Connecting to Shopify

To connect Vinsight to Shopify, you will need to generate an “Admin API Access Token” that Vinsight can use to talk to your Shopify Store. This is done in your Shopify Settings, by enabling “Custom App Developement”.

First, log in to your Shopify Store Admin area and navigate to the Settings page, then to “App and sales channels“:

You will need to Allow Custom App Development on your Shopify Store in order to generate an access token for Vinsight:

Once you have allowed custom app development, go ahead and create a new custom app by clicking “Create an app“:

Give it a name that makes sense to you e.g. “Vinsight – My Company Name”:

Once you have created the app in Shopify, you will need to grant the scopes (permissions) that you will allow Vinsight to operate under. Click “Configure Admin API scopes”. The scopes we require at a minimum for the addon to function correctly are as follows:

“read_products”, “read_customers” and “read_orders”.

You can choose to grant access to more scopes, but the addon does not require any further ones.

Once you have configured your Admin API Scopes, you will need to press “Install app” to install your custom app in to your store.

After installation, you will be able to generate the Admin API Access Token that Vinsight needs to read incoming orders from your Shopify Store. Press “Reveal token once” and copy it in to your Vinsight Account’s Shopify Addon Settings.

Once you have entered your Shopify Admin API Access Token in to Vinsight and Saved the configuration, Vinsight will try to connect to your Store.

If the test is successful, you should see the following message after pressing “Save Configuration“:

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.