Shopify is an e-commerce platform and retail point-of-sale system that offers online retailers a suite of services to help them operate their online store. Now, with our new integration, you can get a high-level view of your store in one place and automatically track your products, inventory, and orders.
How to set it up
Once you click on the shopify integration banner you will see all the recipes we offer. We focused on making monday.com a command center where you will be able to manage every aspect of your online shop-- from keeping track of inventory to approving new designs for your products.
Once you click on one of the recipes, you will need to connect your shopify account. Read and follow the next step to learn how to collect these details.
Before we set up the integration on monday.com, we need to create a private app on shopify. In your shopify account dashboard click on "Apps":
Then, click on "Manage Private Apps" at the bottom of the screen:
Then "Create new private app":
Enter a name for the app (for example "Cassandra's App") and enter your email. Then scroll down to the Admin API Permissions and expand your options. You will need to enable at the very least "Read access" permissions for the categories you plan to use with monday.com. For example, if you wish to pull in order data and use a recipe like "When a new order is created, create an item" on your board, you will need to enable "Read access" on the Orders segment of the permissions:
Once you've enabled read access on all of the relevant permissions, save the app by clicking on the "Save" button on the top right:
And voilà you have a new app!
The API key, Password, and Shared Secret that you need for the integration can be found on the page that loads after clicking "Save". You'll find this information in the "Admin API" section beneath the "App details". Copy this information into your monday.com integration screen.
So how does it work?
To understand how this integration works, let's dive into an easy example: "when a new order is created, create a new item in this group". First, connect your Shopify account:
Next, choose the group to add the new order to. In this case, we're adding to the "Today" group:
Click on "Add to Board" and you are done! 🎉
Supported Shopify fields
Currently, the following fields in Shopify are supported by our monday.com integration:
- Order Number
- Subtotal Price
- Total Discounts
- Total Price
- Total Tax
- User ID
Error when setting up
The Shopify integration does require API "Read access". If you are getting an error please follow the guidelines in Step 3 of the "How to set it up" section.
If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly!
If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!