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How to connect your Shopify store and Neostore ?

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This tutorial guides you through the process of integrating your Shopify store with Neostore.You’ll learn how to set up the integration, enabling customers to scan a QR code in your physical store, which will then create a customer profile in Shopify and generate a pass in Neostore.

Step 1: Configure Shopify and Get Access Token

Previous Requirements: Ensure you have a site with an URL deployed in Shopify.

  1. Go to Settings:

    • Navigate to your Shopify admin dashboard and go to the Settings.
  2. Apps and Sales Channels:

    • Find and click on “Apps and Sales Channels.”
  3. Click on Develop Apps:

    • Select “Develop Apps” from the options available.
    • Click on Create App and give it a name.
      shopify.png
  4. Configure Admin API Scopes:

    • Tick write_customerand read_customer and save changes.

shopify_2.png

  1. Install App:

    • Follow the instructions to install the app.
  2. Get Access Token:

    • Obtain the access token for further configuration.

Step 2: Configure Neostore

  1. Integration > CRM > Shopify:
    • Once you’re in your Neostore backoffice, go to Integration and deploy CRM and the select Shopify.
    • Paste the URL and access token you obtained from Shopify.

backoffice-shopify.png

  1. Configure Your Customer Registration Layout:

    • Navigate to the layouts/ directory.
    • Customise your layout or use a predetermined template.
  2. Configure Flow in Server:

    • Go to Settings> Advanced Configuration.
    • Open the server/flows.yml file.
    • Configure the flows section with the correspondant configuration.
    • Ensure that you have activated the provider with a sample code like this:
flows:
  - type: userRegistration
    name: user
    steps:
      - type: shopify // This is the line you have to add to your step
      - type: pass
        passType: {{ passType }}
      - type: mail
        mailTemplate: downloadPass
customerProviders:
  - type: shopify
  • As we can notice we have a customProviders with a type of shopify and the first step of our flow is the type shopify.
  1. Create Redirect:

    • Go to Layouts > Redirects page.
    • Create a redirect with the corresponding layout that you created in the previous steps.
      neostore_redirects.png
  2. Generate Link and QR Code:

    • Click in the redirect that you just created and then View QR Code.

shopify_5.png

image.png

Your integration is now complete and operational. Customers can easily register and obtain their passes, improving their shopping experience and ensuring smooth data management on your end. Now, when customers scan a QR code in your physical store, a customer profile is created in Shopify, and a pass is generated in Neostore.

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