Table of Contents

Zoho Extension : Shopify to Zoho CRM

Overview

This guide will help you set up the Shopify to Zoho CRM extension, enabling seamless synchronization of customers, products, and orders from your Shopify store to Zoho CRM.

Video Tutorial

Prerequisites

Shopify Store with administrative access
Zoho CRM Account with API access permissions
Shopify Admin API Access Token with required scopes (see Step 2)
Pop-up blocker disabled for this site (Zoho authentication uses pop-up windows)

Recommended for Full Customer Data Shopify Advanced or Plus Plan - Required for API access to personally identifiable information (PII) like customer names, addresses, emails, and phone numbers. Basic and Standard plans have limited customer data access.

Installation Steps

Step 1: Access Settings

Navigate to the Settings page in the Shopify to Zoho CRM extension dashboard to begin configuration.

Step 2: Connect Your Shopify Store

1. Enter Store Name: Input your Shopify store name only (without domain extensions)

2. Generate Admin API Access Token: Create a token in your Shopify Admin with all required scopes

⚠️ Important: Important: Ensure your token includes all necessary permission scopes for customer, product, and order data access.

3. Click Connect Shopify Store button

Note A pop-up window will open for authentication. Make sure pop-ups are allowed for this site.

Step 3: Map Accounts Module

Navigate to Accounts Mapping section
Map Shopify Customer fields to Zoho CRM Account fields
Ensure customer data properly aligns with Account fields
Click Save to store mappings

💡 Tip: Account mapping must be completed before setting up Sales Orders, as Sales Orders require linked Account information.

Step 4: Map Contacts Module

Navigate to Contacts Mapping section
Map Shopify Customer fields to Zoho CRM Contact fields
Configure how contact information synchronizes
Click Save to finalize Contact mappings

Step 5: Map Products Module

Navigate to Product Mapping section
Map Shopify Products to Zoho CRM Products module
Configure product fields (name, SKU, price, etc.)
Click Save after completing mappings

Step 6: Map Sales Orders Module

Navigate to Sales Order Mapping section
Map Shopify Orders to Zoho CRM Sales Orders module
Configure order data fields (customer, status, products)
Click Save to finalize Sales Order mappings

⚠️ Requirement: Account mapping must be completed before Sales Order mapping. The system will prompt you if Account mapping is missing.

Step 7: Test Integration

Trigger a test synchronization or wait for automatic sync
Verify data in your Zoho CRM account
Check that customers, products, and orders synced correctly
Monitor sync status on the Dashboard

Step 8: Data Migration (Optional)

If you need to migrate historical data from Shopify to Zoho CRM:

Navigate to Data Migration section
Select migration type (Old Data, Partial, or Full)
Choose modules and date ranges
Submit migration request for processing

Note: Data migration requires a paid yearly subscription. Only one active migration request is allowed at a time.

⚠️ Important Notes

ⓘ Shopify Plan Limitations Full customer PII (names, emails, addresses, phone numbers) is only available with Shopify Advanced or Plus plans. Basic and Standard plans have restricted access to this data.

⚠︎ Allow Pop-ups Zoho authentication requires pop-up windows. Ensure your browser allows pop-ups for this site to complete the authentication process successfully.

⚠︎ Mapping Dependencies Account mapping must be completed before Sales Order mapping. Sales Orders require linked Account information to function properly.

ⓘ Data Migration Subscription Historical data migration requires a paid yearly subscription. Real-time syncing of new data works without additional subscription.

🔧 Troubleshooting

Pop-up blocked during authentication

Check your browser’s address bar for a blocked pop-up icon and allow pop-ups for this site. Try the connection again after allowing pop-ups.

Customer data not syncing completely

Verify your Shopify plan. Full customer PII requires Shopify Advanced or Plus plans. Basic/Standard plans have limited customer data API access.

Cannot map Sales Orders

Ensure Account mapping is completed first. Sales Orders depend on Account data and will show a warning if Account mapping is missing.

API token errors

Verify your Shopify Admin API token has all required scopes and hasn’t expired. Generate a new token if needed with proper permissions.

💬 Need Help?

If you encounter any issues during installation or have questions about the integration, our support team is here to help.

Email Support:

[email protected]