On the top-right corner of the page, click your store name, and then click Dev Dashboard.

   

3. On the dev dashboard page, click Create app.

   

4. In the Create an app screen, provide a descriptive name for your custom app, and then click Create.

   

5. In the Create a version screen, enter the App URL of your Shopify App. This is the URL of your app or Shopify store homepage. If you haven’t deployed your app yet, you can use Shopify’s default App URL, https://shopify.dev/apps/default-app-home, and update it later with your own hosted URL.

   

6. To configure the app to make API calls, you must grant the required permissions for the different scopes and the data within these scopes. To do this, under the Access section, click Select scopes.

   

7. In the Select scopes screen, enable the read_<scope_name> check box for the following scopes to get the read access. These scopes are required to replicate all supported Shopify objects in Hevo.

   • Assigned Fulfillment Orders

   • Discounts

   • Draft orders

   • Fulfillment services

   • Inventory

   • Marketing events

   • Merchant Managed Fulfillment Orders

   • Orders

   • Price rules

   • Products

   • Product listings

   • Shipping

   • Shopify Payment disputes

   • Shopify Payment payouts

   • Third Party Fulfillment Orders

   

8. Click Done.

9. In the top-right corner of the Create a version screen, click Release.

   

Once the version is released, the configuration is applied to your custom app. You can proceed to obtain the app credentials in the next step.

Obtain Client ID and Secret

To allow Hevo to authenticate and read data from your custom app, you need to obtain the Client ID and the Client Secret. To do this:

1. On the dev dashboard page, click the app you created in Step 1 above.

   

2. In the left navigation pane, click Settings.

   

3. Under the Credentials section, copy the Client ID and Secret and save them securely like any other password.

   

You can use these credentials while configuring your Hevo Pipeline.

Configure Shopify Connection Settings

Once you have set up the app and generated the API credentials, create a Pipeline to complete the framework for replicating the data from Shopify into the Destination.

To do this:

1. Click PIPELINES in the Navigation Bar.

2. Click + Create Pipeline in the Pipelines List View.

3. On the Select Source Type page, select Shopify.

4. On the Select Destination Type page, select the type of Destination you want to use.

5. On the Configure your Shopify Source page, specify the following:

   

   • Pipeline Name: A unique name for your Pipeline, not exceeding 255 characters.

   • Shop Name: Your shop name. You can find this in the address bar when logged into your shop. For example, in the URL https://admin.shopify.com/store/mynewshop, the shop name is “mynewshop”.

   • Client ID: The client ID that you retrieved in Step 2 above.

   • Client Secret: The secret that you retrieved in Step 2 above.

   No additional settings are needed, as Hevo connects to Shopify using the app details that you provide.

   • Historical Sync Duration: The duration for which you want to ingest the existing data from the Source. Default duration: 3 Months.

     Note: If you select All Available Data, Hevo ingests all the data available in your Shopify App account since January 01, 2006.

6. Click Authorize to allow Hevo to connect to your Shopify app.

7. Click Test & Continue.

8. Proceed to configuring the data ingestion and setting up the Destination.