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Step 1: Get an access token from Shopify

To integrate Shopify with Plecto, you need to provide your Shopify subdomain and an access token.

To get the access token, you need to create a new app in your Shopify account. We'll tell you along the way where to find the subdomain.

Here's how to create a Plecto app in Shopify:

  1. Go to Apps > App and sales channel settings.

  2. Click Develop apps for your store > Create an app.

  3. Enter an App name (such as Plecto) and select an App developer.

  4. Click Create app.

  5. Click Configure Admin API scopes.

  6. Enable read_customers for the data type Customers and read_orders for the data type Orders.

  7. Click Save in the top-right corner.

  8. Open the API credentials tab and click Install app > Install.

  9. Shopify will generate an access token. Click Reveal token once to see your access token.

  10. Copy the token and store it in a safe place in case you need to use it again.

  11. Proceed to Step 2.

Step 2: Create Shopify data sources in Plecto

  1. Go to Data management > Data sources > + New data source > Shopify.

  2. Insert your Shopify subdomain and access token.

  3. Click Next.

  4. Select the data types you want to import.

  5. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  6. Click Next to finish and import your data.

Available data types

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Our integration with Shopify currently allows you to import the following data types:

  • Customers

  • Order Adjustments

  • Order Lines

  • Orders

  • Refunds