Installation, Configuration, and Settings Guide

Prerequisites

Before you begin, please ensure that you have the following prerequisites in place:

• A Shopify Store Account: You must have an active Shopify store account where you can access and manage your products, orders, and customer information
• Zoho CRM Account: You need a Zoho CRM account to integrate with your Shopify store. Zoho CRM will be used to manage customer relationships, sales, and other business processes.

Installation

1. Install Shopify Tools Extension: Begin by installing the “Shopify Tools” extension from the designated app store or marketplace. This extension acts as a bridge between your Shopify store and Zoho CRM.
2. Setting up Requirements in the Settings Page: After installation, access the extension’s settings page. Here, you’ll find various fields that need to be configured to establish the connection between your Shopify store and Zoho CRM. Fill in the required information accurately. These settings usually include API keys, authentication tokens, and other relevant identifiers
3. Connect with Zoho CRM: To integrate with Zoho CRM, follow the instructions provided in the extension’s documentation. This often involves generating API credentials within your Zoho CRM account and entering them into the extension’s settings. This connection allows data synchronization between your Shopify store and Zoho CRM.
4. Mapping CRM Lead Module to Shopify Customer: In the extension’s settings, you’ll find an option to map Zoho CRM’s “Lead” module with Shopify’s customer data. This ensures that customer information gathered from your Shopify store is correctly associated with the corresponding Zoho CRM records.
5. Mapping Deal Module to Shopify Order Data: Similarly, you can map Zoho CRM’s “Deal” module to Shopify order data. This enables the extension to synchronize order information, such as order total, products purchased, and order status, between your Shopify store and Zoho CRM.

Obtaining Zoho Client ID and Client

• Step 1: Visit the Zoho Developer Console and log in using your Zoho account credentials. If you don’t have a Zoho account, you’ll need to create one.
• Step 2: Create a New Client
  1. Once logged in, navigate to the “Client” section in the developer console.
  2. Click on the “Create Client” button.
• Step 3: Choose the Application Type
  1. Select the appropriate application type based on your needs. For server-based applications, choose “Server-based Application.”
• Step 4: Provide Application Details
  1. Enter a name for your application in the “Client Name” field.
  2. Enter a description for your application in the “Description” field.
  3. In the “Homepage URL” field, provide the URL of your application’s homepage.
  4. In the “Authorized Redirect URIs” field, enter the redirect URI where Zoho will send the authorization code. This is typically the URL where your application handles the OAuth callback.
• Step 5: Generate Client ID and Client Secret
  1. Click the “Create” button to generate the Client ID and Client Secret for your application.
  2. Note down the generated Client ID and Client Secret. Keep them secure as they will be used to authenticate your application

Obtaining Shopify Admin API Access Token and Store Name

To interact with the Shopify Admin API, you’ll need an access token and your store’s name (also known as the shop domain). Here’s how you can obtain these credentials:

• Step 1: Log in to Your Shopify Account
  1. Log in to your Shopify account using your store’s admin credentials.
• Step 2: Access the Shopify Admin
  1. Once logged in, you’ll be in your Shopify admin dashboard.
• Step 3: Create a Private App
  1. In your Shopify admin, go to “Apps” located on the left-hand sidebar.
  2. Scroll down and click on “Manage private apps.”
• Step 4: Create a New Private App
  1. Click on the “Create a new private app” button.
• Step 5: Provide App Details
  1. Enter a name for your private app.
  2. Optionally, provide your email address for notifications.
• Step 6: Set App Permissions
  1. Under “Admin API,” select the permissions your app requires. Make sure to only select the permissions that your app needs to perform its intended tasks.
• Step 7: Review and Save
  1. Review the app details and permissions.
  2. Click the “Save” button to create the private app.
• Step 8: Access Token and Store Name
  1. After saving, you’ll be redirected to the app’s details page.
  2. In the “Admin API” section, you’ll find the “Storefront access token.” This is your API access token. Click on the “Generate token” button to create the token.
  3. Note down the generated access token; it will be used to authenticate your API requests.
  4. The store name (shop domain) is located at the top of the page, under the “App Details” section. It looks like `your-store-name.myshopify.com`.