Set up Shopify

Before you can access your customers' commerce data from Shopify, you need to set up a live integration. You'll need to:

  • Login to the Codat Portal.
  • Have your app approved by Shopify.
  • Update the redirect URL for your Shopify app to Codat’s URL.
  • Retrieve your secure Shopify app credentials.
  • Add your secure credentials to the Codat Portal and enable the Shopify integration.
  • Check your sync settings.

Have your app approved by Shopify

All public applications created in Shopify must meet Shopify's requirements and be approved by Shopify. To send your app for approval, perform the following steps:

  1. Go to your app dashboard and click App listing.
  2. Under App visibility choose the English listing section, fill out the required application details and save your changes.
  3. On the App listing page click Submit app to send it to Shopify for review and approval. Note that the review might take up to two weeks.

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Shopify's app requirements

  • All public applications created in Shopify must meet Shopify's requirements and be approved by Shopify. Please be advised that it may take the Shopify Review team up to 2 weeks to review your app.

  • As part of Shopify's app requirements, Codat clients wishing to access more than 60 days of orders must make a separate request to do so (see below). Please be advised that it may take up to 7 business days for Shopify to process your request.

Please note Codat cannot guarantee that access to order data is granted or that your app is approved by Shopify.

Update the redirect URL and GDPR mandatory webhooks for your Shopify application

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Shopify account details

  • If you already have a Shopify developer account, have your account details to hand.

  • If you don't, create an account before you start to create your application.

  1. Log in to Shopify developer portal.
  2. Under the app approved by Shopify, go to App setup.
  3. Under URLs > Allowed redirection URL(s), paste Codat’s redirection URL: https://commerceintegration.codat.io/oauth/callback.
  4. Scroll to GDPR mandatory webhooks and enter the following URLs:
    Customer data request endpoint: https://commerceintegration.codat.io/webhooks/customer/request
    Customer data erasure endpoint: https://commerceintegration.codat.io/webhooks/customer/delete
    Shop data erasure endpoint: https://commerceintegration.codat.io/webhooks/shop/delete

Retrieve your secure Shopify app credentials

  1. Go back to the Apps dashboard and choose your application.
  2. Under API Keys, copy the two values for use at the next stage or keep the page open in a separate browser tab.

Add your secure credentials to the Codat Portal and enable the Shopify integration

  1. Open the Codat Portal page and log in.
  2. Go to Integrations > Commerce.
  3. Find Shopify, and select the Manage button next to it.
  4. From the API keys page on the Shopify developer portal, copy and paste:
  • API key value into Client Key.
  • API secret key value into Client Secret.
  1. In the Codat Portal, click Save.
  2. Go back to Integrations > Commerce, and use the toggle to update the Shopify integration from Disabled to Enabled.

Check your sync settings in the Codat Portal

If this is your first commerce integration, update your sync settings to enable commerce data types.

You're now ready to set up companies for your customers in the Codat Portal.


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