In this guide, we'll walk you through connecting your Shopify store to Carriyo using our connector.
If you want to understand how this integration works, you can check this article.
The connector integration will proceed through the following steps:
- Setting up the Connector
- Creating a Shopify Custom App
- Creating Shopify Wehbooks
- Other settings
- Configuration options
Setting up the Connector
1. To start, navigate to Integrations > Connectors on the Carriyo Dashboard and click on the Shopify icon from the connector apps list.
2. The setup wizard contains all required steps to complete the connector setup. Select the desired merchant from the dropdown list and assign a suitable name for your store. Click on Next.
3. Enter your Shopify Store Domain Name and proceed. Click on Go back on the bottom left corner if you want to change any details.
4. For this step, you will need to choose the integration mode for your store orders. If you need more details, you can refer to this article.
Once you've reached this screen, we'll initiate the process of creating a custom Shopify app.
Creating a Shopify Custom App
1. Go to your Shopify store and access the Shopify Settings.
2. Select Apps and sales channels in the left menu and click on Develop apps.
3. Then click on Allow custom app development.
4. Click on the Create an app button to proceed.
5. Provide a suitable App name like Carriyo Integration.
6. Then, click on Configure Admin API scopes. This is where you will manage permissions.
7. Enable the following permissions, you can use keywords to locate them in the list as below.
8. Repeat the same process for the following 10 items and then click on Save:
write_orders, read_orders,
read_locations,
read_fulfillments, write_fulfillments,
read_merchant_managed_fulfillment_orders, write_merchant_managed_fulfillment_orders, read_returns, write_returns,
read_products,
read_customers,
read_shipping
Click Install App once done. This will bring you to the API credentials screen.
9. Click on Reveal token once and store the value in a safe location. This will not be revealed again. If you miss this part, reinstall the app again to generate a new token.
10. Then go back to the Carriyo Dashboard and paste the token in the Shopify API access token field and click on Next.
Shopify Webhooks creation
1. The next step is to configure the webhooks. Go to your Shopify store admin settings and click on the Notifications panel and scroll to Webhooks.
2. Then, copy your Shopify Webhook Shared Secret and paste it in Carriyo.
3. The next step is to configure Shopify Webhooks and this is required for a seamless flow of order information from Shopify to your Carriyo account.
Check the event name and copy the URLs you get from Carriyo wizard.
4. In Shopify go back to Store Settings and click on Notifications > Webhook > Create webhook, where you can select the right event and paste the associated URL and click on Save.
- Fulfillment creation
5. Repeat the same process to create 7 other webhooks for fulfillment update, product creation, product update, product deletion, inventory item creation, inventory item update, and inventory item deletion.
6. Once the above step is completed, the 8 webhooks should appear in your Shopify screen as such.
Other settings
To finalize this setup, we will proceed with the Location mappings.
1. For the next step in the setup wizard, you will have to map each Shopify location to a unique Carriyo location.
You can also do the same anytime in the Dashboard in Integrations > Connectors > Shopify and scroll down to find Location Mapping section.
2. The last step in the wizard allows you to handle shipment booking process automatically. You can enable this option if you want all incoming shipments to be booked automatically.
Configuration options
Carriyo offers several options as part of the integration configuration.
Display shipping rates in Checkout page
1. Under Settings and Options, enable the Checkout page shipping rates integration to Shopify toggle. When this option is enabled, carrier shipping rates will be displayed on the Checkout page via Carriyo.
2. Once the toggle is enabled, the below permissions need to be enabled in Shopify under Admin API access scopes: read_shipping & write_shipping
3. After enabling these permissions, click on Verify Access in the setup wizard.
4. The next step is to copy the API secret key from Shopify and paste it in the Shopify API Password field in the Carriyo connector setup page.
5. Once all the above steps are completed, either configure the desired carrier accounts to use Carrier Costing API or (if toggle is disabled) configure the Service Information in Settings.
6. Once this is configured, any future shipments will have shipping rates displayed on the Checkout page under Shipping method.
Delivery types mapping
You can define delivery types in the Dashboard under Settings > Shipments Attributes > Delivery Types.
Once set, you will be able to map them with Shopify Shipping codes in the Connector settings. On the Dashboard, under Integrations > Connectors > Shopify and scroll down to find Delivery Types Mapping section.
Display the carrier's tracking page
You can decide to display the carrier's tracking page instead of the Carriyo tracking page. You simply need to enable the feature at the Shopify connector level (Integration > Connectors).
Once enabled, for shipments created via Shopify, the tracking page of the carrier will reflect instead of ours.
You have now completed setting up your Shopify store, and you are read to test your integration by creating a new order in Shopify and ensure it flows properly to Carriyo.
At any time, you can update your settings in Integrations > Connectors.
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