Connecting to Shopify

To connect Vinsight to Shopify, you need to create an App to generate a Client ID and Secret that Vinsight can use to talk to your Shopify Store.

This is done in your Shopify Dev Dashboard. You can have a read about the Shopify Dev Dashboard here

NOTE: You have to be the store owner to create an App. To figure out who the store owner is, you need to be in the Shopify Store Admin area and navigate to the Settings page, then to “Users and Permissions“.

In the Dev Dashboard, you can “Create App” 

Give it a name that makes sense to you e.g. “Vinsight – {Your Company Name}”, eg: “Vinsight – Wine Co”:

Once you have created the app there are a fews that needs to be set in place. 

First you need to set the App URL to be “https://shopify.dev/apps/default-app-home” and UNTICK “Embed app in Shopify admin”

Second you need to grant the scopes (permissions) that you will allow Vinsight to operate under. Click “Select scopes“.

The scopes we require at a minimum for the addon to function correctly are as follows. These are in alphabetical order down the page, under Customers, Locations, Orders and Products respectively: “read_customers”, “read_locations”, “read_orders”, and “read_products”.

You can choose to grant access to more scopes, but the addon does not require any further ones. Click “Done” to save the scopes.

Once you have configured and saved your  Scopes, you will need to press the “Release” button at the bottom of the page.

After it is Released, you need to Distribute (Install) the App to your Shopify store.

Select Custom distribution

Then you need to distribute your store domain

This will generate a link that allows you to install the App into your Shopify store. Copy the link and paste it into a new tab.

After it is installed, you need to go back your new App in the Shopify Dev Dashboard to get the Client ID and Secret. 

You will need to paste this into the Vinsight settings into the Client ID and Secret boxes and then enter your Store Name.

Once you have entered your Shopify Client ID, Shopify Secret and Shopify Store Name in to Vinsight, click the “Saved Configuration” button, then Vinsight will try to connect to your Store. 

If the test is successful, you should see a message with a green tick saying something like “Connected to Wine Co.” where this is your company name.

Now place a test order in your Shopify Store. After a couple of minutes have passed you should be able to see this order arrive in your Vinsight Account.

Vinsight Support can customise how certain aspects of your orders import for you. For example, by default they will all be imported under the “Shopify” Customer. Contacts us at support@vinsight.net if you would like to change this behaviour to import each order as an individual customer record in your Vinsight Account.

Common Shopify Integration Errors

“Invalid URI: The Hostname could not be parsed”

This means that you will need to match the ID used in your Shopify Store with Vinsight, once both ID’s are matched you will be able to Save Configuration.