Shopify
Connect your Shopify store to AgentDesk to give your support team instant access to product and order data when working on tickets.
What the integration provides
When a Shopify store is connected to a portal, your team can:
- View product details (title, vendor, status, variants, images) directly within the portal
- Look up order information (financial status, fulfilment status, total price, line items, customer details)
- Use synced data as context when investigating support tickets
Connecting a Shopify store
- Go to Admin > Portals > [your portal] > Integrations.
- In the Shopify section, enter your store credentials:
- Click Connect. AgentDesk tests the connection before saving.
If the connection test fails, verify that your credentials are correct and that the access token has the necessary permissions.
Data sync
Once connected, AgentDesk syncs the following data from your Shopify store:
Products
Orders
Sync types
You can sync three types of data:
- Products -- Product catalogue and variants
- Orders -- Order history and details
- Customers -- Customer records
Triggering a sync
Data is cached locally after each sync. To refresh the data:
- Go to the portal's Integrations tab.
- Click Sync in the Shopify section.
- Select the data types to sync.
Disconnecting
To remove the Shopify connection:
- Go to the portal's Integrations tab.
- Click Disconnect in the Shopify section.
This removes the stored credentials and clears all cached Shopify data for the portal.