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Shopify

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

  1. Go to Admin > Portals > [your portal] > Integrations.
  2. In the Shopify section, enter your store credentials:
FieldDescription
Shop DomainYour Shopify store domain (for example, yourstore.myshopify.com)
API KeyThe API key from your Shopify app
API Secret KeyThe API secret from your Shopify app
Access TokenAn access token with the required scopes
  1. 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

FieldDescription
TitleProduct name
HandleURL-friendly product identifier
VendorProduct vendor or manufacturer
Product TypeProduct category
StatusActive, draft, or archived
TagsProduct tags
VariantsSize, colour, and other variant options
ImagesProduct images

Orders

FieldDescription
Order NameOrder reference number
EmailCustomer email address
Financial StatusPayment status (paid, pending, refunded, etc.)
Fulfilment StatusShipping status (fulfilled, unfulfilled, partial)
Total PriceOrder total with currency
Line ItemsProducts included in the order
CustomerCustomer details

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:

  1. Go to the portal's Integrations tab.
  2. Click Sync in the Shopify section.
  3. Select the data types to sync.

Disconnecting

To remove the Shopify connection:

  1. Go to the portal's Integrations tab.
  2. Click Disconnect in the Shopify section.

This removes the stored credentials and clears all cached Shopify data for the portal.